Background

The Customer uses its hand-crafting mainframe-powered system as a banking core system. It conducts transactions and administers accounts. This is an obsolete system that is difficult to add new products to, and changes related to the regulatory requirements cannot be implemented quickly. The bank decided to switch to SAP Banking Services, but not to use SAP UI, because it has its own requirements for validation and integration with other systems.

Business Challenge

Develop a SAP CRM user interface that would allow the bank to create and maintain accounts, generate reports, and introduce new products.

Solution

Data residing in older systems is migrated to SAP CRM. At the same time, client accounts must be maintained continuously, therefore, more strict requirements are imposed on the work of the team in matters of system stability and customer service.

As part of the project, it was possible to switch the management of clients and accounts to more advanced technologies, speed up business processes, reduce the time for creating accounts and improve customer service.

Result

Every day, 30,000 users operate the system, 2,000,000 financial transactions are conducted. Account opening time reduced from 28 to 12 minutes.

Project Execution

The project was designed to improve the quality of data on business partners of a major oil and gas company through distribution of responsibilities and optimization of the procedures related to introduction, update, and approval of business partner data.

Within the project, the process of maintaining the master data on business partners of our customer built on SAP MDM was migrated to SAP Master Data Governance (SAP MDG). The process entails distribution of responsibilities among the initiators of data changes and the master data expert, whose task is to check the correctness of the requested changes and to make a decision as to approve or disapprove the change.