1.73 Process Party Data Merger Detail

This topic provides the systematic instructions to define party data merger in pension module.

You can merge the customer details such as address ID, bank details etc from old to new one using Party Data Merger screen. This screen is used to merge Address/ Identity proof and Bank details in case if you have created the proofs multiple times. Post successfully execution of the batch, the system will replace old details with new details in the respective party, investment account

1. On Home screen, type PADMERGE in the text box, and click Next.
   The Party Data Merger Detail screen is displayed.

   Figure 1-130 Party Data Merger

   
   

   
   Description of "Figure 1-130 Party Data Merger"

   
   
2. On Party Data Merger Detail screen, click New to enter the details.
   For more information on fields, refer to the field description table.

   Table 1-102 Party Data Merger Detail - Field Description

   Field	Description
   Category	Optional Select the category to be merged from the drop-down list. The list displays the following values: Address Bank ID
   Effective Date	Date Format; Mandatory Select the effective date from the adjoining calendar. This indicates the date from when the data merger is effective.
   From Reference Number	Alphanumeric; 16 Characters; Mandatory Specify the From reference number. Alternatively, you can select From reference number from the option list. The list displays all valid From reference number maintained in the system.
   To Reference Number	Alphanumeric; 16 Characters; Mandatory Specify the To reference number. Alternatively, you can select To reference number from the option list. The list displays all valid To reference number maintained in the system.
   Status	Display The system displays the merge status of the party.