Some jurisdictions require holdings in issuers to be monitored individually but reported together in one single disclosure form. To meet these expectations, the functionality to Generate Documents for All results for this rule has been introduced to specific rules.

This allows FundApps to generate the document across multiple results while ensuring the audit trail remains intact on the individual rule level.

For these specific rules, a drop-down menu is now available in the result details screen on the Generate & Disclose button. Two options can be chosen: This result only, and All results for this rule.

Using this functionality will further result in the following audit trail for all the individual triggered rules. Audit trails already generated by using This result only will not be overridden.

Please note, this does not auto-attach disclosure forms generated to the result. Please attach manually or when filing.

When status has changed to Disclosing the action button Mark as filed will appear as normal. This button will have two options, This result only and Mark all as filed. As the options describe, using "Mark all as filed" will change the status of all the individual rules that were previously marked as "Disclosing" by the multi-result operation to Filed.

It should be noted that using Mark all as filed on results that have been previously marked Disclosing via This result only, will not mark them all as Filed. In other words, All results in this rule and Mark all as filed should work together consecutively in a typical workflow.

Currently, the rules that support this functionality are: