2.44 Process Auto Replication Preference Maintenance Detail

This topic provides the systematic instructions to maintain a template that contains the fields in the Unit Holder New Account Maintenance, for which you require replication of any modifications that are made through an Information Change.

Modifications made to a unit holder account under a CIF, through an Information Change operation, might require to be replicated to all unit holder accounts under the CIF.

The Oracle® FLEXCUBE Investor Servicing provides the facility of configuring the system so that automatic replication could be achieved.

Maintain a template that contains the fields in the Unit Holder New Account Maintenance, for which you require replication of any modifications that are made through an Information Change.

The templates can be maintained at two levels:

• CIF level
• Identification Type level

1. On Home screen, type UTDAUTRE in the text box, and click Next.
   The Auto Replication Preference Maintenance Detail screen is displayed.

   Figure 2-55 Auto Replication Preference Maintenance Detail

   
   

   
   Description of "Figure 2-55 Auto Replication Preference Maintenance Detail"

   
   
2. You must maintain the following details to maintain the template in this screen.
   • A unique ID for the template.
   • The level at which the automatic replication of changes made through Information Change is required:
     • CIF level
     • Identification Type level
3. On Auto Replication Preference Maintenance Detail screen, click New to enter the details.
   For more information on fields, refer to the field description table.

   Table 2-55 Auto Replication Preference Maintenance Detail - Field Description

   Field	Description
   Template ID	Alphanumeric; 6 Characters; Mandatory Specify a unique identification for the automatic replication template being maintained.
   Auto Replication Code	Alphanumeric; 25 Characters; Mandatory This field indicates the type of entity for which the automatic replication template preferences are being maintained. The entity types for which the automatic replication feature is available are pre-configured for your installation. The Unit Holder Information Change and Broker Info Change options are displayed in this field and cannot be changed.
   Description	Display The appropriate description is displayed in the Description field.
   Applicable For	Alphanumeric; 1 Character; Mandatory Specify the level at which the automatic replication of changes made through Information Change is required either CIF level or Identification Type level. Choose CIF relevant fields or Identification Type fields that are available for selection for automatic replication. Note: If you select Auto Replication Code as BROKERINFOCHANGE and Applicable For option as B-Broker and click Populate button, the system displays the list of all available fields for creating a template.
   Description	Display The appropriate description is displayed in the description field. Click Populate button after specifying the mandatory details to view the field name and field description. However, you can amend these values.
   Field Name	Alphanumeric; 30 Characters; Mandatory Select the fields in the Unit Holder New Account maintenance, changes to which are to be replicated to all accounts under a CIF. You can choose either CIF relevant fields, or fields pertaining to Identification Type, depending on the level at which the automatic replication is required, which you have selected in the Applicable For field. The list of fields for which the automatic replication feature is available is pre-configured for your installation.
   Field Description	Display The system displays the description for the selected field name.