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Component: ICM-PFO
Component Name: Portfolio Assignment (PFO)
Description: Portfolio Assignment PFO Specifies the type of assignment that exists between a business object and a segment. &EXAMPLE& Segment: "Life insurance" line of business Assignment role for business object: "Portfolio maintenance" Business object: "Life insurance contract 4578" The life insurance contract 4578 is assigned to the line of business for life insurance. Thomas Schmitt is responsible for a particular portfolio in the life insurance segment. By the assignment of life insurance contract 4578 to his portfolio, Thomas Schmitt becomes entitled to commission for this portfolio.
Key Concepts: An assignment role for business object is a type of role in SAP ICM-PFO Portfolio Assignment (PFO) that is used to assign a user to a specific business object. This type of role is used to control access to the business object and to ensure that only authorized users can access it. How to use it: To assign a user to a business object, the user must first be assigned an assignment role for the business object. This can be done by navigating to the “Assignment Roles” tab in the PFO application and selecting the appropriate role for the user. Once the role has been assigned, the user will be able to access the business object. Tips & Tricks: When assigning an assignment role for a business object, it is important to ensure that only authorized users are given access. This can be done by setting up appropriate security measures, such as assigning roles with limited access or setting up user groups with restricted access. Related Information: For more information on assignment roles for business objects in SAP ICM-PFO Portfolio Assignment (PFO), please refer to the official SAP documentation.