1.7 Plan Maintenance Summary

This topic provides the systematic instructions to perform the basic operations on the selected records.

Retrieve Savings Plan

1. On Home screen, type UTSSILAG in the text box and click Next.
   The Plan Maintenance Summary screen is displayed.

   Figure 1-17 Plan Maintenance Summary

   
   

   
   Description of "Figure 1-17 Plan Maintenance Summary"

   
   
2. On Plan Maintenance Summary screen, specify any or all of the following details in the corresponding fields:
   • Authorization Status - If you choose the status, then the records matching the specified status are retrieved. If you do not choose any option, then all the records are retrieved.
   • Record status
   • Plan Code
   • Plan Description
   • Contribution Currency
   • Contribution Frequency
3. Click Search button to view the records.
   All the records with the specified details are retrieved and displayed in the lower portion of the screen.

   Note:

   You can also retrieve the individual record detail from the detail screen by querying in the following manner:

   • Press F7
   • Input any parameter in the screen
   • Press F8
4. Perform Edit, Delete, Amend, Authorize, Reverse and Confirm operations by selecting from the Action list. You can also search the record by using combination of percentage and alphanumeric value.

   Note:

   The status field in the Records pane of the summary screen displays the bulk operation results.

• Edit Savings Plan
  This topic provides the systematic instructions to Edit Savings Plan.
• View Savings Plan
  This topic provides the systematic instructions to View Savings Plan.
• Delete Savings Plan
  This topic provides the systematic instructions to Delete Savings Plan.
• Authorize Savings Plan
  This topic provides the systematic instructions to authorize Deals for Investors.
• Amend Savings Plan
  This topic provides the systematic instructions to amend SI Lag Record.
• Authorize Amended Savings Plan
  This topic provides the systematic instructions to authorize amended Savings Plan.