Commission Engine & Policy Management Admin Manual¶

Module: Commission Engine (M5)¶

Product: ebosAi AMP
Classification: Internal — Confidential
Version: 2.0

1. Overview¶

The Commission Engine at /admin/commissions is the financial governance center for approving, rejecting, and reviewing partner earnings notes generated by conversions.

2. Reviewing Commission Notes¶

Navigate to /admin/commissions to inspect commission transactions:

Column	Description	Options / States
Partner	Recipient partner's full name.	Clickable to open partner summary.
Signup Date	Date of the customer conversion.	Sortable.
Product	The catalogue product purchased.	Indicates base plan value.
Type & Rate	Model applied (`Percentage` or `Lump Sum`).	Rate breakdown (e.g. 15.0% of $100).
Commission Amount	Net amount to be disbursed.	Currency formatted (e.g. $15.00 USD).
Status	Visual status badge.	`pending`, `approved`, `posted`, `rejected`, `cancelled`.
Eligible Date	End of the holding validation period.	Indicates when maturity occurs.
Actions	Single approval / rejection buttons.	Approve / Reject with reason.

3. Commission Approval Workflows¶

graph TD
    A[Pending Commission Note] --> B{Manual or Bulk Approval?}
    B -->|Single| C[Click 'Approve' on Row]
    B -->|Bulk| D[Select Multiple Checkboxes -> Click 'Bulk Approve']
    C --> E[Status updated to 'approved']
    D --> E
    E --> F[Eligible for inclusion in Payout Batches]

3.1 Single Commission Approval¶

For any pending note, click Approve.
The note status immediately transitions to approved, locking it in the cleared pool for the next payout calculation.

3.2 Bulk Commission Approval (Admin Only)¶

Select the checkboxes next to multiple pending commission notes (up to 200 per batch).
Click Bulk Approve (X) in the table header.
Confirm the operation. All selected notes are marked as approved simultaneously.

3.3 Rejecting a Commission Note¶

If a customer cancels, requests a chargeback, or violates program policies:
Click Reject on the pending note.
Input a required Rejection Reason (e.g., "Customer refunded within 14-day window").
Click Confirm Rejection. The note status transitions to rejected, and the partner's pending ledger is updated.

4. Tenant Commission Configuration¶

Under Settings ➡️ Commission Config, administrators configure global defaults: - Default Commission Model: Set default model (percentage vs lump_sum). - Default Rate: Base percentage (e.g., 15.0%) or lump sum bounty (e.g., $25.00). - Default Holding Period (Days): Standard holding window (default 30 days) before pending notes become eligible for approval. - Commissions on Free Plans: Toggle whether partners earn bounties on free trial activations. - Tier Multipliers: Set commission bonuses for Silver (+5%) and Gold (+10%) partner tiers.