Investment Redemption Method Codes

Overview of Code Set 0517

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. Verify with DDI Client Support on what value should be in this field to allow for automatic renewals
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. This will allow the system to automatically select the correct investment category when renewing an investment
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.