When you record a promissory note or income-producing deployment that's been active for a while, the early periods are already history. Backfilling lets you fill in those past payments or distributions in one operation — the banking ledger, deployment cash flow history, and (for notes) payment status all update together.
Policy Stack offers two backfill flows, depending on whether the deployment has a payment schedule:
- Backfill panel — for fully-amortizing and interest-only-balloon notes, which have a generated schedule of past-due rows
- History repair panel — on the asset detail page for cadence-based history: pro-rata distribution notes, real estate, dividends, and "other" income-producing deployments
Both flows appear in Asset Workspace → Payment Tracking when there is something to catch up on. There is no separate note-detail workspace.
Backfill Panel — Scheduled Notes
The Backfill panel surfaces in Asset Workspace → Payment Tracking when the generated schedule has rows whose due date is in the past and whose status is still "scheduled" (i.e., not yet recorded as paid).
You'll see it in two common situations:
- Adding an in-progress note — you bought the note from another party, or you set up tracking after the note had been originating payments for a few months. The wizard creates the full schedule, but the early periods are already history.
- A gap in entries — you missed recording payments for a while, and the schedule has accumulated past-due rows.