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Three Gaps. One System of Record.
Spreadsheets and offline changes leave carriers without a reliable record of their distribution network.
Channel, hierarchy, and territory data sit in spreadsheets and legacy tools, without audit trails.
Channels, hierarchies, and territories managed on one platform, with every change recorded.
Without effective dates, nobody can say who reported to whom on a given date.
Every position, reporting edge, and assignment carries effective windows, so past structures are answerable.
Large roster and hierarchy changes loaded via spreadsheet create reconciliation problems without approvals.
Five validate-then-commit loaders with maker-checker approval and downloadable error reports.
Core Capabilities for Governed Channel, Hierarchy, and Territory Management
Zone, region, branch, and cluster hierarchies with configurable depth and labels per channel.
View, write, and delete rights per role and section, enforced at every endpoint.
Dotted-line and multi-parent reporting modelled natively as explicit edges, not workarounds.
Interactive org chart over the live chain, with drill-down to individual seller profiles.
Real-time report of pincodes and clusters below minimum staffing levels.
Clause templates, document generation, and e-signature for institutional partner onboarding.
The Hierarchy Foundation Your Distribution Stack Builds On
Hierarchy types, node types, and parentage rules set up without code.
No-code designation setup
Configurable parentage rules
Coexisting hierarchy types
Hierarchy changes never restate commission that sellers have already earned.
Attribution frozen at accrual
Per-rupee traceability
Event-driven PAS updates
Designed for large rosters and millions of policy-to-seller commission linkages.
Millions of policy linkages
Full attribution chain
Life, general, and health
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Get answers to common questions
Find solutions to frequently asked questions regarding
Mozart DCM
Policy bound, lapsed, surrendered, and free-look events from the PAS trigger DCM workflows automatically, with no manual update needed.
Positions, reporting edges, assignments, hierarchies, and office edges each have a dedicated validate-then-commit loader.
Each import runs as a staged proposal under maker-checker. It is submitted, then approved or rejected, with before and after state recorded for audit.
Yes. Multiple hierarchy types coexist. Geographic and incentive hierarchies are currently configured manually alongside the primary reporting hierarchy.
Nothing changes. The override chain, each hop’s rate, and the edge window are frozen when the policy event is processed, so later moves cannot restate earned commission.