FS212 - Loans Management in SAP Banking Services

Course Version: 092

Duration: 3 days

Delivery Type

• Instructor-led Classroom

Audience

• Project manager
• Project team members

Prerequisites:

Essential

• None

Recommended

• FS040 Processes in Transactional Banking

Goals

• The participants are familiarized with the basic knowledge of ESOA and the idea of Banking Services 5.0.
• You will be introduced to the typical processes involved in creating an installment loan and processing the insurances associated with it.
• The course also covers the loan maintenance processes from disbursement to early payoff.
• Finally you will gain an overview of the end-of-day processing involved.

Course Based on Software Release

• Banking Services 6.0
• SAP ERP Central Component 6.0 Enhancement Package 4

Content

• Overview of new functions of platform and ESOA
• Basic principles: Discussion of accountt structures, payment orders and items, incoming payment principle, due date process and condition model
• Getting started: Introduction to Financial Services Business Partner, product configurator and reflection of a bank’s structure
• New Business: Creation of a contract, managing insurance policies, disbursement and rescission
• Position management: Billing and invoicing, settlement, direct debit, incoming payments, payment postprocessing, business operations
• Overview of the information system and correspondence