Starting point

Modern credit management means having constant access to up-to-date information on your prospects and customers. External information plays a significant role in customer management, with a wide variety of information sources and types to choose from:

• Business information services
• Bank information
• Balance sheets, annual reports
• Information provided by credit insurers
• etc.

Companies select their information provider according to the type of information they need. Consequently, they work with different providers and choose the one providing them with the information most suited to their particular need. Flexibility in selecting the provider and type of information (e.g. business information) is thus a crucial requirement for managing external information.
Customer transparency is something that concerns every level of your company. It is necessary that all departments, such as sales, dunning department, etc., have access to the information at any time in order to optimize processes and avoid risks.

Solution

SOPLEX BI for FI-CA – the SAP business information management software by SOPLEX

This SAP solution allows you to manage all external information related to the business partner (business and bank information, sales information, negative criteria …) manually and automatically in your SAP system.

Features

SOPLEX BI for FI-CA – modern business information management with SAP

• Direct connection to more than 20 national and international information agencies
• Inquiries directly from within SAP
• Information reports completely managed in SAP
• History of retrieved information
• Mailbox
• Supports SAP mail and e-mail
• Alert lists
• Alert system
• Manual inquiries via the Internet directly in SAP
• Manual entry of external information in SAP
• Saving information in SAP, e.g. as PDF or Winword document
• Uploading data records to SAP
• Automatic upload of Crefoscore data
• Automatic management of payment experience pool data (e.g. DRD, DunTrade, DDMonitor)
• Assignment to the SAP business partner master record
• Integration into SOPLEX CM for FI-CA (credit limit, solvency index)
• BI for FI-CA information system – reports by the click of a button

Business impact

SOPLEX BI for FI-CA is the SAP solution that makes your customer transparent.

It allows you to manage all external information directly in your SAP system irrespective of the

• Provider
• Country
• Type of information
• Time of retrieval

Other benefits:

• Online access to the leading national and international information agencies
• Monitoring services
• Calculation of a company-internal information score
• Organization of solvency-related follow-up processes
• Optimized credit check processes (warning, blocking of business partners and contract accounts)
• Comprehensive reporting tools

Technology

SOPLEX BI for FI-CA is add-in software for SAP

• Own namespace
• Programming language ABAP/4
• No modification of the SAP system
• Implementation via SAP transports
• Multilingual versions
• No additional hardware required
• No third-party software required
• SAP authorization concept
• Easy to implement