Settings in the Contract and Support Systems 

In addition to SAP CRM, other contract and support systems are involved in the integration scenario. In the account origination process, you use functions that are in the connected contract and support systems, and not in SAP CRM. These include:

●      Credit rating check for business partners

●      Use of existing assets and collateral agreements

●      Creation of the collateral constellation

●      Calculation and creation of loans

Before you can use the functions in the connected contract and support systems, you have to make settings in these contract and support system as well as in SAP CRM.

Examples of these settings can be found in the following sections. These are based on the following conditions:

■       SAP ECC 6.0 (SAP ERP 6.0) with extension EA-FINSERV is used for loans management

■       SAP ECC 6.0 (SAP ERP 6.0) with extension EA-FINSERV is used for collateral management

■       SAP Credit Management Server 6.0 is used as the credit management server

If you are using other contract or support systems, you can use the following information as a guideline.

 

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 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.

 

●      Settings in credit management for account origination

●      Settings in collateral management

●      Settings in loans management:

○       XI interfaces for loan origination: new business

○       Products and conditions for loan origination

○       Derivation rules for loan origination