This facility allows for the processing of service requests for the capture, cancellation or authorisation of Bulk Switches
This Service Request is manually created.
Note:
This can also be processed in the BULK ALLOCATION AND SWITCH Process.
For more information refer to
My Work
Process SR
Switching
Bulk Allocation and Switch
When you select my work from the main functionality menu, the JU7AB Work Management List screen will be displayed.
This screen displays a list of the service requests allocated to you.
For detailed information on the JU7AB Work Management List screen and the functionality of the action buttons refer to
My Work
Service Requests
Select Service Request from the sub-menu on the left. When the drop-down list is displayed, select Create.
The JU7AB Create/Update New Service Request screen will be displayed.
Capture the following data:
|
Field |
Capture Value |
|
Process Name |
BULK SWITCH |
|
Activity |
CAPTURE SWITCH |
Note:
The system will default the Activity to CAPTURE SWITCH
For more information, refer to Create Service Request above.
Click OK once the necessary details have been captured.
Once the service request has been allocated to a user, the service request will be displayed on the JU7AB Work Management List screen with a Process Name of BULK SWITCH and an Activity Name of CAPTURE SWITCH.
Note:
In most cases where a bulk switch is processed, the Portfolio being switched out of needs to first be removed from the Members’ allocations for future contributions. However, this will not always be the case and therefore the CAPTURE ALLOCATION Activity will be able to be skipped by selecting the CAPTURE SWITCH activity.
Activity name: Capture Switch
When a Service Request for which the Process is BULK SWITCH and the Activity Name is CAPTURE SWITCH is selected on the JU7AB Work Management List screen and the Process option is selected, the system will flow to the JU3CA Bulk Switch From screen and populate the Scheme Code with the Scheme Code captured on the Service Request.
For more information refer to Creating a new bulk allocation under
Processes
Switches
Bulk Switches
Click OK once the necessary information has been captured. The JU3CA Transfer Available Investments screen will be displayed.
If there is no Bulk Allocation linked to the Service Request, the Activity Name will be updated to AUTHORISE SWITCH and the system will flow back to the JU7AB Work Management List screen.
Activity Name: Authorise Switch
When a Service Request for which the Process is BULK SWITCH and the Activity Name is AUTHORISE SWITCH is selected on the JU7AB Work Management List screen and the Process option is selected, the system will flow to the JU3CA Bulk Allocations From screen and populate the Scheme Code with the Scheme Code captured on the Service Request.
For more information refer to Creating a new bulk allocation under
Processes
Switches
Bulk Switches
When the Cancel Bulk Type option is selected on the JU3CA Bulk Switch From screen and then the OK button is selected on the JU3CA Bulk Cancellation screen, the Status of the Service Request will be updated to CANCELLED.