CONFLICT OF INTEREST MANAGEMENT SOFTWARE

Surface Hidden Conflicts Before They Escalate

Use AI-supported insights to analyze disclosures, accelerate reviews, and help compliance teams identify and manage conflicts of interest with greater consistency and control.

CONFLICT OF INTEREST MODULE
SAI360 Conflict Review
IN REVIEW
New Disclosures 24
AI Reviewed 17
Approved 9
Conflict Review Queue
Severity Stage Status Owner

Trusted by Compliance & Risk Teams Worldwide

  • THE PROBLEM

Most COI tools break under real-world complexity

Conflicts of interest programs quickly outgrow spreadsheets and basic workflow tools when approval paths, disclosure requirements, and policy exceptions become more complex. Compliance teams need flexible workflows and easy disclosure tools to manage disclosures effectively.

Basic tools can’t support complex workflows

Many solutions struggle to handle complex approval chains, escalation paths, delegated reviewers, and policy exceptions which create manual work and limit scalability.

Employees lack clarity on when to disclose

Without integrated policy guidance and training, employees may not understand when conflicts should be reported, leading to missed or delayed disclosures.

Weak audit trails create defensibility gaps

Without complete records of disclosures, reviews, approvals, and remediation actions, organizations struggle to demonstrate consistent and compliant conflict management.

  • THE SAI360 SOLUTION

Standardize and strengthen your conflict of interest program

Configure workflows around your program

Adapt disclosures, routing, approvals, escalations, and exception handling to match your organization’s unique COI review process.

Guide employees to disclose with confidence

Integrate policy guidance, training, and disclosure workflows to help employees understand when conflicts should be reported.

Accelerate reviews with AI-powered insights

Use AI to summarize disclosures, surface key details, and help reviewers assess conflicts faster and more consistently.

Disclosure Management

  • USE CASES

Manage conflicts of interest across the full disclosure lifecycle

Support annual campaigns, real-time disclosures, and ongoing conflict management in a single connected system.

Annual conflict disclosure campaigns

Simplify annual attestations by allowing employees to review prior disclosures, confirm updates, and submit changes without starting from scratch.

Real-time disclosures

Enable employees to disclose conflicts whenever circumstances change whether it’s a new role, business activity, or emerging situation.

AI-guided policy and disclosure support

Allow employees to ask AI-powered policy questions in real time so they can better understand requirements and determine when disclosure is needed.

Conflict review and remediation

Route disclosures through configurable review workflows, assign approval actions, and document outcomes.

Want to learn how AI can help streamline your COI management?
See how SAI360 connects COI, policy awareness, and training in one seamless experience

  • KEY CAPABILITIES

Everything you need to manage disclosures

Build disclosure forms with conditional logic, branching questions, and configurable fields. Tailor questionnaires by role, region, business unit, or disclosure type.

Route disclosures automatically based on predefined rules and escalation criteria. Support multi-step approvals, delegated reviewers, and exception handling.

Allow employees to ask questions about conflict of interest policies in real time. Provide AI-supported guidance to help users understand disclosure requirements.

Use AI to summarize disclosures and surface relevant information for reviewers. Help compliance teams evaluate submissions more efficiently.

Maintain a complete record of disclosures, reviews, and conflict cases in one system. Track historical submissions and prior-year disclosures over time.

Capture a timestamped history of all submissions, reviews, approvals, and remediation actions. Store supporting documents and evidence alongside each record.

Document remediation plans and assign follow-up actions to designated owners. Track progress and completion of mitigation activities.

Monitor disclosure activity, conflict trends, and program performance through configurable dashboards. Generate reports for audits, leadership, and regulatory requests.

  • WHY SAI360

Built for modern COI management teams

G-COI-My-Disclosures

SAI360 helps organizations centralize disclosures, automate reviews, and manage conflicts of interest in a single connected platform.

Connected Across Programs

Integrate COI management with policy, training, and attestations to improve disclosure awareness.

Flexible for Complex Workflows

Configure disclosure forms, routing rules, approvals, and exceptions to match your requirements.

AI Embedded Across the Process

Apply AI to support policy guidance, disclosure intake, and review workflows throughout the COI process.

“Once upon a time, we had a manual process for Conflicts of Interest (COI)… SAI360 allows us to track our team and ensure transparency”

-Tina Tolliver, Millennium Physician Group​​

Transform How You Manage COI

Book a demo to see how SAI360 modernizes conflict of interest management for compliance teams.

  • Simplify annual and real-time disclosures

  • Automate complex review workflows

  • Help employees know when to disclose

  • Accelerate reviews with AI-powered insights

  • Maintain audit-ready conflict records

FAQs

Conflict of interest management software helps organizations collect disclosures, route reviews, track approvals, and maintain audit-ready records of conflicts of interest. It replaces manual spreadsheets and disconnected processes with a centralized system for managing disclosures and oversight.

The software automates disclosure collection through configurable forms, attestation campaigns, and event-based disclosure triggers. It routes submissions automatically for review, approval, or escalation based on predefined rules.

Yes. Organizations can configure disclosure forms with dynamic questionnaires, conditional logic, and custom fields to align with their policies, roles, and risk requirements.

Disclosures are routed automatically using configurable workflow rules based on factors such as disclosure type, employee role, business unit, geography, or risk level. Multi-step approvals and escalations are also supported.

Yes. SAI360 supports configurable approval chains, delegated reviewers, escalation paths, and exception handling to match complex organizational review processes.

Yes. Organizations can run annual disclosure campaigns while also allowing employees to submit disclosures whenever circumstances change throughout the year.

Yes. SAI360 integrates conflict of interest management with policy, training, and attestation workflows to help employees understand disclosure requirements and report conflicts appropriately.

AI helps reviewers by summarizing disclosures and surfacing relevant information during the assessment process. This can reduce manual review effort and improve consistency across reviewers.

Yes you can use AI-supported policy guidance that allows employees to ask questions about conflict of interest policies and receive real-time assistance when determining whether disclosure is needed.

Yes. SAI360 maintains a centralized repository of disclosures, conflict records, reviews, approvals, and remediation actions to support oversight, reporting, and audit readiness.