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Conflict of Interest (COI) Disclosure Triage

Structure a COI disclosure into an assessment intake. The determination is the ethics/compliance officer's.

The prompt
From this conflict-of-interest disclosure, produce a structured intake for assessment: [paste the disclosure].
- Who is disclosing and their role
- Nature of the potential conflict
- Parties and interests involved
- What's being requested (approval, recusal, mitigation)
- Information still needed

This prepares the assessment. It does NOT decide whether a conflict exists or how to manage it — the ethics/compliance officer determines that.

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

Ethics & Compliance Officer, Compliance Manager, HR/Compliance liaison