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Docs / Quickstart: Royalty and Publishing Sample Workspaces

Quickstart

Try royalty and publishing sample data before importing real files

Use the music and publishing sample workspaces when you want to see a complete royalty close path without connecting production revenue, payout rails, bank data, KYC, tax forms, or manual onboarding.

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Before You Begin

  • Use a test workspace or create a new free workspace.
  • Choose the music or publishing sample path before adding production revenue.
  • Remember that Allocora calculates, explains, reconciles, and exports expected obligations; your existing payout process still moves money.

Expected Result

A seeded sample workspace with payees, catalog items, versioned split rules, sample revenue rows, one completed calculation run, and one locked proof run with statement, reconciliation, and auditor-bundle export actions available.

Steps

Follow this path

Each step keeps source revenue, rules, calculation output, and statement evidence in a reviewable sequence.

  1. 01

    Open `/try/music-royalty-sample-data` for the Music Label Royalty Close sample, or `/try/publishing-royalty-sample-data` for the Small Publisher Royalty Close sample.

  2. 02

    Create a workspace from the signup page. The selected sample intent should already be attached to the signup flow.

  3. 03

    After registration, open onboarding and confirm the matching sample preset is already loaded.

  4. 04

    Inspect the seeded revenue source and confirm the rows are marked as sample/demo data.

  5. 05

    Open Products or catalog mappings and confirm sample tracks, albums, books, or titles are mapped.

  6. 06

    Open Payees and Rules to review the sample rights holders, contributors, labels, publishers, or authors and the split logic used for the sample period.

  7. 07

    Open the completed sample calculation run and inspect payee allocations and explanations.

  8. 08

    Open the locked proof run from onboarding, then review statement, reconciliation, and auditor-bundle export actions for that run.

  9. 09

    Use reset or reseed controls only when you want to clear preset-tagged sample data; user-created data should remain separate.

Screen Checkpoints

What you should see

Signup checkpoint

The signup page should name the selected sample workspace and explain that sample data will be ready after signup.

Onboarding checkpoint

Onboarding should show the active Music Label Royalty Close or Small Publisher Royalty Close preset with links into seeded revenue, catalog mappings, rules, proof run, statements, reconciliation, and exports.

Proof checkpoint

The proof run should be locked or otherwise review-ready before statement, reconciliation, and auditor-bundle export actions are used as close evidence.

Details

What to know

What the samples prove

The samples show the royalty close workflow using realistic but non-production records.

  • Revenue rows are tied to a sample source and closed period.
  • Catalog items are represented as products or external product mappings.
  • Rules show simple and product-specific splits.
  • Calculation output can be inspected before statements or exports are generated.

Product boundary

The sample workspaces do not execute payouts or replace a music, publishing, tax, or banking system.

  • No external credentials are required.
  • No bank account or payout account data is collected for the sample.
  • No KYC, AML, tax filing, DSP distribution, or book distribution workflow is implied.
  • Use the exported evidence with your existing finance, accounting, or payout process.

Reference Tables

Fields and checks

Sample workspace checklist

Use this checklist to confirm the sample workspace is ready for evaluation.

Area What to check Expected result
Entry point The `/try/...` URL redirects to signup with the matching sample intent. Signup names the selected royalty or publishing sample.
Seeded data Revenue source, catalog items, payees, rules, and revenue rows exist. Records are org-scoped and marked as sample/demo data.
Completed run A completed sample calculation run exists for the sample period. Payee allocations and explanations are visible.
Proof run A locked proof run is available from onboarding. Statements, reconciliation, and auditor-bundle export actions use that run.
Reset/reseed Preset controls remove only preset-tagged data. User-created records remain untouched.

Troubleshooting

If this does not work

Signup does not show the selected sample workspace.

Return to `/try/music-royalty-sample-data` or `/try/publishing-royalty-sample-data` so the `sample_intent` query value is restored.

The proof-run links are not visible.

Confirm the matching preset is active in onboarding and that the sample workspace has not been reset.

You want to use real revenue after trying the sample.

Create or import a non-sample revenue source, map products, review rules, and run a separate calculation instead of editing sample rows into production records.

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Apply this in a workspace

Start free, use sample data, then replace examples with your own revenue rows when the workflow is clear.

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