Claw Back

Overview

Claw Back tracks money taken back from a Claims Consultant after they were already rewarded (paid commission) for successfully handling a claim — for example, when a file is later cancelled, rejected, or otherwise disqualified after commission was paid on it. It is recorded on the standalone Claw_Back form (see Claw Back for the full field schema) and linked back to the claim via the Claw_Back lookup field on Claim_Form.

info

This is distinct from — but related to — the commission lifecycle on the Commission form, whose Commission_Status field includes Claw Back and Claw Back - Requested as values. See Commission.

---

Where to Find It

Access Point	Path	Opens
Main menu	Claw Back	Claw Back report/list
Claim Dhtml page	Quick Links → Claw Back	The Claw Back form, for that specific file
Claim Form	Claw_Back lookup field	The linked Claw Back record for that claim

Claw Back
   │
   ├── Main Menu → "Claw Back" → Claw Back report/list (all files)
   │
   ├── Claim Dhtml page → Quick Links → "Claw Back" → opens Claw_Back form for this file
   │
   └── Claim_Form.Claw_Back (lookup) → linked Claw_Back record for this file

---

Claw Back Form

Field	Required
File Number	✅
Claw Back?	✅
Date of Claw Back	✅
Claw Back Value	✅
Claw Back Notes	✅

See Claw Back for the full field reference (types, defaults, linked modules).

---

Monthly Consultant Email

Once a month, each Claims Consultant is sent a summary email of their commission-eligible files for the period, broken down by recovery type:

• Referral
• At-Fault Referral
• Third-Party Referral

For each type, the email shows the file count and total commission amount, plus the overall Gross Amount, Tax Percentage, and Tax Amount for the period.

Monthly schedule
        │
        ▼
For each Claims Consultant (Commission.Claims_Consultant)
        │
        ▼
Group that consultant's commission-eligible files by recovery type
        │
        ├── Referral            → file count + total amount
        ├── At-Fault Referral   → file count + total amount
        └── Third-Party Referral → file count + total amount
        │
        ▼
Gross Amount, Tax Percentage, Tax Amount computed for the period
        │
        ▼
Summary emailed to the Claims Consultant

Column	Description	Source
Referral / At-Fault Referral / Third-Party Referral count	Number of that consultant's commission-eligible files in each recovery-type group, for the period	Commission.Claims_Consultant, grouped by recovery type
Total Amount (per type)	Sum of the commission amount for files in that group	Commission.Com_s_Amount / Commission_Item
Gross Amount	Total commission amount before tax	Pay_Commission.Gross_Amount
Tax Percentage	Tax rate applied	Pay_Commission.Tax_Percentage
Tax Amount	Tax deducted	Pay_Commission.Tax_Amount

caution

The exact recovery-type grouping (Referral / At-Fault Referral / Third-Party Referral) and the underlying report/schedule name were described from the business process, not read off the live Zoho Creator schedule definition. Verify against the actual scheduled function/report before treating this section as authoritative.

---

Related

• Claw Back — full Claw Back form field schema
• Claim_Form — Claw_Back lookup field
• Commission — Claims_Consultant, Recovery_Type, and the Commission_Status lifecycle (includes Claw Back / Claw Back - Requested)
• Pay Commission — Gross Amount / Tax Amount / Tax Percentage / Net Amount fields used in the monthly summary