Patent 7917556 was granted and assigned to UBS (CRM&Web-sites) on March, 2011 by the United States Patent and Trademark Office.
A system is provided for tracking employee disclosure information and includes an employee database for storing employee status information. Also included is a previous disclosure database for storing any previous disclosures provided by the employee. Finally, a disclosure engine is included for determining disclosure requirements for the employee based on the employee status information. The disclosure engine also receives from the previous disclosure database the any previous disclosures provided by the employee for determining any additional disclosure required by the employee to satisfy the disclosure requirements. The disclosure engine also forwards to the employee a disclosure form for providing the additional disclosure.