Banking Services

BAS Overview
Chapter 2 : SAP Business Partner

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Advanced Banking Academy
 Chapter objectives

After this lesson, you will have acquired an introduction to:

• Describe the SAP Business Partner concept

• Describe the three business partner categories
• Learn the importance of SAP BP for banking solution
• Describe the business partner roles
• Assign business partners to relationships categories
• Maintain addresses
• Use total commitment
• Explain business partner distribution in a SAP system landscape

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 SAP Business Partner - Agenda

● General Structure
● Master Data
● Business Partner Setup
● Distribution in a System Landscape
● Exercise Business Partner

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 General Structure
SAP Business Partner

Patient
FI - Vendor
Borrower
FI - Customer
Tenant
Supplier
Customer
Plant
Employee

Neutral
Persons and organizations
Cross-application
Open infrastructure
Integration through business concepts

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 General Structure
SAP Business Partner

Business Requirements SAP Business Partner

•Focus on the center of the business •BP is unique throughout the system
interest: Business Partner (BP) •BP can have several roles
•BP is involved in various business •BP can have relationships
processes •Enhance ability
•Existing relationships between BP's •Configurability
•A BP has company-specific details •Communication via predefined
•Company-specific design of dialog methods, interfaces, services
maintenance
•In existing system landscapes there is
cooperation with applications

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 General Structure
SAP Business Partner

Enhancements for the BP for Financial Services:

• Individual partner identification
• Ratings
• Additional information
• Differentiation categories
• Roles
• Relationship categories FS
• Additional data

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 General Structure
SAP Business Partner Concept

Customer

Central Core

Financial

Ba
Services

nk
ing
CFM

Central
Central Data
Data
Applications

Insurance

Development Partner
Development
Groups

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 General Structure
SAP Business Partner Concept

The SAP Business Partner Application

•SAP Business Partner is the central component for entering and managing general,
and business specific partner data.
•SAP Business Partner enables you to create and manage business partners centrally.
This is particularly useful when a partner plays several different roles for a company
(such as borrower and account holder).
•SAP Business Partner is designed to give users practical advantages, such as
minimized data redundancy and improved data integrity. It also places a stronger focus
on managing customer relationships and new customer acquisitions.

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 General Structure
SAP Business Partner Concept

Scope of Function
•You can create a business partner with different business partner roles and assign
new roles in the course of the business relationship. When you do so, you do not need
to re-enter data each time, which eliminates redundant data entry and data
maintenance as well as the risk of inconsistencies.
•With SAP Business Partner you can bring together partner data that may be
distributed out over several systems and identify potential customers for new contracts
from within your existing customer base.
•When you enter data, the component seamlessly integrates central data in SAP
Business Partner and application-specific data on one processing screen.
•You can also integrate customer-specific data without making modifications,
regardless of release changes.

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 General Structure
Business Partner Categories

You can choose from the following business partner categories:

● Person: A natural person (such as an individual, realtor, or employee)

● Organization: A legal entity or part of a legal entity (such as a company,

association, institution, or department)

● Group: A group comprised of several persons and/or organizations (such

as a married couple, community of heirs, or corporate group)

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 General Structure
Business Partner Categories

Business Partner Category

•For each business category there are specific data fields available for you to choose from:
− Person: Title, First Name, Last Name, Birth Date, additional name components (such as
Name affix, Name supplement and Academic titles), gender, etc.
− Organization: Title, Name, Legal form, Industry, Legal entity, etc.
− Groups: Title, 2 name fields, Partner group categories (marriage, shared apartment), etc.
•You cannot create any other business partner categories.
•Nor can you make subsequent changes to a business partner category.

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 General Structure
Business Partner Role Categories

Role Categories for Business Partners

A business partner role classifies a business partner according to business criteria.
● Example:

● The system has fixed, predefined role categories for business partners. These role categories
also appear in other closely related SAP modules.
•"General Business Partner" is the default BP role category.
•Different data is required for each process.
•The role concept supports this since each role represents a particular view of the data.

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 General Structure
Business Partner Roles

Role Concept:

Interested party Borrower

Account holder Employee

Correspondence
recipient others

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 General Structure
Business Partner Roles

BP Roles
•Standard and central BP role concept
•You can define as many BP roles as you wish in the SAP Business Partner
•A business partner can have several BP roles
•A BP can adopt each BP role exactly once
o Uniform usage of the new concept for business partner roles in all SAP applications and
all UIs
•Different attributes are relevant for each BP role
o You can limit the periods for which the assignment of roles to business partners is valid.
•Deleting a BP role is possible

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 General Structure
Business Partner Roles

Time-dependency of BP role
•Each BP role is time-dependent
•A business partner can have several roles at the same time
•The advantage of using time-dependency for the business partner roles is that you can define
that a role is terminated at a certain time.

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 General Structure
Business Partner: Grouping

BP Role Grouping
•The business partner role grouping allows you to group together several BP roles for selection in
the dialog.
•This simplifies the data maintenance:
o You can assign as many BP roles you wish to the role grouping.
o Defining the screen structure and screen sequence for each BP role grouping is
possible.
o You can specify how you access business partner maintenance by defining application
transaction to which you assign BP roles and BP role groupings.

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 General Structure
Business Partner Relationships

•A business partner relationship shows business-relevant connections between two business

partners.
•The BP category and BP role determine the relationship categories that you can choose from
•The following relationship categories are some of the predefined in the standard system:
o Is contact person for
o Is married to
o Is activity partner for
o Belongs to shared apartment

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 General Structure
Business Partner Relationships

Business Partner Relationships

•A relationship can have various, customer-specific attributes, such as
o For "Is Married To“: Time period from to
o For "Is Contact Person For“: Telephone number, etc.
o For "Is Shareholder Of“: Percentage held
•You can make business partner relationships valid for a limited time.
•You can display business partner relationships in the following ways, and you can retrieve
different information from each one:
o As a list
o As a hierarchy
o As a network

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 General Structure
Business Partner Relationships

Display of relationships as:

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 General Structure
Business Partner Relationships

Example of Business Partner Relationships:

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 SAP Business Partner - Agenda

● General Structure
● Master Data
● Business Partner Setup
● Distribution in a System Landscape
● Exercise Business Partner

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 Master Data
Addresses and Address Usage

Address Management

ny number of address for each business partner

ne address for each business partner as standard address

ddress
o Postal data
o Characteristic values of different communication types
o International address versions

ddress usage assigns addresses to the respective business-related functions

ddresses can be stored on a time-dependent basis

oves – a move scenario is created when the current address, target address and date of move is selected.
The current date is valid until the move date, after that the target address is valid.

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 Master Data
Addresses and Address Usage

Time-Dependent Addresses and Bank Details

he business validity can be defined at the following levels:

o Business Partner addresses
o Address usages
o Bank details

he validity period can occur in the past and in the future.

lanned changes are realized through the validity.

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 Master Data
Addresses and Address Usage

Time-Dependent Addresses and Bank Details

distinction is made between technical and business validity.

o The technical validity can still be determined using the change documents.
o The business validity is defined directly at the level of the object in question.

distinction is made between

o Validity (addresses, bank details):
 There is only one record for each object. “Date from” and “Date to” are found in the
data set.
o Full time dependency (address usages):
 Several records exist at the same time in different periods (time segments). The
“Date to” is found in the object’s key. This may be necessary if an object can be
active at different times, for example.

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 Master Data
Addresses and Address Usage

Time-Dependent Addresses and Bank Details

• The standard address is managed by means of a corresponding address usage and is
thus completely time-dependent.
• You can always change the validity period of an address usage.
• Available functions:
oMove
oThe information about when a change becomes valid is stored in an own table.
Relevant processes (e.g. data exchange) can be triggered via that table.

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 Master Data
Addresses and Address Usage

Additional Master Data

• Identification Number:
o Several identification types can be set in Customizing, for example: commercial register
number, ID card number, student card.
o Identification number can be used for any external keys
o The identification type can be unique
• Occupation:
o Several occupation types can be defined and then assigned to the business partner, for
example student or consultant.

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 SAP Business Partner - Agenda

● General Structure
● Master Data
● Business Partner Setup
● Distribution in a System Landscape
● Exercise Business Partner

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 Business Partner Setup
Functions

Functions:
• Postal check (postal code, city, street)
o Validation with regional structure in the SAP System
o Use of external software by way of Business Add-Ins (BAdIs)
• Duplicate check (error tolerant)
o Use of external software by way of BAdIs
• Search (error tolerant)
o Use of external software by way of BAdIs
• Change history
• Archiving/Deletion of business partners
• Total Commitment
• Group hierarchies

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 Business Partner Setup
Functions

Additional Functions:
Industry-specific enhancement
• Business document navigator
o For storage of documents
• Check against Boycott list
o Black lists
• Do not call lists
o For prevention for the business partners of receiving advertising or sales calls

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 Business Partner Setup
Functions: Search Help

Search Help is used to search business partners in the database or in external

resources, for example boycott lists or do not call lists. There are several search
helps or events available.

Locator Search: F4 Search:

•Uses business partner attributes and it •Uses additional criteria like: Address,
is a quick search. Bank details, Role, Identification Number,
•It allows the definition of Work list: the Aliases, User, Additional business partner
list of the business partner that have numbers and phonetic (error-tolerant)
been processed recently search

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 Business Partner Setup
Functions: Total Commitment

•Representation of all contracts (checking, savings and card contracts, loans, securities, foreign
exchange accounts, ...) of a business partner
•Role-specific selection
•You can connect external applications. Data is read real-time, or from a buffer table
•SAP Standard: SAP Deposits Management and SAP Loans Management provide real-time
access

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 Business Partner Setup
Functions: Total Commitment

Basic Functions:
•Navigation: if you double-click on an entry, the system will lead you directly to the operative
system.
•Authorization Check: it gives permission to certain users to start total commitment. It is not
possible to exclude entries from the total commitment view. But when a user double-clicks on an
entry, the authorization check will control if the user is allowed to see the application.
•Currency Translation: the contracts of a business partner can have different currencies, therefore
you can define in which currency the total commitment will calculate the total sum.

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 Business Partner Setup
Functions: Archiving

•Archiving or deletion of business partners in order to:

o Clean up the data positions
o Improve system performance
•The archiving run takes account of the use of the business partner in the different processes
(account, card, PLM document, and so on)
•Access to the archive is possible at any time
•It is possible to have the archiving flag set automatically
•You can reload archived business partners from the archive system back into the operational
system

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 Business Partner Setup
Easy Enhancement Workbench (EEW)

•EEW is used to enhance the existing business partner data model.

•This wizard-based tool allows to enhance the BP with new attributes and tables.
•It generates automatically: Data Dictionary (DDIC) enhancements, dialog screens, function
modules, APIs, Customizing tables, connection of the archiving engine and enhancement of
external interfaces.
•With EEW simply prototyping is possible, no need of experts (ABAP/DDIC, BDT).

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 SAP Business Partner - Agenda

eneral Structure

aster Data

usiness Partner Setup

istribution in a System Landscape

xercise Business Partner

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 Distribution in a System Landscape
Connection of SAP BP in a System Landscape
Integration options:

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 Distribution in a System Landscape
FS Business Partner Services

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 Distribution in a System Landscape
Distribution using Exchange Infrastructure
Example: Creation/change
in CRM system

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 Distribution in a System Landscape
Distribution using Exchange Infrastructure
Example: Creation/change
in Banking Services from
SAP systems

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 SAP Business Partner - Agenda

eneral Structure

aster Data

usiness Partner Setup

istribution in a System Landscape

xercise Business Partner

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 Exercise Business Partner
Exercise Business Partner

After saving a BP in a role, you can assign another role to the BP

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 Exercise Business Partner
Exercise Business Partner

In this exercise you will practice to:

•Create a business partner and assign him a BP role

•Enter the most important fields for the role
•Manage various addresses on the business partner
•Define different identification/addresses types and occupations (previously created)
•Create a relationship category with another BP (previously created)
•Save the Business Partner
•Assign the BP with another role

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 Chapter summary

Now you have acquired an introduction to:

• Describe the SAP Business Partner concept

• Name the three business partner categories
• Specify the importance of SAP BP for banking solution
• Describe the business partner roles
• Assign business partners to relationships categories
• Maintain addresses
• Use total commitment
• Explain business partner distribution in a SAP system landscape

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 Thank you.
[email protected]

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Advanced Banking Academy