3.23 Process Agency Branch Account Officer Maintenance Detail

This topic provides the systematic instructions to map the Agency branch and Account officer to the respective agent code.

1. On Home screen, type UTDAGTAO in the text box, and click Next.
   The Agency Branch Account Officer Maintenance Detail screen is displayed.

   Figure 3-25 Agency Branch Account Officer Maintenance Detail

   
   

   
   Description of "Figure 3-25 Agency Branch Account Officer Maintenance Detail"

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

   Table 3-18 Agency Branch Account Officer Maintenance Detail - Field Description

   Field	Description
   Basic Information	The section displays the following fields.
   Agent Code	Alphanumeric; 12 Characters; Mandatory Specify the agent code. Alternatively, you can select agent code from the option list. The list displays all valid agent code maintained in the system.
   Effective Date	Date Format; Mandatory Select the effective date from the adjoining calendar.
   Agency Branch Account Officer Mapping	The section displays the following fields.
   Agency Branch	Alphanumeric; 12 Characters; Mandatory Specify the agency branch. Alternatively, you can select agency branch code from the option list. The list displays all valid agency branch code maintained in the system.
   Account Officer	Alphanumeric; 12 Characters; Mandatory Specify the account officer details. Alternatively, you can select account officer details from the option list. The list displays all valid account officer details maintained in the system.
   Default	Mandatory Select Yes from drop-down list to select default.
   Account Officer Name	Display The system displays the name of the selected account officer.