1.12.1 Process Module Setup

This topic provides the systematic instructions to create new agency branch modules.

1. On Home screen, type SMDMODUL in the text box, and click Next.
   The Module Setup screen is displayed.

   Figure 1-17 Module Setup

   
   

   
   Description of "Figure 1-17 Module Setup"

   
   

   Figure 1-18 Policy SI Summary

   
   

   
   Description of "Figure 1-18 Policy SI Summary"

   
   
2. On Module Setup screen, click New to enter the details.
   The System Admin user can create new agency branch modules. For more information on fields, refer to the field description table.

   Table 1-17 Module Setup - Field Description

   Field	Description
   Module Type	Alphanumeric; 3 Characters; Mandatory Specify the module type. Alternatively, you can select module type from the option list. The list displays all valid module types maintained in the system.
   Module Type Description	Display The system displays the description for the selected module type.
   Distribution Installation?	Optional Select if distribution installation is required or not from the drop-down list. The list displays the following values: Yes No
   Client ID	Alphanumeric; 15 Characters; Mandatory Specify the client ID for which the module is being created. This field is enabled only if you have selected Fund Manager or Service Provider option in Module Type field.
   Module ID	Alphanumeric; 30 Characters; Optional Specify the module ID. This must be unique, and if any duplicates are detected by the system, a warning message is displayed. The system displays the client ID for the selected module in case of Fund Manager or Service Provider. This field is disabled if you have selected Fund Manager or Service Provider option in Module Type field.
   Branch	Alphanumeric; 12 Characters; Mandatory Specify the branch code.
   AMC/Distributor Module	Alphanumeric; 30 Characters; Optional Specify AMC or distributor module. This field will be display field if you have selected Fund Manager or Service Provider option in Module Type field.
   Distributor	Alphanumeric; 12 Characters; Mandatory Specify the distributor details.
   Agent	Alphanumeric; 12 Characters; Mandatory Specify the agent code.
   AMC ID	Alphanumeric; 12 Characters; Optional Specify the AMC ID.
   Instance Name	Alphanumeric; 50 Characters; Optional Specify the instance name. Alternatively, you can select instance name from the option list. The list displays all valid instance names maintained in the system.
   Security Level	Alphanumeric; 2 Characters; Optional Specify the security level.
   Default Module	Optional Select this option to set to default module.

3. Click Save to save your user profile record.
   The system confirms the saving of the record into the SMS database.