1.2 FCIS Standing Instructions Summary

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

Retrieve FCIS Standing Instructions

1. On Home screen, type UTSSIN/ UTSFIN in the text box and click Next.
   The FCIS Standing Instructions Summary screen is displayed.

   Figure 1-11 FCIS Standing Instructions Summary

   
   

   
   Description of "Figure 1-11 FCIS Standing Instructions Summary"

   
   
2. On FCIS Standing Instructions 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
   • SI Number
   • Unit Holder ID
   • Fund ID
   • Transaction Type
   • Status
   • Start Date
   • End Date
   • Escalation Start Date
   • Escalation End Date
   • Last Processed Date
   • Agent Code
   • Gross or Net.
3. Click Search button to view the records.
   All records with the specified details are retrieved and displayed in 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 operation by selecting from the Action list. You can also search the record by using combination of percentage and alphanumeric value.

• Edit FCIS Standing Instructions
  This topic provides the systematic instructions to edit FCIS Standing Instructions.
• View FCIS Standing Instructions
  This topic provides the systematic instructions to view FCIS Standing Instructions.
• Delete FCIS Standing Instructions
  This topic provides the systematic instructions to delete FCIS Standing Instructions.
• Authorize FCIS Standing Instructions
  This topic provides the systematic instructions to authorize FCIS Standing Instructions.
• Amend FCIS Standing Instructions
  This topic provides the systematic instructions to amend FCIS Standing Instructions.
• Authorize Amended FCIS Standing Instructions
  This topic provides the systematic instructions to authorize amended FCIS Standing Instructions.