Difference between revisions of "Client Specific Settings"
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− | The | + | 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}} | ||
− | In this case, you are looking for Code Set 99 - | + | 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 | + | 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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|- | |- | ||
| '''INDCC''' || Interest Computation 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: | ||
+ | |||
+ | |||
+ | [[File: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: | ||
+ | |||
+ | |||
+ | {| class="wikitable" | ||
+ | |- | ||
+ | ! '''Code''' !! '''Description''' | ||
+ | |- | ||
+ | | '''INDIM''' || Issuance Method - code set 0516 [[Investment Issuance Method Codes|Investment Issuance Method]] | ||
+ | |- | ||
+ | | '''INDRM''' || Redemption Method - code set 0517 - [[Investment Redemption Method Codes|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: | ||
+ | |||
+ | |||
+ | [[File: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: | ||
+ | |||
+ | |||
+ | [[File: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. | ||
+ | |||
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:
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:
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:
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:
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:
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:
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.