Model: GW - Billing Commissions - Calendar Year (Early Access)

The GW - Billing Commissions - Calendar Year model includes monthly snapshots of commissions payable to producers, at the grain of the policy. The snapshots are aggregates of transaction amounts from the producer context. Analysts can use the model to visualize reserved, earned, and paid out commission amounts. They can analyze amounts by producer name, producer code, product, and other attributes.

Note: This functionality is available only to customers who have signed up for our Early Access (EA) program. Talk to your Guidewire representative to learn more about our eligibility criteria for EA programs. Note that EA capabilities may or may not become part of our future offerings.

Source tables



The GW - Billing Commissions - Calendar Year model is built from a fact table and multiple dimension tables, as shown in the diagram.

Fact:
  • efr_fact_commissions_calendaryear
Dimensions:
  • efr_dim_bill_commissionsubplan
  • efr_dim_bill_producercode
  • efr_dim_bill_policyperiod
  • efr_dim_bill_month
  • efr_dim_bill_account
  • efr_dim_bill_policy
  • efr_dim_bill_charge
  • efr_dim_bill_producer

From each table, Guidewire selected specific columns to include in the model. They’re typical columns used in reporting and analysis. For details about each column in the model, see the Data dictionaries for Explore models.

Producer-level MTD, QTD, and YTD aggregates

The model includes Month-to-date (MTD), Quarter-to-date (QTD) and Year-to-date (YTD) aggregates for amounts related to each producer. For example, commissions, reserves, payment, expenses, and write-offs. These columns make it easier to create reports for those time periods.

Commission and reserve aggregate formulas

The model includes formulas that aggregate the producer-level data. These monthly totals help you understand the state of all commissions paid, earned, due, and reserved for the accounting period.

Note: Formulas are created on the model in Explore. They aren’t part of the source tables in Explore or Data Studio. Each formula performs a calculation and the result is an additional column in the model. For a list of all formula columns and their expressions, see the Data dictionaries for Explore models.

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