Financial Services Business Partner Data Management
Enables a bank or an insurance company to manage the business partner data that is relevant to its business processes.
Entity Type |
Process Component |
This process component is used for saving and managing all customer information.
The most important business partner data includes:
Name and address of the business partner
Supplementary data dependent on the business partner category (for example, date of birth, legal form) for all application areas (for example, industry keys for marketing selections or regulatory reporting)
Relationships (for example borrower entities, group structures)
Business partner roles
Legitimation data and other partner numbers
Credit standing data/data provided by credit reference agencies/scoring results/marketing clusters
Financial statement data or analyses
Business partner relationships can be linked in many different ways. Functions are available to form borrower entities and units of risk. Customers appear in defined roles for a bank (such as account holder, borrower or guarantor, for example). For this reason, the role is a vital component within the concept of SAP Business Partner.
For more information, see SAP Note 1702814.