3.26 Account Officer IFA Maintenance Summary

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

Retrieve Account Officer IFA Maintenance Record

  1. On Home screen, type UTSAOIFA in the text box, and click Next.
    The Account Officer IFA Maintenance Summary screen is displayed.

    Figure 3-28 Account Officer IFA Maintenance Summary


    Description of Figure 3-28 follows
    Description of "Figure 3-28 Account Officer IFA Maintenance Summary"

  2. On Account Officer IFA Maintenance 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
    • Agent Code
    • Effective Date
    • IFA
    • Agency Branch
    • Account Officer
    • Default
  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 Agent Code
    • 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.

Parent topic: Entities - Set Up Investor Preferences