Settings in Collateral Management 

Use

In the account origination process, you use functions that are in the connected collateral management system, and not in SAP Customer Relationship Management (SAP CRM); these include the use of existing assets and collateral agreements and the creation of the collateral constellation. You use SAP NetWeaver Exchange Infrastructure (SAP NetWeaver XI) to synchronize data between SAP CRM and collateral management.

 

The technical implementation of the Account Origination scenario requires at least one contract system for the operational management of contracts. Before you configure your system landscape for the technical implementation of the Account Origination scenario, check the existing limitations of the contract system you plan to use as the back-end system for the operational management of contracts in combination with account origination.

For more information, see SAP Service Marketplace at service.sap.com/notes.

 

Integration

The message exchange between SAP CRM and collateral management is part of the ContractOrigination integration scenario.

For more information, see XI Content for Account Origination.

Note that the standard system:

■       Supports the asset type Real Estate (000001) only

■       Supports collateral agreements of the category Group Lien (000001) only

Features

To enable data synchronization between SAP CRM and collateral management, you can:

●      Manually copy the settings defined in collateral management to SAP CRM

●      Create settings in SAP CRM for collaterals and assign these to the settings in collateral management using value mappings in SAP NetWeaver XI

Activities

The following table lists the settings in SAP CRM and collateral management that you must either make in each system or assign to each other using value mappings.

Settings for Assets and Collateral Objects

Settings in Customizing for SAP Banking	Settings in Customizing for Financial Services
→ Collateral Management → Assets → Define Asset Types	→ Account Origination → Financial Service Product (FS Product) → Property Values → Real Estate → Define Object Types
→ Collateral Management → Object Management → Collateral Objects → Real Estate → Define Usages	→ Account Origination → Financial Service Product (FS Product) → Property Values → Real Estate → Define Usages
→ Collateral Management → Object Management → Assets → Real Estate → Define Macro Descriptors, setting: Macro Locations	→ Account Origination → Financial Service Product (FS Product) → Property Values → Real Estate → Define Macro Locations
→ Collateral Management → Object Management → Assets → Real Estate → Define Micro Descriptors, setting: Micro Locations	→ Account Origination → Financial Service Product (FS Product) → Property Values → Real Estate → Define Micro Locations
→ Collateral Management → Object Management → Assets → Real Estate → Define Macro Descriptors, setting: Transport Connections	→ Account Origination → Financial Service Product (FS Product) → Property Values → Real Estate → Define Transport Connections

 

Settings for Collateral Agreements

Settings in Customizing for SAP Banking	Settings in Customizing for Financial Services
→ Collateral Management → Collateral Agreement → Define Collateral Agreement Types	→ Account Origination → Financial Service Product (FS Product) → Collateral Agreements → Define Agreement Types