2.5 Process UH Category Parameter

This topic provides the systematic instructions to define the maximum number of calendar days a user can remain inactive in the system.

An investor account can be closed automatically if the accounts remain inactive without any transactions being processed for a defined period of time. The status of the investor accounts will be changed from Active to Inactive/Close automatically after the defined period.

1. On Home screen, type UTDUHPRD in the text box, and click Next.
   The UH Category Parameter screen is displayed.

   Figure 2-31 UH Category Parameter

   
   

   
   Description of "Figure 2-31 UH Category Parameter"

   
   
2. On UH Category Parameter screen, specify the fields.
   For more information on fields, refer to the field description table.

   Table 2-30 UH Category Parameter - Field Description

   Field	Description
   UH Category	Alphanumeric; 2 Characters; Mandatory Select the unit holder category from the adjoining option list. The option list displays all the valid UH categories maintained in the system.
   Category Description	Display The system displays the description for the selected UH category code.
   Inactive	Numeric; 5 Characters; Mandatory Specify the number of days an investor belongs to the specified UH category can remain inactive in the system.
   Reminder Period	Numeric; 5 Characters; Mandatory Specify the number of calendar days the system should log a warning message, before actually closing the account. The warning message is logged into the system based on the following: Units balance = zero (Maximum Inactive period limit – Reminder Period) >= (App Date – Last transaction Date for the unit holder) All the unit holder accounts that violating the criteria maintained in this screen will be closed automatically while executing the Automatic Account Closure of Inactive Unit holders batch.