Show TOC

Function documentationSet Types for Financial Service Products

 

You use set types to group together attributes that describe a financial service product (FS product). You can create and change set types and attributes in the SAP Easy Access menu under Start of the navigation path Master Data Next navigation step Products Next navigation step Maintain Set Types and Attributes End of the navigation path.

Features

  • We provide example set types for FS products of the categories Loans and Collateral Agreements.

    These set types are integrated in the account origination process. This means that when you use an FS product in the business transaction, the system adopts the settings that you entered in the product master data.

    Note Note

    Set types that are integrated in the account origination process are also available in the Business Rule Framework (BRF) for the definition of rules.

    For more information, see Business Rule Framework in Account Origination.

    The following set types are available for the categories Loans and Collateral Agreements, for example:

    End of the note.

Set Types for FS Products

Category

Set Type Name

Set Type ID

More Information

Loans

Age of applicant

CRM_PROD_FS001

Loans: Age of Applicant

Loans

Term

CRM_PROD_FS002

Loans: Term

Loans

Interest fixing

CRM_PROD_FS006

Loans: Fixed Interest Period

Loans

Interest and payments

CRM_PROD_FS003

Loans: Interest and Payments

Loans

Usage category

CRM_PROD_FS004

Loans: Usage Category

Loans

Premium and discount

CRM_PROD_FS005

Loans: Premium and Discount

Loans

Payment structure

CRM_PROD_FS007

Loans: Payment Structure

Loans

Special arrangement

CRM_PROD_FS010

Loans: Special Arrangements

Collateral agreement

Agreement type

CRM_PR_FSCA01

Collateral Agreement: Agreement Type

Loans

Collateral required

CRM_PROD_FS_020

Loans: Collateral Required

To use the following item (also listed in more detail above), you must activate the business function CRM-IFS, Guided Loan Origination Process (CRM_FS_NBRNWL_1):

  • Set type Collateral Required (CRM_PROD_FS_020)

The following set types are required for the categories of all product types:

Set Types for All Product Types

Set Type Name

Set Type ID

More Information

Short text

COMM_PR_SHTEXT

Descriptions

Sales: control fields, quantities

CRMM_PR_BTR

Sales: Control Fields, Quantities

Sales: groupings

CRMM_PR_SALESG

Sales: Groupings

Basic texts

COMM_PR_LGTEXT1

Notes and Attachments

Sales: texts

COMM_PR_LGTEXT2

Notes and Attachments