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Advanced Rules

Create Advanced Commission Logic for Large Sets of Data

Rich Schaeffer avatar
Written by Rich Schaeffer
Updated over 6 months ago

šŸŸ¢ Step-by-Step Instructions

  1. Accessing the Advanced Rules Tab

    • Click "Data" on the top navigation bar

    • Click "Show Rules" in the top right corner

    • Click "Advanced Rules" in the right sidebar

  2. Filtering the Rules Table

    • In the Find Rules section, filter rules by:

      • Text Search: Enter keywords or values to locate specific rules.

      • Custom Fields: Filter rules based on which data fields they target (refer to Custom Fields to learn how to create a custom field)

      • Tags: Filter rules by assigned tags such as Sales Manager, Agent Commission, or custom tags.

  3. Rule Table Analysis

    • The Rule Table displays all configured advanced rules with the following columns:

      • Priority: Determines rule execution order. Lower numbers execute first.

      • Name: A user-defined name for identifying the ruleā€™s purpose.

      • Tag: The category or label applied to the record when the rule condition is met.

      • Criteria: The conditional logic that defines when the rule applies. Can include one or more fields and operators.

      • Formula: Defines how the value is computed when the rule is triggered (e.g., commission*0.3)

  4. Creating Rules

    • Add, delete, and modify Advanced Rules by clicking + Create Rule

    • Use these rules to perform logic-based transformations across large sets of data (refer to Common Use Cases)

šŸ”µ+ Create Rule

  • Click + Create Rule to define a new advanced rule. You'll be prompted to fill in the following categories:

    • Step 1: Rule Definition

      • Priority: Enter a number to determine execution order. Lower numbers are applied first.

      • Name: Give the rule a clear, descriptive name (e.g., ā€œAllstate 20% Adjustmentā€)

      • Description: Give the rule a clear, concise description so that you and your team members know the ruleā€™s function (e.g., ā€œApplies 20% adjustment to all Allstate records.ā€).

    • Step 2: Filters

      • Match ALL Filters vs Match ANY Filters (refer to Custom Filtering)

      • Add criteria: Field -> Operator -> Value (ex. Carrier = Allstate)

      • Click + Add Filter to add more criteria

      • Click Reset to clear the criteria

    • Step 3: Assignments

      • Goes by the following logic: 'Custom Field will be tagged as _____ and will apply Formula _____'

      • Click + Add Assignment to apply more tags and formulas

      • Click Choose Fields to see the fields you can plug into the formula for each assignment

      • Example: 'Sales Manager' will be tagged as 'Greg Salwen' and will apply Formula Commission * 0.2

    • Save The Rule

      • Click Create New Rule to add the rule to the Rules Table

      • Click Save as Draft to mark the rule as a draft in the Rules Table

šŸ”µCustom Fields

  • To create a custom field, click Custom Fields next to Advanced Rules

    • Click Select a Custom Field... to see a dropdown of previously created custom fields. If you select a custom field and click the X button, the custom field will be deleted

    • Click the + sign to create a new custom field. You will then be prompted to enter a field name value. When you click Create, your new custom field will be added to the system

šŸ”µCommon Use Cases

  • Apply Manager Overrides: Assign additional commissions based on agent groups or names.

  • Commission Adjustments: Modify payout rates by carrier, product type, or date.

  • Data Cleanup: Auto-tag records that meet error or exception criteria.

  • Split Commissions: Apply conditional formulas for multi-tier commission sharing.

  • Categorization: Automatically assign group types or market segments to incoming data.

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