Understanding the main components

IBM Controller Disclosure Management is organized into three primary modules: Projects, Style sheets, and Users.

Projects

The Projects module is the central workspace of the application. A project represents a complete financial reporting deliverable, such as an annual report, a statutory financial statement, or a management report.

Within the Projects module, users can:

  • Create new projects
  • Organize projects into folders
  • Edit report content across multiple sections
  • Copy existing projects for reuse in future periods
  • Lock finalized projects to prevent modification
  • Delete projects that are no longer required

Each project contains multiple report sections like cover page, management report, financial statements, notes, and preview that together define the complete report output.

Style sheets

The Style sheets module is used to define the visual layout and formatting of reports. Style sheets are CSS-based templates that control how report content appears in the final output, including page layout, typography, table formatting, and spacing.

Within the Style sheets module, users can:

  • View available style sheets, including default IBM templates
  • Create new style sheets using CSS definitions
  • Edit existing style sheets
  • Apply style sheets to projects

The application provides two default system style sheets IBM One Column and IBM Two Column which include predefined CSS formatting and serve as starting points for custom report styling. These default style sheets cannot be deleted.

Note: Style sheet names must be unique. You can have an unlimited number of saved style sheets, but no more than three style sheets can be in an unsaved (draft) state simultaneously.

Users

The Users module is used by administrators to manage user accounts and control access to application resources.

Within the Users module, administrators can:

  • Create new user accounts
  • Configure user identity details
  • Assign project permissions
  • Assign style sheet permissions
  • Activate or deactivate user accounts

Access control is enforced at the project and style sheet levels. Folder structures are used for organization only and do not define or restrict user access.

Note: Standard users can view their own profile but cannot modify their own access permissions. They can only view the projects and style sheets which are assigned to them. Only administrators can manage user accounts and permission assignments.