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Function documentationBusiness Rule Framework in Account Origination

 

You use the Business Rule Framework (BRF) to define rules for checks that the system executes in account origination. You can define in which business transactions and at what point in time the system starts these checks. The BRF is therefore a flexible and powerful tool that you can use to integrate automated process flows into the origination process.

Caution Caution

Note that the execution of complex rules affects system performance.

End of the caution.

Integration

For more information about integrating the BRF in business transactions, see Business Rule Framework in CRM.

Prerequisites

  • In Customizing, you have activated the BRF for use in SAP Customer Relationship Management (SAP CRM).

    For more information, see Customizing for Start of the navigation path Financial Services Next navigation step Basic Functions Next navigation step Business Rule Framework Next navigation step Activate Business Rule Framework End of the navigation path.

  • To integrate into the account origination process the checks that you have defined with the BRF, you have assigned the checks to the financial service quotation (FS quotation) business transaction.

    For more information, see Customizing for Start of the navigation path Financial Services Next navigation step Basic Functions Next navigation step Business Rule Framework Next navigation step Assign Event to Business Transaction Cat., Transaction Type and Item Cat End of the navigation path.

  • To define at what point in time these checks are executed, you have assigned the checks to certain events.

    For more information, see Customizing for Start of the navigation path Financial Services Next navigation step Basic Functions Next navigation step Business Rule Framework Next navigation step Assign BRF Event to an Event in the Transaction End of the navigation path.

Features

You can process the rules delivered with the standard system or create new rules and integrate these in the account origination process.

The following rules are provided and integrated in the origination process in the standard system:

Note Note

You can use a report to copy or transport rules between clients in SAP CRM.

For more information, see Customizing for Start of the navigation path Financial Services Next navigation step Basic Functions Next navigation step Business Rule Framework Next navigation step Transport and/or Copy BRF Objects Within SAP CRM. End of the navigation path

End of the note.

  • 0CHECK_ALTER_BP

    Checks whether the age of the applicant matches the settings for the financial service product (FS product). When you edit a transaction item, the system performs this check as standard.

    You define the age limit for an FS product in the product master data. For more information, see Loans: Age of Applicant.

  • 0CHECK_FINAL

    Triggers the event 0CHECKS.

    When you release an FS quotation, the system triggers checks that you define with the BRF.

  • 0CHECKS

    Triggers the following checks as standard:

    • 0CHECK_BP_ISPROSPECT

      Checks whether the business partner exists with the partner function Customer in the FS quotation. If the business partner exists only with the partner function Interested Party, the system does not transfer it to the connected back-end systems.

      For more information, see Distribution of Business Partner Data.

    • 0CHECK_DOCS_CASE

      Checks whether all the required documents are available in Case Management. The system also checks the attributes that you can add to the case, for example the sold-to party's monthly earnings.

      For more information, see Case Management in Account Origination.

    • 0CHECK_SCORE_AMOUNT

      Rates the FS quotation and checks whether the loan amount exceeds a predefined amount.

      This check can have the following results:

      • The quotation is rated as poor, which means that the quotation is not possible in its current form.

      • The quotation is rated as mediocre or the loan amount exceeds the predefined value. If one or both of the checks are positive, the system starts an approval process.

      • The quotation is rated as good or the loan amount does not exceed the predefined value.

        Caution Caution

        The result of these checks determines the status of the FS quotation. For more information, see Status Management for a Financial Service Quotation.

        End of the caution.

The system displays the results of the checks that you created with the BRF in the message log.

Activities

If you want to edit or create rules in the BRF, choose Customizing for Start of the navigation path Financial Services Next navigation step Basic Functions Next navigation step Business Rule Framework Next navigation step Configure Business Rule Framework End of the navigation path.

If you want to edit or create rules for account origination, use the application class CRM_FS_ORIGINATION.