2.9 View Entity Summary Screen

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

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

Retrieve Entity in View Entity Details

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

   Figure 2-11 View Entity_Grid View

   
   

   
   Description of "Figure 2-11 View Entity_Grid View"

   
   

   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. In order to change to List view, click List View icon.
   The View Entity screen with List View is displayed.

   Figure 2-12 View Entity_Grid View

   
   

   
   Description of "Figure 2-12 View Entity_Grid View"

   
   
3. On View Entity 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
   • Entity ID
   • Entity Type
   • Entity Name
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 D%: System will fetch all the records whose Entity ID starts from Alphabet ‘D’. For example, Direct
   • Search by %7: System will fetch all the records whose entity ID Type ends by numeric value’ 7’. For example, AGENT7.
   • Search by %17%: System will fetch all the records whose Entity ID contains the numeric value 17. For example, AGENT17.

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