1.55 Investment Account Status Change Summary

This topic provides the systematic instructions to perform the basic operations on the selected records.

Retrieve a Record in Investment Account Status Change Summary

  1. On Home screen, type PASACCLS in the text box, and click Next.
    The Investment Account Status Change Summary screen is displayed.

    Figure 1-79 Investment Account Status Change Summary


    Description of Figure 1-79 follows
    Description of "Figure 1-79 Investment Account Status Change Summary"

  2. On Investment Account Status Change Summary screen, specify any or all of the following details in the corresponding fields:
    • Authorization Status - If you choose the status, then the records matching the specified status are retrieved. If you do not choose any option, then all the records are retrieved.
    • Record status
    • Account ID
    • Change Date
    • Closure Reference No
  3. Click Search button to view the records. All the records with the specified details are retrieved and displayed in the lower portion of the screen.

    Note:

    You can also retrieve the individual record detail from the detail screen by querying in the following manner:
    • Press F7
    • Input the CIF Number
    • Press F8
  4. Perform Edit, Delete, Amend, and Authorize, operations by selecting the desired operation from the Action list. You can also search a record by using a combination of percentage and alphanumeric value.

Parent topic: Pension Funds Administration