Overview of the Configuration for SAP Account
Origination 
This configuration overview helps you to implement the Account Origination business scenario. The overview focuses on the connection of SAP Customer Relationship Management (SAP CRM) to the contract and support systems, such as calculation processes and contract management for loans, collateral, accounts, insurance policies, or support systems for rating business partners or objects.
Required Knowledge
To configure the scenario, you must have knowledge of the following areas:
● SAP Business Partner
● SAP Customer Relationship Management (SAP CRM)
● Contract and support systems (such as SAP ERP 6.0, SAP Credit Management Server)
● SAP NetWeaver Exchange Infrastructure (SAP NetWeaver XI)
If several people are working on the configuration, it makes sense for one person to manage and coordinate the process.
System Landscape
The system landscape for the account origination scenario covers the following components.
You can use SAP components or components from other manufacturers as the contract and support systems.
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.
Components of the System Landscape
Component |
Required |
Comment |
SAP CRM 2007 |
X |
Within SAP CRM 2007, you require the ABAP application server for the Account Origination business scenario. |
SAP NetWeaver Process Integration (PI/XI) XI 7.0 |
X |
You require PI/XI as the middleware for connecting the software components to each other. Using PI, you can exchange data between the business systems both synchronously and asynchronously. |
Contract system |
X |
The Account Origination business scenario requires at least one system for the operational management of contracts. Depending on the contract category (such as loan contracts, collateral contracts, insurance policies), other functions may be required in addition to simple contract management (validation, calculation, for example). As part of the scenario, SAP provides content for loans that is integrated with: · ECC 6.0 (SAP ERP 6.0) with EA-FINSERV using SAP Collateral Management (FS-CMS) · ECC 6.0 (SAP ERP 6.0) with EA-FINSERV using SAP Loans Management (FS-CML) |
SAP Notes
SAP Notes are available for configuration of the scenario. You can find the current versions of the SAP Notes on SAP Service Marketplace at service.sap.com/notes.
Read the SAP Notes before beginning the configuration.
Documentation
You can find the documentation for the Account Origination scenario and its related functions on the SAP Help Portal at help.sap.com/:
● Scenario and process documentation: SAP Help Portal ® SAP Business Suite ® SAP Customer Relationship Management ® SAP CRM 2007 ® Application Help ® Business Scenarios ® Industry-Specific CRM ® Service Industries ® Account Origination.
● Function documentation: SAP Help Portal ® SAP for Industries ® SAP for Banking ® SAP Account Origination.
See also: