2.52 KYC Ref Type Restrictions Summary

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

The following operations can be performed in the KYC Ref Type Restrictions Summary screen:
  • Retrieving KYC Ref Type Restrictions Record
  • Editing KYC Ref Type Restrictions Record
  • Viewing KYC Ref Type Restrictions Record
  • Delete KYC Ref Type Restrictions Record
  • Authorizing KYC Ref Type Restrictions Record
  • Amending KYC Ref Type Restrictions Record
  • Authorizing KYC Ref Type Restrictions Record
  • Copying the Attributes

Retrieve KYC Ref Type Restrictions

  1. On Home screen, type UTSKYCRE in the text box, and click Next.
    The KYC Ref Type Restrictions Summary screen is displayed.

    Figure 2-63 KYC Ref Type Restrictions Summary


    Description of Figure 2-63 follows
    Description of "Figure 2-63 KYC Ref Type Restrictions Summary"

  2. On KYC Ref Type Restrictions 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
    • Auto Invest Applicable
    • Auto Invest lag
    • Reminder Lag
  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 any parameter in the screen
    • Press F8
  4. Perform Edit, Delete, Amend, Authorize, Reverse, and Confirm operations by selecting the desired operation from the Action list. You can also search a record by using a combination of % and alphanumeric value.