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FinanceInsurance administration
Commission & reconciliation engine
Rule-driven commission calculation, statement generation and reconciliation against imported bank and provider files.
FileMaker ServerScheduled imports
The starting point
Commission rules lived in the heads of two people and a set of spreadsheets. Statements took days to produce, disputes took longer, and reconciliation against provider files was manual line matching.
What we built
- Commission rule tables per provider, product and effective date
- Scheduled calculation runs that produce statements and journals
- Automated import and matching of bank and provider files
- Dispute and adjustment history held against each policy
What it delivers
- Configurable commission rules per provider
- Automated statement generation
- Reconciliation against bank and provider files
The outcome
Statement runs drop from days to hours, disputes are answered from the record, and reconciliation leaves a short exception list instead of a stack of printouts.
Typical modules
Rule configurationCalculation runsStatement generationFile importsReconciliation
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