Online Account Access Rules Maintenance

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Overview of NA81UPD

The Online Account Access Rules Maintenance screen lets you establish the default access level for the account types that are viewable via the Online CEF program.


  • From the DDI Connect main menu, double-click Name/Address System
  • Double-click Setup
  • Double-click Online Account Access Maintenance. You will see a screen similar to this one:


Online Access 1.png


Adding a New Rule

To add a new rule, click the Add button on the toolbar. The fields will be activated for entry:


Online Access 2.png


The following fields are available on this screen:


Field Description
Description Enter a brief description of the rule
Account type Click the drop down arrow to select the account type.
Ownership code Example
Access Level Example
Legally defined Example