(1) Client Rebate Management

October 12, 2023

Industry: Distribution

Context & Challenges

  • Keeping track of accruals and generating payout records depend on multiple data sources
  • Developing rebate agreements with fixed percent
  • Making the end-to-end process visible


  • Developed rebate agreement module for fixed percentage client rebate with workflow approval
  • Generated Accruals from incoming transactions using a scheduled Calculation Flow and approved rebate agreements
  • Created payout records from approved Rebate Records with accrued amount
  • Displayed total accrued values on approved rebate agreements for user’s tracking
  • Showed accrual vs payout rebate amount in a dashboard by Rebate Agreement