Data Model

Compensation Schedule

Each case has a compensation schedule that defines all payments for the journey. This schedule is populated when a GSA contract is uploaded and parsed.

The schedule contains:

• Scheduled payments — future payments with dates, amounts, and trigger conditions
• Completed payments — payments already disbursed
• Categories — base compensation, monthly allowance, medical procedures, insurance, bed rest, lost wages, reimbursables

Each payment has a status:

• Paid (green) — disbursement completed
• Scheduled (blue) — date is set, awaiting processing
• Pending milestone (amber) — waiting for a journey milestone to trigger eligibility

Disbursement Types

Disbursement types are the categories of expenses with their default amounts. They follow the template hierarchy:

Master Templates

System-wide templates managed in the Template Library. Each template belongs to a program type — either Surrogacy or Egg Donation — and contains categories with items and default amounts.

Agency Templates

When an agency is created, a master template is copied to it. The agency can then customize names, amounts, and categories independently. Changes to the master don’t affect existing agency templates.

Case Overrides

When a GSA contract is uploaded for a specific case, the parsed values override the agency template amounts. Staff can also manually edit amounts after the upload. The system tracks three states per item:

• From GSA (green indicator) — amount matches the parsed contract
• Manually edited (amber indicator) — staff changed the amount after upload
• Not in GSA (gray indicator) — item exists in the agency template but wasn’t found in the contract

System Default Types

Two disbursement types exist on every template and cannot be removed:

• Agency Fee — the fee paid to the agency (not part of the GSA contract)
• Account Refund — refunds to intended parents (not part of the GSA contract)

These always appear in a special “Administrative” category.

Disbursement Requests (DRs)

A DR is a request to release funds from escrow. It contains:

• Payee — who receives the money (surrogate, agency, or other third party)
• Line items — individual expenses, each with a category, amount, description, and optional receipt
• Dates — when the expense was incurred, optional “wait to approve until” date
• Status — submitted, approved, rejected, or processed