---
schema_version: "1"
id: 7333ad6b03dce5e8db2e583b0323ba0c9415c3c2ae3ceaaa348162783c3dd6c1
title: Find Insurance Policy Action
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/insurance_developer_guide/actions_obj_find_insurance_policy.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/actions_obj_find_insurance_policy.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: f43d14f81dbf5152a9f60963d619659437651c0642ee5eea3e711226760b3174
description: 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.
---
# Find Insurance Policy Action

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
 }