Complete the disclosure interrogation

Who does this: FS Preparer · Senior Accountant · Platform Admin When: Statements are generated and you need to fill in the disclosure responses that drive the notes generator. Result: FsDisclosureResponse rows populated for every triggered mandatory rule (and as many conditional / recommended rules as the engagement requires). The notes generator can now be enqueued.

The disclosure rule engine fires deterministically against the mapped TB. Mandatory rules (always trigger) always fire. Conditional rules fire only when a tb_contains_any([...]) clause matches. Recommended rules surface as suggestions.

Before you start

• [ ] Engagement at STATEMENTS_GENERATED (the interrogation accordion is gated behind this).
• [ ] You have the answers — talk to the client beforehand for prompts you don't have data for (e.g. directors list, events after reporting period).
• [ ] You hold RESPOND_DISCLOSURE.

Steps

1. Open the engagement → Interrogation tab.
2. The accordion lists every triggered rule, sorted by priority (mandatory → conditional → recommended) then by rule_id.
3. For each rule, expand the accordion:
   • Read the Standard reference callout (e.g. "Companies Act Section 201" or "SFRS-SE Section 29")
   • Answer every required prompt
   • Conditional prompts whose visible_when predicate is false will appear or hide as you go
4. Click Save at the bottom of the rule. The progress bar increments.
5. Continue until every mandatory rule is complete. Conditional and recommended rules can be deferred or skipped — but document the skip on the engagement notes.

Prompt input types

input_type	Renders as	Example
text	Single-line text	Company legal name
date	Date picker (YYYY-MM-DD)	Year-end date
select	Dropdown	Reporting standard (SFRS_SE / FULL_SFRS)
boolean	Yes/No toggle	Going-concern declaration
multi_text	Repeating text rows	Directors as at year-end
table	Editable table	Related-party transaction schedule
number	Number with decimal control	Directors' total remuneration

How to know it worked

1. The progress bar at the top of the Interrogation tab is at 100% on mandatory.
2. Every mandatory rule has a green check; conditional rules show their state.
3. The activity log shows fs.disclosure.responded per save.
4. The Generate notes button on the Notes tab is now enabled.

Common situations

If you see…	It means…	What to do
A rule I expected to trigger isn't in the list	Its trigger_condition did not match the mapped TB keys	Check the rule in disclosure_rules.json. Maybe the relevant taxonomy key isn't mapped yet — open Mapping. See Expected rule not firing
The standard reference is blank on a rule	Rule has no standard_ref in the constitution	Reference the SFRS / Companies Act yourself; document on the response
A prompt I expected isn't visible	Its visible_when predicate is false	Check the predicate's source prompt; answering it differently may unhide the dependent
Conditional rule fired by accident (e.g. you mapped a row to ppe to test)	The mapping decides which conditional rules fire	Fix the mapping; the rule will drop off on the next page refresh

Related runbooks

• Generate notes — next step (notes generator refuses if mandatory rules are incomplete)
• FS-05 userflow
• Financial Statements SOP §6 / Step 5.0
• Expected rule not firing