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COI

Transitioning to Huron COI v10.5 (307)


Description
The Transitioning to Huron COI v10.5 course is designed to help institutions transition from Huron COI v10.3 to v10.5. This course covers the new venture capital disclosure type, the new disclosure profile state (inactive), as well as other enhancements.

Please complete the brief survey at the end. Your feedback is very helpful.
Content
  • 1. HURON COI 10.5 RELEASE OVERVIEW
  • 1.1 COI 10.5 Overview (1:08)
  • 1.2 Venture or Other Capital Financing Updates (3:49)
  • 1.3 New Disclosure Profile State: Inactive (3:02)
  • 1.4 Managing Write-In Entities (2:16)
  • 1.5 Other Improvements (3:55)
  • Transitioning to Huron COI 10.5 Survey
Completion rules
  • All units must be completed
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