1.27.1.1 Basic Details Tab

This topic explains the Basic Details of Preference Button screen.

1. On Preferences screen, click Basic Details tab to view the following details.
   The Basic Details details are displayed.

   Figure 1-28 Basic Details

   
   

   
   Description of "Figure 1-28 Basic Details"

   
   
2. On the Basic Details tab, specify the fields.
   For more information on fields, refer to the field description table.

Table 1-26 Preferences - Basic Details Tab

Field	Description
Limit Currency	Alphanumeric; 3 Characters; Optional The system displays the limit currency code based on the details mentioned in Portfolio Definition screen. However, you can amend this value. You can also select limit currency code from the option list. The list displays all valid limit currency code maintained in the system.
Limit Currency Description	Display The system displays the description for the selected limit currency.
Minimum Contribution per Fiscal Year	Numeric; 18 Characters; Optional Specify the minimum contribution made per fiscal year. However, you can amend this value.
Max Contribution per Fiscal Year	Numeric; 18 Characters; Optional Specify the maximum contribution made per fiscal year. However, you can amend this value
Lock in Applicable	Optional Select if lock in is applicable or not from the drop-down list. The list displays the following values: Yes No Note: The system will refer the calendar days for a particular limit period.
Lock in Period in Days	Numeric; 22 Characters; Optional Specify the lock in period in days. You need to specify this value if Lock in Applicable field is set to Yes.