Reference
Use this reference to review the decisions that make a payout rule explainable before a calculation run is created.
Details
A rule should be narrow enough that a future reviewer can explain why it matched a row and how the allocation amount was produced.
Reference Tables
Review these fields before enabling or simulating a payout rule.
| Field | Purpose | Review question |
|---|---|---|
| payee | Recipient of the calculated allocation. | Is this the correct partner, seller, creator, affiliate, or entity? |
| scope | Limits which rows qualify by product, source, metadata, or period. | Could this rule match rows it should not match? |
| rate_or_split | Defines the percentage, tier, fixed amount, cap, floor, or split logic. | Does the math match the contract or payout policy? |
| priority | Controls rule order when more than one rule could match. | Is the priority intentional and documented? |
| effective_dates | Keeps prior periods tied to the correct historical logic. | Do changes start and end in the expected periods? |
| status | Indicates whether the rule is draft, active, inactive, or archived. | Should this rule affect the next calculation run? |
Feedback
Send a note if a step is unclear, missing, or out of date.
Start free, use sample data, then replace examples with your own revenue rows when the workflow is clear.
