6 Transaction Creation Process

This topic provides information on transaction creation process.

1. From Home screen, click Menu and then select Investor Service. Click Operations and the select Transaction.
   The following screen will displays.

   Figure 6-1 Subscription Page

   
   

   
   Description of "Figure 6-1 Subscription Page"

   
   
2. On click of Select button, it will launch Unit Holder Search page, where you can search for Unit Holder based on Unit Holder ID’s.
   The following screen will displays.

   Figure 6-2 Unit Holder Search View

   
   

   
   Description of "Figure 6-2 Unit Holder Search View"

   
   
3. Specify the unit holder that has requested the transaction, in the Unit Holder Search section. Alternatively, you can click on search button to get unit holder ID list. The list displays all valid unit holder ID maintained in the system.
4. After selection Unit Holder it will provide details of Unit Holder and available products and existing funds.
   The following screen will displays.

   Figure 6-3 Unit Holder Detail Page

   
   

   
   Description of "Figure 6-3 Unit Holder Detail Page"

   
   
5. Once you click on available product it will launch the initiation screen.

This topic consists the following sub-topics:

• Transaction Initiation Stage
  This topic provides information on transaction initiation stage.
• Initiate Transaction
  This topic provides information on initiate transaction.
• Transaction Entry Stage
  This topic provides information on transaction entry stage.
• Transaction Approval Stage
  This topic provides information on transaction approval stage.
• Transaction Handoff Retry
  This topic provides information on transaction handoff retry.
• Action Tabs
  This topic provides information on action tabs.