1.8 CIF Address - Fund Summary

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

Retrieve CIF Address - Fund Record for Customer

  1. On Home screen, type UTSCFNMP in the text box, and click Next.
    The CIF Address - Fund Summary screen is displayed.

    Figure 1-15 CIF Address - Fund Summary


    Description of Figure 1-15 follows
    Description of "Figure 1-15 CIF Address - Fund Summary"

  2. On CIF Address - Fund 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
    • CIF Number
    • Media
    • Location
    • Fund ID
  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 CIF Number
    • 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 CIF Number by using the combination of % and alphanumeric value as follows:
    • Search by A%: System will fetch all the records whose CIF Number starts from Alphabet ‘A’. For Example: AGC17, AGVO6, AGC74 and so forth.
    • Search by %7: System will fetch all the records whose CIF Number ends by numeric value’ 7’. For Example: AGC17, GSD267, AGC77 and so forth.
    • Search by %17%: System will fetch all the records whose CIF Number contains the numeric value 17. For Example: GSD217, GSD172, AGC17 and so forth.

Parent topic: Entities - Maintain Customer Information