Abstract: The enterprise database system provides methods, data, and user interfaces for performing reassessments and creating financial and accounting disclosure reports. Data fields for entities are monitored for changes that are evident at the end of reporting periods and may trigger the need to reassess the categorization of the entity. The system receives a request to perform a reassessment based on changes to particular data fields during the reporting period. The system retrieves entities that require reassessment based on the trigger events applicable to the entities. A reassessment is performed for each of the entities having a trigger event and the reassessment is stored in a historical database. Based on the reassessment, the system generates prompts to re-categorize the reassessed entity. Following the reassessment and categorization, the system can generate a disclosure report that presents information about the newly categorized entity.

Abstract: The enterprise database system provides methods, data, and user interfaces for generating approvals and documentation related to forming or acquiring an entity or to initiating a transaction involving an entity. The system also provides the ability to store entity or transaction information in a historical database for retrieval. The system further provides analysis and report generating features, including generating current and historical reports related an entity or transaction, such as general corporate, regulatory and financial reporting documentation. The system also provides methods for modifying entity or transaction information in the historical database. The system further includes various interactive displays and notification tools to implement or facilitate the foregoing methods and systems.

Abstract: The enterprise database system provides methods, data, and user interfaces for performing reassessments and creating financial and accounting disclosure reports. Data fields for entities are monitored for changes that are evident at the end of reporting periods and may trigger the need to reassess the categorization of the entity. The system receives a request to perform a reassessment based on changes to particular data fields during the reporting period. The system retrieves entities that require reassessment based on the trigger events applicable to the entities. A reassessment is performed for each of the entities having a trigger event and the reassessment is stored in a historical database. Based on the reassessment, the system generates prompts to re-categorize the reassessed entity. Following the reassessment and categorization, the system can generate a disclosure report that presents information about the newly categorized entity.