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Gifts & entertainment

Clear decisions on gifts and entertainment.

Bring declarations, approval reviews, and follow-up into one place. By giving employees a clear way to disclose, you give your compliance team the context to decide.

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Confide
Incoming hospitality

Supplier dinner · Harbour Services

Compliance · Review owner

Request received

Ready for Compliance.

Alex has not accepted the invitation. Compliance will review the request before the dinner on 2 October.

Review due30 September
Estimated benefit to AlexAUD 180
Awaiting review
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From a request to a recorded decision.

Your employee submits a request, your team reviews the context, and the final decision stays on record.

01 / 09Start with the request.
Gifts & EntertainmentStart with what you know.
9:41● ◒
Gifts & Entertainment
New declaration

Request approval.

CategoryIncoming hospitality
EmployeeAlex Morgan
ActivitySupplier dinner
Continue →

Practical AI support at each step.

Your team reviews the information and makes the decision.

Echo

Get the context at intake. Help employees explain the gift or invitation, and clarify missing details before review.

Incoming hospitalitySupplier dinner · Harbour Services

I have been invited to a supplier dinner. Estimated benefit to me: AUD 180.

Analyzing request…Finding missing details
Echo
Harbour Services, for a supplier relationship dinner. I am reviewing their contract renewal and have not accepted.

Compose

Start the review with a clear summary. Review and edit the draft alongside the original request and supporting information.

Drafting…Review summary · Draft

Incoming supplier hospitality from Harbour Services. Estimated benefit to Alex Morgan: AUD 180. Dinner on 2 October. Alex has disclosed involvement in an active contract renewal and has not accepted. Compliance reviews the request and makes the decision.

Sentinel

Ask questions across your records. Explore declarations and related information to support reviews and internal reporting.

Recorded information

Supplier dinner · Alex Morgan

Incoming hospitality. Estimated offered benefit: AUD 180. Owner: Compliance. Decision: Not approved. Outcome: Invitation declined.

Source · Declaration record
Recorded information

Active supplier renewal

Alex disclosed involvement in Harbour Services’ renewal. Compliance recorded its reasoning under the organization’s gifts and hospitality policy.

Source · Reviewer note
Recorded information

Alex declined the invitation

The employee’s follow-up is retained separately from the approval decision. AUD 180 remains the estimated offered benefit, not actual spend.

Source · Employee follow-up
1 / 3

Clear requests.Considered decisions.Lasting context.

Clarity

A clear place to disclose.

Give employees a consistent way to submit gifts and hospitality information, and to see what happens next.

Context

Better information for each review.

Keep the business purpose, supporting files and follow-up with the request.

Ownership

Know who is handling it.

Assign responsibility and track the work needed to reach a decision.

Oversight

See the program in one place.

Review declarations, outstanding work, and recorded outcomes without rebuilding the picture from separate files.

Built around your gifts and hospitality process.

Keep declarations, review, and reporting connected.

Disclosures

Configure forms to collect the parties, value, business purpose and supporting information your policy requires.

  • Parties and purpose
  • Estimated value
  • Supporting information
Disclosures
Invitation details

Dinner with Harbour Services.

Business purposeSupplier relationship dinner
Event date2 October
Estimated benefit to AlexAUD 180
Dinner invitation.pdf✓

Review workflows

Set up review stages, assign owners and keep questions and follow-up with the request.

  • Configured stages
  • Assigned owners
  • Follow-up messages
Review workflows
Request received

Ready for Compliance.

Alex has not accepted the invitation. Compliance will review the request before the dinner on 2 October.

Review due30 September
Estimated benefit to AlexAUD 180

Decision records

Keep the decision, reasoning and supporting documents together for later review.

  • Recorded decisions
  • Reviewer notes
  • Supporting documents
Decision records
Compliance · Decision recorded

Not approved.

The invitation relates to a supplier whose contract renewal you are reviewing. Please decline this invitation while that decision is in progress.

Decision byCompliance
Employee follow-upAwaiting confirmation

Oversight

Use dashboards, Sentinel and exports to understand activity and prepare internal reporting.

  • Declaration dashboards
  • Questions with Sentinel
  • Excel and CSV exports
Oversight
Declaration register

Decision and outcome, together.

Employee / ownerAlex Morgan / Compliance
Estimated offered benefitAUD 180
Approval decisionNot approved
Actual outcomeInvitation declined
Pav Gill and Ryan Dougherty

Make your process easier to run.

We help configure the forms and workflows, bring across historical records and prepare your team to use Confide.

Book a demo
Your policy

Capture the information you need.

Shape the forms and review stages around your organization’s process.

Your records

Bring the history with you.

Plan the import of existing declarations and the information your team needs to retain.

Your team

Get ready for day-to-day use.

Train reviewers and administrators on submissions, follow-up and reporting.

Further reading

Answers to your questions

Can we use our own gifts and hospitality policy?
Yes. Forms and workflows can be configured around the information and review stages your organization requires. We can walk through your approval process in the demo.
Is this for gifts given as well as gifts received?
The workflow can be configured to collect incoming and outgoing gifts or hospitality. Your policy determines which activities employees should declare and what review they need.
Can employees request approval before accepting an invitation?
Yes. A configured approval workflow can collect the request before the activity takes place, so your team can review the circumstances and record its decision.
Can we keep questions and documents with the request?
Yes. Keep supporting files, follow-up messages and internal review notes with the record, rather than managing the discussion across separate inboxes.
Does AI make the approval decision?
Your team makes the decision. AI can help gather information, summarize material and explore records to support the review.
How can we report on the program?
Use dashboards, Sentinel and Excel or CSV exports to review recorded activity and prepare internal reporting. We can demonstrate the views relevant to your process.
Can you help us move from an existing register?
Yes. We can help import historical records, configure the workflow and train your team. The migration scope depends on the information in your existing system.

See your gifts and entertainment process in Confide.

We’ll walk through employee intake, compliance review and reporting, using your workflow as the starting point.