Difference between revisions of "Investment Tier and Age Maintenance"

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(Created page with "=='''Overview of IL288'''== Category:Investments")
 
 
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=='''Overview of IL288'''==
 
=='''Overview of IL288'''==
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DDI-Connect can accommodate tiered interest age rates for specified investment types. In this rating method, the rate the investor receives is dependent upon the age of the investment owner. Tiered age rating allows you to set up as many age ranges as necessary per investment type, designating separate rates for each. '''Note: If you want to set up tiered age rating for a particular investment type, it must be set up with a tiered-age note type in [[Investment Type and Rate Maintenance|Type and Rate Maintenance]].'''
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To set up tiered age rates:
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* From the DDI Connect main menu, double-click Financial Services
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* Double-click Investments
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* Double-click Setup
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* Double-click Investment Tier and Age Maintenance. You will see a screen similar to this one:
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[[File:Tier and Age Maint 1.png]]
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To add a new tier, click the Add button on the toolbar. You will see this screen:
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[[File:Tier and Age Maint 2.png]]
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You have the following fields available to you:
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{| class="wikitable"
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|-
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! '''Field''' !! '''Description'''
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|-
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| '''Inv Type''' || Enter the investment type code or click the list icon to select from a list of active [[Investment Type and Rate Maintenance|investment types]] in the system
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|-
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| '''Rate''' || Enter the interest rate to be applied to this tier
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|-
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| '''Minimum age''' || Enter the minimum age for an investor to receive this rate
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|-
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| '''Maximum age''' || Enter the maximum age for an investor to receive this rate
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|}
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Once you have entered the information, click Save to add the tier. You can now add additional tiers or click exit to leave the screen.
  
  
  
 
[[Category:Investments]]
 
[[Category:Investments]]

Latest revision as of 17:14, 27 March 2012

Overview of IL288

DDI-Connect can accommodate tiered interest age rates for specified investment types. In this rating method, the rate the investor receives is dependent upon the age of the investment owner. Tiered age rating allows you to set up as many age ranges as necessary per investment type, designating separate rates for each. Note: If you want to set up tiered age rating for a particular investment type, it must be set up with a tiered-age note type in Type and Rate Maintenance.


To set up tiered age rates:


  • From the DDI Connect main menu, double-click Financial Services
  • Double-click Investments
  • Double-click Setup
  • Double-click Investment Tier and Age Maintenance. You will see a screen similar to this one:


Tier and Age Maint 1.png


To add a new tier, click the Add button on the toolbar. You will see this screen:


Tier and Age Maint 2.png


You have the following fields available to you:


Field Description
Inv Type Enter the investment type code or click the list icon to select from a list of active investment types in the system
Rate Enter the interest rate to be applied to this tier
Minimum age Enter the minimum age for an investor to receive this rate
Maximum age Enter the maximum age for an investor to receive this rate


Once you have entered the information, click Save to add the tier. You can now add additional tiers or click exit to leave the screen.

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