3 Maintain System Parameters

This topic explains how to maintain system parameters.

In Oracle® FLEXCUBE Investor Servicing, you can maintain static parameter data such as additional information heads, fee categories for investors, and codes for additional parameters. You can also map these maintained parameters to be applicable for certain entities such as unit holders and brokers.

The additional parameters enable you to capture information relating to entities such as unit holders and brokers that are not otherwise captured in the system.

System Parameters

This topic describes the definition and maintenance of these parameters in the system. It also includes the definition and maintenance of basic system default data.

Default data is information that will be used as defaulted in any maintenance operation such as setting up investor accounts, setting up entities, setting up brokers and so on.

All the menu options pertaining to the maintenance of system parameters and default information can be accessed through the System Parameters menu item in the Maintenance menu category of the Agency Branch main menu.

The following screens can be accessed through this menu item:

Table 3-1 System Parameters - Menu Options

Field	Description
Defaults Setup	Use this option to access the Defaults Maintenance screen, where you can set up the system default information.
Parameters Setup	Use this option to access the System Parameter Codes Maintenance screen, where you can view defined codes for parameters that will be used in the maintenance of entities as well as other data in the system, and add any applicable valid values.
Entity Mapping	Use this option to access the Entity Additional Information Mapping screen, where you can map any additional information heads to be applicable for the maintenance of entities such as unit holders and brokers.
Addl Info Maint	Use this option to access the Additional Information Maintenance screen, where you can define any additional information heads.
Fee Category Setup	Use this option to access the Fee Category Codes Maintenance screen, where you can view any specific defined fee category (and sub category) that is applicable to different investor types. You can also add new fee sub-categories.
Data Maintenance	Use this option to access the FCIS Data Mapping Codes Maintenance screen, where you can define data mapping between an external system and FCIS.

This topic contains the following sub-topics:

• Process Defaults Maintenance
  This topic provides the systematic instructions to set up system default information.
• Process Segment Maintenance Detail
  This topic provides the systematic instructions to set up system segment information.
• Segment Maintenance Summary
  This topic provides the systematic instructions to perform the basic operations on the selected records.
• System Parameters
  This topic explains about system parameters.
• Process Module Default Detail
  This topic provides the systematic instructions to maintain module details.
• Process Feature Applicable Detail
  This topic provides the systematic instructions to maintain client country features.
• Feature Applicable Summary
  This topic provides the systematic instructions to perform the basic operations on the selected records.
• Perform Print Reports
  This topic provides the systematic instructions to update the new cheque number against an old expired dividend payment cheque.
• Process Additional Information Maintenance
  This topic provides the systematic instructions to define additional information pertaining to any entities that you set up in the system.
• Process Entity Additional Information Mapping
  This topic explains about Entity Additional Information Mapping.
• Entity Additional Information Mapping Summary
  This topic provides the systematic instructions to perform the basic operations on the selected records.
• Process Fee Category Setup Detail
  This topic provides the systematic instructions to view a list of defined fee category codes or add any new fee sub-categories.
• Fee Category Setup Summary
  This topic provides the systematic instructions to perform the basic operations on the selected records.
• Process FCIS Data Mapping Maintenance Detail
  This topic provides the systematic instructions to map data from external systems to FCIS.
• Process Event User Mapping Detail
  This topic provides the systematic instructions to map an EOD operator with an event.
• Process Dividend Components Detail
  This topic provides the systematic instructions to maintain dividend component details.
• Dividend Components Summary
  This topic provides the systematic instructions to perform the basic operations on the selected records.
• Process Stop Code Maintenance Detail
  This topic provides the systematic instructions to maintain new Stop Codes using the predefined attributes.
• Stop Code Summary
  This topic provides the systematic instructions to perform the basic operations on the selected records.
• Perform RDR Parameter Maintenance
  This topic provides the systematic instructions to maintain RDR Parameters.