7.20.4 Transaction Types Tab

This topic explains the basic Transaction Types tab of Campaign Maintenance.

1. On Campaign Maintenance screen, click Transaction Types tab to enter the details.
   The Transaction Types details are displayed.

   Figure 7-29 Campaign Maintenance_Transaction Types Tab

   
   

   
   Description of "Figure 7-29 Campaign Maintenance_Transaction Types Tab"

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

   Table 7-32 Transaction Types - Field Description

   Field	Description
   Transaction Type	Alphanumeric; 2 Characters; Mandatory Specify the transaction type applicable for the campaign. Alternatively, you can select transaction type from the option list. The list displays all valid transaction type maintained in the system.
   Ref Type	Display The system displays the ref type based on the selected transaction type.

Processing of Deduction Counter Tracking

Campaign Maintenance Changes

3. You can set up Campaigns with the following logic for deriving the deduction counter based on the attributes available at campaign setup level. For any of the following methods, the system will not consider RSP into Money Market Fund for successful deduction count.
   Example

   Assume the parameter with Period selected as Monthly. If the investor has 3 RSP plans for Fund A, Fund B and Fund C on dates 8, 18 and 28 respectively, the counter should be derived as 1 if at least 1 of these RSP transactions is successful.

   In the second month, the counter will be derived as 2, if at least 1 of these RSP transaction is successful in 2nd month.

   Assume the parameter with Period selected as Monthly and RSP Plan as Yes. If the investor has 3 RSP plans for Fund A, Fund B and Fund C on dates 8, 18 and 28 respectively, the counter should be derived as 3 if all these 3 transactions are successful.(If only 2 transactions are successful, the counter will be derived as 2).

   In the second month, the counter will be derived as 6, if all 3 RSP transactions are successful in 2nd month.

   Select Fund Type options as Onshore. If the investor has performed 3 successful RSP transactions in an onshore fund and 2 successful RSP transactions in an offshore fund, the successful debit counter will be derived as 3. The 2 successful transactions in offshore fund will not be considered for debit counter derivation.

   • Plan 1, Plan 2, Plan 3 - Select Period as Monthly, Fund Type as Equity and RSP Plan as Yes.
   • Plan 4, Plan 5, Plan 6 – Select Period as Monthly, Fund Type as Bond and RSP Plan as Yes.
   • Plan 1, Plan 2, Plan 3 - If the investor has 3 RSP plans for Fund A, Fund B and Fund C on dates 8, 18 and 28 respectively, the counter should be derived as 1 if at least 1 of these RSP transactions is successful.

   In the second month, the counter will be derived as 2, if at least 1 of these RSP transaction is successful in 2nd month.

   Plan 4, Plan 5, Plan 6 - If the investor has 3 RSP plans for Fund A, Fund B and Fund D on dates 8, 18 and 28 respectively, the counter should be derived as 3 if all these 3 transactions are successful. If only 2 transactions are successful, the counter will be derived as 2.

   Rules for defining criteria:

   Combination of above criteria along with other campaign criteria will be supported with following restrictions:

   • Fund/ Fund Type can be combined with Period and RSP Date based criteria
   • RSP Plan level cannot be combined with other criteria.

   Campaign criteria evaluation will always check whether all criteria are met.