SchemeServe does not provide Commission Flex functionality on the quotation journey. To support commission overrides, scheme builders must implement a manual approach within the question set and rating file.

The recommended method uses hidden questions combined with rating logic to control when and how commission is overridden.

Configuration Approach

1. Create Hidden Questions

You will need at least two questions within your scheme:

a. Override Commission Flag

Type: Yes/No (radio) - This should be pre-set to “No”

Visibility: Hidden 

Purpose: Determines whether the standard commission should be replaced - this will be selected by an Underwriter once the quotation has been done.

b. Override Commission Percentage

Type: Percentage

Visibility: Hidden 

Purpose: Stores the commission value to be applied when the override is enabled

   You may want two of these fields per risk group.

2. Update Rating Logic

Modify your rating rules to conditionally apply commission:

If Override Commission Flag = Yes
→ Use the Override Commission Percentage

→ Use the standard commission logic if No

Operational Flow (User Interaction)

1. Commission overrides are applied post-quotation, so the process relies on user-triggered recalculation:
2. User generates a quotation
3. Hidden override fields are populated (via referral workflow, or internal process)
4. User clicks Save Answers
5. User selects Rerun Rules
6. User selects Rerun Rating

Output & Validation

The updated commission will only apply after rating is rerun

The final commission value will be visible in the Matrix tab

Ensure validation rules are in place to:

• Prevent invalid percentage entries (e.g. >100 or negative values)
• Avoid unintended overrides when the flag is not set