Transparency Reporting · Q2 2026 cycle
One reporting cycle. Every transfer of value. Every framework.
Emsah pulls every transfer of value from your connected CRM, ERP, HR, content, and contract systems, de-dupes against the audit ledger, applies the framework-specific rules, and produces a draft submission for compliance review - before anything reaches CMS Open Payments or your EFPIA member association.
Next deadline: 31 Mar 2027 Source-of-truth: Lokatial audit ledgerGenerated by Lokatial AI· Emsah · Transparency Agent
Active framework
US Sunshine Act (Open Payments)
Regulator: CMS
Submission window
31 Mar 2027
318 recipients · $1.42M reportable
Required fields (6)
Covered recipient NPINature of paymentDate of paymentRelated covered productForm of paymentThird-party recipient indicator
Pre-flight
Emsah verified the draft against all framework rules.
- Schema validates against CMS template
- All amounts normalised to reporting currency
- Audit ledger hash sealed for 12+ source decisions
- 11 exceptions awaiting reviewer disposition
How Emsah collates this
Source systems → Transparency agent → Draft report
Total ToVs aggregated
1,847
Across 5 source systems
Unique HCP recipients
612
454 individual · 158 institutional
Total reportable value
€2.41M
Normalised to EUR
Exceptions flagged
11
1 blocker · 4 review · 6 info
Draft submission
Sunshine Act Q2 2026 — Helix Therapeutics
Generated by Emsah · 31 May 2026 · v0.4 draft
| Recipient | Identifier | Category / Nature | Amount | Date | Product | Source | |
|---|---|---|---|---|---|---|---|
| Dr. Maria Schmidt | EFPIA-IDDE-EFPIA-441290 | Speaker fee Advisory board honorarium | €11,400.00 | 2026-05-12 | Helixir-XR | Veeva Vault CRM | |
| Dr. James Okafor | NPI1942765538 | Travel & lodging Congress travel reimbursement | $3,820.55 | 2026-04-22 | Helixir-XR | SAP S/4HANA · Joule | |
| Cleveland Clinic Foundation | NPI1962404449 | Research grant Investigator-initiated study (Phase IV) | $184,000.00 | 2026-04-01 | Veriquel | SFTP / CSV (CRO) | |
| Dr. Sofía Navarro | EFPIA-IDES-EFPIA-220914 | Consulting fee Medical advisory consultation | €4,200.00 | 2026-05-28 | Helixir-XR | Veeva Vault CRM | |
| Dr. Henri Lefèvre | RPPS10004421558 | Meal Educational dinner (8 attendees) | €612.40 | 2026-05-04 | Veriquel | SAP S/4HANA · Joule | |
| Dr. Priya Raman | NPI1730288841 | Speaker fee CME-accredited lecture | $6,500.00 | 2026-05-19 | Veriquel | Veeva PromoMats | |
| Dr. Lukas Berger | EFPIA-IDDE-EFPIA-119870 | Sample / drug Clinician sample distribution | €280.00 | 2026-05-09 | Helixir-XR | Veeva PromoMats | |
| Mass General Brigham | NPI1518963370 | Charitable contribution Patient education grant | $25,000.00 | 2026-04-18 | — | Workday Illuminate |
Showing 8 of 1,847 rows — full report contains 100% coverage.SHA-256 · 9f4c…a2e1
Exception queue
Reviewer attention required
Flagged by Emsah before submission. Each item traces back to its source decision.
- Dr. Maria Schmidt — €11,400 speaker fee exceeds €10,000 EFPIA detailed-disclosure thresholdTriggers individual disclosure regardless of consent withdrawal. Confirm category mapping before submission.EmsahDEC-2026-1847
- Dr. Kenji Tanaka — JP individual-disclosure consent not on fileJPMA guideline requires explicit consent for named disclosure. Currently falls back to institution-level aggregation.EmsahDEC-2026-1791
- Cleveland Clinic IDN — 3 ToVs missing NPI on receiving sub-entityParent NPI present, but Open Payments requires the receiving covered recipient identifier.RelayDEC-2026-1502
- Reimbursement RB-22019 — currency conversion fell back to monthly averageLive FX feed timed out; daily ECB rate used as fallback. Difference: €14.20.EmsahDEC-2026-1738
- Speaker program SP-441 — content version superseded after eventMaterials presented were MLR-approved at event time; current PromoMats version differs. Audit trail preserved.RelayDEC-2026-1822
0 of 2 reviewer signatures captured
Required: J. Okonkwo (Compliance Lead) · S. Park (Medical Director)