3.16.2 Process Investor Fund Risk Rating Mapping

This topic provides the instructions to invoke investor fund risk rating mapping screen details.

You can capture investor risk rating to fund risk rating mapping using Investor Fund Risk Rating Mapping screen.

  1. On Home screen, type UTDINFRR in the text box and click Next.
    The Investor Fund Risk Rating Mapping screen is displayed.

    Figure 3-24 Investor Fund Risk Rating Mapping



  2. On Investor Fund Risk Rating Mapping screen, specify the fields.
    For more information on fields in the screen, refer the below table.

    Table 3-41 Investor Fund Risk Rating Mapping

    Field Description
    Entity Type Optional

    Select the Entity Type from the drop-down list. the list displays the following values:

    • AMC
    • Product ID
    AMC/ Product ID Alphanumeric; 12 Characters; Mandatory

    Specify the AMC ID for which the mapping is done. Alternatively, you can select AMC ID from the option list. The list displays all valid AMC ID maintained in the system.

    Investor Risk Rating Alphanumeric; 16 Characters; Mandatory

    Specify the investor risk rating level for which the mapping to be done. Alternatively, you can select theInvestor Risk Rating level from the option list. The list displays all valid investor risk rating maintained in the system.

    Risk Rating From Alphanumeric; 16 Characters; Mandatory

    Specify the lowest fund risk rating for the selected investor risk rating eligible to invest. Alternatively, you can select the lowest fund Risk Rating From the option list. The list displays all valid lowest fund risk rating maintained in the system.

    Risk Rating To Alphanumeric; 16 Characters; Mandatory

    Specify the highest fund risk rating for the selected investor risk rating eligible to invest. Alternatively, you can select the highest fund Risk Rating To the option list. The list displays all valid highest fund risk rating maintained in the system.