Set up slabs and tiers on an agreement
Configure an agreement's rate structure in ClaimDS — volume slabs, stepped bands, tiered rates, a flat formula, or a growth or target scale.
The rate structure is the heart of a rebate agreement — it's what turns business volume into an amount owed. ClaimDS supports several shapes, and setting the right one up is what lets the calculation engine compute accruals correctly.
Pick the shape that matches your deal
The rate types aren't interchangeable — a volume slab, stepped bands, a tiered rate, a flat formula, and growth or target scales each behave differently. Choosing the one that matches the commercial agreement is the most important step here.
Build the structure
Follow the numbered steps below. Remember that financial changes to a live agreement go through amendment approval, and that changing a slab triggers an accrual adjustment on the next run.
Step-by-step
Open the agreement and choose a rate type
In the agreement, choose how the rebate is calculated — a volume slab, stepped bands, a tiered rate, a flat formula, or a growth or target scale. This choice decides what the calculation engine does with the numbers, so pick the one that matches your commercial deal.
Add the slabs
Add each band with its threshold and the rate or amount earned at it. For a volume slab, the threshold is the level a partner's cumulative volume must cross; the top band is open-ended, covering everything above the highest threshold.
Set tier enrolment if you chose a tiered rate
A tiered scale reads the tier a partner is enrolled in rather than the volume directly, so make sure each partner is enrolled in a tier. A partner with no matching tier earns nothing under that scale until they're enrolled.
Check the eligible products and criteria
Confirm which products the agreement covers and the eligibility criteria that decide which transactions qualify — only matching business volume is fed into the slabs.
Activate and review the first accruals
Activate the agreement and let the engine run. Review the first accruals to confirm the bands are matching the way you intended before volume builds up.
Frequently asked
What's the difference between a volume slab and stepped bands?
A volume slab applies one rate to the whole qualifying total once a threshold is crossed. Stepped bands apply a per-unit amount marginally, so each band contributes for the volume that falls within it and the contributions add up.
I changed a slab and the accruals moved — is that a bug?
No. Because rates apply to the cumulative total, moving a threshold or rate changes what's owed, and ClaimDS posts the difference automatically as an adjustment.
Still stuck?
Book a demo and we'll walk through it on your own data — or just talk to us.