Difference between revisions of "Online CEF Settings"
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| '''Issuance Method''' || Select “Send note”, “Book entry”, or “Safekeep note”. Online-CEF does not present this option to the online investor, but uses the setting when creating the investment following approval | | '''Issuance Method''' || Select “Send note”, “Book entry”, or “Safekeep note”. Online-CEF does not present this option to the online investor, but uses the setting when creating the investment following approval | ||
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| − | | '''Premium Method''' || Select one of the client defined premium methods. Online-CEF does not present this option to the online investor, but uses the setting when creating the investment following approval. The premium method is set up within Codes Maintenance. For information on setting these calculation methods, please reference this page: | + | | '''Premium Method''' || Select one of the client defined premium methods. Online-CEF does not present this option to the online investor, but uses the setting when creating the investment following approval. The premium method is set up within Codes Maintenance. For information on setting these calculation methods, please reference this page: [[Investment Premium Calculation Method]] |
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| − | | | + | | '''Allowable purchase amounts/thru''' || Specifies the smallest and largest amounts that may be used to fund a new investment. Note that the minimum amount is also affected by the investment offering selected by the investor |
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| − | | | + | | '''Privacy policy''' || Select the privacy policy document that is to be presented to Online-CEF users. (At least one privacy policy must have been defined and uploaded via Web Document Maintenance.) For information on uploading a privacy policy, please reference this page: |
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| Example || Example | | Example || Example | ||
Revision as of 14:34, 1 March 2012
Overview of IL01WEB
The Online CEF Settings screen allows you to configure settings such as interest frequency codes, funding methods, and emails. To access the screen:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Online-CEF
- Double-click Online-CEF Settings. You will see this screen:
Base Settings Tab
The first tab that you see is the Base Settings tab. On this screen, you have the following options:
| Field | Description |
|---|---|
| Interest Frequency Codes | This option specifies which interest payment frequency codes can be selected by the investor when purchasing a new investment. You can select all or just certain codes. |
| Investment Funding Methods | Specifies which funding methods (check, EFT, credit card) the investor may choose when purchasing a new investment |
| Issuance Method | Select “Send note”, “Book entry”, or “Safekeep note”. Online-CEF does not present this option to the online investor, but uses the setting when creating the investment following approval |
| Premium Method | Select one of the client defined premium methods. Online-CEF does not present this option to the online investor, but uses the setting when creating the investment following approval. The premium method is set up within Codes Maintenance. For information on setting these calculation methods, please reference this page: Investment Premium Calculation Method |
| Allowable purchase amounts/thru | Specifies the smallest and largest amounts that may be used to fund a new investment. Note that the minimum amount is also affected by the investment offering selected by the investor |
| Privacy policy | Select the privacy policy document that is to be presented to Online-CEF users. (At least one privacy policy must have been defined and uploaded via Web Document Maintenance.) For information on uploading a privacy policy, please reference this page: |
| Example | Example |
