1.2 View Country Preference Screen

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

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

Retrieve Country Preference Details

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

    Figure 1-2 View Country Preference


    Description of Figure 1-2 follows
    Description of "Figure 1-2 View Country Preference"

    Note:

    The appearance and layout of the screen may change. In the screenshot above, the Search Filter appears in the right corner, but it could be updated to display the results at top instead.
  2. On View Country Preference 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 Country Code
    • EUSD Options
    • CRRT Risk Level
  3. Click Search button to view the records.
    All the records with the specified details are retrieved and displayed in the screen.
  4. 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 Z%: System will fetch all the records whose country code starts from Alphabet Z.

Parent topic: Country Preference