Table of Contents

1. About This Manual

  • 1.1 Introduction
  • 1.2 Related Documents
  • 1.3 Audience
  • 1.4 Organization
  • 1.5 Conventions Used in this Manual
  • 1.5.1 General Conventions
  • 1.5.2 Keyboard Conventions
  • 1.6 Glossary of Icons
  • 1.7 Abbreviations and Acronyms
  • 1.8 Getting Help

    • 2. Ensuring Security for Fund Manager

  • 2.1 Security Management
  • 2.2 Some Important Terms
  • 2.3 Other Features of Security Management System
  • 2.3.1 Restricted Number of Unsuccessful Attempts
  • 2.3.2 Restricted Access to Branches
  • 2.3.3 Restricted Access to AMC Branches
  • 2.3.4 All Activities Tracked
  • 2.4 Role Profiles
  • 2.4.1 Defining Role Profiles
  • 2.4.2 Classifying Role Profile
  • 2.4.3 Copying Role Profile of Existing Role
  • 2.4.4 Deleting Role Profile
  • 2.4.5 Retrieving Role Profile in Role Definition Screen
  • 2.4.6 Authorizing Role Profile
  • 2.4.7 Editing Role Profile
  • 2.5 User Profile
  • 2.5.1 Defining User Profile
  • 2.5.2 Restrictive Passwords Button
  • 2.5.3 Modules Button
  • 2.5.4 Roles Button
  • 2.5.5 Functions Button
  • 2.5.6 Branches Button
  • 2.5.7 Disallowed Functions Button
  • 2.5.8 Dashboard Maintenance Button
  • 2.5.9 Other Attributes for User Profile
  • 2.5.10 Copying User Profile of Existing User
  • 2.5.11 Deleting User Profile
  • 2.5.12 Retrieving User Profile in User Profile Definition screen
  • 2.5.13 Authorizing User Profile
  • 2.5.14 Editing User Profile
  • 2.6 Clearing Users
  • 2.6.1 Clearing User that has Exited System Abnormally
  • 2.7 SMS Parameters
  • 2.7.1 Setting up SMS Parameters
  • 2.8 User Details Modification in Bulk
  • 2.8.1 Modifying User Details in Bulk
  • 2.9 Modules
  • 2.9.1 Setting up Modules
  • 2.9.2 Operations on Module Record
  • 2.10 Row Level Security Maintenance
  • 2.10.1 Invoking Row Level Security Maintenance Screen

    • 3. Ensuring Security for Agency Branch

  • 3.1 Security Management
  • 3.2 Some Important Terms
  • 3.3 Other Features of Security Management System
  • 3.3.1 Restricted Number of Unsuccessful Attempts
  • 3.3.2 Restricted Access to Branches
  • 3.3.3 Restricted Access to AMC Branches
  • 3.3.4 Restricted Access to Unit Holder Information
  • 3.3.5 All Activities Tracked
  • 3.4 User Role
  • 3.4.1 Procedure for Defining Role Profiles
  • 3.4.2 Classifying Role Profile
  • 3.4.3 Copying Role Profile
  • 3.4.4 Deleting Role Profile
  • 3.4.5 Authorizing Role Profile
  • 3.4.6 Editing Role Profile
  • 3.5 User Profile
  • 3.5.1 Defining User Profile
  • 3.5.2 Maintaining User Admin Details
  • 3.5.3 Classifying User
  • 3.5.4 Interfacing with External Systems for Authentication
  • 3.5.5 Allowing User to Operate from Different Branches
  • 3.5.6 Roles Button
  • 3.5.7 Functions Button
  • 3.5.8 Branches Button
  • 3.5.9 Restrictive Passwords Button
  • 3.5.10 Module Button
  • 3.5.11 Disallowed Functions Button
  • 3.5.12 Other Attributes for User Profile
  • 3.5.13 Copying User Profile of Existing User
  • 3.5.14 Deleting User Profile
  • 3.5.15 Authorizing User Profile
  • 3.5.16 Editing User Profile
  • 3.6 Clearing User
  • 3.6.1 Clearing User That Has Exited
  • 3.7 Auto Authorization
  • 3.7.1 Auto-authorization Features in System
  • 3.7.2 Using Auto-authorization Feature
  • 3.7.3 Auto Auth Maintenance Screen
  • 3.7.4 Enabling Or Disabling Auto-Authorization User Group
  • 3.7.5 Operations on Auto Authorization Records

    • 4. Enabling Auto Authorization

  • 4.1 Normal Process of Authorization in System
  • 4.2 Auto-authorization
  • 4.2.1 Auto-authorization Features in System
  • 4.2.2 Using Auto-authorization Feature
  • 4.2.3 Operations on Auto Authorization Records
  • 4.3 PIPA Audit Log
  • 4.3.1 Uploading PIPA Audit Log

    • 5. External System Maintenance

  • 5.1 External System
  • 5.1.1 Maintaining External System
  • 5.2 External System Details
  • 5.2.1 Retrieving External System Details
  • 5.2.2 Viewing External System Details
  • 5.2.3 Deleting External System Details
  • 5.2.4 Modifying External System Details
  • 5.2.5 Authorizing External System Details
  • 5.3 External System Functions
  • 5.3.1 Maintaining External System Functions
  • 5.4 External System Details
  • 5.4.1 Retrieving External System Details
  • 5.4.2 Viewing External System Functions Details
  • 5.4.3 Deleting External System Functions Details
  • 5.4.4 Modifying External System Function Details
  • 5.4.5 Authorizing External System Function Details
  • 5.5 Message Media
  • 5.5.1 Maintaining Message Media
  • 5.6 Message Media Details
  • 5.6.1 Retrieving Message Media Details
  • 5.6.2 Viewing Message Media Details
  • 5.6.3 Deleting Message Media Details
  • 5.6.4 Modifying Message Media Details
  • 5.6.5 Authorizing Message Media Details
  • 5.7 Media Control System
  • 5.7.1 Maintaining Media Control System
  • 5.8 Media Control System Details
  • 5.8.1 Retrieving Media Control System Details
  • 5.8.2 Viewing Media Control System Details
  • 5.8.3 Deleting Media Control System Details
  • 5.8.4 Modifying Media Control System Details
  • 5.8.5 Authorizing Media Control System Details
  • 5.9 Amendment Details
  • 5.9.1 Maintaining Amendment Details
  • 5.10 Amendment Details Retrieval
  • 5.10.1 Retrieving Amendment Details
  • 5.10.2 Viewing Amendment Details
  • 5.10.3 Deleting Amendment Details
  • 5.10.4 Modifying Amendment Details
  • 5.10.5 Authorizing Amendment Details

    • 6. Function ID Glossary