2.6 Process Entity Mapping Detail

This topic provides the systematic instructions to map entity details.

  1. On Home screen, type UTDENTMP in the text box, and click Next.
    The Entity Mapping Detail screen is displayed.

    Figure 2-16 Entity Mapping Detail


    Description of Figure 2-16 follows
    Description of "Figure 2-16 Entity Mapping Detail"

  2. On Entity Mapping Detail screen, click New to enter the details.
    For more information on fields, refer to the field description table.

    Table 2-12 Entity Mapping Detail - Field Description

    Field Description
    Entity Type

    Alphanumeric; 1 Character; Mandatory

    Specify the entity type. Alternatively, you can select entity type from option list. The list displays all valid entity type maintained in the system.
    Entity Type Description

    Display

    The system displays the description for the selected entity type.
    Entity ID Alphanumeric; 12 Characters; Mandatory

    Specify the entity ID. Alternatively, you can select entity ID from option list. The list displays all valid entity ID maintained in the system.
    Entity Name Display

    The system displays the description for the selected entity ID.
    Fund Manager ID Display; Alphanumeric; 30 Characters

    The system displays the current logged in fund manager ID.
    AGY Module Mapping
    AGY Module Mapping is used to map the entity to one or more AGY modules of the Fund manager. It includes the following fields.
    • AGY Module ID
    • Agent Code
    • Branch Code
    Note:
    • If there is no module mapped in AGY Module Mapping section, then the entity will be listed in all Agency branches of the mapped Fund Manager.
    • If there is any module mapped in AGY Module Mapping section, then the entity will be listed only in the mapped Agency branch of the mapped Fund Manager.
    AGY Module ID Alphanumeric; 30 Characters; Mandatory

    Specify the AGY Module ID. Alternatively, you can select the AGY Module ID from the LOV. The list displays the same maintained in the system.

    Agent Code Display

    The system displays the default agent code for the selected AGY Module ID.

    Branch Code Display

    The system displays the default branch code for the selected AGY Module ID.

Parent topic: Maintain Reference Information