Distributing Collateral Data 

Use

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

●     You have made settings in Customizing so that you can create the asynchronous connection to Collateral Management.

For more information, see Connecting External Systems.

●     You can use the ContractOrigination integration scenario to distribute collateral data.

For more information, see ContractOrigination.

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

For more information, see the Implementation Guide (IMG) for Financial Services under Account Origination ® Financial Service Product (FS Product) ® Collateral Agreements ®  Identify Objects in Collateral Management.

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

For more information, see the Implementation Guide (IMG) for Financial Services under Basic Functions ® Cross-Item Functions ® Search Strategies.

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 the data has been created in Collateral Management, you see a corresponding entry in the header area of the FS quotation on the Document Flow tab page.

○     If the data has not been created in Collateral Management, you find information about this in Monitoring for XML Messages.

For further information, see Central Monitoring.