Add or Edit SFI
As part of making a disclosure, you can make changes to your SFI. The disclosure can be for a specific eGC1, for unsponsored activities, or just to disclose your SFI updates.
When you add new SFI to your profile, the system will automatically include it in any disclosure whose primary eGC1 is connected with a sponsor that requires UW review of SFI and whose status is not Review Complete. If the disclosure’s status was No Review Required, the system will reset it to Waiting for JIT.
When you edit an SFI entry, the system will reflect those changes in any disclosure that includes the changed SFI and whose status is not Review Complete or No Review Required.
To simply create new SFI or to edit your current SFI, select the Create New Disclosure button located in the Action Items section of the Profile page.
When the Disclosure Type page displays, select I need to add new SFI or change existing SFI and click Next.
If you have existing SFI, you will see it listed. Click the name of an Entity to edit it. Use the Add new SFI link to start a new entry.
If you do not have existing SFI, just the Add new SFI link will display. Select it to open the SFI entry page.
Review Delete SFI for information on how to do that.