Display of Total Commitment 

Use

With the total commitment, you can display all the contracts concluded with your company by one business partner or several related business partners. The information about the various contracts may exist in different systems, for example in loans management and account management. With the total commitment, you can merge this distributed information and therefore view the most important data about the customer’s existing commitment at a glance.

Prerequisites

●      To display information in the total commitment that you want to manage in external systems, you have defined the required systems and applications that are to provide the business partner contract data.

For more information, see Customizing for Financial Services → Basic Functions → Total Commitment → Total Commitment: General Settings → Set Total Commitment.

●      You have checked the settings for total commitment.

For more information, see Customizing for Financial Services → Basic Functions → Total Commitment → Total Commitment: General Settings → Check Settings for Total Commitment.

●      To also display leases in the total commitment, you have defined the relevant transaction types to be included in the total commitment.

For more information, see Customizing for Financial Services → Basic Settings → Total Commitment → Total Commitment for Leasing.

●      You can replace the standard print form for total commitment with a customer-specific form.

For more information, see Customizing for Financial Services → Basic Settings → Total Commitment → Print Form for Total Commitment.

●      You can use Business Add-Ins (BAdIs) to modify the displayed information and appearance of the total commitment according to your particular requirements.

You find these BAdIs in Customizing for Financial Servicesby choosing Basic Functions → Total Commitment → Total Commitment: General Settings→ Business Add-Ins (BAdIs).

Features

●      At the top of the screen, the total commitment displays information about the business partner, such as date of birth and information about business partner relationships.

●      In the total commitment, you can display totals for the contract amount, account balance, and account or card limit.

●      You can select a contract in the total commitment and display the contract details.

●      You can print out the total commitment.

●      In Case Management, you can save a business partner’s total commitment as a document that you have created for the business partner.

Example

You are an employee in a credit institution and want to find out information about the customer Vera Sorokin in preparation for a credit advisory meeting. You display the total commitment and get an overview of her accounts and contracts. Ms Sorokin is married and has a joint current account with her husband. Both own a credit card and the bank has granted a credit limit on the account. The account balance is positive. Ms Sorokin also has two savings accounts and a securities account and has taken out a mortgage loan. The total commitment displays all this customer information at a glance.

See also:

Case Management in Account Origination