Connecting External Systems 
Use
In the account origination process, you can use function that are in external systems, not in SAP Customer Relationship Management (SAP CRM). To be able to use these functions, you need to replicate data between systems. Synchronous and asynchronous data transfer is possible.
Asynchronous connection
If you connect SAP CRM to external systems asynchronously, data distribution uses both CRM Middleware and SAP NetWeaver Exchange Infrastructure (SAP NetWeaver XI): The CRM system generates a business document (BDoc), which it transfers to the CRM Middleware. In the CRM Middleware, external interface adapters (XIF adapters) convert the data to XML and select the data to be transferred. Data is then exchanged via SAP NetWeaver XI, where further mappings are possible if required.
Communication takes place with a time delay, which means that the backend system does not return the result to SAP CRM immediately. You use the asynchronous connection when you create stock data in the backend systems, for example contracts.
Synchronous connection
If you connect SAP CRM to external systems synchronously, data distribution takes place via SAP NetWeaver XI alone; CRM Middleware is not involved.
Communication takes place in real time, which means that the backend system returns the result to SAP CRM immediately. You use the synchronous connection when you use calculation functions in the backend system, such as the calculation of a payment schedule for a loan, for example.
Integration
● You need the following backend systems to map the account origination scenarios:
○ Collateral Management
○ Loan Management
○ Credit Management Server
The standard system uses the backend systems available in SAP ERP. However, you can also use backend systems from other manufacturers.
● You use CRM Middleware to control the replication of documents for asynchronous connection.
For more
information, see 
CRM Integration
Services.
● You use SAP NetWeaver XI to handle synchronous and asynchronous communication between SAP CRM and external systems.
For more
information, see SAP NetWeaver Exchange
Infrastructure.
● There is one integration scenario in SAP NetWeaver XI for the account origination scenario. The integration scenario describes all objects that you need for semantic and technical integration, for example interfaces and data types. You can use the integration scenario as a template for setting up connection to external systems.
For more information, see ContractOrigination.
Prerequisites
You have configured distribution of the business partner data.
For information, see XI Content for Business Partner.
Settings in Loan Management
To use the Loan Management functions, you have made the relevant settings in this backend system.
For more
information, see XI Interfaces for Loan Origination:
New Business.
Settings in Credit Management
To use the Credit Management system evaluation functions, you have made the relevant settings in this backend system.
For more information see Settings in Credit Management for Account Origination.
Settings for asynchronous connection in SAP CRM
To use asynchronous connection to replicate loan and collateral data, you have made the following settings:
● You have made the necessary settings for the XIF adapter in Customizing.
For more information, see the Implementation Guide (IMG) for Customer Relationship Management under CRM Middleware and Related Components ® Exchanging Data with External Components ® XIF Adapter Setup.
● You have defined which items of a document you want to distribute to the external settings using the XIF adapter.
For more information, see the IMG for Financial Services under Basic Functions ® Connection of External Systems ® Asynchronous ® Configure Status Management for XI Adapter.
Connection to Loan Management
When you release financial service quotations (FS quotations) in SAP CRM, the system transfers the data to the connected backend system, for example SAP Loan Management in SAP ERP 2005:
● You have assigned payment methods relevant to Loan Management to payment methods in SAP CRM for each country. This assignment is required because the system converts the defined payment methods for transfer to Loans Management.
For more information, see the IMG for Financial Services under Basic Functions ® Connection of External Systems ® Asynchronous ® Connection to Loan Management ® Assign Payment Method.
● With a business add-in (BAdI) you can modify how data is updated in the transfer from financing transactions to Loan Management.
For more information, see the IMG for Financial Services under Basic Functions ® Connection of External Systems ® Asynchronous ® Connection to Loan Management ® BAdI: Create Financial Services Contract.
● With a BAdI you can modify how data is updated for financial transaction confirmations from Loan Management.
For more information, see the IMG for Financial Services under Basic Functions ® Connection of External Systems ® Asynchronous ® Connection to Loan Management ® BAdI: Process Confirmation of Financial Services Contract.
Connection to Collateral Management
When you release an FS quotation in SAP CRM, the system transfers the data relating to the collateral constellation to the connected backend system, for example SAP Collateral Management in SAP ERP 2005:
● You can use a BAdI to modify the message that transfers the system for creating the collateral constellation to Collateral Management.
For more information, see the IMG for Financial Services under Basic Functions ® Connection of External Systems ® Asynchronous ® Connection to Collateral ® BAdI: Create Collateral Constellation.
● You can use a BAdI to modify the message that confirms creation of collateral in Collateral Management to meet your requirements.
For more information, see the Implementation Guide (IMG) for Financial Services under Basic Functions ® Connection of External Systems ® Asynchronous ® Connection to Collateral ® BAdI: Post Confirmation of Collateral Constellation.
Settings for synchronous connection in SAP CRM
To use the functions that are synchronously connected to SAP CRM, you have made the following settings:
● You integrate the functions that are synchronously connected to SAP CRM by using actions in business transactions. In account origination, you can also define a sequence in which the system is to perform the actions (action choreography).
For more further information, see the Implementation Guide (IMG) for Customer Relationship Management under Basic Functions ® Actions ® Actions in Transaction.
For more information on action choreography, see the Implementation Guide (IMG) for Financial Services under Basic Functions ® Connection of External Systems ® Synchronous ® Reset Calculation Status/Define Action Choreography.
● You have used a BAdI to define how to filter out the data to be transferred from the business transaction and how to transfer the results to the business transaction.
For more information, see the Implementation Guide (IMG) for Financial Services under Basic Functions ® Connection of External Systems ® Synchronous ® BAdI: Define Data Retrieval from Transaction/Results Transfer to Transaction.
● For credit standing queries between SAP CRM and Credit Management, you can use a BAdI to change the Credit Management return values or generate error messages.
For more information, see the IMG for Financial Services under Basic Functions ® Connection of External Systems ® Synchronous ® Connection to Credit Management System ® BAdI: Process The Credit Server’s Return Values.
Features
In conjunction with account origination, asynchronous and synchronous connections to external systems are required.
Asynchronous connection
Asynchronous connection is required to replicate inventory data for the following account origination functions:
Functions with asynchronous connection
Type of action |
Required system |
Loan Management, for example SAP ERP 2005 |
|
Collateral Management, for example SAP ERP 2005 |
Synchronous connection
Synchronous connection is required to exchange transaction data for the following account origination functions:
Functions with synchronous connection
Type of action |
Required system |
Loan Management, for example SAP ERP 2005 |
|
Credit Management, for example SAP Financial Supply Chain Management |
|
Collateral Management, for example SAP ERP 2005 |