Difference between revisions of "Client Specific Settings"

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The Investment Default Settings codes are used by [[Adding an Investment|IL210 when adding an investment]] 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'''
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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}}
  
  
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In this case, you are looking for Code Set 99 - Investment Default Settings. Double-click the Code Set. You will see a screen similar to this one:
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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 5 possible codes for this screen that the system will recognize. They are:
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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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| '''INDRM''' || Redemption Method
 
| '''INDRM''' || Redemption Method
 
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|-
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| '''INDPC''' || Interest Payment Code
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| '''INDPC''' || Interest Payment Code & Renewal Interest Payment Code
 
|-
 
|-
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| '''INDPC''' || Renewal Interest Payment Code
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| '''INDCC''' || Interest Computation Code
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|-
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| '''INMATT2D''' || Investment Maturity - Insure New Inv # Term to Demand
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|-
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| '''LNREVMTD''' || Default Loan Reversal Method
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|}
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Each of these codes has a setting in the Char Value field that tells the system which option to use:
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[[File:Code Set 99 3.png]]
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The value in this field is pulled from the code set that corresponds to the code you are modifying, with the exception of the Default Loan Reversal Method. Those code sets are:
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{| class="wikitable"
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|-
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! '''Code''' !! '''Description'''
 
|-
 
|-
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| '''INDCC''' || Interest Computation Code
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| '''INDIM''' || Issuance Method - code set 0516 [[Investment Issuance Method Codes|Investment Issuance Method]]
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|-
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| '''INDRM''' || Redemption Method - code set 0517 - [[Investment Redemption Method Codes|Investment Redemption Method]]
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|-
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| '''INDPC''' || Interest Payment Code & Renewal Interest Payment Code - code set 0505 - [[Investment Payment Codes]]
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|-
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| '''INDCC''' || Interest Computation Code - code set 0515 - [[Investment Interest Computation Codes]]
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|-
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| '''LNREVMTD''' || Default Loan Reversal Method - see below
 
|}
 
|}
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So, if you are establishing the default interest computation, and you wish to have your default be 2 (actual # of days in month/actual # of days in year), you would enter 2 in the INDCC code's Char Value field:
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[[File:Code Set 99 5.png]]
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The default loan reversal method code (LNREVMTD) is configured differently than the other codes. If you wish to establish a default loan reversal method, the code should be configured as such:
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[[File:Code Set 99 4.png]]
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For this code, the Numeric value is what sets the default value. The values to use are noted in the Text value 2. For example, if you wish to have your default method be issue check, you would enter 260 in the numeric value 1 field.
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Latest revision as of 19:51, 17 November 2016

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:


Codes maint 1.png


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:


Code Set 99 1.png


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
INMATT2D Investment Maturity - Insure New Inv # Term to Demand
LNREVMTD Default Loan Reversal Method


Each of these codes has a setting in the Char Value field that tells the system which option to use:


Code Set 99 3.png


The value in this field is pulled from the code set that corresponds to the code you are modifying, with the exception of the Default Loan Reversal Method. Those code sets are:


Code Description
INDIM Issuance Method - code set 0516 Investment Issuance Method
INDRM Redemption Method - code set 0517 - Investment Redemption Method
INDPC Interest Payment Code & Renewal Interest Payment Code - code set 0505 - Investment Payment Codes
INDCC Interest Computation Code - code set 0515 - Investment Interest Computation Codes
LNREVMTD Default Loan Reversal Method - see below


So, if you are establishing the default interest computation, and you wish to have your default be 2 (actual # of days in month/actual # of days in year), you would enter 2 in the INDCC code's Char Value field:


Code Set 99 5.png


The default loan reversal method code (LNREVMTD) is configured differently than the other codes. If you wish to establish a default loan reversal method, the code should be configured as such:


Code Set 99 4.png


For this code, the Numeric value is what sets the default value. The values to use are noted in the Text value 2. For example, if you wish to have your default method be issue check, you would enter 260 in the numeric value 1 field.


To add a new code, click the New button on the toolbar. You will see this screen:


Code Set 99 2.png


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.

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