New deal

Rate card and advisor ScaleRev % are snapshotted at create and never re-derived.

Client & placement

Client name *

Client state *

Advisor *

Carrier *

Product *

Term (years) *

Date written *

Expected premium *

Stored as NUMERIC(14,2)

Rate card (snapshot)

Captured at create from the matching rate card. Never changes later.

Applied rate *

Defaults to the card. Override requires a reason.

ScaleRev % (deal snapshot) *

Copied from the advisor at create. Changing the advisor default will not rewrite this field.

Notes