4.3.5 Broker Preference Tab

This topic explains the broker preference details tab of FCIS Broker Maintenance Detail screen.

1. On FCIS Broker Maintenance Detail screen, click Broker Preference tab.
   The Broker Preference details are displayed.

   Figure 4-8 FCIS Broker Maintenance Detail_Broker Preference Tab

   
   

   
   Description of "Figure 4-8 FCIS Broker Maintenance Detail_Broker Preference Tab"

   
   
2. On Broker Preference tab, specify the fields.
   For more information on fields, refer to the field description table.

   Table 4-7 Broker Preference - Field Description

   Field	Description
   Broker Preference Details	The section displays the following fields.
   Feed Type	Alphanumeric; 20 Characters; Optional Select the type of feed the broker wishes to receive from the option list. The various types available are as follows: Transaction Feeds – All transactions, Subscription, Redemption, Switch, Transfer Brokerage Payment Feeds Investor Feeds NAV Feeds Scheme Feeds You cannot maintain preferences for a feed type more than once. If a duplicate feed type is selected, then system will throw up an error.
   Feed Structure	Alphanumeric; 4 Characters; Optional Specify the format of the file being extracted. The options available in option list are as follows: DBF TXT XLS The available options depend on the values defined in PARAMS Maintenance.
   Start Date	Date Format; Optional Specify the date that marks the beginning of the feed period.
   Feed Frequency	Alphanumeric; 20 Characters; Optional Indicate the frequency according to which the data feed must be made to the broker from the list.
   Feed Format	Alphanumeric; 6 Characters; Optional Indicate the format of the Feed to be made to the broker. The available options depend on the values defined in PARAMS Maintenance.