Client is getting message as trial id and demo id
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Client not able to trade
Checks: check reason whether getting message as client is not registered. Resolution: UFFC File Upload should be done again for particular segment for which order is getting rejected.
Client not reflecting under RM code(WebWire)
Checks: Check if Wire id is created Check if branch mapping is done by UAM team. Resolution: If Wire ID is not created. Raise the ticket with tech connect and co ordinate with UAM team. Similar if Branch mapping is not done, Raise ticket with tech ...
SIP/Lumpsum Unit not allotted or reflecting for client
Checks: Verify the same by getting the error screenshot or using screen sharing feature Resolution: Connect with Mutual Fund Operations Team
Client is not able to do STP (Systematic Transfer Plan)
Checks: Verify whether user is a Demat Client Resolution: This is not an issue since, Demat clients are not allowed to do STP (Systematic Transfer Plan) Drop Files to Attach
Request to delete Lead ID
Checks: NA Resolution: Kindly connect to OI Team for the same.