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Function documentationLinking of FS Products and Product Categories in FS Quotations

 

You link financial service products (FS products) with product categories in order to map a business dependency between products in FS quotations. For each of these FS relationships, you define the purpose, which specifies in more detail the type of relationship involved. You define that an FS product in the FS quotation needs a product of a specific category for a defined purpose.

The advantage of linking FS products with categories rather than linking them to other FS products is that you can design your product landscape more flexibly.

Prerequisites

You have defined the possible purposes of FS relationships in Customizing forFinancial Services under Start of the navigation path Basic Functions Next navigation step Cross-Item Functions Next navigation step Item Relationships Next navigation step Define Purpose of FS Relationships End of the navigation path.

Features

  • You can create FS relationships only for products of the product type 07 FS Product.

  • You can link one FS product with several categories for different purposes.

  • In a FS quotation, when you use an FS product that you linked with a product category for a specific purpose, the system maps the FS relationships as item relationships in the document.

    For more information, see Transfer of Products to Financial Service Quotations.

Activities

  • To create an FS relationship for a product, make the required entries for the product in the FS Relationshipsarea.

  • Select the required product category and define the purpose of the FS relationship.

    Note Note

    If you want to display the product categories for which an FS relationship exists for an FS product, choose the In FS Relationships area.

    End of the note.

Example

The following links are possible:

  • You link the Collateral Agreement FS product to the Mortgage Loan product category. You define Collateral Scope as the purpose. This means that a collateral agreement needs a product of the category Mortgage Loan as the collateral scope.

  • You link the Collateral Agreement FS product to the Real Estate product category. You define Collateral Charge as the purpose. This means that a collateral agreement needs a product of the category Real Estate as the collateral charge.

More Information

Mapping of a Collateral Constellation