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CRMV_FS_NEED_CAT - Define Need Categories

CRMV_FS_NEED_CAT - Define Need Categories

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In this Customizing activity, you define need categories.

The need category and need type are used as central control elements in the need analysis step of a banking opportunity. You enter the need category and the need type when you start the needs analysis from a banking opportunity.

  1. You define your own need categories in this Customizing activity.
  2. In the Customizing activity Define Need Types, you define your own need types and assign them to the need categories.
  3. If you want to use your own fields in the Need Analysis step of the banking opportunity, you can configure your need categories and need types accordingly. For more information, see in SAP Library for Account Origination under Enhancing the Need Analysis Step.

The "Purchase of a mortgaged property" need category comprises the following need types:

  • Purchase of a house
  • Purchase of land





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