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Lookup Monitor

Owned by
Mercedes Rothwell
Last updated: Jun 05, 2024 by
Inese Auzina
Version comment
5 min read

Date

Change

Date

Change

September 2022

Initial Version

December 2023

Screenshots updated

Overview

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)

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.

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.

All these tables are related to 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 is created.

Example: If the Rep has a grade of 90%, he gets paid 90% of their gross commission.

All these tables are related to the alerts. Alerts are created for surveillance purposes. You can define the criteria to trigger the alert.

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 until you know that you want to pay the rep. Therefore:

  1. Put certain trade records on hold (set them an on-hold flag) - select DSTTransactionOnHold in the example.

  2. Analyze different data sources and accept correct transactions.

  3. 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.

Update Records with MS Excel (Example)

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