SAP Account Origination for Financial Services

Product type
Logo SAP Training
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Description

Goals

  • Describe SAP Account Origination and its relevance to customer-oriented banking services

Audience

  • Consultants and project team members responsible for implementing SAP CRM Account Origination

Prerequisites

Essential
  • FS200 – Overview of SAP for Banking
  • SAPCRM – Overview of the SAP CRM Solution
  • CR100 – CRM Customizing Fundamentals
Recommended
  • None

Content

  • Introduction to Account Origination
    • Account Origination overview
    • Enterprise SOA Philosophy
    • SAP NetWeaver Technology Infrastructure
    • Banking Life Cycle
    • Scenario Overview: Account Origination
  • Organizational Management
    • The Organizational Model
    • Workflow concepts
    • Business Role concepts and link to the organizational structu…

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Didn't find what you were looking for? See also: Financial Services, Service Oriented Architecture (SOA), SAP, Programming (general), and C/C++.

Goals

  • Describe SAP Account Origination and its relevance to customer-oriented banking services

Audience

  • Consultants and project team members responsible for implementing SAP CRM Account Origination

Prerequisites

Essential
  • FS200 – Overview of SAP for Banking
  • SAPCRM – Overview of the SAP CRM Solution
  • CR100 – CRM Customizing Fundamentals
Recommended
  • None

Content

  • Introduction to Account Origination
    • Account Origination overview
    • Enterprise SOA Philosophy
    • SAP NetWeaver Technology Infrastructure
    • Banking Life Cycle
    • Scenario Overview: Account Origination
  • Organizational Management
    • The Organizational Model
    • Workflow concepts
    • Business Role concepts and link to the organizational structure
  • Financial Service: Product
    • Product concept and FS-specific data
    • Mapping products and settings in Banking Services
    • ‘Enhancement’ concept
  • Financial Service: Business Partner
    • Business Partner concept
    • FS-specific data
    • Rating Business Partners
    • Total Commitment
    • Distributing Business Partner data to back-end systems
  • Pricing Conditions
    • Internet Pricing and Configurator (IPC) Overview
    • Customizing of Condition Technique
    • Maintaining Condition records
    • Examples for Items in FS Quotation
  • Case Management
    • Basic principles of Case Management
    • Record model for Financial Services
    • Integration of Case Management in Process Flow
  • Quotation
    • Basic concepts and FS-specific data
    • Items and functions
    • External Services and actions
    • Status concept
  • Loans Servicing and Fulfillment
    • Loans architecture and process flow
    • Account Contract Overview
    • Product Configurator
    • Financial conditions
    • Disbursement Fundamentals
    • Disbursement creation and check
  • Tools for Banking
    • SAP Workflow
    • SAP Business Rules Framework (BRF)
  • External Services and Integration
    • External services and systems
    • Concept of Data Exchange
    • Message Choreography
    • Example for Message Structure
  • User Interface
    • Web User Interface (UI)
    • Business Roles

Notes

  • The focus of this training is the SAP CRM 7.0 functionality for Account Origination and how it relates to Financial Services. All student exercises will be completed using a CRM 7.0 system.
  • Before you register for this course, we ask you to acknowledge your understanding that this training is based on release 7.0 of banking services from SAP. This version is not yet in unrestricted shipment. The software is still in the SAP Ramp-Up phase, and your company must be nominated as an official SAP Ramp-Up customer according to the applicable processes prior to getting access to this particular software version. For more information about the ramp-up process and conditions for participation, see SAP Service Marketplace: http://service.sap.com/rampup as well as specific information under Banking Services from SAP 7.0.

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There are no frequently asked questions yet. If you have any more questions or need help, contact our customer service.