4.2 Broker Type Summary

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

Retrieve Broker Type RecordAfter you have set up a broker type through the Broker Type Detail screen, you can:

  • Make changes to the record before you authorize it. You can also delete the record, if deemed necessary.
  • Have another user authorize it. You cannot map any individual brokers to the broker type until it is authorized.
  • Make changes to the authorized record through an amendment operation, and then authorize your amendment changes.

You can also set up a record for each individual broker in the system and map these broker records to the authorized broker type. You can do this using the FCIS Broker Maintenance Detail screen, which you can access from the Broker Maintenance menu in the Browser.

  1. On Home screen, type UTSBRKTY in the text box, and click Next.
    The Broker Type Summary screen is displayed.

    Figure 4-2 Broker Type Summary


    Description of Figure 4-2 follows
    Description of "Figure 4-2 Broker Type Summary"

  2. On Broker Type 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
    • Broker Type
    • Payment Frequency
    • Last Working Day
  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 Broker Type
    • 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.
    You can search the record for Broker Type by using the combination of % and alphanumeric value as follows:
    • Search by A%: System will fetch all the records whose Broker Type starts from Alphabet ‘A’. For Example: AGC17, AGVO6, AGC74 and so forth.
    • Search by %7: System will fetch all the records whose Broker Type ends by numeric value’ 7’. For Example: AGC17, GSD267, AGC77 and so forth.
    • Search by %17%: System will fetch all the records whose Broker type contains the numeric value 17. For Example: GSD217, GSD172, AGC17 and so forth.

Parent topic: Entities - Manage Brokers