Account Holder Change

A business object in the Account Management (FS-AM that represents the transition of an account from an old to a new account holder.

In the Account Management (FS-AM) system, the account holder change is a feature of the account. In the Product Configurator, the feature attribute SAPKBI500 003193 (Account Holder Change) represents the account holder change.

The account holder change is managed in the Account Management (FS-AM) system as an order. It uses the structured model of Order Management. The system saves the order data in the BCA_ORDER (general attributes) and BCA_OR_CAH (special attributes) tables.

Before reaching a defined final status, an order for the account holder change has various order statuses. Starting, for example, with order entry (0100 (Entered)), where the system flags the account holder change, and finishing with the order execution (order status 0120 (Executed)), where the system represents the account holder change.

For an account holder change, the history and data of the account, such as the account number and the product category, remain the same. When the account holder changes, the system also changes the primary correspondence recipient of the account.

You can create, change, display, execute, save and delete account holder changes in the Account Management (FS-AM) system. For more information about creating, changing, displaying, executing, saving and deleting account holder changes, see Account Holder Change.

Structure

The structure definition for an account holder change is divided into attributes, methods and customer enhancements. Everything described in the Order Management section also applies to the account holder change.

Attributes

Attributes of Order Management
Account holder before the account holder change
Account holder after the account holder change
Reason for account holder change
Account holder change date
Correspondence before the account holder change
Correspondence after the account holder change
No charge for account holder change
Attributes of the object list
Method

In an account holder change for a loan account, you also have the following additional attributes:

Data for previous clearing account
Data for new clearing account
Payment distribution level

Methods

In Account Management (FS-AM), you can use the following channels to process objects:

Dialog
Business Application Programming Interface (BAPI)
Direct Input (DI)

The account holder change function can use the Entry Origin or Processing Origin fields to identify the channel used to process it.

Entry Origin, Processing Origin	Short Description	Channel
BOCAH	Order for account holder change (dialog)	Dialog
BAPCAH	Order for account holder change (BAPI)	BAPI
BDTCAH	Order for account holder change (EDT)	BAPI

The following overview shows which methods you can call up for the account holder change via which methods:

Method	Channel
	Dialog	BAPI	DI
Create	x
Change	x
Execute	x
Delete	x
Create and execute immediately	x	x
Change and execute immediately	x	x
Display	x	x
Read Customizing for object list		x
Read all account holder changes for an account		x

The methods can change the order status of the account holder change. For more information about the order status, see Order Status of the Account Holder Change.

Dialog

You can call up the following transaction in dialog processing:

Transaction Code	Short Description
BCA_OR_CAH	Change account holder

Business Application Programming Interface

You can call up the following methods using the BAPI Explorer:

Method*	Short Description
AccountHolderChange.GetOrdersByAccount	Read all account holder changes for an account
AccountHolderChange.GetObjectList	Read Customizing for object list
AccountHolderChange.GetDetail	Read account holder change
AccountHolderChange.ChangeAndExecute	Change and execute account holder change
AccountHolderChange.CreateAndExecute	Create and execute account holder change

Direct Input

Direct input is not implemented for an account holder change. You can make external data transfers (EDT) by means of the BAPIs that have entry origin and processing origin BDTCAH.

Customer Enhancements

The following Business Transaction Events (BTEs) can be available for an account holder change: For an overview of the BTEs, use transaction fibf (Business Transaction Events).

Publish&Subscribe BTEs

P&S BTE	Short Description
0BCA2601	Account holder change (OPEN)
0BCA2602	Account holder change (CREATE)
0BCA2603	Account holder change (CHECK)
0BCA2604	Account holder change (CHECK CHANGED)
0BCA2605	Account holder change (SET)
0BCA2606	Account holder change (EXECUTE)
0BCA2607	Account holder change (DELETE)
0BCA2609	Account holder change (RESET ACTIVITY)
0BCA2610	Account holder change (PREPARE)
0BCA2611	Account holder change (SAVE)
0BCA2612	Account holder change (CLOSE)
0BCA2614	Authorization object F_BOCA_ACT
0BCA2616	Authorization object F_BOCA_FCT
0BCA2617	Authorization object F_BOCA_ORG
0BCA2618	Authorization object F_BOCA_RSN

Process Business Transaction Events

Process BTE	Short Description
0BCA2620	Account holder change Object list enhancement
0BCA2621	Account holder change Determine new general ledger group
0BCAAH10	Print correspondence type BAH1
0BCAAH11	Request for correspondence type BAH1

Customizing

You make the settings for account product change in the Customizing for Account Management (FS-AM) under the following nodes or Customizing activities:

Basic Settings Business Transaction Categories
Order Management Basic Settings Configure Order Category
Order Management Account Order Account Holder Change

Integration

When you are processing account holder changes, the corresponding release object and the various authorization objects have a controlling function for the program flow. For more information, see Authorization Administration in Account Management.

The system checks the following settings and attributes of the product:

Does Customizing allow you to change from the old to the new account holder for this account? If this is not the case, the system displays an error message.
When you execute the account holder change, is the release status of the account holder change In Release on the planned date of account holder change? If this is not the case, the system displays an error message.
When you execute the account holder change, is the release status of the account holder change In Release on the actual date of account holder change? If this is not the case, the system displays an error message.

The object list of the account holder change determines whether the system also changes other objects as a result of the changed account holder. For more information, see Object List of The Account Holder Change, and the documentation of transaction FS_AM_TECH_DOC under Start of the navigation path Technical Documentation for Account Management (FS-AM) Next navigation step Account Management Objects Product Order Management Order Category Account Closure Object List for Account Holder Changes End of the navigation path .

For more information about objects in Account Management (FS-AM) that the system calls and processes during an account holder change, see the documentation of Application Programming Interface BCA_API_OR_CAH_EXECUTE_HANDLE (API: Execute Order for Account Holder Change).

Other Objects

Change document
The system generates a change document that meets auditing requirements.
Correspondence requests
The system generates correspondence requests for the old and the new account holder.
Work item
The system generates a work item for the release process, if required on the basis of the Customizing settings.