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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.

Start Free Try Sample Data

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 or tiered rules, sample revenue rows, one completed calculation run, one locked proof run, a visible royalty close-package panel, and 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, tiered, unit, page-context, and economics examples 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. The close-package next action follows unfinished requirements in order: calculation proof, published statements, then auditor bundle. Reconciliation is the next action after all three are ready.

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

Move from samples to your own close

Keep sample records separate from real business data. Workspace Owners and Admins can use the existing migration links in the royalty or publishing walkthrough.

  • Review payee and rule migration to import payees first, download their crosswalk, and then preview and confirm dated rules. Imported rules start inactive; review and activate them before calculating.
  • Create a non-sample revenue source, map its products, and run a separate calculation for your real period. Do not turn seeded sample rows into production records.
  • Review payment confirmation workbooks to record external payments against a locked run with frozen settlement obligations. The onboarding shortcut opens this section on the sample proof run for evaluation; use your own locked run for real payment evidence.
  • Generate and download the workbook, enter external payment evidence, upload it, review the preview, and explicitly confirm. Allocora records evidence; it does not execute payouts.

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.
  • Music rules show DSP-style split examples with payee economics placeholders for advances, expenses, reserves, and thresholds.
  • Publishing rules include a real tiered net-receipts example plus unit and page-count metadata for statement context.
  • Calculation output can be inspected before statements or exports are generated, and onboarding shows the close-package readiness path.

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

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