Conversion History

Overview of IL221H

In many cases, when an organization begins using the DDI-Connect Investments or Loans systems, there are some existing transactional information they want to be able to reference through DDI-Connect. Under such circumstances, DDI performs a data conversion to make this information accessible in DDI-Connect. Once added, these transactions don’t contain the depth of information they likely did in the old system. They do, however, enable you to look up transaction information and quickly reference key details of transactions based in your legacy systems.

To view an investment's or loan's conversion history:

• From the DDI Connect main menu, double-click Financial Services
• Double-click Financial Inquiry
• In the Investment field, enter the investment that you wish to view history for. Or, in the Loan field, enter the loan number you wish to view the information for.
• When the Investment Inquiry/Detailed Loan Inquiry screen displays, click View and select Conversion History:

NOTE: The Conversion History menu item will ONLY be available if investment conversion history is present for this investment or loan

The Conversion History screen will display:

Please note that the information you see here will depend on the data converted from your previous system.

If you click on a history item, the details appear in the Detail area below:

When you have finished viewing the information, click Exit to return to the Investment Inquiry screen.