2.37 Switch Privilege Setup Summary

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

After you have set up a restrictive list of switching between share classes for switch transactions, you must have another user authorize it so that it becomes effective in the system.

Before the restrictive list is authorized, you can edit it as many times as necessary. You can also delete it before it is authorized. After authorization, you can only change the switch period through an amendment.

The Switch Privilege Setup Summary screen can be used for the following operations on restrictive (privilege) lists:

• Retrieval for viewing
• Editing an unauthorized restrictive (privilege) list
• Deleting unauthorized restrictive (privilege) list
• Authorizing switch restrictive (privilege) list
• Amending switch restrictive (privilege) list

Retrieve Switch Privilege Setup List

1. On Home screen, type UTSSWPRV in the text box, and click Next.
   The Switch Privilege Setup Summary screen is displayed.

   Figure 2-48 Switch Privilege Setup Summary

   
   

   
   Description of "Figure 2-48 Switch Privilege Setup Summary"

   
   
2. On Switch Privilege Setup 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
   • From Share Class 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 percentage and alphanumeric value.
   You can search the record for From Share Class Type ID by using the combination of % and alphanumeric value as follows:

   • Search by A%: The system will fetch all the records whose Share Class ID starts from Alphabet ‘A’. For example, AA.
   • Search by %7: The system will fetch all the records whose Share Class ID Type ends by numeric value’ 7’. For example, -S7.
   • Search by %17%: The system will fetch all the records whose Share Class ID contains the numeric value 17. For example, - 17.

• Edit Switch Privilege Setup List
  This topic provides the systematic instructions to edit Switch Privilege Setup List record.
• View Switch Privilege Setup List
  This topic provides the systematic instructions to view Switch Privilege Setup List record.
• Delete Switch Privilege Setup List
  This topic provides the systematic instructions to delete Switch Privilege Setup List record.
• Authorize Switch Privilege Setup List
  This topic provides the systematic instructions to authorize Switch Privilege Setup List record.
• Amend Switch Privilege Setup List
  This topic provides the systematic instructions to amend Switch Privilege Setup List record.
• Authorize Amended Switch Privilege Setup List
  This topic provides the systematic instructions to authorize amended Switch Privilege Setup List record.