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Loans Management for Financial Services Loan Pooling Locate this document in the navigation structure

 

Technical Data

Technical name of business function

EAFS_CML_LOANS_POOLING

Type of business function

Enterprise Business Function

Available as of

Enhancement Package 4 for SAP ERP 6.0

Technical Use

Financial Services

ECC software component

EA-FINSERV

ECC application component

Loans Management (FS-CML)

Business Intelligence Content

Not relevant

SAP Enterprise Services

Not relevant

JAVA software component

Not relevant

Portal Content

Not relevant

Enhancing components in additional SAP applications

Not relevant

Business function that you must activate

Not relevant

You can use this business function in Loans Management and Syndications Management to represent and execute complex refinancing of loan contracts.

You can send contract data and business transactions from Loans Management to Syndications Management. You can use this information in Syndications Management for loan pooling and for parallel creation of an investor contract.

Integration

Loan pooling is integrated in Loans Management (FS-CML).

For more information, see SAP Library for SAP Banking in SAP Help Portal under   http://help.sap.com   SAP ERP   SAP ERP Central Component   Financial Accounting   SAP Banking   Loans Management  .

Prerequisites

  • If you want to use the functions of the EAFS_CML_LOANS_POOLING business function, you must activate the business function in transaction SFW5 and release the add-on component Syndications Management.

  • In Customizing for   SAP ERP   SAP Banking   Loans Management   Basic Settings   Installation Parameters   Define General Installation Parameters  , you have activated the change pointer.

For more information, see Customizing for   SAP ERP   SAP Banking   Loans Management   Tools   Change Pointer and ALE Export  .

Features

In the Portfolio Refinancing of Loan Contracts scenario for integration of Loans Management and Syndications Management, you can select loan contracts using the following criteria:

  • Status of loan contract

  • Loans of the product category "mortgage loans"

  • Borrower’s note loans

  • General loans

The transaction provides Syndications Management with information about new loans and changes to existing loans:

  • Planned flows

  • Actual flows

  • Change pointer details

You can use a Business Add-In (BAdI) to export loan data for Syndications Management.

Syndication Management updates the ALE status of the loan contracts selected for pooling and sets the indicator in the contract data in Loans Management.

For more information, see SAP Library for SAP Banking in SAP Help Portal under   http://help.sap.com   SAP ERP   SAP ERP Central Component   Financial Accounting   SAP Banking   Loans Management   Environment   Change Pointer and ALE Export   Export Detailed Loan Data for Syndications Management  .