2.7 Process Account Type Maintenance Detail

This topic provides the systematic instructions to capture account type level rules/limits.

You can maintain preferences for account type using Account Type Maintenance Detail screen.

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

   Figure 2-33 Account Type Maintenance Detail

   
   

   
   Description of "Figure 2-33 Account Type Maintenance Detail"

   
   
2. On Account Type Maintenance Detail screen, specify the fields.
   For more information on fields, refer to the field description table.

   Table 2-31 Account Type Maintenance Detail - Field Description

   Field	Description
   Account Type	Alphanumeric; 2 Characters; Mandatory Specify the account type. This adjoining option list displays all valid account type maintained in the system. You can choose the appropriate one.
   Account Description	Display The system displays the description for the selected account type.
   Effective Date	Date Format; Mandatory Specify the date from which the setup is applicable.
   Min Age In Years	Numeric; 3 Characters; Optional Specify minimum age validated during UH creation for individuals. This adjoining option list displays the minimum age in years options maintained in the system. You can choose the appropriate one. The minimum age maintained will be validated during account creation.
   Max Age In Years	Numeric; 3 Characters; Optional Specify maximum age validated during inflow transaction for individuals. This adjoining option list displays the maximum age in years options maintained in the system. You can choose the appropriate one.
   Joined Holding Allowed	Optional Select if the joined holding is allowed or not from the adjoining drop-down list. Following are the options available: Yes No
   Non residents Allowed	Optional Select if the non residents are allowed or not from the adjoining drop-down list. Following are the options available: Yes No
   Investor Type	Optional Select the investor type from the drop-down list. The list displays the following values: Individual Corporate Both
   Details	The section displays the following fields.
   Investor Type	Optional Select the investor type from the drop-down list. The list displays the following values: Individual Corporate
   From Date	Date Format; Optional Specify From date.
   To Date	Date Format; Optional Specify To date. The investment amounts maintained here will be validated against the total investment made using this account type between From and To date. Once this account is created, you will not be able to open another account with same account type under CIF within the From and To date range. However, you can map to another joint account, either, secondary or third holder. This field will be validated only for first holder.
   Currency	Alphanumeric; 3 Characters; Optional Specify the currency details. This adjoining option list displays the valid currency code maintained in the system. You can choose the appropriate one.
   Min Inv Amt	Alphanumeric; 30 Characters; Optional Specify minimum investment amount validated during inflow transactions applicable for date range between from and to date.
   Max Inv Amt	Alphanumeric; 30 Characters; Optional Specify maximum investment amount validated during inflow transactions applicable for date range between from and to date.
   Min RSP Amount	Alphanumeric; 30 Characters; Optional Specify minimum RSP amount validated during RSP transactions applicable for date range between from and to date.
   No of Accounts Permitted	Numeric; 22 Characters; Optional Specify the number of accounts that can be opened between from and to date range. Select one of the following options to select if ref type should be included or not: Exclude Include
   Applicable Inflow and Outflow Ref Types	The section displays the following fields.
   Transaction Type	Alphanumeric; 2 Characters; Mandatory Specify the transaction type to be considered for limit check. This adjoining option list displays the valid transaction type maintained in the system. You can choose the appropriate one.
   Transaction Type Description	Display The system displays the description for the selected transaction type.
   Ref Type	Alphanumeric; 2 Characters; Mandatory Specify the ref type to be considered for limit check. This adjoining option list displays the valid ref type maintained in the system. You can choose the appropriate one.
   Ref Type Description	Display The system displays the description for the selected ref type.