Business Partner Replication for a Banking Customer Quote
When the legal agreement is signed and uploaded, the status of the banking customer quote is updated to Signed
, and the back-end system-related client roles are added to the business partner. The business partner data is then replicated in the corresponding business partner roles in the back-end systems.
Prerequisites
You have activated the business function CRM-FS, Guided Loan Origination Process
(CRM_FS_NBRNWL_1
).
You have executed the Customizing settings for business partner data replication in your systems.
Features
An action is provided to add the back-end system-related client roles. This action is triggered for the Signed
status of the banking customer quote. Before the system adds the roles to the sold-to party, the system checks if the mandatory fields for the roles are filled for the business partner.
If one of the fields has not been filled, the system raises an error message and prompts the user to enter the corresponding data.
Example
Once the backend system-related client roles are added to the business partner in the SAP CRM system, the following roles are added in the connected backend systems:
BP Roles in Account-Managing System | BP Roles in Collateral-Managing System | BP Roles in Accounting System |
|---|---|---|
Account holder | Owner | Contract partner |
Correspondence recipient | Collateral giver | Not applicable |