1.17 Process CIF Conversion Maintenance Detail

This topic provides the systematic instructions for conversion of From AGY Module ID investors to To AGY Module ID investors.

The Conversion of From AGY Module ID investors to To AGY Module ID investors can be considered as a two-step process:

1. The first step is CIF Conversion maintenance. The CIF details which need to undergo CIF conversion process is captured in this step and this step will also identify and list out pending business for the CIF to user.
2. The second step involves the actual conversion process.

For CIF Conversion maintenance, follow the steps given below:

• Click Find CIF button.
• Input or Choose CIF Number.
• Choose To AGY Module ID from LOV List.
• Click the Fetch Pre Check Details button, the system will identify the pending business for the Customer /underlying UH in the From AGY Module ID and will display the results to the user in all three tabs.

1. On Home screen, type UTDCIFCM in the text box, and click Next.
   The CIF Conversion Maintenance Detail screen is displayed.

   Figure 1-24 CIF Conversion Maintenance Detail

   
   

   
   Description of "Figure 1-24 CIF Conversion Maintenance Detail"

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

   Table 1-19 CIF Conversion Maintenance Detail - Field Description

   Field	Description
   Reference Number	Display It is the number auto generated on click of New button.
   CIF Number	Alphanumeric; 20 Characters; Mandatory Specify the CIF number to be promoted.
   Find CIF Button	Click the Find CIF button to find the CIF Number and CIF Name.
   CIF Name	Display The system displays the name of the CIF.
   From AGY Module ID	Display The system displays the created module ID of the CIF.
   To AGY Module ID	Alphanumeric; 30 Characters; Mandatory Specify the target Module ID. Alternatively, you can select the Module ID from the option list. The list displays all valid Module IDs maintained in the system.
   Status	By default, the status displays as Not Started. However, you can select the status from the drop-down list. The list displays the following values: Not Started Readiness Checks Pending Ready for Conversion Conversion Successful Conversion Failure

3. Click the Fetch Pre Check Details button to identify the pending business for the CIF.

• Pre Check Tab
  This topic explains the pre check details of CIF Conversion maintenance detail screen.
• Linked Entities Tab
  This topic explains the linked entities details of CIF Conversion maintenance detail screen.
• Related Entities Tab
  This topic explains the related entities details of CIF Conversion Maintenance Detail screen.
• UH Details Tab
  This topic explains the UH entities details of CIF Conversion Maintenance Detail screen.