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Background documentationTools Used in Account Origination

 

Account origination enables the use of the following SAP reuse tools:

Required Function

Required Component

More Information (Required Settings)

Configuration of business rules for FS quotations and set types for FS products.

Business Rule Framework (BRF)

See Set Types for Financial Service Products and Business Rule Framework in Account Origination

Configuration of business rules for banking opportunities, banking customer quotes, personal financial statements, and banking sales contracts.

Business Rule Framework Plus (BRFplus)

See Business Rule Framework Plus and BRFplus for Account Origination

Archiving of business objects.

Archive Development Kit (ADK)

See Data Archiving in SAP CRM and Archiving with Archive Development Kit (ADK)

Sending of correspondence about the status of quotations from CRM to customers

Correspondence Tool

See Correspondence

Control the response to business errors and conflicts as part of asynchronous processing.

Error and Conflict Handler

See Error and Conflict Handler (CA-FS-ECH) (as of SAP NetWeaver 7.0 enhancement package 3, see SAP Library under Start of the navigation path SAP NetWeaver Next navigation step Function-Oriented View Next navigation step SAP NetWeaver by Key Capability Next navigation step Application Platform by Key Capability Next navigation step ABAP Technology Next navigation step Additional Services Next navigation step Services for Business Users Next navigation step Error and Conflict Handler (CA-FS-ECH) End of the navigation path)

Merging of the standard conditions determined from an account-managing system and the negotiated individual conditions of the banking customer quote.

Financial Condition Merger

See Financial Conditions (CA-FIM-FCO)

Storage of the negotiated price conditions and all payment conditions as individual conditions in a banking customer quote in SAP CRM.

Financial Conditions

See Financial Conditions (CA-FIM-FCO)

Support of the entry and postprocessing of events.

Postprocessing Office

See Postprocessing Office (in SAP NetWeaver 7.0 enhancement package 3, for example, see SAP Library under Start of the navigation path 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 Additional Services Next navigation step Services for Business Users Next navigation step Postprocessing Office End of the navigation path)

Service implementation in CRM.

Service Implementation Workbench

See Service Implementation Workbench (BC-ESI-SIW)

Implementation of the business object Personal Financial Statement.

XO Framework

For more information, contact SAP component FS-BP.

Harmonized online user interface.

WebClient UI Framework

See WebClient UI Framework

Generation, storage and reading of change pointers; control and ensure the data supply for all applications participating in a business process centrally, uniformly, and fully automated.

Change Notification Service (CNS) and Agent Framework

See Agent Framework (FS-FND-AF) (as of banking services from SAP 8.0, see SAP Library under Start of the navigation path Banking Services from SAP Next navigation step Foundation (FS-FND) Next navigation step Agent Framework (FS-FND-AF) End of the navigation path

API to access Enterprise Content Management (ECM) functions provided by the ECM service providers in document checklist/case.

Enterprise Content Management Integration (ECMI)

See Enterprise Content Management Integration (ECMI) (as of SAP NetWeaver 7.0 enhancement package 3, see SAP Library under Start of the navigation path 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)