1.4.1 Investment Customer Creation or Modification

This topic explains the Investment Customer Creation or Modification.

When an investment customer is created in Oracle FCUBS, a notification with the customer details is sent to the FCIS system.

You can create a customer record in Oracle FCUBS using the Customer Maintenance (STDCIF) screen. The check box Investment Customer under Status details is used for classifying a customer as an investment customer.

For further details on customer maintenance and description of fields on this screen, refer to the Core Entities user manual.

Online Notification

When an investment customer is created/modified, Oracle FCUBS sends a notification to the FCIS system with the new customer's details. Similarly, if an existing customer is classified as an investment customer during amendment, Oracle FCUBS sends a notification to FCIS with the customer details.

Batch Reconciliation

During FCUBS EOD operations, Oracle FCUBS generates a list of CIF IDs created/modified during that day and sends it to the FCIS system. If any customer creation/amendment is missed in the online notification, it will be reconciled as part of the EOD batch process.

Data Exchange

Table 1-3 Data Exchange

Source System	Target System	Operation	Action	Communication Channel	Webservice/ Notification Name	Synchro nous/ Asynchr onous
FCUBS	FCIS	Customer	Creation	Notification	NOTIF_IS_CU STOMER	Asynchronous
FCUBS	FCIS	Customer	Modification	Notification	NOTIF_IS_CU STOMER	Asynchronous