Flexible Financial Settlement Engine for Enterprise CRM
Lead Developer & Technical BA (acting) — mid-project discovery, schema redesign, and a batch-based payout model aligned with real commission accounting.
Rigid deal ↔ payout assumptions
Joined an ongoing enterprise CRM build mid-flight. Discovery surfaced a critical architectural mismatch: the system assumed a fixed one-to-one link between deals and payouts. In practice, the client needed partial line items (base, bonus, incentives) across hierarchical partners and timelines — consolidated into single payment vouchers per agent.
Finance "shopping cart" batching
Designed a model where finance selects specific commission rows from multiple deals, locks them into a draft batch, and generates one consolidated payment voucher (PV) per agent. Led alignment across UI/UX and engineering on schema, locking rules, and commission lifecycle states.
Impact
Reduced the risk of a disruptive post-launch financial refactor by matching how payouts are actually prepared in accounting — granular inputs, explicit locks, and clear voucher outputs — before go-live.
Technical architecture
Four views of the same design: data shape, end-to-end flow, cross-system sequence, and commission record states including the finance selection "lock".