2.17 Agency Branches Setup

This topic provides instructions to set up an Agency Branch in the Single Entity Maintenance Detail screen.

1. Agency branches in the system perform the role of accepting new unit holder related information and transactions from unit holders in various funds.
2. Only such agency branches as are set up using this screen can have Oracle FLEXCUBE Investor Servicing installations.
3. Click Detail option under the Entity menu item in the browser.
   The Single Entity Maintenance Detail screen is displayed.
4. Select the Agency Branch option from the list in the Entity Type field and then proceed to enter the details for the agency branch.
5. The Agent Code - Branch Code combination should be unique, and not already in use for any other entity in the system. If so, an error message is displayed when you save the record.