Distributing Loan Data 

Use

In SAP Customer Relationship Management (SAP CRM), you create, maintain, and release financial service quotations (FS quotations). The system replicates the contracts for these quotations in the connected Loan Management system.

Prerequisites

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

For more information, see Connecting External Systems.

●     You can use the ContractOrigination integration scenario to distribute loan data. For more information, see ContractOrigination.

Features

●     When you set the status of an FS quotation to Signed, that is, when the contract partners have signed the contract, the system starts distribution of data to the connected systems.

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

●     Once SAP CRM has triggered replication of the data in Loan Management, the following events can occur:

○     If the contract has been created, you see a corresponding entry in the header area of the FS quotation on the Document Flow tab page.

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

For further information, see Central Monitoring.