Portfolio Computation Method Codes

Overview of Code Set 0810

NOTE: This code set should only be modified by or as directed by DDI staff.

• 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 0810 - Portfolio Computation Method Codes. Double-click the code set. You will see a screen similar to this one:

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.