Summary per Agent (System Reports General Commission Summary)

The following columns are displayed:

- Sales Channel

- Channel Name

- Agent Name

- Agent ID

- Policy Counts

- Gross Premium

- Gross Admin Fee (BBK *)

- Gross Admin Fee (BLK *)

- Gross Admin Fee (Other Channels *)

- Gross Commission (BBK *)

- Gross Commission (BLK *)

- Gross Commission (Other Channels *)

- Total Gross Fee (BBK *)

- Total Gross Fee (BLK *)

- Total Gross Fee (Other Channels *)

- Withholding Tax (BBK *)

- Withholding Tax (BLK *)

- Withholding Tax (Other Channels *)

- Total Net Accrued Fees (BBK *)

- Total Net Accrued Fees (BLK *)

- Total Net Accrued Fees (Other Channels *)

* Commission Group

Processing for summary per agent report

When the Summary per Agent radio button is selected, the system will read the Document Template with a Process Type of COMMISSION and Process Sub-Type of AGENT SUMMARY and a Template Type of REPORT and extract the information for the report based on the Field Tags linked to the Template as per the details in the table below.

The system will extract the Business Transactions (BT’s) in the Members’ CONTRIBUTION accounts for the Memberships linked to the Schemes linked to the Administrator selected and for which the value for Country is equal to the Country selected, based on the Field Tags linked to the Document Template and summarise the information per Agent Name (Intermediary) and then by Agent Type (Intermediary Designation).

The system will retrieve the BT’s for which the Process is equal to COMMISSION and the Due Date is greater than or equal to the report From Date and less than or equal to the report To Date and then extract the BT’s based on the Field Tags linked to the Document Template for the Memberships for which a COMMISSION BT is retrieved.

The report will be created with the column names as per the column names of the table in the Template Element linked to the Document Template and with the value in the Tag linked to the column in the table.

UDPV Value	System Value
INTERMEDIARY GP	Name of the Intermediary Group to which the Intermediary linked to the Membership is linked.
AGENT TYPE	Designation for the Intermediary e.g. KIOSK AGENT, PERSONAL BANKER, RELATIONSHIP MANAGER, LEAD GENERATOR
INTERMEDIARY	Intermediary Name
INTERMEDIARYCDE	Intermediary Code
POLICY COUNT	Number of Memberships with a Start Date greater than or equal to the report From Date and less than or equal to the report To Date per Intermediary.
GROSS PREMIUM	Read the Accounting Activity Association with a Bulk Purpose Type of COMM REPORT for the Accounting Activity SFCONTRIB and extract the BT’s in the Members’ CONTRIBUTION account with a Due Date greater than or equal to the report From Date and less than or equal to the report To Date, and with an Accounting Activity equal to the Accounting Activities found in the Accounting Activity Association.
COM BANK	Value for NET COMM BANK plus the sum of the BT’s extracted for WTX and for which the Expense Type Code is WTXB per Designation and Intermediary Group (see NET COMM BANK below).
COM LIFE	Value for NET COMM LIFE less the plus of the BT’s extracted for WTX and for which the Expense Type Code is WTXL per Designation and Intermediary Group (see NET COMM LIFE below).
COM OTHER	Value for NET COMM OTHER plus the sum of the BT’s extracted for WTX and for which the Expense Type Code is WTXO per Designation and Intermediary Group (see NET COMM OTHER below).
WTXB	Read the Accounting Activity Association with a Bulk Purpose Type of COMM REPORT for the Accounting Activity MEM COMM and extract the BT’s in the Members’ CONTRIBUTION account with a Due Date greater than or equal to the report From Date and less than or equal to the report To Date, and with an Accounting Activity equal to the Accounting Activities found in the Accounting Activity Association and for which the Expense Type Code is WTXB. Sum the BT’s per Designation Intermediary.
WTXL	Read the Accounting Activity Association with a Bulk Purpose Type of COMM REPORT for the Accounting Activity MEM COMM and extract the BT’s in the Members’ CONTRIBUTION account with a Due Date greater than or equal to the report From Date and less than or equal to the report To Date, and with an Accounting Activity equal to the Accounting Activities found in the Accounting Activity Association and for which the Expense Type Code is WTXL. Sum the BT’s per Designation Intermediary.
WTXO	Read the Accounting Activity Association with a Bulk Purpose Type of COMM REPORT for the Accounting Activity MEM COMM and extract the BT’s in the Members’ CONTRIBUTION account with a Due Date greater than or equal to the report From Date and less than or equal to the report To Date, and with an Accounting Activity equal to the Accounting Activities found in the Accounting Activity Association and for which the Expense Type Code is WTXO. Sum the BT’s per Designation Intermediary.
NET COMM BANK	Read the Accounting Activity Association with a Bulk Purpose Type of COMM REPORT for the Accounting Activity MEM COMM and extract the BT’s in the Members’ CONTRIBUTION account with a Due Date greater than or equal to the report From Date and less than or equal to the report To Date, and with an Accounting Activity equal to the Accounting Activities found in the Accounting Activity Association and for which the Expense Type Code is COMB. Sum the BT’s per Designation Intermediary.
NET COMM LIFE	Read the Accounting Activity Association with a Bulk Purpose Type of COMM REPORT for the Accounting Activity MEM COMM and extract the BT’s in the Members’ CONTRIBUTION account with a Due Date greater than or equal to the report From Date and less than or equal to the report To Date, and with an Accounting Activity equal to the Accounting Activities found in the Accounting Activity Association and for which the Expense Type Code is COML. Sum the BT’s per Designation Intermediary.
NET COMM OTHER	Read the Accounting Activity Association with a Bulk Purpose Type of COMM REPORT for the Accounting Activity MEM COMM and extract the BT’s in the Members’ CONTRIBUTION account with a Due Date greater than or equal to the report From Date and less than or equal to the report To Date, and with an Accounting Activity equal to the Accounting Activities found in the Accounting Activity Association and for which the Expense Type Code is COMO. Sum the BT’s per Designation Intermediary.