To use this function, you must activate the business function CRM-FS, Guided Loan Origination Process
(CRM_FS_NBRNWL_1
).
The system uses BRFplus rules to compile dynamic checklists for the documents needed in the account origination process. Based on the case types FSSL and FSUL the system reads the respective decision tables. Depending on the input parameters, the required documents are returned by the function. We deliver the following sample rule In the BRFplus workbench (transaction BRFplus
):
BRFplus Objects | Name | Type | Assigned Rule Set | Rule |
---|---|---|---|---|
Application |
| Customizing |
|
|
Function |
| Function |
| (1) Rule: (1) Change table |
|
|
|
| Loop Rule: If element Then (1 ) Insert into table Else (1 ) Insert into table |
In Customizing the Business Add-In BAdI: Business Rules for Document Checklist
is provided to read the business rules and compile the document checklist accordingly: