Financial Account Origination

This ERD (see the following figure) illustrates how to create an applicant group and how to include one or more individual applicants or organizations for a financial product, such as loans, mortgages, savings, or checking, in the applicant group. The organization that is included can also be an applicant or a legal entity, such as a law firm associated with the applicant. Individual applicants can also include guarantors, those who hold power of attorney, and so forth. Identity information about individuals, such as passport or driver's license information, can be captured and used to create multiple actions using the customer order management process. These actions can include opening accounts, ordering forms, ordering credit or ATM cards, and so forth, and can be integrated with back-office applications.

The following table lists the entities in this ERD and their corresponding tables.

Entity	Table
Account	S_ORG_EXT, S_PARTY, S_APPLNTGRP_ACC
Applicant Group	S_APPLNT_GRP
Applicant Group Contact	S_APPLNTGRP_CON
Applicant Group Contact Identity	S_APPLNT_IDENT
Contact (Person)	S_CONTACT, S_PARTY
Literature	S_LIT
Order	S_ORDER
Order Document	S_ORDER_DOC, S_ORDR_DOC_LIT
Order Item	S_ORDER_ITEM
Order Item Document	S_ORDERITM_DOC, S_ORDITMDOC_LI
Quote	S_DOC_QUOTE, S_DOC_ORDER
Quote Item	S_QUOTE_ITEM