ProducerCommission

Represents a producer's commission for an insurance policy. The commission can be calculated from the commissionable transactions or can be populated from an external system. This object is available in API version 51.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

CommissionAmount

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The calculated commission amount for the insurance policy transaction.

CommissionStatementLineItemId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The Commission Statement Line Item corresponds to the Producer Commission

    This field is a relationship field.

  • Relationship Name: CommissionStatementLineItem
  • Refers To: CommissionStatementLineItem

CommissionableAmount

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The amount on which the commission is applied. This can be a transaction amount or a portion of the premium.

CurrencyIsoCode

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: If multiple currencies are enabled, this field contains the currency ISO code associated with the record.
  • Default value: USD
  • Possible values:
    • EUR—Euro
    • GBP—British Pound
    • USD—U.S. Dollar

InsurancePolicyAssetId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The insured item for which the commission was calculated.

InsurancePolicyCoverageId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The ID of the policy coverage for which the commission was calculated.

InsurancePolicyId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The insurance policy for which the commission was calculated.

InsurancePolicyTransactionId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The transaction for which the commission record was created.

LastReferencedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The timestamp for when the current user last viewed a record related to this record.

LastViewedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.

Name

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Sort, Update
  • Description: The name of the producer commission.

OwnerId

  • Type: reference
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: The ID of the record owner.

PaymentDatetime

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The date on which the commission was paid.

ProducerAllocationAmount

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The revenue amount to be received by the producer associated with the producer commission of Book of Business type.

ProducerId

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The producer, broker, brokerage, or other user who receives the commission.

ProducerSplitArngLineItemId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The Producer Split Arrangement Line Item corresponds to the Producer Commission

    This field is a relationship field.

  • Relationship Name: ProducerSplitArngLineItem
  • Refers To: ProducerSplitArngLineItem

ProducerSplitAssignmentId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The Producer Split Assignment corresponds to the Producer Commission

    This field is a relationship field.

  • Relationship Name: ProducerSplitAssignment
  • Refers To: ProducerSplitAssignment

ProducerSplitRoleAssignmentId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Related Producer Split Role Assignment

    This field is a relationship field.

  • Relationship Name: ProducerSplitRoleAssignment
  • Refers To: ProducerSplitRoleAssignment

SourceSystem

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The system from which the producer commission record was sourced.

SourceSystemIdentifier

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
  • Description: The ID of the producer commission record in the source system. This field is unique within your organization.

Status

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Specifies the status of the commission payment.
  • Possible values:
    • Disputed
    • Paid
    • Pending
    • Reversed

Type

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Specifies the type of commission paid to a producer, account, or contact for a commissionable transaction.
  • Possible values:
    • Advance
    • Bonus
    • Chargeback
    • Commission
    • Contingent Commission

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

ProducerCommissionChangeEvent
Change events are available for the object in API version 62.0 and later.
ProducerCommissionFeed
Feed tracking is available for the object.
ProducerCommissionHistory
History is available for tracked fields of the object.
ProducerCommissionOwnerSharingRule
Sharing rules are available for the object.
ProducerCommissionShare
Sharing is available for the object.