Difference between revisions of "Client Specific Settings"
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− | The | + | The Client Specific Settings codes are used by certain Investment/Loan screens to read in the defaults that should be used for certain fields. '''These codes should not be changed unless instructed to do so by a DDI staff member''' |
{{Codes Maintenance}} | {{Codes Maintenance}} | ||
− | In this case, you are looking for Code Set 99 - | + | In this case, you are looking for Code Set 99 - Client Specific Settings. Double-click the Code Set. You will see a screen similar to this one: |
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− | Note: There are | + | Note: There are several possible codes for this screen that the system will recognize. Some of the codes are: |
{| class="wikitable" | {| class="wikitable" | ||
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|- | |- | ||
| '''INDCC''' || Interest Computation Code | | '''INDCC''' || Interest Computation Code | ||
+ | |- | ||
+ | | '''LNREVMTD''' || Default Loan Reversal Method | ||
|} | |} | ||
Revision as of 14:05, 11 December 2012
Overview of Code Set 0099
The Client Specific Settings codes are used by certain Investment/Loan screens to read in the defaults that should be used for certain fields. These codes should not be changed unless instructed to do so by a DDI staff member
- From the main menu of DDI-Connect, double-click Name/Address
- Double-click Setup
- Double-click Codes Maintenance. You will see this screen:
Scroll down until you find the code set you are wanting to modify, and double-click that code set.
In this case, you are looking for Code Set 99 - Client Specific Settings. Double-click the Code Set. You will see a screen similar to this one:
Note: There are several possible codes for this screen that the system will recognize. Some of the codes are:
Code | Description |
---|---|
INDIM | Issuance Method |
INDRM | Redemption Method |
INDPC | Interest Payment Code & Renewal Interest Payment Code |
INDCC | Interest Computation Code |
LNREVMTD | Default Loan Reversal Method |
To add a new code, click the New button on the toolbar. You will see this screen:
Field | Description |
---|---|
Code | Enter a short alphanumeric code |
Active | If checked, this code will be active and available for selection |
Description | Enter a description for this code |
Security | This function utilizes the DDI-Connect Security codes. For a thorough understanding of how security works within DDI-Connect, we recommend you reference the Security document located here: Security Function Maintenance
To set security on a specific code, you would enter the requirements in this format: !NA/7 or #NA. These are just examples...you can use whatever security function you like in order to restrict access to a code. |
Numeric value 1 | This field is utilized by third party external software and should only be modified by DDI staff |
Numeric value 2 | This field is utilized by third party external software and should only be modified by DDI staff |
Text value 1 | This field is utilized by third party external software and should only be modified by DDI staff |
Text value 2 | This field is utilized by third party external software and should only be modified by DDI staff |
When you have finished entering the information for each field, click OK to save your changes and add the new code to the list.