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FS350 SAP Performance Management For Financial Services

This document outlines the contents and lessons for an SAP training course on performance management for financial services. The course contains 10 units covering topics such as controlling in banking and insurance, cost allocation, data integration, funds transfer pricing, and Solvency II regulations. Each unit contains multiple lessons with objectives to help participants learn how to use SAP's performance management software to complete tasks like cost and revenue accounting, allocation modeling, and regulatory reporting. The target audience for this training includes consultants, analysts, architects, and executives working in banking, insurance, and other financial services firms.

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131 views8 pages

FS350 SAP Performance Management For Financial Services

This document outlines the contents and lessons for an SAP training course on performance management for financial services. The course contains 10 units covering topics such as controlling in banking and insurance, cost allocation, data integration, funds transfer pricing, and Solvency II regulations. Each unit contains multiple lessons with objectives to help participants learn how to use SAP's performance management software to complete tasks like cost and revenue accounting, allocation modeling, and regulatory reporting. The target audience for this training includes consultants, analysts, architects, and executives working in banking, insurance, and other financial services firms.

Uploaded by

sapd65
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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FS350 SAP Performance

Management for Financial Services


Contents
Course Overview
Unit 1: Introduction and Overview
 Lesson: Describing the SAP Performance Management for Financial
 Services
 Lesson: Explaining the SAP Solutions Offered for Banking and
 Insurance
 Lesson: Outlining the Data Integration with a Business Focus
 Lesson: Explaining the Work Environments
Unit 2: Controlling in Banking and Insurance
 Lesson: Using Cost and Revenue Accounting
 Lesson: Describing Funds Transfer Pricing and Solvency Regulations
 Lesson: Performing Cost and Revenue Analysis
 Lesson: Explaining Use Cases of the SAP Performance Management for Financial Services
Unit 3: Considerations of Model Configuration
 Lesson: Designing Cost and Revenue Allocations
 Lesson: Explaining the FS-PER Functions
 Lesson: Using Accelerators: the Sample Content
Unit 4: Creation of Cost Allocations: Basic Settings
 Lesson: Using Environment and a Calculation Unit
 Lesson: Creating an Indirect Cost Allocation
 Lesson: Using the Functions: Description and View
Unit 5: Creation of Cost Allocations: Advanced Functions
 Lesson: Creating a Direct Expenses Allocation
 Lesson: Creating a Global Expenses Allocation
 Lesson: Coping with Unassigned Items
Unit 6: Data Collection and Enrichment
 Lesson: Implementing the Environment Function
 Lesson: Using the Calculation Unit Function
 Lesson: Defining the Data Integration
 Lesson: Implementing Functions for Data Source Integration
 Lesson: Creating Functions for Source Data Collection
 Lesson: Implementing Functions for Data Enrichment
Unit 7: Allocation Refinement and Reporting Preparation
 Lesson: Using Functions for (Cost) Drivers Definition
 Lesson: Employing Supporting Functions for Allocations/
 Calculations
 Lesson: Implementing Functions for Transfer of Results and Results
 Storage
 Lesson: Creating Functions for Reporting, Analysis and What-if
 Simulation
 Lesson: Deciding on the Use of Further Supporting Functions
Unit 8: Operations
 Lesson: Managing, Maintaining, Monitoring and Optimizing the Installation
Unit 9: Funds Transfer Pricing Methods
 Lesson: Explaining the FTP Methods
 Lesson: Distinguishing Funds Transfer Pricing Methods
 Lesson: Implementing Funds Transfer Pricing Methods
 Lesson: Looking up the FTP Sample Content
Unit 10: Solvency II (Insurance)
 Lesson: Explaining the Solvency II Regulations
 Lesson: Using the Valuation Function
 Lesson: Exploring the Solvency II Sample Content

Course Overview
TARGET AUDIENCE
This course is intended for the following audiences:

 Application Consultant
 Business Analyst
 Business Process Architect
 Business Process Owner/Team Lead/Power User
 Development Consultant
 Enterprise Architect
 Executive
 Program/Project Manager
 Solution Architect
 System Architect
 Technology Consultant
 Trainer
 User

Unit 1 Introduction and Overview


Lesson 1: Describing the SAP Performance Management for Financial
Services
Lesson Objectives
After completing this lesson, you will be able to:

 Describe the SAP Performance Management for Financial Services (FS-PER)


 Describe SAPs Finance & Risk Offering for Banking and Insurance

Lesson 2: Explaining the SAP Solutions Offered for Banking and Insurance
Lesson Objectives
After completing this lesson, you will be able to:

 Explain the SAP solutions, including FS-PER, in the offering for Banking and Insurance

Lesson 3: Outlining the Data Integration with a Business Focus


Lesson Objectives
After completing this lesson, you will be able to:

 Understand basic integration of FS-PER


 Understand the FS-PER integration architecture

Lesson 4: Explaining the Work Environments


Lesson Objectives
After completing this lesson, you will be able to:

 Explain the three environments provided by FS-PER

Unit 2 Controlling in Banking and Insurance


Lesson 1: Using Cost and Revenue Accounting
Lesson Objectives
After completing this lesson, you will be able to:

 Use Cost and Revenue Accounting

Lesson 2: Describing Funds Transfer Pricing and Solvency Regulations


Lesson Objectives
After completing this lesson, you will be able to:

 Describe Funds Transfer Pricing and Solvency Regulations

Lesson 3: Performing Cost and Revenue Analysis


Lesson Objectives
After completing this lesson, you will be able to:

 Perform Cost and Revenue Analysis

Lesson 4: Explaining Use Cases of the SAP Performance Management for


Financial Services
Lesson Objectives
After completing this lesson, you will be able to:

 Explain Use Cases of the SAP Performance Management for Financial Services

Unit 3 Considerations of Model Configuration


Lesson 1: Designing Cost and Revenue Allocations
Lesson Objectives
After completing this lesson, you will be able to:

 Design Cost and Revenue Allocations

Lesson 2: Explaining the FS-PER Functions


Lesson Objectives
After completing this lesson, you will be able to:

 Explain the FS-PER functions

Lesson 3: Using Accelerators: the Sample Content


Lesson Objectives
After completing this lesson, you will be able to:

 Use Accelerators: the Sample Content

Unit 4 Creation of Cost Allocations: Basic


Settings
Lesson 1: Using Environment and a Calculation Unit
Lesson Objectives
After completing this lesson, you will be able to:

 Use Environment and a Calculation Unit

Lesson 2: Creating an Indirect Cost Allocation


Lesson Objectives
After completing this lesson, you will be able to:

 Create an indirect Cost Allocation

Lesson 3: Using the Functions: Description and View


Lesson Objectives
After completing this lesson, you will be able to:

 Use the Functions: Description and View

Unit 5 Creation of Cost Allocations:


Advanced Functions
Lesson 1: Creating a Direct Expenses Allocation
Lesson Objectives
After completing this lesson, you will be able to:

 Create a Direct Expenses Allocation

Lesson 2: Creating a Global Expenses Allocation


Lesson Objectives
After completing this lesson, you will be able to:

 Create a Global Expenses Allocation

Lesson 3: Coping with Unassigned Items


Lesson Objectives
After completing this lesson, you will be able to:

 Cope with unassigned items

Unit 6 Data Collection and Enrichment


Lesson 1: Implementing the Environment Function
Lesson Objectives
After completing this lesson, you will be able to:

 Implement Environment Function

Lesson 2: Using the Calculation Unit Function


Lesson Objectives
After completing this lesson, you will be able to:

 Use the Calculation Unit Function

Lesson 3: Defining the Data Integration


Lesson Objectives
After completing this lesson, you will be able to:

 Define the Data Integration

Lesson 4: Implementing Functions for Data Source Integration


Lesson Objectives
After completing this lesson, you will be able to:

 Implement functions for Data Source integration

Lesson 5: Creating Functions for Source Data Collection


Lesson Objectives
After completing this lesson, you will be able to:

 Create functions for source data collection

Lesson 6: Implementing Functions for Data Enrichment


Lesson Objectives
After completing this lesson, you will be able to:

 Implement functions for data enrichment

Unit 7 Allocation Refinement and Reporting


Preparation
Lesson 1: Using Functions for (Cost) Drivers Definition
Lesson Objectives
After completing this lesson, you will be able to:

 Use functions for (cost) drivers definition

Lesson 2: Employing Supporting Functions for Allocations/ Calculations


Lesson Objectives
After completing this lesson, you will be able to:

 Employ supporting functions for Allocations/Calculations

Lesson 3: Implementing Functions for Transfer of Results and Results


Storage
Lesson Objectives
After completing this lesson, you will be able to:
 Implement functions for transfer of results and results storage

Lesson 4: Creating Functions for Reporting, Analysis and What-if


Simulation
Lesson Objectives
After completing this lesson, you will be able to:

 Create functions for Reporting, Analysis and What-if Simulation

Lesson 5: Deciding on the Use of Further Supporting Functions


Lesson Objectives
After completing this lesson, you will be able to:

 Decide on the use of further supporting functions

Unit 8 Operations
Lesson 1: Managing, Maintaining, Monitoring and Optimizing the
Installation
Lesson Objectives
After completing this lesson, you will be able to:

 Run FS-PER: manage, maintain, monitor, and optimize

Unit 9 Funds Transfer Pricing Methods


Lesson 1: Explaining the FTP Methods
Lesson Objectives
After completing this lesson, you will be able to:

 Explain the FTP Methods

Lesson 2: Distinguishing Funds Transfer Pricing Methods


Lesson Objectives
After completing this lesson, you will be able to:

 Distinguish Funds Transfer Pricing Methods

Lesson 3: Implementing Funds Transfer Pricing Methods


Lesson Objectives
After completing this lesson, you will be able to:
 Implement advanced features of Funds Transfer Pricing Methods
 Implement Funds Transfer Pricing

Lesson 4: Looking up the FTP Sample Content


Lesson Objectives
After completing this lesson, you will be able to:

 Look up the FTP Sample Content

Unit 10 Solvency II (Insurance)


Lesson 1: Explaining the Solvency II Regulations
Lesson Objectives
After completing this lesson, you will be able to:

 Explain the Solvency II regulations

Lesson 2: Using the Valuation Function


Lesson Objectives
After completing this lesson, you will be able to:

 Use the valuation function

Lesson 3: Exploring the Solvency II Sample Content


Lesson Objectives
After completing this lesson, you will be able to:

 Explore the Solvency II Sample Content

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