Client Specific Settings
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 |
| LNREVMTD | Default Loan Reversal Method |
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.
