Architecture Diagram

Interactive node graph demonstrating the data pipeline.

Trigger

Trade & Account Data Ingestion

Automated ingestion of executed trades, client account activity, and relevant CRM data.

Solved by:Custodian APIs (Schwab, Fidelity), Salesforce

Processing

Commission Rule Engine Processing

Application of pre-defined commission schedules, overrides, and revenue sharing rules based on product, broker tier, and deal structure.

Solved by:Xactly Incent

Processing

Payout Calculation & Approval

Calculation of gross and net commissions, generation of payout statements, and multi-level management approval workflow.

Solved by:Workday Financial Management

Execution

Payout Disbursement & Reporting

Generation of payment files for bank processing and secure distribution of detailed commission statements to brokers.

Solved by:JPMorgan Access, Broker Portal

Related Workflows

Similar architecture patterns you may find useful.