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Manage Code Value Client Link

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In the Add Broker Information page, selected the code category for broker detail information.

To add broker details:

  1. From the left navigation, select Setup > Metadata > Codes.
    You see the Codes workspace with the list of available code categories. By default, the Codes workspace opens with the Code/Code Values tab.
  2. On the Home tab, in the Actions groups, click Code Value Client Link.
    You see the Add Code Value and Client Link window.
  3. In the Add Broker Information section, click the Source list to select the source to add the Broker code.
    You see the list of available Broker Codes.
  4. Click the Code Category Name list to select the code category to add the code value. Available options are:
    - Broker
    - Clearing Broker
    - Custodian Bank
    - Manager
  5. Type the code of the client for the selected code category in the Broker box.
  6. Type the name of the client for the selected code category in the Broker Name box.
  7. Click Next.
    You see the Add Client Information page.

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User ease of maintenance is achieved by the externalized translation of the stored code value. The Eagle Data Management's Code Value table long description can be changed without affecting the stored code value in Eagle Data Management. Any number of code value translations can be incorporated into the Eagle Data Management's table queries.

To view code map cache:

  1. From the left navigation, select Setup > Metadata > Codes.
    You see the Codes workspace with the list of available code categories. By default, the Codes workspace opens with the Code/Code Values tab.
  2. On the Home tab, in the Actions groups, click View Code Map Cache.
    You see the View Code Map Cache window.
  3. Click the Cache Type list to select the type of cache to view. Available options are:
    - Pre Process. This code is used for SPD processing and for 911-bifurcation (which happens during accounting transactions ) in T3.
    - Post Process. This is used for reports.
  4. Click the Code list to select the type of code to view. Available options are:
    - All Codes
    - One Code
    - All Maps
    - One Map
  5. If you select One Code, then the Code Description and Source Name options are enabled.
  6. If you select One Map, then the Map Name option is enabled.
  7. Select the options you require and click Submit.
    You see the list of code map cache based on the selected criteria.