Client Specific Settings
Overview of Code Set 0099
The Investment Default Settings codes are used by IL210 when adding an investment 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 - Investment Default Settings. Double-click the Code Set. You will see a screen similar to this one:
Note: There are 5 possible codes for this screen that the system will recognize. They are:
| Code | Description |
|---|---|
| INDIM | Issuance Method |
| INDRM | Redemption Method |
| INDPC | Interest Payment Code |
| INDPC | Renewal Interest Payment Code |
| INDCC | Interest Computation Code |
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.
