Appendix: Configuration of the Scenario 

The following are examples of settings in the contract and support systems and 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.

 

Step 4

Make the following basic settings for banks in the contract and support systems (for SAP ERP 6.0, for example) (optional):

●      Business partners for Financial Services

●      Collateral management

●      Loans management

 

Step 6

Make the following settings for the contract and support systems (for SAP ERP 6.0, for example) (optional):

●      SAP Business Partner

●      Organization

 

Step 8

Make settings in the following areas of loans management (for SAP ERP 6.0, for example) (optional):

                            a.      Define prefix

                            b.      Flow types

                            c.      Update types

                            d.      Condition types

                            e.      Release

For the XI interfaces for loan origination, you make settings in the following areas:

...

                            a.      Basic settings

                            b.      Products

                            c.      Mapping between the loan originator and loans management

                            d.      Derivation rules

                            e.      Business Add-Ins

For more information, see XI Interfaces for Loan Origination: New Business.

 

Step 9

Harmonize the settings for the collateral management system (for SAP ERP 6.0, for example) and in SAP CRM (optional).

For more information, see SAP Note 891813.

 

Step 10

Make the settings for the credit management server (for example, SAP Credit Management Server) (optional):

...

                            a.      Define rating procedure

                            b.      Define formulas

                            c.      Create rule for scoring and credit limit calculation

                            d.      Define events and follow-on processes

                            e.      Enhancements

For more information see Settings in Credit Management for Account Origination.