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Insurance
Map Commission Statement Status

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Map Commission Statement Status

Map the system status of the commission statement to the customer-facing status of the commission statement.

Required Editions

Available in: Lightning Expereince
Available in: Professional, Enterprise, and Unlimited Editions where Financial Service Cloud and Insurance Brokerage are enabled
User Permissions Needed
To set up brokerage: Insurance Brokerage User
  1. In Setup, find and select Brokerage. Then, select Commissions Management.
  2. In the Commission Statement Status Mapping section, from the dropdown menu for Customer-Facing Status, select a status to map it with the relevant system status value.
    The Customer-Facing Status values are inherited from the Commission Statement object. You can modify these values by updating the Status field in the Commission Statement object.
  3. Save your changes.
 
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