6.3 Entity FATCA Classification Maintenance Summary

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

Retrieve Entity FATCA Classification Maintenance Details

  1. On Home screen, type UTSFATMT in the text box, and click Next.
    The Entity FATCA Classification Maintenance Summary screen is displayed.

    Figure 6-3 Entity FATCA Classification Maintenance Summary


    Description of Figure 6-3 follows
    Description of "Figure 6-3 Entity FATCA Classification Maintenance Summary"

  2. On Entity FATCA Classification Maintenance 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
    • Reference Number
    • Entity ID
    • FATCA Compliant
    • FATCA Entity Type
    • Entity Category Type
  3. Click Search button to view the records.
    You can also search a record by using a combination of % and alphanumeric value.
    All the records with the specified details are retrieved and displayed in the lower portion of the screen.