Product deep dive: build tailored compliance workflows with Issue Types and Paths

In our first product deep dive, Jason Philipsen (Product Marketing Manager) and Shivila GC (Customer Success Manager) explore how compliance teams can adapt reporting and disclosure workflows to reflect the way organizations actually operate, rather than being forced into rigid systems.

The session focuses on:

• Issue types: Configurable workflows that adapt to different case categories, with tailored fields, forms, and access levels — ensuring the right people are involved from intake to resolution.
  

• SpeakUp Paths: Our new disclosure and approval management module. Paths gives employees a simple, structured way to submit conflicts of interest, gifts, donations, and other policy-driven disclosures.
  

• Analytics and reporting: Access all cases and disclosures in one system, giving compliance teams consolidated insights for audits and board reporting.