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.
Required Editions
Available in: Lightning Experience
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
In Setup, find and select Brokerage. Then, select
Commissions Management.
In the Matching Criteria field, specify the criteria to be used to identify the policy
ID.
Note Specify the criteria in <Commission Statement line Item
field>:<Insurance Policy field> format. For example, to search the InsPolField1,
InsPolField2, and InsPolField3 fields of the insurance policy, specify the criteria as
CSLIField1:InsPolField1, CSLIField2:InsPolField2 AND CSLIField3:InsPolField3.
Save your changes.
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