6.1 Create Branch Preferences

This topic provides the instructions to create Branch Preferences.

In an AMC/Distributor, installation of Oracle FLEXCUBE Investor Servicing installs the following components:

• Fund Manager
• Agency Branch

In case of a Pension house, user should create Pension Module, In a network scenario, the following situations are also possible:

• A single AMC/Distributor with a single installation may have two or more “instances” of Agency Branch
• A multi-AMC/Distributor situation where a number of AMCs/Distributors are networked, and each AMC/Distributor has one or more Agency Branch.

Each instance of the installation, in a multi-networked situation, is referred to a Branch. At the time of installation, the installation process sets up the Fund Manager in the system. Subsequently, the system admin User must set up the corresponding Fund Manager, Agency Branch and/or Pension as applicable.

Subsequently, if any new agency branch branches need to be created, the Aystem Admin User can create them using the Create Branch Preferences screen.

1. Access the Create Branch Preferences screen by typing Create Branch Preferences in the Menu Item Search option or navigating manually from Menu option.
   Navigate to the Menu, select Investor Servicing and click Create Branch Preferences within Branch Preferences.
   The Create Branch Preferences screen is displayed.

   Figure 6-1 Create Branch Preferences

   
   

   
   Description of "Figure 6-1 Create Branch Preferences"

   
   
2. On the Create Branch Preferences screen, specify the fields.
   For more information on fields, refer to the field description table.

   Table 6-1 Create Branch Preferences - Field Description

   Field	Description
   Installation Branch Type	Alphanumeric; 3Characters; Mandatory Specify the branch type. You can select branch type from the dropdown list. The list displays all valid branch types maintained in the system.
   Installation Branch Code	Alphanumeric; 3 Characters; Mandatory Specify the branch code. This must be unique, and if any duplicates are detected by the system, a warning message is displayed.
   Installation Branch Name	Alphanumeric; 60 Characters; Mandatory Specify the branch name.
   Installation Branch Short Name	Alphanumeric; 15 Characters; Mandatory Specify the branch short name for the installation branch name entered.
   Distribution Installation?	Select if distribution installation is required or not from the On/Off Switch. The list displays the following values: On - Required Off - Not Required
   AMC ID /Distributor ID	Alphanumeric; 12 Characters; Mandatory Select the AMC/Distributor ID from the List of Values. If the Distribution Installation switch is On, then Distributor ID needs to be selected from List of Values. Alternatively, if the Distribution Installation switch is Off, then AMC ID needs to be selected from List of Values.
   Agent	Alphanumeric;12 Characters; Mandatory Select the agent from the List of Values.
   Agency Branch	Alphanumeric; 12 Characters; Mandatory Select the agency branch code from the List of Values.

• Basic Information Tab
  This topic explains the Basic Information tab of Create Branch Preferences screen.
• Unit Holder Preferences Tab
  This topic explains the Unit Holder Preferences Tab of Create Branch Preferences screen.
• Transaction Preferences Tab
  This topic explains the Transaction Preferences tab of Create Branch Preferences screen.
• Limit Preferences Tab
  This topic explains the Limit Preferences tab of Create Branch Preferences screen.