1.71 Process Party Role Migration Detail

This topic provides the systematic instructions to define party role migration detail in pension module.

To handle broker mergers and transfer of business from one broker/ brokerage house to another, you can run party role migration batch.

In case of PAS-TA integration, if broker migration is done in TA, the system will not migrate automatically to PAS brokers.

You can run party role migration batch using Party Role Migration screen. This screen is used to merge broker/ intermediary. Once the batch is processed, old broker is not available for future transactions. The system will update the new broker ID for all investment accounts.

1. On Home screen, type PADPRMIG in the text box, and click Next.
   The Party Role Migration screen is displayed.

   Figure 1-128 Party Role Migration

   
   

   
   Description of "Figure 1-128 Party Role Migration"

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

   Table 1-101 Party Role Migration - Field Description

   Field	Description
   Party Role	Alphanumeric; 2 Characters; Mandatory Specify the party role ID. Alternatively, you can select party role ID from the option list. The list displays all valid party role ID maintained in the system.
   Role Description	Display The system displays the description of the selected party role ID.
   Source Party ID	Alphanumeric; 16 Characters; Mandatory Specify the source party ID. Alternatively, you can select source party ID from the option list. The list displays all valid source party ID maintained in the system.
   Source Party Name	Display The system displays the name of the selected source party ID.
   Destination Party ID	Alphanumeric; 16 Characters; Mandatory Specify the destination party ID. Alternatively, you can select destination party ID from the option list. The list displays all valid destination party ID maintained in the system.
   Destination Party Name	Display The system displays the name of the selected destination party ID.
   Effective Date	Date Format; Mandatory Select the effective date from the adjoining calendar.
   Status	Display The system displays the party role migration status.