Notes to Financial values such as dates, company names, and numeric values typically change from one reporting period to the next. Instead of navigating page-by-page in Notes to find and update them, Roll Forward Tags and Tag Review gives you a single view of all tagged values across your notes to financial statements and other text boxes in the statement.
Roll Forward Tags in Text Boxes
Roll Forward Tags in Gain let you visually mark dates, dollar values, percentages, or other text in your disclosures that may change from one filing period to the next. Each tag serves as a visual indicator for you and your team to review that text each period.
Your created tags will appear automatically in each new filing that we roll forward, and act purely as visual indicators. They do not update or change data. Roll Forward Tags are visible only within Gain and do not appear on the NAIC filing or printed notes.
How to apply the Roll forward tag:
Select the text by highlighting with your cursor the text you would like to be tagged moving forward.
Press the Roll Forward icon » , this will apply a blue oval around your text.
To remove a Roll Forward Tag, highlight the tagged text and press the Roll Forward icon »
Shortcut Key: Highlight text and use Shift+Control+R to apply or remove a roll forward tag.
Roll Forward Tag Review
To help you better manage the Roll Forward Tags across your statement, Gain offers a review experience to view and update your existing Roll Forward Tags.
Benefits include:
Faster updates: Quickly locate all tagged values that need review for the current period.
Improved accuracy: Ensure every tagged value has been updated consistently across your notes.
Simplified collaboration: Give your team a single place to review text that changes frequently.
This view compiles all tagged values from every section of your notes into one list, showing their location, content, and last edited date. This view also includes other text boxes throughout your statement that utilize the Roll Forward Tag.
To find the Roll Forward Tag Review screen:
Navigate to a company statement
Click on the statement action menu
Click on “Roll Forward Tag Review” in the menu
How to use the review experience:
Search for a Roll Forward Tag, value, note content or note name using the search box at the top.
Filter by disclosure state setting
Click “Open” to navigate directly to the note to update.
Use the “Refresh” button at the top to see your updates.
Best practices
To get the most out of Roll Forward Tags and Tag Review:
Tag thoughtfully. Focus on recurring data points that change each period, such as dates, numeric values, and names.
Review early. Open the Roll Forward Tag Review page before your next update cycle to plan which values need attention.
Verify updates. After updating your notes, return to the Review page to confirm that all tagged values have been refreshed.
Collaborate. Use the Review page during internal reviews to give your team visibility into what’s been completed or still needs attention.
Note: Roll Forward Tags are visible only within Gain and do not appear in print or exported formats.