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Client Framework

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Getting Started

Overview

The Agency as a Platform

Terminology

Foundation Documents

Project Governance

Overview

Team

Deal Engine

Overview

Capabilities

Deal Modeling

Architecture

Architecture Overview

Core Structure: New

Clause Types vs. Deal Types

Deal DSL Rationale

Modeling Workflow

Deal Model DSL

DealModel Grammar (ANTLR4)

Tutorial: Building a Music Touring Performance Deal (Step by Step)

Interfaces

DealSchema

State Machine Proposal

Overview

State Machine Architecture

Template Overview

Payment Terms

JSON Schema

Deal Examples

Calculation Engine

Sample Deals

Touring Deal

Template

1 Show Instance

Tour Instance

Endorsement Deal

Template

Instance

Sports Endo Deal

Instance

Glenn Initial Spec v53

Technical Specification

App Developer Guide

Deal Engine vs State Machine

Appendix: Real Deal Types

Appendix: Touring Formulas

Deal Foundry v0 Prompt

Client Processing

General Overview

Functional Overview

Overview for Upstream Systems

Deal Engine to Client Processing

Foundation: Data Model

Accounting

Assignments

Bank Ingestion

Billing Items

Cash Receipts

Deals, Sales Items & Payment Terms

Invoices & Statements

Parties

Settlements

Tax & Withholding

Worksheets

Write-Offs

Foundation: Procedures

Accounting

Assignments

Bank Ingestion

Billing Items

Cash Receipts

Deals, Sales Items & Payment Terms

Invoices & Statements

Parties

Settlements

Tax & Withholding

Worksheets

Write-Offs

Foundation: Queries

Accounting

Assignments

Bank Ingestion

Billing Items

Cash Receipts

Deals, Sales Items & Payment Terms

Invoices & Statements

Parties

Settlements

Tax & Withholding

Worksheets

Write-Offs

Workflows

Accounting Jobs

AR Aging

Assignments

Bank Ingestion

Billing Items

Cash Matching

Cash Receipts

Deals

Invoicing

Payments

Settlements

Statements

Tax Forms

Worksheets

Write-Offs

Technical Architecture

Overview

Architecture Diagram

Scoping Breakdown

01. Finance Data Enhancement

02. Deal Management

03. Booking Management

04. Settlement

05. Cash Receipts

06. Invoicing

07. Payments

08. AR and Bad Debt

09. Revenue Recognition

10. Financial Transactions

11. User Access Management

Authoritative Data

Authoritative Data Site

Netsuite

Overview - coming soon

UTour to NS Interface

Specification

Sample Files

Sample 1

Sample 2

General Ledger Interface

Overview

Analytics and Reporting

Overview

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Analytics and Reporting

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