← Back to rules

Edit Rule

Flat $100 per completed Will/POA engagement. Two-tier 80/20.

Identification

Name Active

Description

Calculation

Method Percent value (%) Percent basis Flat fee (cents) e.g. 25000 = $250.00 Cap per event (cents)

Tiers (multi-level)

Tier count Tier split (JSON array %) e.g. [70.0, 30.0] = direct gets 70% of base, indirect gets 30%

Lifecycle gates

Cooling-off (days) Conversion window (days) Payee on behalf allowed

Clawback schedule (JSON) e.g. [{"days":365,"pct":100},{"days":548,"pct":50}]

Compliance note

Cancel