3.25 Process Account Officer IFA Maintenance Detail

This topic provides the systematic instructions to map the Account Officer and the IFA.

1. On Home screen, type UTDAOIFA in the text box, and click Next.
   The Account Officer IFA Maintenance Detail screen is displayed.

   Figure 3-27 Account Officer IFA Maintenance Detail

   
   

   
   Description of "Figure 3-27 Account Officer IFA Maintenance Detail"

   
   
2. On Account Officer IFA Maintenance Detail screen, click New to enter the details.
   For more information on fields, refer to the field description table.

   Table 3-19 Account Officer IFA Maintenance Detail - Field Description

   Field	Description
   Agent Code	Alphanumeric; 12 Characters; Mandatory Specify the Agent Code. Alternatively, you can select agent code from the option list. The list displays all valid agent code maintained in the system.
   Agent	Display The system displays the description of the selected agent code.
   Agency Branch	Alphanumeric; 12 Characters; Mandatory Specify the agency branch code. Alternatively, you can select agency branch code from the option list. The list displays all valid agency branch code maintained in the system.
   Branch Name	Display The system displays the name of the selected agency branch code.
   Effective Date	Date Format; Mandatory Select the effective date from the adjoining calendar.
   Account Officer	Alphanumeric; 12 Characters; Mandatory Specify the account officer. Alternatively, you can select account officer from the option list. The list displays all valid account officer maintained in the system.
   Account Officer Name	Display The system displays the name of the selected account officer ID.
   IFA	Alphanumeric; 12 Characters; Mandatory Specify the IFA code. Alternatively, you can select IFA code from the option list. The list displays all valid IFA code maintained in the system.
   IFA Name	Display The system displays the name of the selected IFA code.
   Default	Mandatory Select the default status from the drop-down list. The list displays the following values: Yes No