2.17 Investor Commitment Summary

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

Retrieve Investor Commitment Record

  1. On Home screen, type UTSUHCOM in the text box, and click Next.
    The Investor Commitment Summary screen is displayed.

    Figure 2-40 Investor Commitment Summary


    Description of Figure 2-40 follows
    Description of "Figure 2-40 Investor Commitment Summary"

  2. On Investor Commitment 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
    • Commitment Number
    • Closing Call Number
    • Fund ID
    • Unit Holder ID
    • Commitment Type
    • Status
    • Transferred From UH
  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 applicable values
    • Press F8
  4. Perform Edit, Delete, Copy, Amend, and Authorize operations by selecting the desired operation from the Action list. You can also search a record by using a combination of % and alphanumeric value.

Parent topic: Entities - Manage Investor Accounts