How the calculation engine works
How the ClaimDS calculation engine turns business volume into rebate accruals, the rate types it supports, and why figures are computed not hand-keyed.
The calculation engine is the part of ClaimDS that works out what each rebate is worth. It reads your business volume, matches it against your active agreements, applies the agreed rates, and posts the result as an accrual — so what's owed is always a computed figure, not a number someone typed in.
What it does
For each active agreement, the engine adds up the qualifying business volume per partner, applies the agreement's rate structure, and produces the rebate earned so far. It does this on its own — you set the rules once on the agreement, and the engine keeps the numbers current as new transactions arrive.
The rate types it understands
ClaimDS supports several ways to express a rate, and the engine picks the right maths for whichever your agreement uses:
- Volume slabs — a rate that applies once purchases cross a threshold.
- Stepped bands — a per-unit amount that applies marginally across bands.
- Tiered rates — a rate looked up from the tier a partner is enrolled in.
- Flat formula — a fixed rate or amount.
- Growth and target — a rate earned for beating a prior period or hitting a target.
These are covered in rebate slabs and rate scales.
Two ways rebates are earned
Most rebates accrue cumulatively — the engine totals a partner's qualifying volume over the agreement period and works out the rebate on the running total. Some are claim-driven instead — a retroactive price adjustment or a special-pricing claim posts a one-off amount when it's approved.
Computed, not hand-keyed
The engine works in exact decimal arithmetic and records how each figure was reached, so accruals trace back to the transactions and rules behind them. When the rules or the volume change, it posts the difference automatically — see how accrual adjustments work.
When it runs
The engine runs on a daily cycle, and you can also run it on demand for a single agreement when you want figures brought up to date immediately.
Related
Still stuck?
Book a demo and we'll walk through it on your own data — or just talk to us.