Each producer's default is applied at finalize time — overriding the month-level split entered on the workflow page for that producer's rows. Leave blank to fall back to the month-level default (typically 50%). Edits save automatically when you click away from the field or press Enter.

Pick an existing user and assign them a producer code (the Epic ServicingRole employee code — e.g. MOSBR1). New users have to be created in Admin first.

Built-in carriers ship with the app and can only be removed by a code change. PDF (vision) carriers can be added here — uploads route to the Anthropic vision parser. CSV / XLS carriers each need a format mapper in commissions/parsers/csv.js, so they can't be added at runtime. Click Edit above to change statement sources.

New carriers immediately appear on the workflow page. PDF carriers route to the Anthropic vision parser and work right away. CSV / XLS carriers still need a format mapper in commissions/parsers/csv.js before uploads parse — register the carrier here, then ping a developer.

When you upload a CSV or Excel export for a carrier we haven't seen before, we ask Claude to map the columns onto Meridian's commission schema and save the result here. Future uploads with the same header reuse the saved mapping instantly — no model call needed. If a mapping ever turns out to be wrong, delete it and the next upload will re-calibrate.

Clear Manual Assignments removes every policy → producer link saved by the Assign and Reassign buttons in the commission workflow. Future months will fall back to the agency's policy_producer_index as if no manual assignments had ever happened. Cannot be undone.