Notes on Configuration 

When you configure the scenario, it makes sense for several people to perform different configuration tasks in parallel.

A suggestion is provided below on how you can plan and coordinate the various configuration tasks:

 

       1.      You can execute the following settings in parallel:

○       Configure and test SAP business partners for Financial Services.

○       Configure and test the settings for the loans management system (SAP Loans Management) and the collateral management system (SAP Collateral Management).

○       Configure and test the basic settings for CRM.

To test these settings, create business partners manually.

○       Configure and test the settings for the portal.

If errors occur in the portal, note the following:

■       If problems occur with the portal, use SAP GUI to test the application.

■       Use SAP GUI to analyze errors, as the error messages are more detailed in SAP GUI.

       2.      You can execute the following settings in parallel:

○       Configure and test the distribution of business partner data.

○       Configure and test the settings for CRM and account origination.

○       Configure and test the distribution of loan data and collateral to the connected back-end systems.

To test the distribution of data to the back-end systems, create financial service quotations (FS quotations) manually.

       3.      You can execute the following settings in parallel:

○       Test the rating of business partners.

○       Test the creation of the total commitment.

○       Configure and test the account origination processes (for example, Business Rule Framework).

       4.      Test the complete process for the Account Origination scenario from the creation of business partners through to the distribution of data to the back-end systems.