The CRM case provides you with a document management function that enables you to customize according to business rules which documents a banking customer must provide when they apply for a loan. The document checklist then lists these mandatory documents in the case and checks if they are either attached in the Enterprise Content Management (ECM) repository or have been waived.
The document checklist is available in the CRM case for the case types FSSL (Secured Lending)
and FSUL (Unsecured Lending
). The checklist is displayed on the WebClient user interface in the Document Checklist
assignment block. The document checklist is integrated with the ECM repository which enables you to organize and manage the documents provided by the customer. On the WebClient user interface, ECM is provided in the CRM case in the Attachments in ECM
assignment block.
To use this function, you must activate the business function CRM-FS, Guided Loan Origination Process
(CRM_FS_NBRNWL_1
).
The following Customizing settings are relevant for the document checklist:
:
You make the Customizing settings for this function in Customizing for SAP NetWeaver in the following Customizing activities:
Here you can configure an ECM repository according to your requirements.
Here you can map the ECM application that we deliver with the repository that you have configured in the previous step.
Here you can create a customer-specific ECM application. Note that in this case you have to do your own development and cannot use the predefined application.
The Document Checklist
assignment block provides you with the following:
Object list: The business object types that are allowed for the business process (secured lending, for example) are listed here. You can display the document checklist together with the business rules used by choosing Read Checklist
. You can also determine the current status of the document checklist by choosing Check Status
. If the documents required are either attached or waived, the system issues a message stating that the checklist is complete. Otherwise it issues a message stating that it is incomplete.
Checklist: Here you can see at a glance if all required documents have been uploaded and which documents are still needed. The attachment status of the documents is displayed as either Attached
(checkbox is ticked) or Missing
(checkbox is empty). You can waive document types that are not necessary.
Note
You have to explicitly waive document types that are not necessary . If a document type has neither been uploaded nor waived, the system declares the attachment status of this document type as Missing
. This sets the overall document list to Incomplete
.
Rules: The business rules that are used to determine the document checklist are displayed here. The system determines and displays the rules when you choose Read Checklist
in the Object List
section. BRFplus rules are used to determine the document checklist. If required, these rules can be extended.
The Attachments in ECM
assignment block enables you to store documents in the ECM repository. Here you can upload the documents provided by the banking customer. Furthermore, you can organize the documents and URLs in a folder structure.
You can do the following:
Upload either documents or URLs to ECM
View uploaded documents and their properties
Change the properties of documents
Delete uploaded documents
Create, change, and delete the folder structure
To read the document checklist, display the BRFplus rules, and check the status of the checklist, choose Edit
in the Document Checklist
assignment block. Then choose the respective activities.
To upload documents to and manage documents in the ECM repository choose Edit
in the Attachments in ECM
assignment block.
Business Rule Framework Plus in CRM
Enterprise Content Management Integration (ECMI):