2.8 Account Type Maintenance Summary

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

Retrieve Account Type Maintenance Record

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

    Figure 2-34 Account Type Maintenance Summary


    Description of Figure 2-34 follows
    Description of "Figure 2-34 Account Type Maintenance Summary"

  2. On Account Type 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
    • Account Type
    • Effective Date
    • Joint Holding Allowed
    • Non Residents Allowed
    • Investor Type
  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 Account Type
    • Press F8
  4. Perform Edit, Delete, Authorize, 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.
    You can search the record for Account Type by using the combination of % and alphanumeric value as follows:
    • Search by A%: The system will fetch all the records whose Account Type starts from Alphabet ‘A’. For example, AGC17, AGVO6, AGC74 and so forth.
    • Search by %7: The system will fetch all the records whose Account Type ends by numeric value’ 7’. For example, AGC17, GSD267, AGC77 and so forth.
    • Search by %17%: The system will fetch all the records whose Account Type contains the numeric value 17. For example, GSD217, GSD172, AGC17 and so forth.

Parent topic: Entities - Manage Investor Accounts