Get the insurance policy associated with a commission statement line item that matches
the specified criteria, and update the status of the commission statement line item
record.
This action is available in API version 63.0 and later.
Special Access Rules
The Find Insurance Policy action is available in Enterprise, Unlimited, and Developer Editions where Financial Service Cloud and Insurance Brokerage are enabled. To use this action, you need Insurance Commission Management and Insurance Brokerage User permission sets.
Supported REST HTTP Methods
URI: /services/data/vXX.X/actions/standard/findInsurancePolicy
Where XX.X is the latest API version.
Formats: JSON
HTTP Methods: GET, POST
Authentication: Authorization: Bearer TOKEN
Where TOKEN is your OAuth access token.
Inputs
| Input | Type | Description |
|---|---|---|
| commissionStatementLineItemId | String | ID of the commission statement line item record. |
| matchingCriteriaPattern | String | String that identifies the corresponding insurance policy. |
| failureStatus | String | Indicates the status of the commission statement line item when the item's processing fails. |
Outputs
| Output | Type | Description |
|---|---|---|
| commissionStatementLineItem | sObject | Commission statement line item record populated with the insurance policy ID. |
Example
POST
This sample request is for the Find Insurance Policy action.
{
"inputs": [
{
"commissionStatementLineItemId": "1Atxx0000004DeaCAE",
"matchingCriteriaPattern":"InsurancePolicyNumber:PolicyName AND InsurancePolicyEffectiveDate:EffectiveFromDate AND LineOfCoverage:LineOfCoverage AND ClientAccountName:NameInsured.Name"
}
]
}
This is the sample response for the Find Insurance Policy action.
{
"actionName": "findInsurancePolicy",
"errors": null,
"invocationId": null,
"isSuccess": true,
"outcome": null,
"outputValues": {
"commissionStatementLineItem": {
"attributes": {
"type": "CommissionStatementLineItem",
"url": "/services/data/v64.0/sobjects/CommissionStatementLineItem/1Atxx0000004C92CAE"
},
"InsurancePolicyEffectiveDate": "2025-02-01",
"LineOfCoverage": "Medical",
"ReferenceRecordId": "0YTxx0000000001GAA",
"InsurancePolicyNumber": "test",
"Id": "1Atxx0000004C92CAE",
"ClientAccountName": "test"
}
},
"sortOrder": -1,
"version": 1
}