Adding a Compensation Tier

Affiliate Splits Expanded

Update the Affiliate Splits Expanded sheet to include the new tier. Add the tier name, percentage splits, and any conditions that apply.

CDR — Update Formulas

Update the CDR formulas to include the new tier. Make sure the tier logic is reflected in all relevant calculations so compensation is computed correctly.

Mass Edit in Forth

Mass edit in Forth for all files that should fall under the new tier — only if applicable. Not every tier requires a mass edit; skip this step if existing files don't need to be reassigned.

Webhook — Green States

Set up or update the webhook for Green States. This webhook fires when a green-state event triggers compensation under the new tier.

Webhook — Red States

Set up or update the webhook for Red States. Same as above, but for red-state events.

Check Data Source

Verify the data source is pulling correctly for the new tier. Confirm that records are being matched and categorized under the right tier before moving on.

Trigger Comp Template — Green States

Update or create the compensation trigger template for Green States. This template defines what gets sent when a green-state compensation event fires.

New Trigger Comp Template — Green States (PPDS)

If needed, create a new trigger comp template specifically for PPDS green states. Skip this step if the existing template from Step 7 already covers PPDS.

Only required if PPDS needs its own separate template.

Trigger Comp Template — Red States

Update or create the compensation trigger template for Red States. Same structure as the green states template, adjusted for red-state rules and fee logic.

Update Performance Fees Cleared Sheet

If needed, update the Performance Fees Cleared sheet to reflect the new tier. This ensures cleared fees are tracked correctly per tier.

Skip if the new tier doesn't affect performance fee clearing.