Investment Redemption Method Codes
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Overview of Code Set 0517
- 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 0517 - Investment Redemption Method. 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:
| Field | Description |
|---|---|
| Code | Enter a unique 2 digit numeric code for the new code |
| Active | If selected, this code will be active and available for selection in the system |
| Description | Enter a unique description for this redemption method |
| 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 | Enter a unique sort value for this code. This number determines where the new code appears on the drop down list |
| Numeric value 2 | This field is utilized by DDI staff for the purposes of third party software |
| Category | If this code is being configured for a particular investment category, type the category code in this field |
| Text value 2 | This field is utilized by DDI staff for the purposes of third party software |
When you have entered the information, click OK to add the new code to the list.
