2.15.1 Maintaining UCC Details

You can maintain UCC details pertaining to a disclosure code using the UCC Details screen.

Specify the User ID and Password, and login to Homepage.

From the Homepage, navigate to Disclosure Maintenance screen.

1. From the Disclosure Maintenance screen, click UCC.
   The UCC Details screen is displayed.
2. You can maintain the following details in this screen:
   • Expiry Date

     Specify the expiry date of the UCC code. Input to this field is mandatory if you check the UCC Code check box on the Disclosure Maintenance screen.

   • Propagation Required

     Select this check box if expiry date is to be propagated to all linked contracts when expiry date of UCC is modified.

     You can maintain any number of reporting requirements using the Disclosure Maintenance screen.

     After maintaining the disclosure code, the same is authorized by a checker.

     Once you maintain the reporting requirements, you can link the same to a product. When you book a new contract, you can specify the reporting requirements that need to be linked to the contracts.

     Note:

     You cannot delete a disclosure code if it is linked to any of the contracts within a product.
     All the fields can be amended on the UCC Details screen by unlocking the Disclosure Maintenance record and clicking the UCC button.

     Note:

     If the UCC is not linked to any contracts, there is no contract level impact of such amendments. If the UCC is linked to contracts, on authorization of the amendment, the new expiry date is automatically propagated to existing contracts if the ‘Propagation Required’ box is selected. If this check box is deselected during modification, then the new expiry date is not propagated to the existing contracts.