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Procedure documentationArchiving Personal Financial Statements with CRM_FS_PFS

 

You can use thePersonal Financial Statement of a Business Partner (CRM_FS_PFS) archiving object to destroy all personal financial statement data, along with information about its status.

For data privacy purposes, personal financial statement data is regarded as person-related data. Therefore, regulations in your country may stipulate that you need to archive this data once a specified residence time has been reached.

For more information, look for Data Privacy (HR) in the documentation of SAP ERP at http://help.sap.comInformation published on SAP site.

The CRM_FS_PFS archiving object supports the Information Lifecycle Management (ILM) functions for data destruction. You can use the ILM Policies function (transaction IRMPOL) to define the rules for retaining personal financial statement data. Sample rules for data retention are available. For more information, look for Data Destruction in the documentation of SAP ERP at http://help.sap.comInformation published on SAP site.

Prerequisites

You have activated the business function CRM-FS, Guided Loan Origination Process (CRM_FS_NBRNWL_1).

You have activated the Information Lifecycle Management (ILM) business function.

Procedure

  1. Learn more about the features of this archiving object.

    To view the tables from which data for this archiving object is deleted, go to Archive Administration (transaction SARA), enter the archiving object, and choose Database Tables.

  2. Learn more about the characteristics of this archiving object.

    For more information, see Characteristics of CRM_FS_PFS.

  3. Learn more about the technical data of this archiving object.

    For more information, see Technical Data of CRM_FS_PFS.

  4. Learn more about the checks for this archiving object.

    For more information, see Checks of CRM_FS_PFS.

  5. Make any application-specific Customizing settings.

    For more information, see Performing Application-Specific Customizing of CRM_FS_PFS.

  6. Define a preprocessing variant for the archiving object.

    For more information, see Defining Preprocessing Variant for CRM_FS_PFS.

  7. Define a write variant for the archiving object.

    For more information, see Defining Write Variant for CRM_FS_PFS.

  8. Learn more about the authorizations required for this archiving object.

    For more information, see Authorizations for CRM_FS_PFS.

  9. Learn more about the enhancements available for this archiving object.

    For more information, see Enhancements of CRM_FS_PFS.

  10. Display archived personal financial statements.

    For more information, see Displaying Personal Financial Statements Archived with CRM_FS_PFS.