Statement Uploads
2
Files uploaded for current period
Operations
Carrier statements, commission rules, calculation previews, and payout review.
Phase 9 — Carrier, Commission & Reconciliation Engine. Thirteen new tables track agent / carrier code mappings, statement formats, statement uploads, raw statement rows, commission categories & rule sets, calculation runs, discrepancies, agent payout batches, and an override audit trail. Live spreadsheet parsing, override approvals, and payout export are scaffolded but not yet enabled — Phase 9 is a foundation only. Account Management Fees are imported but excluded from agent payouts by default. No live ACH, no real payouts, no AI agents.
Statement Uploads
2
Files uploaded for current period
Calculation Runs
1
Preview runs awaiting approval
Open Discrepancies
3
Open or in-review
Preview Payout (USD)
$1739.42
Sum of preview batches — not yet posted
Preview
Florida Blue April 2026 Preview
Florida Blue · EA Pinder Default Commission Rules v1
2026-04-01 → 2026-04-30
EA Pinder April 2026 Payout Preview
Preview only — no live payout posting in Phase 9.
Latest statement files uploaded across carriers.
| File | Carrier | Format | Period | Reported Total | Rows | Status |
|---|---|---|---|---|---|---|
| florida_blue_u65_april_2026.xlsx | Florida Blue | Florida Blue U65 / Ancillary v1 | April 2026 | $71.75 | 4 | Previewed |
| humana_medicare_april_2026.xlsx | Humana | Humana Medicare v1 | April 2026 | $289.16 | 4 | Previewed |
Variances flagged during import or calculation.
| Title | Type | Severity | Status | Assigned |
|---|---|---|---|---|
ACCT MGT FEE excluded from payout Account Management Fee imported but excluded by default per firm rules. | Non-Commissionable Excluded | Low | Open | Earnest A. Pinder |
U65 chargeback for Audrey Clarke Negative comp amount (RENEWAL CANCEL) reduces Audrey's April payout. | Chargeback Detected | Medium | In Review | Earnest A. Pinder |
Humana SplitPct=50 for Donna Humana row arrived with SplitPct=50 instead of 100. Review whether second producer is on file. | Split % Warning | Medium | Open | Earnest A. Pinder |