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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

Architecture

Architecture Overview

(Temp) Andy Notes 11-20

(Temp) Touring Deal Sample 11-21

Deal DSL Rationale

Modeling Workflow

Technology Stack

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

Client Processing

Overview

Functional Breakdown

Functional Approach

Key Procedures

Client Finance Data Enhancement

Sales Block Processing

Revenue Item Review

Billing Item Review

Deal Update Requests

Client Financial Transaction

Revenue Recognition

AR Aging

Cash Receipts

Payments

Journals

Invoicing and Collection Notes

Write-Offs

Statements

Reporting

Financial Transactions

Common Features

Introduction

Favorites

Universal Search

Breadcrumbs

Data Table Functionality

Core Data Elements

Revenue Item

Billing Item

Cash Receipt

Client Ledger

Journal

Payment Item

Accounting

Support Data Elements

Bank Account

Code Master

Deal

Department

Deposit

Participant Settlement

Party

Sales Block

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

General Ledger Interface

Overview

Analytics and Reporting

Overview

Client Framework Team

The people building and maintaining the Client Framework

Glenn Scott

SVP Product

Andrew Whittle

VP Finance Product

Shahin MohaMohammadkhani

VP, Engineering Strategy & Operations

Confidential. For internal use only.

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