Operations

Discrepancies

Variances flagged during import or calculation.

TitleTypeSeverityStatusAssigned

ACCT MGT FEE excluded from payout

Account Management Fee imported but excluded by default per firm rules.

Non-Commissionable ExcludedLowOpenEarnest A. Pinder

U65 chargeback for Audrey Clarke

Negative comp amount (RENEWAL CANCEL) reduces Audrey's April payout.

Chargeback DetectedMediumIn ReviewEarnest A. Pinder

Humana SplitPct=50 for Donna

Humana row arrived with SplitPct=50 instead of 100. Review whether second producer is on file.

Split % WarningMediumOpenEarnest A. Pinder