2.8 Process Relationship Maintenance Detail

This topic provides the systematic instructions to maintain relationship detail.

1. On Home screen, type UTDENTRL in the text box, and click Next.
   The Relationship Maintenance Detail screen is displayed.

   Figure 2-18 Relationship Maintenance Detail

   
   

   
   Description of "Figure 2-18 Relationship Maintenance Detail"

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

   Table 2-13 Relationship Maintenance Detail - Field Description

   Field	Description
   Entity Type	Mandatory Select the type of entity from the drop-down list. The list displays the following values: Broker Unit Holder
   Relationship	Alphanumeric; 2 Characters; Mandatory Specify the relationship status. Alternatively, you can select relationship status from the option list. The list displays all valid relationship status maintained in the system.
   Entity ID	Alphanumeric; 12 Characters; Mandatory Specify the entity ID. Alternatively, you can select entity ID from the option list. The list displays all valid entity ID maintained in the system.
   Unit Holder ID	Alphanumeric; 12 Characters; Mandatory Specify the unit holder ID.

3. Click Find UH button to inquire for unit holder ID.