BaoXianFlow

System Settings

View and adjust workspace configuration values for Charis Pilot without changing code. Sample records only. Do not enter real customer data.

Admin Panel

General Agency Renewals Commissions Vouchers Insurer Commission Statements Reports Plans / Referral Security

Config Overview

Safety switches

Preview mode

Payment

Off

OCR

Off

Live email

Off

Cloud storage

Off

Insurer API

Off

Real data allowed

This area shows pilot reference records.

No payment, transfer, DuitNow, FPX, card, or bank action is performed.

Email packs are prepared only. No email is sent.

Document scanning is not active. Enter details manually.

Do not upload real customer NRIC, receipts, signatures, or bank details.

Commissions

Insurance servicing commission settings. This is separate from software referral.

Default payout rateAllow custom sub-agent payout rateMotor commission labelPA commission labelPayout labelPayout formulaLine item decimal placesVoucher total decimal placesRounded payout decimal places

Commission source types

ManualReceiptInsurer Statement

Commission statuses

Pending ReviewApprovedIncluded in VoucherPaidDisputed

Editable commission labels and statuses. Insurance servicing commission is separate from BaoXianFlow software subscription referral.

Save settings

Mock local action only. No production persistence, cloud storage, payment setup, OCR, live email, or insurer API is wired here.

PreviewChanges are not saved in this preview.