Category:Investments
This area describes and explains the Investments module within DDI-Connect. This area of the system is meant to assist you in doing your job within the context of our business applications. If you have questions that it does not address, please contact DDI Support at support@ddi.org or (317) 713-2480.
The Investments system is a comprehensive business module geared to the unique needs of the investment vehicles of faith-based organizations. Its stability and flexibility enable you to maintain all of your clients’ investments from inception to redemption. It’s integrated with other key DDI-Connect applications like the Name/Address constituent database and the Daily Cash Processing system, providing a seamless flow of information.
The investments process consists of four basic stages in DDI-Connect: initial setup, cash receipt, transactions, and cash disbursement:
Subcategories
This category has the following 2 subcategories, out of 2 total.
Pages in category "Investments"
The following 99 pages are in this category, out of 99 total.
C
- Cash Account Descriptions Codes
- Cash Suspense Accounts
- Change Financial Check Payee
- Change Investment ACH Information
- Change Investment Issuance Method
- Change Investment Loan Support
- Change Investment Maturity Extension Months
- Change Investment Original Amount
- Change Investment Original Maturity Date
- Change Investment Payment Option
- Change Investment Premium Method
- Change Investment Type
- Client Specific Settings
- Conversion History
I
- IL340 - Investment Seller by State
- Immediate Investment Check and Receipt Printing
- Interest Payee Assignment
- Internal Transfers
- Investment Audit Inquiry
- Investment Balance History
- Investment Balance Inquiry
- Investment Category Maintenance
- Investment Change History
- Investment Correspondent Types Codes
- Investment Daily Checklist
- Investment Estimator
- Investment Financial Adjustment
- Investment Flex Plus Maintenance
- Investment Form Code Selection
- Investment Inquiry
- Investment Interest Computation Codes
- Investment Interest Payment Codes
- Investment Issuance Method Codes
- Investment Maintenance
- Investment Maturity Notify Code
- Investment Note Approval
- Investment Notice Methods Codes
- Investment Numeric Status Codes
- Investment Payment Codes
- Investment Penalty Method Codes
- Investment Penalty Source Codes
- Investment Premium Calculation Method
- Investment Redemption Approval
- Investment Redemption Method Codes
- Investment Status Code
- Investment System Settings
- Investment Tier and Age Maintenance
- Investment Tiered Rate Instruments
- Investment Tiered Rate Maintenance
- Investment Transaction Detail
- Investment Type and Rate Maintenance
- Investment Withdrawal Estimation
- Investment Withholding
- Investments "No Credit Sales" States Codes
- IRA Contribution Codes
- IRA Distribution Codes
- IRA Fee Method Codes
- IRA Investment Types
- IRA Transfers (Other) Codes
- IRA Types
- Issue Duplicate Note
