Show TOC

Procedure documentationEnhancing the Need Analysis Step

Procedure

If you want to use your own fields in the Need Analysis step of a banking opportunity, you must carry out the following steps:

  1. Add the new fields to the WebClient UI using the Application Enhancement Tool (AET).

    For more information about the AET, see Application Enhancement Tool, Fields, and Adding Fields.

  2. Add the new fields to structure CRMS_FS_NEED_H_BTIL.

  3. Implement the Business Add-In BAdI: Calculations for a Banking Opportunity (CRM_FS_BRF_BADI_BOP). In method GET_PROD_PROPOSAL (Get Product Proposal), use function module CRM_ORDER_READ to read the value of the new fields.

    For more information about this BAdI, see Customizing for Account Origination under Start of the navigation path BRFplus Rules Next navigation step BAdIs for BRFplus Rules Next navigation step BAdI: Calculations for a Banking Opportunity End of the navigation path.

  4. Add the criteria for the new fields to the BRFplus configuration for the product proposal.

    For more information, see BRFplus for Account Origination.

If you want to use your own need categories and need types in the need analysis step and want to add new need analysis fields, you must carry out the following steps:

  1. Create new UI object types for each new need category in the Customizing activity Define UI Object Types. For more information, see Customizing for Customer Relationship Management under Start of the navigation path UI Framework Next navigation step UI Framework Definition Next navigation step Define UI Object Types End of the navigation path.

  2. Configure the callback class for the new UI object types.

  3. Create new configurations in UI component BTFS_Need with the new need category as the UI object type and the new need type as the subobject type.

  4. Add the required UI fields to these new configurations.

To use this procedure, you must activate the business function CRM-FS, Guided Loan Origination Process (CRM_FS_NBRNWL_1).