Functional Scope

The FS-CD Adapter offers two primary interaction modes: a web-based user interface for managing financial data, and an event-driven integration layer for automated business event processing. Additionally, it provides a REST API and a UI component for embedding account information into Linkki web applications.

Web-Based User Interface

The FS-CD Adapter includes a web-based user interface that provides access to and management of financial information without requiring direct access to SAP FS-CD.

Data Inquiry

The web interface simplifies SAP FS-CD data views, making financial data accessible to users without SAP expertise. Users can:

  • View insurance objects associated with business partners

  • Review postings and account balances for policies, claims, and commissions

  • Track the status of financial transactions

  • Gain quick insights into payment workflows without navigating complex SAP interfaces

This capability is particularly valuable for:

  • Claims adjusters reviewing payment status for a specific claim

  • Policy administrators checking premium payment information

  • Support staff investigating customer inquiries about payments

  • Business analysts monitoring financial data flow between systems

Business Lock Management

The FS-CD Adapter’s web UI allows users to manage business locks (financial holds) on insurance objects. Business locks control payment processing in SAP FS-CD to:

  • Prevent payments or collections on specific accounts (e.g., during fraud investigation)

  • Temporarily suspend automatic payment processing (e.g., pending manual review)

  • Implement business rules that restrict financial transactions under certain conditions

The FS-CD Adapter supports:

  • Creating new business locks with specific lock types and reasons

  • Editing existing locks (e.g., extending duration or updating notes)

  • Removing locks when restrictions should be lifted

  • Viewing the current lock status and history for an insurance object

Event-Driven Integration

The FS-CD Adapter automates the processing of financial data through an event-driven architecture:

  • Insurance systems publish domain events (e.g., policy issued, claim payment approved) to a message broker

  • The FS-CD Adapter consumes these events and automatically processes the corresponding financial data

Supported Domain Events

  • IPM: Policy Editing Finished (new business, midterm adjustment, correction, cancellation), Version Becoming Effective (policyholder change)

  • ICS: Reserve Changed, Payment Approved, Receivable Approved

  • ICO: Commission Payment Approved

The FS-CD Adapter handles failed claim payment notifications from FS-CD and propagates them back to ICS for business process compensation.

REST API

The FS-CD Adapter provides a REST API.

Account Info UI Component

The FS-CD Adapter library provides a Linkki UI component that embeds FS-CD account information into Linkki web applications. This component gives users quick access to account balance and dunning information for insurance objects (e.g., policies in IPM) without switching systems.

See Using the Account Info Tool for details.