Manage your ARN and EUINS in Finnsys

As a structure, your Finnsys software is capable of handling multiple ARNs under one licence. Hence it is very important for the Finnsys Users to properly map the respective EUINs of every ARN under the Finnsys Database. 

Please see the suggested action table related to your ARN and EUIN management task :

Sl No	Remarks	Action
1	Primary ARN	Must be added in Finnsys as a primary ARN in HO. Check under ' Distribution Management' Section
2	Primary EUIN	Must be added in Finnsys as a primary EUIN in HO. Check under ' Distribution Management' Section
3	Other ARNs	Must be added in Finnsys as other ARNs in HO. Check under ' Distribution Management' Section
4	Primary EUINs of other ARNs	Must be added in Finnsys as other EUINs in HO. Check under ' Distribution Management' Section
5	All other EUINs of staff, agents etc	Must be added in Finnsys as RM, agents etc under the HO or others. Check under ' Distribution Management' Section

Note : If any of your agent or RM don't have the EUIN then simply leave it blank. The system do not require any sub broker code in this new format.

Once you complete your ARN and EUIN mapping task under 'Distributor Management' section then your transactions import will automatically get mapped according to following policy :

1. As a first search, system will look for the previous mapping of the client. If there will be any previous transaction history the it will automatically get mapped to the existing distributor or owner of the client 
   
2. If the system will not find any previous history  of ownership then it will check for the EUIN mentioned in the transaction. System will map the transactions to the respective EUIN as created in your 'distributor management' section. 
   
3. As a last step, if the system will not find any of the above match then the transaction will automatically get mapped to the HO ( head Office)
   

Question : How to re-map the transactions from one Agent/ distributor to another ?

Answer :

Finnsys Software allow you to re-map any of the Investor or Group of investors from one agent to another. There are following two ways to do so :

A. From 'Data Management Tools'

B. From 'Distributor Network' section

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