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Overview
Navigation
To access the Lookup Monitor, go to Commissions (1) > Lookup Monitor (2).
Filtering Results
In the Lookup Table Monitor, click FILTER (1). The system displays all lookup tables by default.
Click ADD LOOKUP (2) to create a new lookup table.
Click REMOVE LOOKUP (3) to remove a lookup table from the list.
Select table (4) and click DETAIL (5) (or double-click the table) to display the table details.
Click IMPORT (6) to import file and add it to the list.
Selecting a Table
To select a table, select a table row and click DETAIL (or double-click the table row).
To save the table with the updated lookup values with the same name, click SAVE (1) (with the different name, click SAVE AS (2) and enter the new name).
Click EXPORT (3) to export the table.
Click IMPORT (4) to import the lookup values from the file and add them to the list.
Click SEARCH (5) to open the Lookup Table Row Search Criteria window, enter the search criteria in appropriate fields, and click SEARCH (6).
Click the Effective for > <Add New> (7) and enter the Start and/or End date (8) to display the information within the selected interval.
Adding a Carrier to Table Name (Example)
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In Table Name, search for Contains Click FILTER. Double-click on DTCCDrivenCarrier row.
Right-click on the grid and select Add.
Enter values for Driven Carrier code, Driven Carrier Name and Start date of the processing. Click SAVE.
The system adds a new row to the list. Click SAVE.
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Types of Lookup Tables
Lookup tables configure how to load files, how to generate commissions, overrides, payouts, how to create alerts, etc. The majority of these tables can be assigned to one of the three categories:
data import
commission related
alert related.
They show how to insert the records into the system when leveraging these grids.
Data Import Lookup Tables
All these tables define how to import files and how to use these grids for specific tasks.
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Example: DST is an important carrier. It's a data source and the grids determine what to load, and how to load. Open the DSTTransaction. These grid parameters (Record Code, Share Indicator, Transaction Code) help to define the right trade operation. |
Commission-related Lookup Tables
All these tables are related to the commissions. The most used are CommissionLicenseRequirementGrid, CommissionOverrideGgrid, CommissionProductionPayoutBreakpointGrid, CommissionTakingChargeGrid.
Tables used for Commission Production payouts with different grades. Every Rep has a different payoff. For this purpose, a set of grids are created.
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Example: If the Rep has a grade of 90%, he gets paid 90% of their gross commission. |
Alert-related Lookup Tables
All these tables are related to the alerts. Alerts are created for surveillance purposes. You can define the criteria to trigger the alert.
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Examples: Alert Lookup - Net Worth Rules, Alert Lookup - Age Rules, Approval assignment table. |
Other Lookup Tables
Tables of type 'TransactionOnHold'
When loading records, they get loaded with a hold flag, because when running commissions, you don't want to process those yet. Until you know that you want to pay the reps until you got paid by the carrier. When loading the record, they get loaded with the hold flag, because when running commissions you don't want to process those yet until you know that you want to pay the rep. Therefore:
Put certain trade records on hold (set them an on-hold flag) - select DSTTransactionOnHold in the example.
Analyze different data sources and accept correct transactions.
Remove the on-hold flag.
Use the default tab for the transaction to put it on hold.
Exporting and Importing
To export a file, select the table row and click EXPORT. You can choose to export the information as a CSV or Xls file.
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Exporting information as a CSV allows you to make changes in bulk. When you import the file, the system applies your changes to the related records. |
Update Records with the MS Excel (Example)
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Open DSTDrivenCarrier.
Click Export > Generate in CSV Format.
Open the exported file in MS Excel, update it, and save a copy of it to your PC.
Click Import (1) > Locate the folder and select the updated file (2). Click Open (3). The file replaces the previous version of this file.
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Audience: Admins and users authorized to make changes to Lookup Tables.
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