1.11 Mass Amendment Summary

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

Retrieve Mass Amendment Record

1. On Home screen, type UTSMASAM in the text box, and click Next.
   The Mass Amendment Summary screen is displayed.

   Figure 1-8 Mass Amendment Summary

   
   

   
   Description of "Figure 1-8 Mass Amendment Summary"

   
   
2. On Mass Amendment Summary 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
   • Fund ID
   • Status
   • Corporate Action Type
   • Serial Number
3. Click Search button to view the records.

   All the records with the specified details are retrieved and displayed in the screen.

   Note:

   You can also retrieve the individual record detail from the detail screen by querying in the following manner:

   • Press F7
   • Input the Fund ID
   • Press F8
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 % and alphanumeric value.

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