Producers with Missing Upline Hierarchy

Enter criteria identifying the producers to be included in the report. If no specific criteria are selected, the system will return results matching all criteria.

Fields and controls include the following:

• Producer Type: To limit the report to a specific entity type, click to select either Individual Licensee or Firm. (For more information, see Details.)
• Producer Status: To limit the report to a Producer Manager record status, from the dropdown menu select Active, Inactive, or Pending. (For more information, see Details.)
• Only include producers with an active license: To limit the report to producers who hold an active license only, click to checkmark the checkbox.
• Agreements identified by an active External System ID of type: To limit the report to only those agreements associated with a specific external system, from the dropdown menu select an external system type.

Select the invalid upline scenario you would like to report.

Fields and controls include the following:

• The parent agreement is inactive: Click the radio button to report agreements where a producer is part of an agreement hierarchy, but the producer's agreement with an immediate upline producer is inactive.
• No upline exists: Click the radio button to report only agreements that are not part of an agreement hierarchy whatsoever.
• No upline exists, where the producer's agreement has an additional producer: Click the radio button to report only agreements that include additional producers but that are not part of an agreement hierarchy. Then enter the following:
• Additional Producer Role:Available only whenNo upline exists, where the producer's agreement has an additional produceris selected. From the dropdown menu select the additional producer role on agreements with missing uplines.
• Agreements identified by an active External System ID of type: Available only whenNo upline exists, where the producer's agreement has an additional produceris selected. Enter one or multiple active external system IDs associated with the additional producers on agreements with missing uplines, up to 50 maximum. Separate each external system ID by a comma and a space.

Displays information about all producers with active agreements who are not part of a valid agreement hierarchy, based on a selected invalid upline scenario as selected in the Missing Upline Criteria section. Results may be narrowed by selected filter criteria.

Results include the following data fields:

• Individual Last Name: For each individual licensee producer agreement returned by the report criteria, displays the producer's last name.

• Individual First Name: For each individual licensee producer agreement returned by the report criteria, displays the producer's first name.

• Firm Name: For each firm producer agreement returned by the report criteria, displays the producer's business name.

• Producer Status: For each producer agreement returned by the report criteria, displays the status of the producer's record in Producer Manager.

• Agreement Type: For each producer agreement returned by the report criteria, displays the type code of the producer's agreement.

• Agreement Begin Date: For each producer agreement returned by the report criteria, displays the date on which the agreement became active on the producer's record.

• Agreement ESID: For each producer agreement returned by the report criteria, displays the external system ID associated with the producer's agreement (often the producer's code in your company's compensation or commissioning system).

• Agreement ESID Type: For each producer agreement returned by the report criteria, displays the external system type associated with the external system ID associated with the producer's agreement (often the name or code or your company's compensation or commissioning system).

• Hierarchy Template: For each producer agreement returned by the report criteria, displays the name of the hierarchy template used to enforce the hierarchical levels or roles in the producer's agreement with upline producer(s) (For more information, see Add Hierarchy Templates.)

• Base Role: For each producer agreement returned by the report criteria, displays the name of the bottom-level role in the selected agreement hierarchy template. (For more information, see Add Hierarchy Templates.)

• Parent Agreement ESID: For each producer agreement returned by the report criteria, displays the external system ID of the reported producer's immediate upline producer in the agreement hierarchy -- not the highest upline producer in the entire agreement hierarchy. Note that the immediate upline producer's agreement may be inactive.

• Parent Agreement ESID Type Code: For each producer agreement returned by the report criteria, displays the external system type of the reported producer's immediate upline producer in the agreement hierarchy -- not the highest upline producer in the entire agreement hierarchy. Note that the immediate upline producer's agreement may be inactive.

• Additional Producer ESID: Available only when reporting agreements with additional producers that are missing uplines. For each producer agreement returned by the report criteria, displays the external system ID of an additional producer on the agreement.

Controls include the following:

• Submit Offline: Unavailable until required report criteria is entered. Click to generate the inquiry offline, where it can be retrieved in multiple output formats by any staff member with the permissions to view it. For more information, see Recent Reports.

• Cancel: Click to open the Producer Manager Home page.