3.1 Maintain System Segment Information

This topic provides information on maintaining System Segment Information.

To set up system segment information, use the Create Segment screen, which is available only in the fund manager. Each segment can potentially represent one country/Agency Branch. Multiple segments can be created in the system. Created Segments can be associated with Agency Branch, Unit holder and Fund in the system.

This screen supports New, Edit, Delete, Authorize, Copy, Amend and Close operations. A Segment can be closed unless it is mapped to any Agency Branch or Unit holder or Fund.

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

   Figure 3-1 Create Segment

   
   

   
   Description of "Figure 3-1 Create Segment"

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

   Table 3-1 Create Segment - Field Description

   Field	Description
   Segment ID	Alphanumeric; 12 Characters; Mandatory; Non-Amendable Enter the segment ID.
   Segment Description	Alphanumeric; 255 Characters; Optional; Amendable Enter the segment Description.