MediLink Flow

정산 대조와 수수료 관리를 한눈에 자동화합니다.

MediLink Flow is a B2B SaaS admin dashboard for automating pharmaceutical FSO and CSO commission settlement, reconciliation, and reporting. It is built for finance, operations, and admin teams that need to compare monthly performance data against company settlement statements, resolve mapping gaps, and calculate multi-tier commissions with confidence. The system reduces manual spreadsheet work, lowers reconciliation errors, and gives leaders real-time visibility into payout accuracy and net margin.

Business Goals

  • Reduce monthly reconciliation turnaround time from 2 to 3 days to under 4 hours within 3 months of launch.
  • Cut manual settlement correction requests by 50 percent within 6 months.
  • Achieve 95 percent automated matching coverage for mapped hospital and product records within 90 days.
  • Increase monthly active admin usage to at least 80 percent of finance and operations users within 120 days.
  • Support onboarding of 80 plus pharmaceutical company accounts without adding more than 1 operations headcount in the first year.

User Goals

  • Upload monthly performance and company settlement files in a few clicks.
  • Automatically match 100 percent exact hospital and product records without manual work.
  • Quickly resolve unmatched records through guided search and save mappings for future reuse.
  • Validate prescription amount, quantity split, and commission rate discrepancies in one place.
  • Export clean, filtered reconciliation reports for internal review and client sharing.

Non-Goals

  • Not a consumer-facing app or patient workflow tool.
  • Not a general accounting or ERP replacement.
  • Not responsible for issuing tax invoices or payment execution.
  • Not building custom mobile apps in the first release.

Finance Manager Jisoo, 39 - Jisoo oversees monthly settlement operations for multiple pharmaceutical clients. She spends most of her time reconciling spreadsheets, checking commission logic, and answering internal questions about payout differences.

Finance Manager Jisoo, 39

  • As a finance manager, I want to upload monthly performance data and settlement statements in one workflow, so that I can complete reconciliation faster.
  • As a finance manager, I want to see mismatched amounts, quantities, and rates clearly flagged, so that I can explain differences with evidence.
  • As a finance manager, I want to export a filtered report by status, so that I can share only unresolved cases with the client.

Operations Admin Minho, 32 - Minho maintains master mappings for hospital and product names. He handles cases where company data does not exactly match MediLink's internal naming and needs to keep mappings reusable.

Operations Admin Minho, 32

  • As an operations admin, I want to search and save a MediLink hospital or product mapping for an unmatched record, so that future files auto-match correctly.
  • As an operations admin, I want to see similar and previously used mappings, so that I can resolve edge cases quickly.
  • As an operations admin, I want the system to learn saved mappings automatically, so that recurring exceptions decrease over time.

Business Director Hana, 45 - Hana reviews monthly commission totals, margin, and promo effects across all pharmaceutical companies. She needs a fast executive view without opening raw spreadsheets.

Business Director Hana, 45

  • As a business director, I want a dashboard showing monthly prescription amount, commission payout, and net margin, so that I can monitor business health at a glance.
  • As a business director, I want to see promo and interval incentive effects separately, so that I can understand margin impact.
  • As a business director, I want settlement status summaries across all companies, so that I can prioritize high-risk accounts.

Dashboard and KPI Summary · High priority

  • Provide a real-time executive dashboard with monthly settlement KPIs and actionable status overview.
  • Show 1-month aggregated totals for pharmaceutical prescription amount, pharmaceutical commission payout, member prescription amount, member commission payout, MediLink total prescription amount, and net commission revenue.
  • Display recent settlement progress by company with status badges such as uploaded, in review, mismatch found, and completed.
  • Include quick actions for upload performance file, upload settlement statement, open unmatched items, and export report.
  • Support date range defaults to current month and compare against previous month with percent change.
  • Allow loading states and empty states that clearly explain missing data or incomplete uploads.

Master Data Mapping · High priority

  • Manage exact-match and exception-based mappings between company records and MediLink master data to improve automation and reuse.
  • Auto-match hospital and product records when company and MediLink names match 100 percent.
  • Provide quick-match search fields for unmatched hospital and product names with autocomplete and recent selections.
  • Save approved mappings to the database immediately and mark them as reusable rules for future imports.
  • Highlight confidence level and mapping source such as exact match, manual match, or learned match.
  • Prevent duplicate mappings and warn when one external record maps to multiple internal targets.

Settlement Upload and Reconciliation · High priority

  • Support a three-step workflow to upload monthly performance data, select a company, upload settlement statements, and perform line-level reconciliation.
  • Accept bulk upload of monthly performance files for approximately 80 pharmaceutical companies using defined columns.
  • Let users select a company and upload that company's settlement statement file in common formats such as XLSX and CSV.
  • Validate mapped hospital and product records before reconciliation begins and surface missing or ambiguous rows.
  • Compare prescription amount, prescription quantity with 1:N split support, and commission rate for each line item.
  • Flag discrepancies by type: amount mismatch, quantity mismatch, rate mismatch, unmapped, and minor settlement not allowed.

Commission and Promotion Configuration · High priority

  • Configure commission allocation rules and promotional or incentive logic so calculations are transparent and auditable.
  • Support base commission formula where company settlement rate equals MediLink margin plus member payout rate.
  • Support promotion uplift logic where promo events increase both MediLink and member commission simultaneously.
  • Support interval incentive rules where the company pays MediLink an additional standalone incentive tied to sales thresholds and not linked to member payout.
  • Support special member policies that adjust member payout after MediLink margin deduction.
  • Provide formula previews, tooltips, and example calculations before saving rule changes.

Reporting and Export · Medium priority

  • Generate detailed reconciliation output that separates company settlement, member payout, MediLink net revenue, promo flags, and interval incentives for reporting and audit use.
  • Render a detailed table with each key amount in separate columns for easier review and filtering.
  • Filter by status such as matched, quantity mismatch, amount mismatch, minor settlement exception, and unmapped.
  • Allow Excel download of the current filtered result set with stable column order.
  • Preserve audit fields such as file name, upload time, rule version, and reviewer name.
  • Support report pagination and server-side filtering for large monthly datasets.

First-Time Admin Setup

  • Sign in with company SSO or invite-based admin access.
  • Land on dashboard with current month KPIs and latest settlement queue.
  • Upload monthly performance file using the guided upload card.
  • Resolve unmatched mappings through quick search and save learned mappings.
  • Upload a selected company's settlement statement and run reconciliation.
  • Reach first useful output within 10 minutes for a typical monthly batch.

1. Monthly Overview

  • Users start on a dashboard that summarizes the current month and highlights urgent settlement issues.
  • Show KPI tiles with trend deltas and status badges.
  • Include recent activity timeline for uploads, mapping updates, and report generation.
  • Handle zero-data months with a clear CTA to begin upload.

2. Bulk Performance Upload

  • Users upload the month-end performance dataset for all covered pharmaceutical companies in one action.
  • Support drag-and-drop and file picker for XLSX and CSV.
  • Validate required columns before processing and show row-level errors.
  • Prevent duplicate month imports unless explicitly replacing an existing batch.

3. Company Reconciliation

  • Users select a company and upload its settlement statement to compare against internal performance records.
  • Use a stepper to show upload, validation, matching, and result states.
  • Check that the selected company belongs to the uploaded month and warn on mismatch.
  • Show processing progress with estimated completion time for large files.

4. Exception Review and Mapping

  • Users inspect unmatched or suspicious rows and resolve them through master data search.
  • Display side-by-side external record and MediLink master candidate list.
  • Allow save-and-apply mapping in one action.
  • Surface duplicate, fuzzy, and learned matches separately to avoid accidental overrides.

5. Report and Export

  • Users review the final reconciliation table and export clean outputs for stakeholders.
  • Support saved filters and reusable views by company, status, and date.
  • Expose calculation details in tooltips and expandable row drawers.
  • Keep export generation asynchronous for large datasets and notify when ready.

Power Tools and Edge Cases

  • Batch approve or reject multiple unmatched mappings at once.
  • Version commission rules by effective date so historical settlements remain reproducible.
  • Support split quantity reconciliation for 1:N line item matching.
  • Allow threshold-based alerting for large discrepancies or missing files.
  • Lock finalized settlements and require supervisor override for edits.
  • Compare current month to previous month and highlight abnormal variance.

Professional B2B Admin UI Principles

  • Dense but readable table-first layout with sticky headers and frozen key columns.
  • Status badges with consistent color semantics for matched, warning, and error states.
  • Formula tooltips and inline help for commission calculations and promo logic.
  • Accessible keyboard navigation, high-contrast mode, and screen-reader labels for upload and table controls.
  • Fast server-side filtering and virtualization to keep large tables responsive.
  • Clear empty, loading, and error states that reduce user uncertainty during batch processing.

Jisoo starts the month with three spreadsheets from different teams and a deadline to close settlement for dozens of pharmaceutical companies. In the old process, she would cross-check names manually, fix mapping issues one by one, and spend hours explaining why a few rows did not align.

With MediLink Flow, she uploads the monthly performance file, selects a company, and uploads the settlement statement. The dashboard immediately shows matched rows, quantity splits, rate mismatches, and unmapped items, while Minho resolves exceptions through quick mapping search and saves them for future imports.

By the end of the day, Jisoo exports a clean reconciliation report with commission, promo, and incentive columns separated for finance review. Leadership gets a clear view of margin impact, and the team closes faster with fewer disputes and less spreadsheet fatigue.

User-Centric Metrics

  • Average monthly reconciliation time under 4 hours for standard company batches.
  • At least 95 percent of rows auto-match or learn from prior mappings within 90 days.
  • Less than 2 percent of finalized rows require post-export correction.
  • First upload-to-result time under 10 minutes for files up to 50,000 rows.
  • User satisfaction score above 4.5 out of 5 for finance and operations users.

Business Metrics

  • Reduce manual operations effort by 50 percent within 6 months.
  • Increase monthly retained enterprise accounts to 90 percent or higher.
  • Shorten client dispute resolution cycle by 40 percent within 2 quarters.
  • Support onboarding of 80 plus companies without proportional headcount growth.
  • Improve reporting turnaround speed enough to expand usage to adjacent settlement workflows.

Technical Metrics

  • 99.9 percent monthly uptime.
  • 95th percentile dashboard load time under 2 seconds.
  • 95th percentile reconciliation job completion under 5 minutes for typical monthly files.
  • Zero critical security incidents and encrypted storage for all uploaded files and sensitive data.

Tracking Plan

  • Track performance_file_uploaded with file type, month, row count, and uploader role.
  • Track settlement_statement_uploaded with company, file size, and import success or failure.
  • Track reconciliation_started with batch id, company id, and rule version.
  • Track mismatch_detected with mismatch type, count, and severity.
  • Track quick_mapping_saved with source record, target master record, and confidence source.
  • Track report_exported with applied filters, row count, and export format.
  • Track commission_rule_updated with rule category, effective date, and approver.

Technical Needs

  • React and TypeScript frontend with a component library such as MUI or Ant Design for dense data tables.
  • Backend API using Node.js with NestJS or Python with FastAPI for import, reconciliation, and rule evaluation.
  • PostgreSQL for relational settlement, mapping, and audit data.
  • Object storage such as Amazon S3 for uploaded XLSX and CSV files.
  • Job queue such as BullMQ, Redis Queue, or Celery for asynchronous parsing and reconciliation.
  • Table virtualization and server-side pagination to handle large monthly datasets.
  • Audit logging and versioned rule storage to support reproducible historical settlements.

Integration Points

  • Single sign-on via Google Workspace, Microsoft Entra ID, or SAML for enterprise admin access.
  • File storage and signed upload flows using AWS S3 or equivalent cloud storage.
  • Email or Slack notifications for completed reconciliation jobs and exception alerts.
  • Optional ERP or accounting export integration for downstream finance teams.
  • Optional webhook or CSV import from client data pipelines and internal BI tools.

Data Storage & Privacy

  • Encrypt files and sensitive settlement data at rest and in transit with TLS 1.2 plus.
  • Store only necessary business identifiers and avoid personal health information wherever possible.
  • Apply role-based access control so only authorized admins can view company-level settlement data.
  • Maintain audit trails for uploads, mapping changes, rule edits, and exports for compliance review.
  • Support tenant isolation and data retention policies aligned to GDPR and CCPA requirements where applicable.

Scalability & Performance

  • Use asynchronous processing for file parsing and reconciliation to keep the UI responsive.
  • Cache dashboard aggregates by month and tenant to reduce repeated expensive queries.
  • Index company, month, status, and mapping keys for fast filtering on large datasets.
  • Support horizontal scaling of background workers during month-end peak load.

Potential Challenges

  • Risk of incorrect auto-matching causing settlement errors; mitigate with confidence thresholds, preview screens, and override approval.
  • Risk of formula disputes from commission rule complexity; mitigate with versioned rules, inline examples, and calculation trace logs.
  • Risk of large file performance degradation; mitigate with job queues, chunked processing, and row virtualization.
  • Risk of inconsistent external file formats; mitigate with strict templates, validation reports, and import mapping presets.
  • Risk of unauthorized data access; mitigate with RBAC, tenant isolation, and full audit logging.

Team & resourcing - Small product team - 2 engineers, 1 designer, part-time PM, and 1 QA/support lead

Phase 1: MVP Dashboard and Upload · Weeks 1-4

  • Admin authentication and tenant shell
  • Dashboard KPI tiles and recent settlement list
  • Bulk monthly performance upload with schema validation
  • Basic file storage, job queue, and processing status

Phase 2: Master Mapping and Reconciliation Core · Weeks 5-8

  • Master mapping table with exact-match automation
  • Quick-match search and learned mapping save flow
  • Company selection and settlement statement upload
  • Line-level reconciliation for amount, quantity, and rate checks

Phase 3: Commission Rules and Reporting · Weeks 9-12

  • Commission and promotion configuration UI
  • Versioned calculation engine with formula previews
  • Reconciliation report table with filters and Excel export
  • Audit trail for uploads, rule edits, and exports

Phase 4: Hardening and Scale · Weeks 13-16

  • Performance optimization for large monthly batches
  • Role-based access control and approval workflow
  • Alerting and notification integrations
  • Monitoring dashboards, error tracing, and production readiness checks

Paste this into Cursor, Bolt, Lovable, or v0 to start building.

Build a B2B SaaS admin dashboard web app called MediLink Flow for pharmaceutical FSO and CSO commission settlement, reconciliation, and reporting.

Use a modern stack: Next.js 14, React, TypeScript, Tailwind, shadcn/ui or MUI, PostgreSQL, Prisma, and a background job queue like BullMQ with Redis. Implement a polished table-first admin UI with responsive layout, sticky headers, badges, tooltips, file upload, and virtualization for large datasets.

Core screens and flows:
1. Dashboard home with monthly KPI cards: pharmaceutical total prescription amount, pharmaceutical total commission payout, member total prescription amount, member total commission payout, MediLink total prescription amount, MediLink net commission revenue. Include recent settlement progress and quick action buttons.
2. Master Data Mapping screen with exact-match auto mapping for hospital and product names, plus a quick-match interface for unresolved rows. Users can search MediLink hospital/product master data, assign mappings, and save them as learned mappings.
3. Settlement & Reconciliation workflow with 3 steps: upload monthly performance file, select a pharmaceutical company and upload its settlement statement, then compare mapped hospital/product rows and validate prescription amount, quantity with 1:N split support, and commission rate.
4. Commission & Promotion Config screen with editable commission split rules, promo uplift logic, interval incentive rules, and special member payout policies. Show formula previews and effective dates.
5. Reconciliation Report screen with a detailed table containing company settlement amount, member payout, MediLink net revenue, promo flag, interval incentive amount, status filters, and Excel export.

Data model should include Tenant, User, Company, MonthBatch, PerformanceUpload, SettlementStatement, MasterHospital, MasterProduct, MappingRule, ReconciliationRow, CommissionRule, PromoRule, IncentiveRule, ReportExport, and AuditLog.

Build for enterprise admin use with RBAC, audit logging, encrypted file upload to S3, server-side filtering, async processing, error states, empty states, and export-ready reports. Include seeded demo data for 80 sample companies and sample mismatches. Make the UI professional, dense, and highly legible for finance operations users.

Business Idea

제약 FSO 및 CSO 수수료 정산 자동화 시스템인 "메디링크 정산 대조 및 수수료 관리 시스템"을 위한 B2B SaaS 관리자 대시보드 웹 UI 레이아웃을 생성해줘. [주요 사이트 구조 및 메뉴 구성] 1. 대시보드 메인 (Dashboard) - 1개월치 종합 통계 지표: * 제약사 기준: 제약사 총 처방금액, 제약사 총 수수료 지급액 * 회원(MR) 기준: 회원 총 처방금액, 회원 총 수수료 지급액 * 메디링크 전체 총 처방금액 및 총 순수익 수수료 - 최근 정산 진행 현황 및 빠른 실행 버튼. 2. 마스터 매핑 관리 (Master Data) - 사전 지정 매핑 테이블: 병의원명, 제품명 기준 100% 일치 건 자동 매칭. - 미매핑건 퀵 매칭 인터페이스: 100% 일치하지 않는 데이터 발생 시, 해당하는 제약사 병의원명/제품명 옆에 "메디링크 병의원명 / 메디링크 제품명"을 직접 검색해 입력/기재하여 매핑을 완성하고 DB에 자동 학습(저장)시키는 화면. 3. 당월 실적 기반 제약사별 정산 대조 (Settlement & Reconciliation) - 1단계 [당월 실적 통합 업로드]: 데이터 밀어넣기 완료 후, 약 80여 개 전체 제약사의 당월 실적(처방금액, 기본 수수료, 회원 지급 수수료) 목록을 개발 지정 컬럼으로 한눈에 제공. - 2단계 [제약사 선택 및 정산서 업로드]: 특정 제약사를 클릭하여 해당 제약사의 '제약사 정산 내역서' 파일 업로드. - 3단계 [매핑 확인 및 1:1 대조 검증]: * 업로드 시 매핑된 병의원/제품 자료 1차 검증. * 당월 실적 vs 제약사 정산 내역서 대조: 처방금액, 처방수량(분할 수량 1:N 대조 지원), 수수료율 일치 여부 검증. 4. 정비율 및 프로모션/인센티브 수수료 세팅 (Commission & Promotion Config) - 수수료 분등 테이블: * 기본 수수료: 제약사 정산율 = 메디링크 마진 + 회원 지급률 (예: 45% = 1% + 44%) * 프로모션 수수료 연동: 제약사 프로모션(+10%) 발생 시 메디링크와 회원 수수료 동시 증액 (예: 55% = 1% + 54%) * 제약사 구간 수수료: 목표 매출 달성 시 제약사가 메디링크에 단독 지급하는 구간 인센티브 (회원 비연동) * 회원 수수료 정책: 특정 회원/그룹 우대 정책 (메디링크 마진 차감 후 회원 추가 지급) 5. 대조 결과 리포트 (Reconciliation Report) - 제약사 정산금액, 회원 지급금액, 메디링크 순수익, 프로모션 반영 여부, 구간 수수료 내역이 개별 컬럼으로 명확히 구분되어 출력되는 상세 테이블. - 상태별 필터링(정상일치, 수량불일치, 처방액불일치, 소액처 정산불가, 미매핑 등) 및 엑셀 다운로드 기능. [디자인 스타일] 수수료 계산 공식 및 대용량 대조 데이터를 명확하게 보여줄 수 있는 깔끔하고 전문적인 B2B 어드민 패널 형태. 데이터 테이블 중심, 상태 표시 뱃지, 수수료 분등 요약 툴팁, 직관적인 파일 업로드/대조 UI 포함.

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