Set Up Commission Management

Manage all the configurations related to commission management.

Available in: Lightning Expereince

Available in: Professional, Enterprise, and Unlimited Editions where Financial Service Cloud and Insurance Brokerage are enabled

Configure Commission Statement Line Item Type
Calculate producer commissions by mapping the commission statement line item commission type to the producer split arrangement line item split arrangement type.
Map Commission Statement Status
Map the system status of the commission statement to the customer-facing status of the commission statement.
Configure Commission Statement Line Item Status
Map the system status of the commission statement line item to the customer-facing status of the commission statement line item.
Configure Reprocessing Eligibility for Statuses
Define which statuses are eligible for reprocessing the commission statement line item when the processing fails.
Configure Matching Criteria for an Insurance Policy
Identify the policy IDs for commission processing by mapping the insurance policy fields with the commission statement line item fields.
Configure Invalid Statuses for Producer Commissions
Define which producer commission status is invalid.
Configure Batch Process Job Definition for Commissions Management
Configure the batch job definition to use for producer commission processing.

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