Data Cleansing for Personal Financial Statements
Data cleansing allows you to deal with personal financial statements in data cleansing cases for business partner master records (potential business partner duplicates).
Integration
Data cleansing for personal financial statements is an additional feature of the data cleansing function for business partner accounts. Before you can carry out data cleansing for a business partner, you have to determine which data in your system is invalid, and include it in data cleansing cases.
For more information about data cleansing for business partners in CRM, see Data Cleansing and Merging Duplicate Accounts and Employees.
Prerequisites
To use this function, you must activate the business function CRM-FS, Guided Loan Origination Process
(CRM_FS_NBRNWL_1
).
You have created a data cleansing case for selected business partners. You have decided which of your business partners you want to retain. The business partner record that you want to remove from the system is the business partner duplicate or the source business partner in the cleansing case. The business partner record that is to remain in the system is the master business partner.
You have decided which of the personal financial statements of the source business partner you want to transfer to the master business partner.
Features
In the data cleansing case, the system displays all the personal financial statements of the master business partner and the source business partner in a list in the Referenced Data
section.
You can copy the personal financial statement record of the source business partner to the master business partner. When you do this, the personal financial statement record remains in the source business partner and the system assigns a new personal financial statement ID to the copied personal financial statement record in the Master
.
You can copy personal financial statements with any status. The system does not check the status when it copies personal financial statements.
You can copy personal financial statements regardless of the organizational units of the business partners. The system does not check the organizational units of the business partners.
Caution
The system does not support the deletion of a personal financial statement record of the master business partner in the cleansing case. Even if you deselect a personal financial statement ID in the master business partner in the cleansing case, the personal financial statement ID will not be deleted.
Activities
In the cleansing case
If you want to keep the personal financial statements of the source business partner in the system, select the relevant personal financial statement IDs of the source business partner, confirm your changes and start the merge.
After the business partner merge
Once the business partners have been merged, you can use the search function for personal financial statements and search for the personal financial statements of the master business partner. The personal financial statement copied from the source business partner should be available in the result list of the search function.
After the business partner data has been cleansed, you can remove the business partner duplicates that are no longer required from the system using the archiving function.