1.15 Process Customer Accessibility Mapping Detail

This topic provides the systematic instructions to map customer number to AGY modules.

It is available only in the FMG Module and it should be used only in GTA setup.

1. On Home screen, type UTDCIFAC in the text box, and click Next.
   The Customer Accessibility Mapping Detail screen is displayed.

   Figure 1-22 Customer Accessibility Mapping Detail

   
   

   
   Description of "Figure 1-22 Customer Accessibility Mapping Detail"

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

   Table 1-17 Customer Accessibility Mapping Detail - Field Description

   Field	Description
   CIF Number	Alphanumeric; 9 Characters; Mandatory Specify the CIF number of the unit holder.
   From Module ID	Alphanumeric; 30 Characters; Mandatory Specify the From Module ID. Alternatively, you can select From Module ID from the LOV. The list displays the module ID maintained in the system.
   AGY Module Mapping	AGY Module mapping is used to map customer with one or more AGY. It includes the following fields: AGY Module ID Agent Code Branch Code
   AGY Module ID	Alphanumeric; 30 Characters; Mandatory The system displays the AGY Module ID.
   Agent Code	Display; Optional The system displays the default agent code for the selected Module ID.
   Branch Code	Display; Optional The system displays the default branch code for the selected Module ID.

Field name and Data Masking Pattern

3. For Field name and Data Masking Pattern, refer to the table below,

   Note:

   PII information of the associated Investor will be masked while displaying in LOV.

   Table 1-18 Field name and Data Masking Pattern

   Field name	Data Masking Pattern
   Beneficiary Name	Except First two characters remaining characters will be masked.
   Date of birth	Date and month will be masked. Date will be masked as 01 and month will be 01.
   Address Line1, Address Line 2, City, Email	Except First two characters remaining characters will be masked.
   US indicia Available	Always will be defaulted to No.
   Country of Domicile, Country of Birth, Country	Except First character remaining characters will be masked.