1.12 Set up Modules

This topic provides information on setting up modules.

Typically, in an AMC, an installation of Oracle FLEXCUBE Investor Servicing installs the following components:

• Fund Manager
• Agency Branch

In a network scenario, the following situations are also possible:

• A single AMC with a single installation may have two or more instances of each component, or all components, as necessary.
• A Multi-AMC situation where a number of AMC’s are networked and each has one or more installation of all components.

In either case, each installation of any or all of the components may have a different instance, or schema. However, for the purpose of multi-networking and enabling a user to log in to the system with a single user ID from any component, a single Security Management System database is necessary that contains the repository of all users in all the different instances.

Each instance of the installation, in a multi-networked situation, is referred to a Module.

A Module, therefore, is an instance of either one of the components, connecting to a single SMS database.

At the time of installation, the installation process sets up the Fund Manager module in the system, with a default agent and branch code.

Subsequently, the System Admin user must set up the Agency Branch module.

• Process Module Setup
  This topic provides the systematic instructions to create new agency branch modules.
• Operations on Module Record
  This topic gives information on operations on Module Record.