Derivation Rules for Loan Origination 

Use

You use these functions to define how the system is to determine the different loan attributes when it calculates or creates a loan using the Loan Origination process, if it cannot transfer the field values from the origination system on a one to one basis.

Integration

You do the following in the IMG activities listed in the Prerequisites section of this document:

·        Define Derivation Strategy

You define your derivation strategy by defining one or more derivation steps and placing these in the sequence in which the system is to process them within the derivation. The system processes these steps one after the other. If more than one derivation step leads to a result, the system uses the result from the last derivation step to be processed that lead to a result.

·        Define Derivation Rule per Derivation Step

For each derivation step you define a field or a combination of fields from the origination system that the system is to use to determine the field to be derived in Loans Management. You can see which fields are available as source fields (origination system) and which are available as target fields (Loans Management) in the input help for each field.

·        Define Rule Entries per Derivation Rule

You define one or more rule entry for each derivation step. This means you define field values for the fields in the derivation rule.

You can define the rule entries for each derivation rule either in the corresponding IMG activity or within these functions.

Prerequisites

You need to have completed the following IMG activities in Customizing for Loans Management:

·        Define Derivation Rules for Loan Originator

·        Define Derivation Rules for Company Code

·        Define Derivation Rules for Product

You need to define a derivation for a product in Loans Management for each product in your origination system, even in cases where you do not want the system to add the default values from the product attributes to the data from the origination system, when it calculates or creates a loan. This is necessary because each product is assigned a product type, and therefore a product category, in Loans Management and the system needs these two values when it calculates or creates a loan.

·        Define Derivation Rules for Organization Unit

·        Define Derivation Rules for Condition Table

For more information about the Customizing settings required, see the Prerequisites section under XI Interfaces for Loan Origination: New Business.

Scope of Functions

The following functions are available:

·        Edit Rule Entries for Loan Originator

·        Edit Rule Entries for Company Code

·        Edit Rule Entries for Product

·        Edit Rule Entries for Organizational Unit

·        Edit Rule Entries for Condition Table

See also

XI Interfaces for Loan Origination: New Business