7.20.3 Campaign Criteria Tab

This topic explains the basic Campaign Criteria tab of Campaign Maintenance.

  1. On Campaign Maintenance screen, click Campaign Criteria tab to maintain the criterion for the campaign.
    The Campaign Criteria details are displayed.

    Figure 7-28 Campaign Maintenance_Campaign Criteria Tab


    Description of Figure 7-28 follows
    Description of "Figure 7-28 Campaign Maintenance_Campaign Criteria Tab"

  2. On Campaign Criteria Tab, specify the fields.
    For more information on fields, refer to the field description table.

    Table 7-31 Campaign Criteria - Field Description

    Field Description
    Investor Type Optional
    Select the investor type from the drop-down list. The list displays the following values:
    • Individual
    • Corporate
    Investor Category Alphanumeric; 2 Characters; Optional

    Specify the investor’s category. You can also select the category from the adjacent option list. The list consists of valid investor categories maintained in the system.
    Investor Category Description Display

    The system displays the description for the selected investor category.
    Communication Mode Alphanumeric; 2 Characters; Optional

    Specify the mode of communication. You can also select the mode of communication from the option list provided. The list consists of valid communication modes maintained in the system.
    Communication Mode Description Display

    The system displays the description for the selected communication mode.
    Activity Based on Optional
    Select the activity based on which the campaign maintenance is done from the drop-down list. The list displays the following values:
    • Transaction Date
    • Account Opening Date
    • Birthday Range
    Basis From Date Format; Optional

    Specify the basis from date.
    Birthday Alphanumeric; 50 Characters; Optional

    Specify the birth day of the investor.
    Age Range From Numeric; 22 Characters; Optional

    Specify the From age range.
    Fund/ Fund Type Alphanumeric; 2 Characters; Optional

    Specify the fund/ fund type level deduction counter derivation. Alternatively, you can select fund or fund type maintained in the system.

    Note; The option list displays all fund types maintained in the system except Money market funds.

    If fund is chosen, then the system will derive successful deduction counter at the fund for which RSP is mapped

    If fund type is chosen, then the system will derive successful deduction counter for the UH across RSPs for the specific fund type.

    If Onshore is chosen, then the system will derive successful deduction counter for the UH across RSPs invested in Onshore funds.

    If Offshore is chosen, then the system will derive successful deduction counter for the UH across RSPs invested in Offshore funds.

    RSP Period Numeric; 1 Character; Optional

    Specify the RSP period to define deduction counter derivation based on period like Monthly/ Quarterly/ Yearly. Alternatively, you can select period from the option list. The list displays all valid period maintained in the system.

    The system will derive the deduction counter based on period mentioned.

    If Monthly option is selected, and if there are multiple successful transactions in a month for a specified parameter combination, the system will count successful debit counter as only 1.

    If Quarterly option is selected, and if there are multiple successful transactions in a quarter for a specified parameter combination, the system will count successful debit counter for that quarter as only 1.

    If Yearly option is selected, and if there are multiple successful transactions in a year for a specified parameter combination, the system will count successful debit counter for that year as only 1.

    Minimum Investment Amount Numeric; 30 Characters; Optional

    Specify the minimum range of investment applicable for this investment.
    Maximum Investment Amount Numeric; 30 Characters; Optional

    Specify the maximum range of investment applicable for this investment.
    Occupation Alphanumeric; 3 Characters; Optional

    Specify the occupation of the investor.
    Occupation Description Display

    The system displays the description for the selected occupation.
    Benefit Counter Numeric; 22 Characters; Mandatory

    Specify the maximum number of benefit that can be utilized by a unit holder.
    Basis To Date Format; Optional

    Specify the activity period to.
    Birthday Month Alphanumeric; 50 Characters; Optional

    Specify the birth month.
    Age Range To Numeric; 22 Characters; Optional

    Specify the To age range.
    RSP Date Date Format; Optional

    Select the RSP date to define deduction counter derivation based on RSP days from the adjoining calendar.

    If multiple SI days is considered, the same needs to be entered with comma separated.

    For instance, if you input 8, 28 as RSP date, the system will derive the successful deduction at UH level and consider the RSP transactions on 8, 28.
    RSP Alphanumeric; 8 Characters; Optional

    Specify the RSP details to define deduction counter derivation at RSP plan level.

    If this is chosen, the system will derive the counter based on the RSP on which the campaign is applied.

    This feature is available only for subscription, switch in and RSP type of transaction. If more than one campaign is running at the same time for a fund, user will select the best campaign for the investor while capturing the transaction.

Parent topic: Process Campaign Maintenance