1.5 Process CIF Address Detail

This topic provides the systematic instructions to maintain as many addresses as required for a given CIF.

It is also allowed to specify the media for the address.

  1. On Home screen, type UTDCADD in the text box, and click Next.
    The CIF Address Detail screen is displayed.

    Figure 1-12 CIF Address Detail


    Description of Figure 1-12 follows
    Description of "Figure 1-12 CIF Address Detail"

  2. On CIF Address Detail screen, click New to enter the details.
    For more information on fields, refer to the field description table.

    Table 1-10 CIF Address Detail - Field Description

    Field Description
    CIF Address Maintenance

    The section displays the following fields.
    CIF Number

    Alphanumeric; 12 Characters; Mandatory

    Specify the CIF number of the unit holder.
    Customer Name

    Display

    The system displays the name of the customer for the selected CIF number.
    Media

    Alphanumeric; 15 Characters; Mandatory

    Indicate the medium of communication you wish to avail, from the drop-down list. You could choose the Mail media. The List of values in drop-down are parameterized in System Parameters under CIFMEDIA.

    Location

    Alphanumeric; 15 Characters; Mandatory

    Specify the location for correspondence with the unit holder.
    Address Line 1-2

    Alphanumeric; 105 Characters; Mandatory

    Specify the postal address that is to be used for correspondence with the unit holder.
    City

    Alphanumeric; 105 Characters; Optional

    Specify the name of the city of residence of the unit holder.
    State

    Alphanumeric; 105 Characters; Optional

    Specify the state in which the city of residence of the unit holder is located.
    Zip Code

    Alphanumeric; 10 Characters; Optional

    Specify the zip code of the specified city of residence of the unit holder.
    Country

    Alphanumeric; 3 Characters; Optional

    Select the country in which the investor is domiciled, from the drop-down list.
    Country Name

    Display

    The system displays the name of the country for the selected country code.
    Contact Person

    Alphanumeric; 160 Characters; Optional

    Specify the name of the contact person at the unit holder’s residence.
    Telephone Number 1-2

    Alphanumeric; 60 Characters; Optional

    Enter the contact telephone numbers of the unit holder.
    Cell Phone Number

    Alphanumeric; 105 Characters; Optional

    Specify the cell phone number of the unit holder.

    Mote: If customer address is maintained for any CIF at FMG, then only the same CIF address can be accessed in respective branches.

Parent topic: Entities - Maintain Customer Information