1.11 Process FCIS CIF Merge Change Hierarchy Detail

This topic provides the systematic instructions to maintain CIF Merge or hierarchy change details.

  1. On Home screen, type UTDCMHCH in the text box, and click Next.
    The FCIS CIF Merge Change Hierarchy Detail screen is displayed.

    Figure 1-18 FCIS CIF Merge Change Hierarchy Detail


    Description of Figure 1-18 follows
    Description of "Figure 1-18 FCIS CIF Merge Change Hierarchy Detail"

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

    Table 1-13 FCIS CIF Merge Change Hierarchy Detail - Field Description

    Field Description
    CIF Merge Change Hierarchy

    The section displays the following fields.
    Operation Type

    Mandatory

    Select the type of operation from the drop-down list. The list displays the following values:
    • Hierarchy Change
    • CIF Merge
    Serial Number

    Display

    The system displays the serial number by clicking the Populate button.

    From CIF Number

    Alphanumeric; 12 Characters; Mandatory

    Specify the From CIF Number.

    To CIF ID

    Alphanumeric; 12 Characters; Mandatory

    Specify the To CIF ID.

    You can also search for From CIF Number and To CIF ID by clicking Find button.

    Note: In case of CIF merger, From CIF and To CIF should be of the same protection level.

    Level of Hierarchy Change

    Optional

    Select the level of hierarchy change from the drop-down list. The list displays the following values:
    • Agent
    • Agent Branch
    • Account Officer
    • IFA
    Close Account Post Merge

    Optional

    Select if the account has to be closed post merge operation or not from the drop-down list. The list displays the following values:
    • Yes
    • No
    Merge Change/Hierarchy Status

    Optional

    Select the merge change or hierarchy status from the drop-down list. The list displays the following values:
    • Generated
    • Reversed
    Click Populate button after specifying all the necessary details. The system displays the following values:
    • Unit Holder ID
    • Fund ID
    • Unit Balance
    • Product ID
    • Policy Number
    • Agent Code
    • Branch
    • Account Officer
    • IFA Merge Or Not?
    • To Agent Code
    • To Branch Code
    • To Account Officer
    • To IFA
    To UnitHolder ID

    Alphanumeric; 16 Characters; Optional

    Specify the To UnitHolder ID. You can also select To UnitHolder ID by selecting Find UH button.

    Merger or Not

    Optional

    Check this box if the details has to be merged.
    To Agent Code

    Alphanumeric; 12 Characters; Optional

    Specify the To Agent Code.

    To Branch Code

    Alphanumeric; 12 Characters; Optional

    Specify the To Branch Code.

    To Account Officer

    Alphanumeric; 12 Characters; Optional

    Specify the To Account Officer details.

    To IFA

    Alphanumeric; 12 Characters; Optional

    Specify the To IFA details.

    Note: CIF Merge cannot be combined with distributor change. This would mean that during CIF Merge operation, the distributor details for the From Hierarchy and To Hierarchy would be the same.

Parent topic: Entities - Maintain Customer Information