Organization — your workspace. Has its own data, rules, exports, billing, and teammates. You can belong to more than one and switch between them.

Teammate — someone in your organization. Each teammate has their own set of permissions.

Permission — a single switch that turns on a feature area (Export, Rules, Assistant, Manage Team, Organization Settings).

System administrator — a Stateable staff setting that opens up behind-the-scenes access. Can't be turned on from inside the app.

Statement — a single carrier document. PDF, Excel, or CSV. Once parsed, it turns into rows of data.

Document status — how far along a statement is: Analyzing, Parsing, Done, No Match, Duplicate, or Error.

Carrier — the insurance company a statement comes from. Picked up automatically; you can fix it if it's wrong.

Standard field — a ready-made column (Policy Number, Commission, Effective Date, etc.) that every org gets.

Custom field — a column you add yourself. Filled in by hand or by rules.

Row — one line of a parsed statement. You'll find these in the Data tab.

Filter — one rule for narrowing down a single field (for example, Carrier = State Farm).

Filter group — a set of filters on the same field, where a row counts if it matches any one of them.

Pill — the little tag that stands for a filter group, shown in the bar above the grid.

View — your search text, filter groups, sort order, and visible columns all together. Saved right in the web address, so you can bookmark or share it.

Basic rule — a simple value-to-label: when a value is X, put Y in a custom field.

Advanced rule — a rule that can look at more than one field or check a range of numbers before it decides.

Priority — the order number on a rule group. The lower the number, the more it gets the final say.

Cell provenance — the little pop-up that tells you which rule (or which person) put the value in a cell.

Tag — a value dropped into a custom field, either by a rule or by your own edit.

One-off export — a quick, one-time CSV/JSON/Excel download of whatever you're looking at in the grid.

Scheduled export — an export that runs again on its own, with its own filters, fields, timing, and destination.

Destination — where a scheduled export drops the file: Stateable storage or your own S3 bucket.

Assistant drawer — the chat panel that slides out on the Data tab.

Approval gate — the moment the assistant pauses and asks you to confirm before it makes a real change to your data.

Thread — a single conversation with the assistant. You can start a new one any time without losing the old ones.

Plan — the features and monthly upload limit your organization pays for.

Trial — the 14-day free stretch at the start of a new organization.

Billing portal — Stripe's page for updating your payment method and viewing invoices.

What Stateable does and how to set up your workspace

Explore your commission data in the Data tab

When to use basic rules vs. advanced rules