How to run Settlement Allocator in DocketMath for New Mexico

Step-by-step

This guide shows how to run Settlement Allocator in DocketMath for New Mexico (US-NM) using jurisdiction-aware rules. It’s written to help you map your case numbers and dates into the calculator’s inputs and then interpret the output with confidence. (This isn’t legal advice—treat it as workflow guidance for using DocketMath consistently.)

1) Open the Settlement Allocator tool

• Go to: /tools/settlement-allocator
• Confirm the jurisdiction selector is set to New Mexico (US-NM).
• If DocketMath prompts you to confirm default rules, proceed with New Mexico after selecting US-NM.

2) Enter the inputs the allocator requires

Use the tool’s form fields and enter the values that drive the allocation math. While the exact field names can vary slightly by interface version, Settlement Allocator generally needs:

• Key dates (for the applicable coverage/penalty period)
• Total settlement amount to allocate
• Any category totals the tool uses as allocation baselines (if present)
• Adjustment inputs (if the tool provides toggles or modifiers)

When you’re working in New Mexico, ensure the allocator’s period logic uses the default/general period rule (details in the next step).

3) Understand New Mexico’s default allocation period rule (no claim-type sub-rule found)

For New Mexico, the jurisdiction data provided points to a general/default period rule tied to NMRA 1-023:

• NMRA 1-023 (source): https://www.nmonesource.com/nmos/nmra/en/item/4366/index.do

Crucial setup detail for your run:

No claim-type-specific sub-rule was found. That means you should rely on the general/default period rule for New Mexico rather than selecting a different period based on claim type.

Practically, your workflow should be:

• Do not look for a “different period” option based on claim type.
• Use the allocator’s standard New Mexico period behavior that corresponds to the general/default rule.

4) Verify the “period” calculation logic in the tool’s preview

Many DocketMath calculators show intermediate outputs or a summary panel, such as:

• period start date
• period end date
• number of days/months in the period
• any computed rate or multiplier based on the period length

Before you submit:

• Cross-check the computed period against your timeline in your materials.
• If the tool displays the computed days, confirm it matches the date range you intended.

5) Run the allocator and review outputs

After entering inputs:

• Click Calculate (or the equivalent action button).
• Review the results panel for:

  • Allocated amounts by bucket/category (as the tool defines them)
  • Derived amounts (for example, per-day/per-unit calculations—if shown)
  • Summary totals (if the tool reconciles allocations, the allocated sum should align to the settlement amount input)

If the tool shows rounding behavior:

• Note the rounding method (for example, rounding to the nearest cent).
• If you rerun after tiny input changes, confirm the tool consistently applies the same rounding rules.

6) Save/share your run and document what changed

For repeatability (and easier troubleshooting), save the calculation if DocketMath supports saving runs. Also capture:

• the settlement amount used
• the start date and end date that define the general/default period
• the selected jurisdiction setting (US-NM)

This helps you explain why two runs produce different totals—most often, it comes down to the period date range (or another time-dependent input).

Common pitfalls

These are the mistakes that most often cause Settlement Allocator results to diverge from expectations in New Mexico (US-NM):

• Using the wrong jurisdiction setting

  • New Mexico vs. another state can change the period logic and any built-in rules.

• Assuming claim-type-specific period rules exist

  • Based on the provided jurisdiction data, no claim-type-specific sub-rule was found.
  • Use the general/default period consistently for New Mexico.

• Entering dates in the wrong order

  • If the tool expects start date then end date, reversed dates can shorten the period or trigger validation errors.

• Off-by-one day issues

  • Some calculators treat boundaries differently (inclusive vs. exclusive).
  • Use the tool’s computed day count preview to catch boundary assumptions early.

• Ignoring rounding

  • Totals can differ slightly (often by a few cents) when amounts are rounded per bucket and then summed.

• Not reconciling allocated totals

  • If bucket allocations don’t reconcile to the expected total settlement amount, double-check:

    • the total settlement amount input, and
    • any baseline/category total fields (if the UI provides them).

Common workflow error: Running the calculator with a correct settlement total but an incorrect period end date. Because the allocation “weight” is time-based, even a small date shift can change every downstream number.

Try it

Use this quick checklist to validate your workflow end-to-end:

1. Open /tools/settlement-allocator
2. Select New Mexico (US-NM)
3. Enter:

   • your total settlement amount
   • your start date and end date intended for the general/default period
4. Use the tool’s preview to confirm the computed period length matches what you expect from your timeline.
5. Click Calculate and review:

   • allocated bucket amounts
   • any total allocation reconciliation (if provided)
   • any rounding notes or intermediate calculations

Quick consistency test:

• Rerun the calculator with the end date moved by 1 day.
• If the tool changes the allocated output, that typically indicates it’s using your date inputs for New Mexico period logic.

Related reading

• How to calculate Settlement Allocator in Ohio — Full how-to guide with jurisdiction-specific rules
• How to calculate Settlement Allocator in Philippines — Full how-to guide with jurisdiction-specific rules
• Worked example: Settlement Allocator in Philippines — Worked example with real statute citations