SAP Customer Relationship Management (SAP CRM) offers a uniform and clearly arranged user interface that bundles the functions for account origination into a user role.
You can use the user role predefined by SAP (FS Sales Manager
(Financial Services Sales Manager, FSAO_MANAGER)) to access all the data and information that you need for your day-to-day activities. You log on in your user role and can access all applications and data that are assigned to this role.
The FS Sales Manager
role includes the following specific assignment blocks and pages:
Business partner
Total commitment
FS business partner
Sales and acquisitions
Opportunity
Banking customer quote
Personal financial statement
Banking sales contract
FS quotation
Case
Products
FS products (for example mortgage loan, consumer loan, credit card, current account, checking account, savings account)
FS objects (for example financed object, collateral object, collateral agreement)
To use the following items (also listed in more detail above), you must activate the business function CRM-IFS, Guided Loan Origination Process (CRM_FS_NBRNWL_1):
Opportunity with transaction type OPBA (banking opportunity)
Banking customer quote
Personal financial statement
Banking sales contract
New case types FSSL and FSUL for secured and unsecured lending (Document Checklist and Enterprise Content Management is enabled and can also be used in other case types)
General Settings
You can integrate into the standard roles any additional functions that you may need.
You can change the standard user roles; for example, you can adapt the assignment of functions on the interface or create new roles.
For more information, see Customizing for Customer Relationship Management under UI Framework
.
Settings for Financial Services
In Customizing for Customer Relationship Management
under , you can specify the transaction type in which an application creates the documents for a business transaction.
In Customizing for Customer Relationship Management
under , you can specify for the items in a financing document which interface is used to display the detail view for the relevant item categories.
In Customizing for Customer Relationship Management
under , you can specify for the items in the product overview of a financing document which conditions you want to display for a selected item.
In Customizing for Customer Relationship Management
under , you can specify which items are displayed in the result list for financing documents.
Settings for FS Quotations/CRM Pricing
If you want to use the simulation tool for conditions and use the financing page to display and edit the condition types of several related items on an overview page, you must group these condition types together in a condition profile in Customizing for Customer Relationship Management
under .
Integration with the SAP Enterprise Portal
SAP CRM 7.0 integrates the CRM WebClient UI with SAP NetWeaver Portal. Every CRM application is displayed on its own Web page. You can generate portal content by using the role upload function.
Note
For more information about portal integration, see:
Customizing for Customer Relationship Management
under
The Upgrade Master Guide for the current release on SAP Service Marketplace at service.sap.com/instguides