Context
A field marketing organization with 400+ downline agents was reconciling commission statements from 12 carriers manually - a team of 3 spent 2 weeks every month cross-referencing PDFs against their AMS records.
Insurance / FMO
Commission Reconciliation Automation, FMO
Reconciliation cycle reduced from 2 weeks to 2 days. Staff time on reconciliation reduced by 80%.
Solution
Built a .NET 8 pipeline that ingests carrier commission feeds (CSV, XLSX, and API where available), normalizes to a common schema, matches against agent records in the AMS, and surfaces exceptions for human review.
Constraints
- • Carrier statement formats changed during project and required schema versioning.
- • Historical AMS records contained inconsistent agent identifiers.
14d → 2dReconciliation cycle
−80%Staff time on recon
Weeks 1-2
Feed normalization design
Defined canonical schema across 12 carrier feed variants.
Weeks 3-7
Reconciliation engine
Implemented matching, exception scoring, and analyst workflow.
Weeks 8-9
Dashboard + handover
Delivered operational dashboard and documented runbook.
Timeline
9 weeks
Stack
.NET 8Azure Data FactoryPower BIAzure SQLMulti-carrier APIs