▤ RULES DOCUMENT
Revenue & commissions
VERSION 2.3 · ILLUSTRATIVE- Trigger
- Eligible closed transaction
- Logic
- Approved terms and rates
- Control
- Named owner and approval
Rules documented and versioned
DESIGN → AUTOMATE → COMPOUND
From business logic
to working systems.
Forward-deployed finance engineers. We design the architecture, build the workflows, then turn reviewed fixes into improvements.
✓ TEST SUITE
Check the workflow
ILLUSTRATIVE TEST CASES- ✓ Eligible close → calculate
- ✓ Duplicate source → block
- ✓ Missing terms → exception
Tested workflows. Visible exceptions.
↻ CHANGE LOG
Build on the fix
ILLUSTRATIVE REVIEW CYCLE- Rule correction reviewed
- Regression test added
- Version 2.3 approved
Reviewed fixes become tests
We build it, then manage it with you or hand it to your team.
BUSINESS LOGIC, CODIFIED
One change.
Every consequence.
A new pricing plan changes more than a field in the CRM. We map what it means across the business, then engineer the workflow.
ILLUSTRATIVE CHANGE
New pricing plan
Terms approved.
Effective date defined.
BillingApply the agreed terms
RevenueApply the recognition rules
CompensationCalculate approved commissions
ReportingExplain the impact
The connective tissue carries the rules, dependencies, and approvals.
SHOW THE WORK
Every number has
a path back.
Open the result. Follow the evidence, rule, calculation, and approval.
ILLUSTRATIVE EXAMPLE · NOT CLIENT DATA
Q3 COMMISSIONS$184,25001 · SourceQ3 transactions02 · RulePolicy v2.303 · CalculationRevenue × rate04 · ApprovalController review
01 · SourceQ3 transactions
02 · RulePolicy v2.3
03 · CalculationRevenue × rate
04 · ApprovalController review
01 Source evidence
Closed transactions from the CRM, eligible fee revenue, and approved compensation terms.
- Batch
- Q3 eligible transactions
- Snapshot
- Period-end, retained
- Control
- Duplicates excluded; exceptions held
02 Rule version
Commission policy v2.3, applied by product and team using the effective-date rules.
- Basis
- Eligible fee revenue
- Rates
- 3% or 5%, per approved terms
- Trigger
- Confirmed eligible close
03 Calculation
| Group | Basis | Rate | Commission |
|---|---|---|---|
| A | $5,125,000 | 3% | $153,750 |
| B | $250,000 | 5% | $12,500 |
| C | $360,000 | 5% | $18,000 |
| Total | $184,250 | ||
04 Approval
A retained review trail connects the calculation to its owner and sign-off.
- Review
- Controller, sample sign-off
- Checks
- Source tie-out and exceptions reviewed
- Retained
- Rule version, evidence, calculation
An illustrative trace, not a live Runwell system or a customer result.