2.17.1 Advice Format Maintenance for Named Agents

Maintaining Templates for Automatic Messages

The UDF Named Agent is added in Format File Maintenance screen to facilitate automatic messages.

The Named Agent option list of the UDF displays all the valid named agents from Named Agent Maintenance screen. You can select an appropriate named agent while maintaining advice formats for a named agent.

If you amend an UDF, the amendment is applicable only for the subsequent messages that are generated; existing messages are not impacted.

After maintaining the details in the Format File Maintenance screen, all required message types and its related formats should be maintained for the named agent in the Customer Address Maintenance screen.

The Customer Address Maintenance screen lists the message types and its formats for the specific named agent (formats maintained with Named Agent UDF value as the customer number), if the customer number is a named agent.

If the customer is not a named agent, then system displays the message types and its formats maintained in system that are not associated with the named agents (formats maintained with Named Agent UDF value as blank).

Maintaining Templates for Free Format Messages

A new set of free format message templates should be maintained in the Message Format Template Maintenance screen to generate free format messages for the tranches/ drawdowns associated with the named agents.

The UDF field Named Agent is added in the Message Format Template Maintenance screen to facilitate templates for free format messages.

The Named Agent option list displays all the valid named agents from the Named agent Maintenance screen and you need to select an appropriate named agent while maintaining advice formats for a named agent.