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Contract, Objects and Collateral (Enhanced) ( RELNBANK_463_CML_AUSZ )

Contract, Objects and Collateral (Enhanced) ( RELNBANK_463_CML_AUSZ )

General Data in Customer Master   Vendor Master (General Section)  
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Contract, Objects and Collateral (Enhanced)

Use

  • Because the business partner in Loans Management has been converted from the Treasury Business Partner to the SAP Business Partner, the Partner-Object Relationship Tool has been integrated into loans, collateral objects, and collateral. You use this tool to display a partner overview for the loan, object or collateral from which you can extract all the relevant data for the partner assigned to the loan, object or collateral. You can branch straight to the SAP Business Partner and if necessary change the data there.
Note: You copy the changed data to the respective loan, object or collateral. The changes are then included within the loan, object or collateral. However, if you end the processing without saving the loan, object, or collateral, the changes made to the business partner are lost.
If you change the data of a partner that is assigned to a collateral object or other collateral and then copy this changed data into the respective object or collateral then these changes to the partner will be kept when you save the loan, even if you have terminated the processing of the actual object or collateral.
In the Partner/Object Realtionship Tool you can also make additional partner assignments or create additional partners in different roles for the loan, object or collateral.
The assignment of a partner to a loan, object or collateral in a certain role is time-dependent. You have the option of displaying the partner history for each loan, object, or collateral.
For the land register you still use the former Treasury Business Partner, this is now called the Real Estate Business Partner.
  • If you create a collateral object or other collateral from within a loan, or you change an existing object or other collateral in a loan, you have the option of transferring the created or changed data, such as address data, basic data (also relating to the land register), additional data, building parts, the nominal value of a stock, or the contract total of a life insurance policy. The changes are then considered within the collateral object or the other collateral. The system first saves the data when you save the loan. If you end the processing without saving the loan, however, then the changes are lost.
Note: When you process notes within an object or other collateral, the system does not write the data to the database when you save the note but stores it temporarily. Only when you save the loan does the system save the note data to the database.
If you have already transferred an object or other collateral with a note to a loan and then branch from the loan to the object or the other collateral, change the existing note and and save it. These changes are now kept when you save the loan, even if you terminate the processing of the object or collateral.
  • Collateral Object Management is linked to central address management. If you create a collateral object, you can either create a new address for this object, that is not already available in the system, or you can select an existing address and create a copy of it that you can change if necessary. It is no longer possible to assign an existing address to a collateral object, therefore every collateral object now has a separate address.
  • When you create a collateral object, the system initially assigns a temporary collateral object number from the internal number range interval with the number range number 'PI'. All of the data relationships for the collateral object are first produced with a temporary collateral object number.
    The collateral object is only assigned its final collateral object number when you save the object or the loan. The collateral object number is drawn from the internal number range interval with the number range 'P1'. This updates all of the data relationships for the collateral object.(For the contract, partner relationships, and land register assignment.) You define the relevant number range interval in the IMG activity Collateral Object Number.
    This ensures the continuous assignment of final collateral object numbers.
  • You can no longer carry out the short version of the collateral value calculation when you create a new collateral object. The short and long versions of the collateral value calculation are only available after you have saved the loan or collateral object and the collateral object has been assigned a final collateral object number.
  • In the external data transfer, the transfer structure relating to collateral objects RLFVZG (Structure for Object Transfer) has been extended:
  • the field House Number has been added as an optional entry field with 10 characters.

  • the length of the City has been extended from 35 to 40 characters

  • the length of the Street field has been extended from 35 to 60 characters

Effects on Existing Data

Effects on Data Transfer

Effects on System Administration

Effects on Customizing

You make the necessary Customizing Settings for the SAP Business Partner under Loans Management → Basic Settings → SAP Business Partner

Further Information

You can find more detailed information in the SAP Library under SAP Banking → Loans Management → New Business → Mortgage Loan → Mortgage : Processing → Create Mortgage → Partner.






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This documentation is copyright by SAP AG.

Length: 6492 Date: 20240418 Time: 163256     sap01-206 ( 86 ms )