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
.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
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:
Set Types for FS Products
Category | Set Type Name | Set Type ID | More Information |
---|---|---|---|
Loans | Age of applicant | CRM_PROD_FS001 | |
Loans | Term | CRM_PROD_FS002 | |
Loans | Interest fixing | CRM_PROD_FS006 | |
Loans | Interest and payments | CRM_PROD_FS003 | |
Loans | Usage category | CRM_PROD_FS004 | |
Loans | Premium and discount | CRM_PROD_FS005 | |
Loans | Payment structure | CRM_PROD_FS007 | |
Loans | Special arrangement | CRM_PROD_FS010 | |
Collateral agreement | Agreement type | CRM_PR_FSCA01 | |
Loans | Collateral required | CRM_PROD_FS_020 |
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 | |
Sales: control fields, quantities | CRMM_PR_BTR | |
Sales: groupings | CRMM_PR_SALESG | |
Basic texts | COMM_PR_LGTEXT1 | |
Sales: texts | COMM_PR_LGTEXT2 |
You can define new set types and either use these in the product master and business transaction or only in the business transaction.
For more information, see Enhancement of the Product Master and Business Transaction.