| DR | Disbursement Request — a request to release funds from escrow |
| IP | Intended Parent — the client funding the escrow account |
| GC | Gestational Carrier — the surrogate receiving compensation |
| GSA | Gestational Surrogacy Agreement — the legal contract defining all compensation terms |
| Journey | The full surrogacy process from contract signing to birth |
| Milestone | A contractual event (e.g., “Confirmed Pregnant”) that triggers payment eligibility |
| Allowance | A budget category defined in the GSA contract (e.g., Maternity Clothing: $500 max) |
| Case | One journey — the combination of an IP, GC, and Agency |
| Disbursement Type | A category of expense (e.g., “Base Compensation”) with a default amount |
| Template | A collection of disbursement types with default amounts, assigned to agencies |
| Master Template | System-wide template in the Template Library — copied to agencies on creation |
| Agency Template | An agency’s copy of a master template, independently customizable |
| Case Override | Per-case customization of disbursement amounts, typically from GSA contract parsing |
| Match Sheet | An agency’s case-intake sheet (IP, GC, and agency details) uploaded at the start of onboarding and parsed to pre-fill a new case. Layouts vary by agency. |
| Triage View | The post-parse summary showing which GSA sections were successfully extracted |
| Program Type | Either Surrogacy or Egg Donation — determines which template and categories apply |
| ACH | Automated Clearing House — the payment processing method for disbursements |
| Rush | An urgency flag on a DR indicating the payee has marked it as an urgent need |
| Double-Payment Prevention | A confirmation checkbox on all DR submission flows requiring the submitter to confirm the expense hasn’t already been submitted |