3.14.5 Amend Fund Preference Record

This topic provides the systematic instructions to amend fund preference record.

After a Fund Preference Record is authorized, it can be modified using the Unlock operation from the Action List. To make changes to a record after authorization:

1. Start the Fund Preference Summary screen from the Browser.
2. Select the status of the record that you want to retrieve for amendment. You can only amend authorized records.
3. Specify any or all of the details and click Search button.
   All records with the specified details are retrieved and displayed in the screen.
4. Double-click the record that you wish to amend.
   The Fund Preference Detail screen is displayed in amendment mode.
5. Select Unlock operation from the Action List to amend the record.
6. Amend the necessary information and click on Save to save the changes.