4.5 Process Transaction Broker Amendment Detail

This topic provides the systematic instructions to display the Transaction Broker Amendment details.

1. On Home screen, type UTDTXBRM in the text box, and click Next.

   Note:

   The screen restricts to modify transactions linked with single broker. For multiple brokers scenario you can reverse and recapture the transaction.
   The Transaction Broker Amendment Detail screen is displayed.

   Figure 4-12 Transaction Broker Amendment Detail

   
   

   
   Description of "Figure 4-12 Transaction Broker Amendment Detail"

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

   Table 4-11 Transaction Broker Amendment Detail - Field Description

   Field	Description
   Transaction Option	Mandatory Select transaction option from the drop-down list. The list displays the following values: UT LEP
   Transaction Number	Alphanumeric; 16 Characters; Mandatory Enter UT transaction number or policy transaction number for amendment of broker’s information.
   Old Broker Code	Alphanumeric; 12 Characters; Mandatory Specify the Old Broker Code.
   New Broker Code	Alphanumeric; 12 Characters; Mandatory Enter the new broker Code.
   Broker Name	Display The system displays the broker name for the selected new broker code

3. You can view the following details on authorization of the changes to the broker details.
   • The system checks if the transaction is reversed or not. The system allows only non reversed transactions for broker change.
   • The system internally corrects the broker’s information for transaction and allocation related data stores and provides an internal log to historical data.