6.2 View Branch Preferences Screen

This topic provides the systematic instructions to perform the basic operations on the selected records.

Once the View Branch Preferences are configured, another user must authorize them for the settings to take effect in the system. View Branch Preferences for unauthorized records will not be applied within the system.

Retrieve View Branch Preferences Records

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

   Figure 6-6 View Branch Preferences_Grid View

   
   

   
   Description of "Figure 6-6 View Branch Preferences_Grid View"

   
   
2. In order to change to List View, click List View icon.
   The View Branch Preferences screen with List View is displayed.

   Figure 6-7 View Branch Preferences_List View

   
   

   
   Description of "Figure 6-7 View Branch Preferences_List View"

   
   
3. On View Branch Preferences screen, specify any or all of the following details in the corresponding fields:
   • Authorization Status - If you choose the status, then the records matching the specified status are retrieved. If you do not choose any option, then all the records are retrieved.
   • Record status
   • The Installation Branch Type
   • Installation Branch Code
4. Click Search button to view the records.
   All the records with the specified details are retrieved and displayed in the screen.
5. Perform Edit, Delete, Amend, Authorize, Reverse, and Confirm operations by selecting the desired operation from the Action list. You can also search a record by using a combination of percentage and alphanumeric value.
   • Search by K%: System will fetch all the records whose Branch Code starts from Alphabet ‘K’. For example, KHO/KAB.
   • Search by %B: System will fetch all the records whose Branch Code ends with Alphabet ‘B’. For example, KAB.
   • Search by %H%: System will fetch all the records whose Branch Code contains the Alphabet H. For example, KHO.

• Edit Branch Preferences
  This topic provides the systematic instructions to edit Branch Preferences record.
• View Branch Preferences
  This topic provides the systematic instructions to view Branch Preferences record.
• Delete Branch Preferences
  This topic provides the systematic instructions to delete Branch Preferences record.
• Authorize Branch Preferences
  This topic provides the systematic instructions to authorize Branch Preferences record.
• Amend Branch Preferences
  This topic provides the systematic instructions to amend Branch Preferences record.