3.34 Process Auto Completion

This topic provides the instructions to process Auto Completion Screen details.

You can update the transaction completion status of the transaction using Auto Completion screen. For the transactions which are either cleared in payment or KYC process and you need to complete the transaction before the end of the day program, then run this batch to make the transaction complete.

1. On Home screen, type UTDAUTCO in the text box and click Next.
   The Auto Completion screen is displayed.

   Figure 3-144 Auto Completion

   
   

   
   Description of "Figure 3-144 Auto Completion"

   
   
2. On Auto Completion screen, specify the fields.
   For information on fields in the screen, refer the below table.

   Table 3-176 Auto Completion

   Field	Description
   AMC ID	Alphanumeric; 12 Characters; Mandatory Specify the AMC ID of the transactions for which the status needs to be marked as completed. Alternatively, you can select AMC ID from the option list. The list displays all valid AMC ID maintained in the system.
   Unit Holder ID	Alphanumeric; 12 Characters; Optional Specify the fund along with AMC in case all the transaction under that AMC and fund combination status needs to be marked as completed. Alternatively, you can select fund ID from the option list. The list displays all valid fund ID maintained in the system.
   Fund ID	Alphanumeric; 6 Characters; Optional Specify the fund ID in which the requested transaction is to be put through. Alternatively, you can select fund ID from the option list. The list displays all valid fund ID maintained in the system.
   ISIN Code	Alphanumeric; 25 Characters; Optional The system displays the ISIN code if you have specified the fund ID. Else specify the ISIN code. If you specify the ISIN code, the system displays the fund ID and vice versa.