Editing Contract Relationships for Participant Cards 

Use

On the Contract Relationships tab page, you can assign different cards to an account contract, depending on the settings for the related account product.

Prerequisites

The system runs checks when participants are added. You can configure these checks individually in the product definition for the relevant account product and the participating card products.

·        You use the Participant Cards (BCMC) contract element. You have set the grouping attribute Dependent Cards to green in Customizing for Account Management (FS-AM) by choosing Product Management ® Product Definition ® Account Products.

You define the following conditions in the product definition for the relevant account product by choosing Dependent Cards ® Participation Conditions:

·        The participant contract is based on a card product that is allowed as a participant of the account product.

If the Restriction on Participant Products field does not contain defaults in the product definition, contracts of all products are allowed as participants. Otherwise, you can add only the participant contracts that are based on the defined products.

·        The number of cards to be created per card product has not been exceeded.

·        The number of participants is not less than the minimum number.

·        The maximum number of participants has not been exceeded.

If the minimum and maximum numbers are blank in the product definition (= 0), you can add as many participants as required.

·        If the holders are the same as the new participants, the system displays a warning.

Note:

You can deactivate some of the checks mentioned.

·        You have permitted the creation of card contracts in dialog mode for participant card products in Customizing for Account Management (FS-AM) by choosing Product Management ® Product Definition ® Card Products ® Permitted Processes ® Creation of New Card in Dialog Mode.

For more information about the participation condition checks for cards, see the documentation for the following function modules:

¡        BCA_OBJ_CN_BCMC_RUL_CHK_POOL

¡        BCA_OBJ_CN_BCMC_RUL_CHK_SNGL

For more information about the participant conditions, see the documentation for each attribute and the contract element documentation.

Procedure

Note:

You can disallow the execution of functions in Customizing for Account Management (FS-AM) by choosing Product Management ® Product Definition ® Account Products ® Dependent Cards ® Functions.

Also note the restrictions for time-dependent processing of contract relationships.

Creating Participants

...

       1.      Choose Create Participant.

The Change Account: Participant Cards dialog box appears. If restricting conditions for participant cards (such as certain products) are defined in the product definition, these are displayed.

       2.      Enter the number of participant cards to be created in the Participants field.

Note that this value cannot be more than the value specified in the Maximum Number of Participant Cards field. If there is no value specified, you can create as many participant cards as you require.

       3.      Choose Continue.

The system creates the specified number of dependent cards, which all have the same holder as the account contract.

Displaying Participants

Select the participant and choose Display Participants.

The Display Card: Basic Data 1 screen appears. For more information, see Display Card.

Changing Participants

Select the participant and choose Change Participants.

The Change Card: Basic Data 1 screen appears. For more information, see Change Card.

Example

Savings cards are issued for a savings account.