2.20 Distributor Rules Summary

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

Retrieve Distributor Rules Record

  1. On Home screen, type UTSDISSI in the text box, and click Next.
    The Distributor Rules Summary screen is displayed.

    Figure 2-31 Distributor Rules Summary


    Description of Figure 2-31 follows
    Description of "Figure 2-31 Distributor Rules Summary"

  2. On Distributor Rules 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
    • Agent Code
    • Fund ID
  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 Fund ID
    • Press F8
  4. Perform Edit, 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.

Edit Distributor Rules Record

  1. Modify the details of Distributor Rules Record that you have already entered into the system, provided it has not subsequently authorized. Perform this operation as follows:
    1. Invoke the Distributor Rules Summary screen from the Browser.
    2. Select the status of the record that you want to retrieve for modification in the Authorization Status field.
      You can only modify records that are unauthorized. Accordingly, choose the unauthorized option.
    3. Specify any or all of the details in the corresponding fields to retrieve the record that is to be modified.
    4. Click Search button.
      All unauthorized records with the specified details are retrieved and displayed in the lower portion of the screen.
    5. Double-click the record that you want to modify in the list of displayed records.
      The Distributor Rules Detail screen is displayed.
    6. Select Unlock Operation from the Action list to modify the record. Modify the necessary information.
    7. Click Save to save your changes.
      The Distributor Rules Detail screen is closed and the changes made are reflected in the Distributor Rules Summary screen.