Overview
When you import a commission file, NextCommission checks incoming records against existing data to identify potential duplicates. Understanding how this works — and when to allow or block duplicates — helps you avoid double-counting while accommodating corrected carrier statements.
What Counts as a Duplicate?
An incoming record is flagged when an existing record matches on all six of the following fields simultaneously:
| Field | Notes |
|---|---|
| Policy Number or Group Number | At least one identifier must match |
| Paid to Date | Exact date match |
| Carrier | Same carrier as the current statement |
| Premium Amount | Exact amount match |
| Coverage Type | Same product type |
| Commission Amount | Exact amount match |
A partial match on fewer than all six fields is not considered a duplicate.
Handling Duplicates During Import
- Skip duplicates — Flagged rows are not imported. Use for fresh statements where you do not want to re-enter records already on file.
- Allow duplicates — Flagged rows are imported alongside existing records. Use when a carrier has reissued a corrected statement and you need both versions on file.
Common Reasons to Allow Duplicates
- The carrier sent a corrected or amended statement for a prior period.
- Importing a test or audit copy you plan to remove afterward.
- Two distinct policies share identical values across all six fields (uncommon but possible).
Tip: If you import with duplicates allowed, use the Posted filter to distinguish new records (not posted) from originals (already posted).
Reviewing Duplicates Before Importing
- Upload your file and complete the column mapping step.
- Click Continue. Flagged rows are highlighted in the validation results.
- Review each flagged row and choose skip or allow.
- Proceed with the import.