Difference between revisions of "Conversion History"
(Created page with "=='''Overview of IL221H'''== Category:Investments") |
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=='''Overview of IL221H'''== | =='''Overview of IL221H'''== | ||
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| + | In many cases, when an organization begins using the DDI-Connect Investments system, there is some existing transactional information they want to be able to reference through DDI-Connect. Under such circumstances, DDI performs a data conversion to make this information accessible in DDI-Connect. Once added, these transactions don’t contain the depth of information they likely did in the old system. They do, however, enable you to look up transaction information and quickly reference key details of transactions based in your legacy systems. | ||
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| + | To view an investment's conversion history: | ||
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| + | * From the DDI Connect main menu, double-click Financial Services | ||
| + | * Double-click Financial Inquiry | ||
| + | * In the Investment field, enter the investment that you wish to view history for | ||
| + | * When the Investment Inquiry screen displays, click View and select Conversion History: | ||
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| + | [[File:Investment Conversion History 1.png]] | ||
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| + | '''NOTE: The Conversion History menu item will ONLY be available if investment conversion history is present for this investment''' | ||
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| + | The Conversion History screen will display: | ||
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| + | [[File:Investment Conversion History 2.png]] | ||
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| + | Please note that the information you see here will depend on the data converted from your previous system. | ||
[[Category:Investments]] | [[Category:Investments]] | ||
Revision as of 14:12, 12 April 2012
Overview of IL221H
In many cases, when an organization begins using the DDI-Connect Investments system, there is some existing transactional information they want to be able to reference through DDI-Connect. Under such circumstances, DDI performs a data conversion to make this information accessible in DDI-Connect. Once added, these transactions don’t contain the depth of information they likely did in the old system. They do, however, enable you to look up transaction information and quickly reference key details of transactions based in your legacy systems.
To view an investment's conversion history:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Financial Inquiry
- In the Investment field, enter the investment that you wish to view history for
- When the Investment Inquiry screen displays, click View and select Conversion History:
NOTE: The Conversion History menu item will ONLY be available if investment conversion history is present for this investment
The Conversion History screen will display:
Please note that the information you see here will depend on the data converted from your previous system.
