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Background documentationQuotation Types for Financial Services

 

Quotation Type

Benefits

More Information

Banking Customer Quote

  • Facilitates the relationship manager in a bank to simulate different scenarios for loan calculation from one quotation and showcase convenient repayment options to customers (product variants)

  • Financial Conditions (CA-FIM-FCO) pricing is available for account origination

  • Supports price list arrangements for products by using CA-FIM-FICO

  • Using the manage collateral functions of the banking customer quote, you can calculate the collateral constellation to check whether the collateral covers the loan risk

  • Used to store ratios for a personal financial statement

  • Used to store a clearing account

  • Supports both real estate and ground vehicle as collateral

  • Is integrated with the loan wizard; the loan wizard enables side-by-side comparison for product variants across various quotations

  • Uses Business Rule Framework plus to execute calculations, for example ratio calculations for a personal financial statement

  • Payment key figures are available, for example the effective interest rate, cost of borrowing, planned final payment amount

  • Enterprise services to manage banking customer quotes are enabled

  • Connected to external systems using consumer proxies

Banking Customer Quote

Maintenance of a Banking Customer Quote

Maintenance of a Product Variant

Financial Conditions (CA-FIM-FCO)

Price Determination for a Banking Customer Quote

Maintenance of a Collateral

Maintenance of a Clearing Account

Loan Wizard

BRFplus for Account Origination

Financial Calculations for Personal Financial Statements

Connection to External Systems Using Consumer Proxies

FS Quotation

  • CRM Pricing is available for account origination

  • Can be used with products based on product category BASE_FS_BNDL (product bundle)

  • Uses Business Rule Framework

  • Provides collateral management functions

  • Supports real estate as collateral

  • Connected to external systems using CRM Middleware

Financial Services Quotation

Maintenance of a Financial Services Quotation

Maintaining a Real Estate Item

Maintaining Prices in Business Transactions

Creation of a Product Bundle for FS Quotations

Maintenance of the Relationships in a Collateral Constellation

Connection of External Systems Using CRM Middleware