4.31 FCIS Bulk Clients Defaults Broker Summary

This topic provides the systematic instructions to perform the basic operations on the selected records.

Retrieve FCIS Bulk Clients Defaults Broker Record

  1. On Home screen, type UTSBLCBD in the text box, and click Next.
    The FCIS Bulk Clients Defaults Broker Summary screen is displayed.

    Figure 4-32 FCIS Bulk Clients Defaults Broker Summary


    Description of Figure 4-32 follows
    Description of "Figure 4-32 FCIS Bulk Clients Defaults Broker Summary"

  2. On FCIS Bulk Clients Defaults Broker Summary screen, specify any or all of the following details in the corresponding fields:
    • Authorization Status - If you choose the status, then the records matching the specified status are retrieved. If you do not choose any option, then all the records are retrieved.
    • Record status
    • Bulk Client Code
    • Distributor / AMC ID
  3. Click Search button to view the records.
    All the records with the specified details are retrieved and displayed in the lower portion of the screen.

    Note:

    You can also retrieve the individual record detail from the detail screen by querying in the following manner:
    • Press F7
    • Input any parameter in the screen
    • Press F8
  4. Perform Edit, Delete, Amend, Authorize, Reverse, and Confirm operations by selecting the desired operation from the Action list. You can also search a record by using a combination of % and alphanumeric value.

Parent topic: Import Bulk Client Information