ContractOrigination (SAP Library - Account Origination)

ContractOrigination

Purpose

With this integration scenario, you can exchange data between the frontend system SAP Customer Relationship Management (SAP CRM) and external backend systems during account origination. The integration scenario offers you central access to all objects that you need for semantic and technical integration, for example interfaces and data types.

In addition to SAP CRM, the following systems are involved in the integration scenario:

● Loan Management, for example SAP ERP 2005 EA-FINSERV 600: SAP Loans Management

● Collateral Management, for example SAP ERP 2005 EA-FINSERV 600: SAP Collateral Management

● Credit Management, for example SAP Credit Management Server 6.0

Prerequisites

● The ContractOrigination integration scenario is located in the integration repository in the SAP BBPCRM software component in namespace http://sap.com/xi/CRM/Global.

The interface objects and mapping objects relevant for the integration scenario are located in the integration repository in the SAP BBPCRM software component in namespace http://sap.com/xi/CRM und http://sap.com/xi/CRM/Global.

For more information, see Structure link Configuring Integration Scenarios.

● The business partner data is already distributed to the backend systems. An integration scenario is available for the distribution of business partner master data.

For information, see XI Content for Business Partner.

● You have made the setting that are needed for the connection of SAP CRM to external systems.

For more information, see Connecting External Systems.

Process Flow

The following graphic shows the process flow for the complete integration scenario:

This graphic is explained in the accompanying text

1. Send Credit Worthiness Query (SAP CRM)

The CRM system sends the credit worthiness query for a business partner to Credit Management (SAP FSCM).

For more information, see Rating of Business Partners.

Interface information

Message interface	CreditWorthinessQuery_Out
Output message type	CreditWorthinessQuery
Input message type	CreditWorthinessResponse
Fault message type	CreditWorthinessCheckFault

2. Receive Credit Worthiness Query (SAP FSCM)

Credit Management receives the credit worthiness query for a business partner from the CRM system, processes the query, and sends the result to the CRM system.

Interface information (namespace http://sap.com/xi/FSCM/Global)

Message interface	CreditWorthinessQuery_In
Output message type	CreditWorthinessResponse
Input message type	CreditWorthinessQuery
Fault message type	CreditWorthinessCheckFault

3. Send Real Estate Query (SAP CRM)

The CRM system sends the query for the search for existing assets and collateral agreements to Collateral Management (SAP ERP CMS).

For more information, see Transfer of Existing Collateral.

Interface information

Message interface	RealEstateByCollateralAgreementQuery
Output message type	CMS_REAL_ESTATE_BY_AGRMNT_CRM.Input
Input message type	CMS_REAL_ESTATE_BY_AGRMNT_CRM.Output

Note

The message types are external message types and are located in namespace urn:sap-com:document:sap:rfc:functions.

4. Receive Real Estate Query (SAP ERP CMS)

Collateral Management receives the query for the search for existing assets and collateral agreements, processes it, and sends the result to the CRM system.

The interface is located in the namespace http://sap.com/xi/FS-CMS and consists of the function module CMS_REAL_ESTATE_BY_AGRMNT_CRM.

5. Send Loan Calculation Query (SAP CRM)

The CRM system sends the query for calculation of the payment schedule to Loan Management (SAP ERP CML).

For more information, see Calculating the Payment Schedule.

Interface information

Message interface	LoanCalculationQuery
Output message type	LoanCalculationQuery
Input message type	LoanCalculationResponse
Fault message type	LoanCalculationQueryFault

6. Receive Loan Calculation Query (SAP ERP CML)

Loan Management receives the query for the calculation of the payment schedule, processes it, and sends the result to the CRM system.

Interface information in namespace http://sap.com/xi/FS-CML/Global

Message interface	LoanCalculationQuery
Output message type	LoanCalculationResponse
Input message type	LoanCalculationQuery
Fault message type	LoanCalculationQueryFault

7. Send Collateral Constellation Create Request (SAP CRM)

The CRM system sends the request for creation of the collateral constellation to Collateral Management (SAP ERP CMS).

For more information, see Distributing Collateral Data.

Interface information

Message interface	CollateralConstellationCreateRequest_Out
Output message type	CMS_COLLATERAL_CONSTELLN_C_CRM.Input

Note

The message types are external message types and are located in namespace urn:sap-com:document:sap:rfc:functions.

8. Receive Collateral Constellation Create Request (SAP ERP CMS)

Collateral Management receives the request for creation of the collateral constellation from the CRM system and processes it.

The interface is located in the namespace urn:sap-com:document:sap:rfc:functions and consists of the function module CMS_COLLATERAL_CONSTELLN_C_CRM.

9. Send Loan Contract Create Request (SAP CRM)

The CRM system sends the request for creation of the loan contract to Loan Management (SAP ERP CML).

For more information, see Distributing Loan Data.

Interface information

Message interface	LoanContractCreateRequest_Out
Output message type	LoanContractCreateRequest

10. Receive Loan Contract Create Request (SAP ERP CML)

Loan Management receives the request for creation of a loan contract and processes this.

Interface information in namespace http://sap.com/xi/FS-CML/Global

Message interface	LoanContractCreateRequest_In
Input message type	LoanContractCreateRequest
Fault message type	LoanContractCreateRequestFault

11. Send Collateral Constellation Create Confirmation (SAP ERP CMS)

When the collateral constellation has been created, Collateral Management sends the confirmation to the CRM system.

Interface information in namespace http://sap.com/xi/FS-CMS

Message interface	CollateralConstellationCreateConfirmation_Out
Output message type	CollateralConstellationCreateConfirmation

12. Receive Collateral Constellation Create Confirmation (SAP CRM)

The CRM system receives the confirmation that the collateral constellation has been created from Collateral Management.

Interface information

Message interface	CollateralConstellationCreateConfirmation_In
Input message type	CollateralConstellationCreateConfirmation
Fault message type	StandardMessageFault

13. Send Loan Contract Create Confirmation (SAP ERP CML)

When the contract has been created, Loans Management sends the confirmation to the CRM system and Collateral Management.

Interface information in namespace http://sap.com/xi/FS-CML/Global

Message interface	LoanContractCreateConfirmation_Out
Output message type	LoanContractCreateConfirmation

14. Receive Loan Contract Create Confirmation (SAP CRM)

The CRM system receives confirmation that the loan contract has been created from Loan Management.

Interface information

Message interface	LoanContractCreateConfirmation_In
Input message type	LoanContractCreateConfirmation
Fault message type	LoanContractCreateConfirmationFault

15. Receive Loan Contract Create Confirmation (SAP ERP CMS)

Collateral Management receives confirmation that the loan contract has been created from Loan Management.

Interface information in namespace http://sap.com/xi/FS-CMS/Global

Message interface	LoanContractCreateConfirmation_In
Input message type	LoanContractCreateConfirmation
Fault message type	LoanContractCreateConfirmationFault