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Terminology

TermDefinition
AgencyUTA, including all its divisions and subsidiaries.
Departmental SystemsSystems used by various departments to manage their relationships and activities with clients, such as CRM systems, project management tools, and other specialized software.
Client ProcessingThe system responsible for handling client transactions, invoicing, payments, and revenue recognition.
EngagementA specific instance of work or service provided to a client, often linked to an opportunity.
OpportunityA potential deal or project that the agency is pursuing with a client.
ProjectA work being created outside the agency (film, TV series, podcast, tour, brand campaign).
DealThe commercial agreement, expressed as a set of contract terms, that monetizes one or more engagements, containing fees, bonuses, backend, participating clients, and commission parameters.
Deal EngineA backend service that allows storage of and computation against the terms of agency financial transactions as they evolve through the sales cycle.

Confidential. For internal use only.