3.2 View Segment Screen

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

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

Retrieve Records in View Segment

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

   Figure 3-2 View Segment

   
   

   
   Description of "Figure 3-2 View Segment"

   
   
2. On View Segment 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
   • Segment ID
   • Segment Description
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.

• Edit View Segment Record
  This topic provides the systematic instructions to edit View Segment record.
• View Segment Record
  This topic provides the systematic instructions to View Segment record.
• Delete View Segment Record
  This topic provides the systematic instructions to delete View Segment record.
• Authorize View Segment Record
  This topic provides the systematic instructions to authorize View Segment record.
• Amend View Segment Record
  This topic provides the systematic instructions to amend View Segment record.