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 Correspondence

Purpose

This component provides a framework to create correspondence; thereby enabling a standard appearance, standard processes, and standard results.

You use the component to create standardized and event-controlledcorrespondence in single or mass runs.

Bank Customer Accounts (BCA) uses the standard correspondence component provided by SAP. For more information, see Creating and Issuing Correspondence .

Implementation Considerations

  • You have made the following settings in Customizing for Bank Customer Accounts (BCA) by choosing:

    • Start of the navigation path Tools Next navigation step CorrespondenceTool End of the navigation path and Print Workbench

      This defines the correspondence settings.

    • Start of the navigation path Master Data Next navigation step Product Definition Next navigation step Product Next navigation step Create Product End of the navigation path or Change Product

      This enables the Correspondence Receiver Administration feature and the correspondence attributes for the required products.

  • You have made the following settings on the accounts master record :

    • Correspondence indicators are set on the Basic Data and Term Agreement: Current Term tab pages.

    • Correspondence recipients are specified for the required Correspondence Type on the Correspondence Recipients tab page .

Features

  • Correspondence Requests

    • Creating Correspondence Requests

      The system creates both individual correspondence requests (for example, when you create or change an account), and mass correspondence requests (for example, when you execute the term agreement reports for fixing or calling).

      The correspondence request only saves key data that refers back to the account data.

    • Processing Correspondence Requests

      To complete the correspondence activity, you transfer the correspondence to the required communication channel (such as e-mail or fax) by using the correspondence print report. For more information,see Print Correspondence .

      During this process, the system finds the correspondence data that is saved in the correspondence request, fetches the required account data, and transfers it to the print program. You can either print the data immediately or schedule the print run for later.

  • Correspondence History

    From the account master record, you can display all the correspondence requests that were created for an account. For more information, see Account Display .

  • Printing

    The system generates only one original document for an outbound correspondence from the bank. However, you can print any number of copies. In addition, you can simulate the print run before actually printing the document.

  • Communication Channels

    The correspondence component supports the following communication channels:

    • Print

    • Fax

    • E-Mail

    • Flat file

  • Correspondence Scenarios

    BCA supports correspondence scenarios, which are used to notify customers about:

    • Account creation or change details

    • Account closure

    • Accounts that are approaching the planned closure date

    • Terms and conditions for term agreements that are fixed

    • Term agreements that are approaching maturity

    • Term agreements that have reached the term end date

    • Bank statements

    • Balance notification

Constraints

For the correspondence about account creation or change, you must use Business Transaction Event (BTE) 00011060 under the following conditions:

  • You print the correspondence later, for example, as part of the end-of-day processing

  • You want to include the old as well as the changed account data in the correspondence

    Note Note

    You must have your own implementation to store the old data. You can use the BAdI: Get Account Data for Correspondence (BKK_GET_ACC_DATA) to define the procedure for obtaining the old account data.

    End of the note.