Configuration of the Scenario 
Purpose
Before you can use the Account Origination scenario, you must perform a series of configuration steps.
The following figure provides an overview of a possible scenario process and the components involved:
* The systems in the External Systems column can be SAP components or components from other manufacturers.
Prerequisites
The system landscape is available and you have read the SAP Notes.
For more information, see Overview of the Configuration for SAP Account Origination.
Process Flow
You configure the scenario in SAP CRM using SAP Solution Manager. In SAP Solution Manager, you find the Account Origination scenario under SAP for Banking.
The following is an example of settings made in the optional components based on SAP components. The settings for the SAP components are marked as optional. You need make these settings only if you use the corresponding SAP components instead of components from other manufacturers.
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1. You make the settings for the exchange of data between SAP CRM and the required external systems. For more information, see Settings for SAP NetWeaver Exchange Infrastructure.
2. In SAP Solution Manager, you define the basic settings for SAP NetWeaver 2004s for usage type PI (Process Integration).
3. You use SAP Solution Manager to define the following settings for SAP CRM 2007:
○ Basic settings for SAP CRM
○ Basic settings for sales
○ Basic settings for marketing
4. In the contract and support systems, you define the basic settings for banks (optional).
For more information, see Appendix: Configuration of the Scenario, step 4.
5. You use the Account Origination scenario in SAP Solution Manager to define the following settings for the layout of the user interface (CRM WebClient UI) and CRM portal content:
The general IMG activities relating to the layout of the user interface and to CRM portal content are relevant if you want to use new user-defined user interfaces or make changes to the delivered user interfaces.
UI Framework
○ UI Framework Definition
○ Technical Role Definition
○ Define Central Search
○ Portal Integration
For more information, see User Interface and Roles, Specific Settings for Financial Services.
6. You define the settings for your contract and support systems.
For more information, see Appendix: Configuration of the Scenario, step 6.
7. You use the Account Origination scenario in SAP Solution Manager to define the settings for the following areas in the sequence shown:
The IMG activities are assigned to the scenario processes on the Configuration tab page.
a. Connection of External Systems
b. SAP Business Partners for Financial Services
c. Organization
d. Products
e. Case Management
f. Total Commitment
g. Pricing
h. Financial Service Quotation (FS Quotation)
i. Opportunity
8. You define the settings for your contract and support systems.
For more information, see Appendix: Configuration of the Scenario, step 8.
For more information about the settings in the corresponding contract and support systems, see the documentation for the relevant contract or support system.
9. You harmonize the settings in the contract and support system (collateral management) and in SAP CRM (optional).
For more information, see Appendix: Configuration of the Scenario, step 9.
10. You define the settings for the contract and support system (Credit Management Server) (optional).
For more information, see Appendix: Configuration of the Scenario, step 10.
See also: