Disclosures

Disclosures in Assette provide a structured and centralized way to manage the legal and regulatory language required in client-facing documents. This system is accessed through the Authoring Center, where users can author, organize, and implement disclosures using two main components: Disclosure Fragments and Disclosure Blocks. These components together ensure that disclosures are consistently authored, reviewed, and inserted into generated documents (Smart Pages) across different contexts and use cases.

Disclosures are used to include legally required or firm-specific explanatory content in reports, factsheets, pitchbooks, or other Smart Documents. Assette enables you to break down and manage disclosures in a modular fashion to increase flexibility, improve consistency, and support conditional logic across various document types.

Disclosure Fragments #

Disclosure Fragments are individual segments of disclosure text. These fragments are created and managed independently, allowing for reuse across multiple documents. You can format them, insert variables, and organize them into categories for easy access. They must be published before being used in Disclosure Blocks.

Key Capabilities: #

• Create and format Disclosure Fragments using a rich text editor.
• Insert variables such as “As of Date” or “Account Name” for dynamic content generation.
• Categorize and organize fragments for efficient management.
• View and filter fragments by status (Draft, Published, Modified, Deleted).
• Edit or delete Disclosure Fragments with version tracking.

Disclosure Blocks #

Disclosure Blocks are the complete disclosure elements that are added to Smart Pages. A Disclosure Block can contain one or more Disclosure Fragments and may include additional logic for conditional display based on document or output attributes.

Composition: #

• Main Disclosure: Contains the general Disclosure Fragments that always display.
• Conditional Disclosures: Additional fragments that display only when certain conditions are met, such as document type, client type, strategy, or currency.

Key Capabilities: #

• Combine multiple Disclosure Fragments into a single block.
• Define display logic using “Display As” settings (e.g., append vs. new line).
• Configure conditions for disclosure display using document attributes or output variables.
• Associate disclosures with data objects, enabling automatic inclusion during Smart Shell fabrication.

Conditional Disclosures #

Conditional Disclosures allow users to show or hide specific disclosure content depending on pre-defined conditions. These conditions can be based on:

• Document Attributes: Such as Strategy, Client Type, Purpose, Intended Use, or Country.
• Output Variables: Including Currency, Benchmark, Performance Type, and Sector Scheme.

You can apply multiple conditions per disclosure and even include multiple conditional-disclosure sections within a single block. This ensures the generated document reflects the appropriate disclosures for its context.

Adding Disclosure Blocks to Smart Pages #

Published Disclosure Blocks can be added to Smart Pages via the PowerPoint Editor:

1. Click Insert Disclosures from the Assette ribbon in the PowerPoint Editor.
2. Select a Disclosure Block from the Disclosure Library.
3. Insert it into your Smart Page.

Disclosure Blocks are inserted as Smart Shells and will render content based on any defined conditions or associations during document generation. Note that only published Disclosure Blocks are available in the library—Disclosure Fragments alone cannot be inserted into Smart Pages.

Modular and Reusable Design #

The architecture of Disclosures in Assette supports modular content design:

• Fragments ensure that disclosure language is authored and reviewed once, then reused across various contexts.
• Blocks enable flexible and conditional arrangement of these fragments in a document-ready format.
• Associations to data objects and conditional logic ensure compliance and relevance.

This modular design significantly enhances the efficiency and consistency of disclosure management for firms that produce a high volume of client materials across different products, geographies, or audiences.