3.2 Income Distribution Setup Summary

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

Retrieve Income Distribution Setup Record

1. On Home screen, type UTSUHIDS/ UTSFHIDS in the text box, and click Next.
   The Income Distribution Setup Summary screen is displayed.

   Figure 3-5 Income Distribution Setup Summary

   
   

   
   Description of "Figure 3-5 Income Distribution Setup Summary"

   
   
2. On Income Distribution Setup 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
   • Unit Holder
   • Entity Type
   • Product ID
   • Policy Number
   • Fund ID
   • Rule Effective Date
   • Latest Rule
3. Click Search button to view the records.
   All the records with the specified details are retrieved and displayed in the screen.

   Note:

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

   • Press F7
   • Input the Product ID
   • Press F8
4. Perform Edit, Delete, Amend, Authorize, Reverse, and Confirm operations by selecting the desired operation from the Action list. You can also search a record by using a combination of % and alphanumeric value.
   You can search the record for Product ID by using the combination of % and alphanumeric value as follows:

   • Search by A%: System will fetch all the records whose Product ID starts from Alphabet ‘A’. For Example: AGC17, AGVO6, AGC74 and so forth.
   • Search by %7: System will fetch all the records whose Product ID ends by numeric value’ 7’. For Example: AGC17, GSD267, AGC77 and so forth.
   • Search by %17%: System will fetch all the records whose Product ID contains the numeric value 17. For Example: GSD217, GSD172, AGC17 and so forth.

• Edit Income Distribution Setup Record
  This topic provides the systematic instructions to edit Income Distribution Setup record.
• View Income Distribution Setup Record
  This topic provides the systematic instructions to view Income Distribution Setup record.
• Delete Income Distribution Setup Record
  This topic provides the systematic instructions to delete Income Distribution Setup record.
• Authorize Income Distribution Setup Record
  This topic provides the systematic instructions to authorize Income Distribution Setup record.
• Amend Income Distribution Setup Record
  This topic provides the systematic instructions to amend Income Distribution Setup record.
• Authorize Amended Income Distribution Setup Record
  This topic provides the systematic instructions to authorize amended Income Distribution Setup record.