Named Fund Restriction Class Codes

Overview of Code Set 0130

• 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, the code set you are looking for is code Set 0130 - Named Fund Restriction Class. 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:

You have the following fields available to you:

Field	Description
Code	Enter a unique, 2 character code to identify this correspondent type
Active	If selected, this code will be active and available for selection
Description	A brief description of 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.
Sort	The sort order must be a unique value, based on the order of other established codes in this set.
Numeric value 2	This field is utilized by DDI staff for third party software, and should not be modified
Text value 1	This field is utilized by DDI staff for third party software, and should not be modified
Text value 2	This field is utilized by DDI staff for third party software, and should not be modified

When you have finished entering the information, click OK to add the new code.