3.14 Process Source Preferences Maintenance

This topic provides the systematic instructions to set preferences for upload of data from an external source.

  1. On Home screen, type SMDUPLDM in the text box, and click Next.
    The Source Preferences Maintenance screen is displayed.

    Figure 3-14 Source Preferences Maintenance


    Description of Figure 3-14 follows
    Description of "Figure 3-14 Source Preferences Maintenance"

  2. On Source Preferences Maintenance screen, click New to enter the details.
    For more information on fields, refer to the field description table.

    Table 3-8 Source Preferences Maintenance - Field Description

    Field Description
    Source Code

    Alphanumeric; 12 Characters; Mandatory

    Select Source Code from the option list.

    Depending on the source code you select here data is uploaded from that source into Oracle FLEXCUBE Investor Servicing.

    Module Code

    Alphanumeric; 2 Characters; Mandatory

    You can choose to upload data from a source directly onto a module in Oracle FLEXCUBE Investor Servicing.

    Indicate the module into which you would like to upload data from a given source.
    Error Handling

    The section displays the following fields.
    On Override

    Mandatory

    Oracle FLEXCUBE Investor Servicing generates override messages in case it encounters any discrepancies during data upload. You can choose to do any of the following:
    • Ignore – Select this option to ignore such error messages and continue with the upload process
    • Reject – Select this option to reject the record
    Exception

    Mandatory

    In case a serious error occurs during data upload, Oracle FLEXCUBE Investor Servicing generates an error message.

    You can choose to put the record with the error on hold. If you would like to reject the record altogether, choose Reject from the drop-down list.

    Post Upload

    The section displays the following fields.
    Status

    Mandatory

    Select the status post upload from the drop-down list. The list displays the following values:
    • Authorized
    • Unauthorized

    If you would like to automatically authorize the data that is uploaded into Oracle FLEXCUBE Investor Servicing, choose the Authorize option here.

    If you would like the record to be put on hold choose this option in this field.

    If you would like the record to be unauthorized, choose the Unauthorized option in this field. The record will not be authorized automatically on upload. You will have to manually authorize the data.

Parent topic: External System Maintenance