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Function documentationDocument Checklist

 

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

FS_AO_CUSTOMIZING

Customizing

Function

CRM_FS_FN_DCL_CHECKLIST (Document Checklist)

Function

CRM_FS_RS_DCL_CHKLIST(Dynamic Checklist)

(1) Rule: Get dynamic checklist

(1) Change table Document Checklist after processing loop Loop for DCL

Loop

Rule: Get the checklist

If element DCL input table-Bus. Proc. is equal to FS_PROCESS_SEC_LEN

Then (1 ) Insert into table Document Checklist after processing decision table Document Checklist

Else (1 ) Insert into table Document Checklist after processing decision table Document Checklist.

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: Start of the navigation path Customer Relationship Management Next navigation step Financial Services Next navigation step Account Origination Next navigation step BRFplus Rules Next navigation step BAdIs for BRFplus Rules Next navigation step BAdI: Business Rules for Document Checklist End of the navigation path