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Function documentationDocument Management in the Case

 

The CRM case provides you with a document management function that enables you to customize according to business rules which documents a banking customer must provide when they apply for a loan. The document checklist then lists these mandatory documents in the case and checks if they are either attached in the Enterprise Content Management (ECM) repository or have been waived.

Integration

The document checklist is available in the CRM case for the case types FSSL (Secured Lending) and FSUL (Unsecured Lending). The checklist is displayed on the WebClient user interface in the Document Checklist assignment block. The document checklist is integrated with the ECM repository which enables you to organize and manage the documents provided by the customer. On the WebClient user interface, ECM is provided in the CRM case in the Attachments in ECM assignment block.

Prerequisites

To use this function, you must activate the business function CRM-FS, Guided Loan Origination Process (CRM_FS_NBRNWL_1).

Document Checklist

The following Customizing settings are relevant for the document checklist:Start of the navigation path Customer Relationship Management Next navigation step Financial Services Next navigation step Account Origination Next navigation step Document Management with Document Checklist and ECM End of the navigation path:

  • Start of the navigation path General Settings End of the navigation path

    • Start of the navigation path Define Document Types End of the navigation path

    • Start of the navigation path Define Document Groups End of the navigation path

    • Start of the navigation path Assign Document Types to Document Groups End of the navigation path

    • Start of the navigation path Define Business Object Types End of the navigation path

  • Start of the navigation path Document Checklist Specific Settings End of the navigation path

    • Start of the navigation path Define Business Processes End of the navigation path

    • Start of the navigation path Assign Business Object Types to Business Processes End of the navigation path

  • Start of the navigation path Business Add-Ins (BAdIs) End of the navigation path

    • Start of the navigation path BAdI: Validating Completion of Document Checklist End of the navigation path

Enterprise Content Management Integration

You make the Customizing settings for this function in Customizing for SAP NetWeaver in the following Customizing activities: Start of the navigation path SAP NetWeaver Next navigation step Application Server Next navigation step Basis Services Next navigation step Enterprise Content Management Integration: End of the navigation path

  • Start of the navigation path Configure ECMI Repository End of the navigation path

    Here you can configure an ECM repository according to your requirements.

  • Start of the navigation path Configure ECMI Application End of the navigation path

    Here you can map the ECM application that we deliver with the repository that you have configured in the previous step.

  • Start of the navigation path Create ECMI Application End of the navigation path

    Here you can create a customer-specific ECM application. Note that in this case you have to do your own development and cannot use the predefined application.

Features

Document Checklist

The Document Checklist assignment block provides you with the following:

  • Object list: The business object types that are allowed for the business process (secured lending, for example) are listed here. You can display the document checklist together with the business rules used by choosing Read Checklist. You can also determine the current status of the document checklist by choosing Check Status. If the documents required are either attached or waived, the system issues a message stating that the checklist is complete. Otherwise it issues a message stating that it is incomplete.

  • Checklist: Here you can see at a glance if all required documents have been uploaded and which documents are still needed. The attachment status of the documents is displayed as either Attached (checkbox is ticked) or Missing (checkbox is empty). You can waive document types that are not necessary.

    Note Note

    You have to explicitly waive document types that are not necessary . If a document type has neither been uploaded nor waived, the system declares the attachment status of this document type as Missing. This sets the overall document list to Incomplete.

    End of the note.

  • Rules: The business rules that are used to determine the document checklist are displayed here. The system determines and displays the rules when you choose Read Checklist in the Object List section. BRFplus rules are used to determine the document checklist. If required, these rules can be extended.

Attachments in ECM

The Attachments in ECM assignment block enables you to store documents in the ECM repository. Here you can upload the documents provided by the banking customer. Furthermore, you can organize the documents and URLs in a folder structure.

You can do the following:

  • Upload either documents or URLs to ECM

  • View uploaded documents and their properties

  • Change the properties of documents

  • Delete uploaded documents

  • Create, change, and delete the folder structure

Activities

Editing the Document Checklist

To read the document checklist, display the BRFplus rules, and check the status of the checklist, choose Edit in the Document Checklist assignment block. Then choose the respective activities.

Attaching Documents

To upload documents to and manage documents in the ECM repository choose Edit in the Attachments in ECM assignment block.

More Information

Business Rule Framework Plus in CRM

Enterprise Content Management Integration (ECMI):Start of the navigation path SAP NetWeaver Next navigation step SAP NetWeaver Platform Next navigation step SAP NetWeaver 7.0 including Enhancement Package 3 Next navigation step Application Help Next navigation step SAP NetWeaver Next navigation step SAP NetWeaver by Key Capability Next navigation step Application Platform by Key Capability Next navigation step ABAP Technology Next navigation step Other Services Next navigation step Services for Application Developers Next navigation step Enterprise Content Management Integration (ECMI) End of the navigation path