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Function documentationDistribution of Collateral Data

 

In SAP Customer Relationship Management (SAP CRM), you create, maintain, and release financial service quotations (FS quotations), including collateral constellations. The system replicates the collateral data in the connected collateral management system.

Prerequisites

  • In Customizing, you have made the necessary settings for creating the asynchronous connection to the collateral-managing system.

For more information, see Connection to External Systems Using CRM Middleware.

  • You can use the ContractOrigination or LoanContractOrigination integration scenarios to distribute collateral data. For more information about the example configuration of these business scenarios, see SAP Solution Manager.

  • All the required objects of a collateral constellation exist in the FS quotation. To identify the relevant items and item relationships in the FS quotation, in Customizing you have defined search strategies in order to identify the objects of the collateral constellation.

    For more information, see Customizing for Start of the navigation path Financial Services Next navigation step Account Origination Next navigation step Financial Service Product (FS Product) Next navigation step Collateral Agreements Next navigation step Identify Objects in Collateral Management End of the navigation path.

  • You have defined suitable search strategies for identifying elements of the collateral constellation.

    For more information, see Customizing for Start of the navigation path Financial Services Next navigation step Basic Functions Next navigation step Cross-Item Functions Next navigation step Search Strategies End of the navigation path.

Features

  • When you set the status of the FS quotation to Signed, SAP CRM transfers the collateral data to collateral management.

    For more information, see Status Management for a Financial Service Quotation.

  • Once SAP CRM has triggered replication of the data in collateral management, the following events can occur:

    • If you have entered the data in collateral management, you see a corresponding entry in the FS quotation in the Document Flow area.

    • If you have not entered the data in collateral management, you find information about this in Monitoring for XML Messages.

      For more information, look for Central Monitoring in the documentation of SAP NetWeaver at http://help.sap.comInformation published on SAP site.