Loan Document Action Codes
Overview of Code Set 0604
- 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.
- Scroll down until you find code set #604 - Loan Document Action Codes
- Double-click that code set. You will see this screen:
Note: What you see on this screen will depend on what your organization has already established as far as Loan Document Action Codes. You might see a much shorter or very different list of documents
To add a new document action code, click the New button. This screen will launch:
| Field | Description |
|---|---|
| Code | Enter a one character alpha code for this action |
| Active | If checked, this action code will be activated and available for selection on the Loan Documentation setup screen |
| Description | Enter a unique description for this code |
| Security | If you wish to restrict the use of this action code to just those users who have the appropriate security, you would enter it here.
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. |
| Sort Order | This field is only utilized when interfacing with an external third party software, and should be left as is |
| Numeric Value 2 | This field is only utilized when interfacing with an external third party software, and should be left as is |
| Abbreviation | The abbreviation you enter here is used on reports within the system, including IL435 (Loan Document Control File Add) |
| Text Value 2 | This field is only utilized when interfacing with an external third party software, and should be left as is |
When you have finished configuring the code, click OK. It will now be added to the codes list for this set.
