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To process a commission statement, click the Process button on the respective commission statement record page or call the commission processing API.
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions where Financial Service Cloud and Insurance Brokerage are enabled |
| User Permissions Needed | |
|---|---|
| To process a commission statement: | Insurance Commissions Management, Basic CSV Data Import User, and Insurance Brokerage User |
For information on how the API processes the commission statement, see Commission Processing.
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