Defining Customizing Framework for Special
Arrangements 
Purpose
This process determines the framework that must be set up for using special arrangement functions.
Process Flow
Customizing Framework for Special Arrangements
The graphic explains the following process steps involved in defining the Customizing framework for special arrangements by choosing SAP Banking ® Collateral Management ® Collateral Agreements:
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1. Create the required screen structures and object screens required for business of different special arrangements.
For example, screen structure of a notary declaration can contain fields for special arrangement type and identification, description and validity dates. On the other hand, a screen structure for declaration of property developer must contain fields for type and identification of special arrangement, validity dates, bank details and purchase agreement identification and purchase date.
2. Define the required special arrangement types.
a. If the special arrangement types are business transactions, define valid portion restrictions. You can determine the required behavior for business transactions by setting the appropriate values for blocking category and receivable type for portion restrictions.
For example, for a business transaction Trust Holding by Third Party, you can assign a valid portion restriction with blocking category as Automatic Links and receivable type as Own.
On the other hand, for a Trust Holding for Third-Party in which the third-party has a prior charge, you can assign blocking category as manual links and receivable type as Other.
b. Assign the appropriate portion restrictions to business transactions.
3. Group the special arrangement types into special arrangement sets. Define the grouping depending on the nature of business of the special arrangement types.
4. Assign the special arrangement sets to valid collateral agreement types. By this assignment, you determine the special arrangements that can be created for a collateral agreement.
5. Recreate all special arrangement types as change request types and assign valid object screens to them. This is necessary because you will need a change request for creating a special arrangement.
6. Define the necessary attributes such as business activities for implementing the change request types.
Result
You have defined the complete Customizing framework for special arrangements. You can now create special arrangements using change requests. For more information, see