Loans Management for Financial Services Loan Pooling

Technical Data
Technical name of business function	EAFS_CML_LOANS_POOLING
Type of business function	Enterprise Business Function
Available as of	Enhancement Package 4 for SAP ERP 6.0
Technical Use	Financial Services
ECC software component	EA-FINSERV
ECC application component	Loans Management (FS-CML)
Business Intelligence Content	Not relevant
SAP Enterprise Services	Not relevant
JAVA software component	Not relevant
Portal Content	Not relevant
Enhancing components in additional SAP applications	Not relevant
Business function that you must activate	Not relevant

You can use this business function in Loans Management and Syndications Management to represent and execute complex refinancing of loan contracts.

You can send contract data and business transactions from Loans Management to Syndications Management. You can use this information in Syndications Management for loan pooling and for parallel creation of an investor contract.

Integration

Loan pooling is integrated in Loans Management (FS-CML).

For more information, see SAP Library for SAP Banking in SAP Help Portal under Start of the navigation path http://help.sap.com Next navigation step SAP ERP SAP ERP Central Component Financial Accounting SAP Banking Loans Management End of the navigation path .

Prerequisites

If you want to use the functions of the EAFS_CML_LOANS_POOLING business function, you must activate the business function in transaction SFW5 and release the add-on component Syndications Management.
In Customizing for SAP ERP SAP Banking Loans Management Basic Settings Installation Parameters Define General Installation Parameters , you have activated the change pointer.

For more information, see Customizing for Start of the navigation path SAP ERP Next navigation step SAP Banking Loans Management Tools Change Pointer and ALE Export End of the navigation path .

Features

In the Portfolio Refinancing of Loan Contracts scenario for integration of Loans Management and Syndications Management, you can select loan contracts using the following criteria:

Status of loan contract
Loans of the product category "mortgage loans"
Borrower’s note loans
General loans

The transaction provides Syndications Management with information about new loans and changes to existing loans:

Planned flows
Actual flows
Change pointer details

You can use a Business Add-In (BAdI) to export loan data for Syndications Management.

Syndication Management updates the ALE status of the loan contracts selected for pooling and sets the indicator in the contract data in Loans Management.