3.12.4 Authorize Unit Holder IRRF Preference Record

This topic provides the systematic instructions to authorize Unit Holder IRRF Preference record.

Authorize an unauthorized Unit Holder IRRF Preference record in the system for it to be processed as follows:

1. Start the Unit Holder IRRF Preference Summary screen from the Browser.
2. Select the status of the record that you want to retrieve for authorization. Typically, choose theUnauthorized option.
3. Specify any or all of the details and click Search button.
   All records with the specified details that are pending authorization are retrieved and displayed in the screen.
4. Double-click the record that you want to authorize.
   The Unit Holder IRRF Preference Detail screen is displayed.
5. Select Authorize operation from the Action List.
   When a checker authorizes a record, details of validation, if any, that were overridden by the maker of the record during the Save operation are displayed. If any of these overrides results in an error, the checker must reject the record.