Line of Business Codes

The following procedures will outline the steps for adding and managing any Line of Business

codes to be utilized within the system.

Step 1        Log into the CDP

The active Institution and File will display in the upper right-hand section to the left of the

name of the user logged in.

Step 2        Click Settings

Step 3        Hover over Lookup Manager

Step 4        Click Line of Business Codes

Step 5        To add a code, click the green Add New button in the upper right-hand corner

5.1                  Type in a Code

5.2                  Type in the Name or description for the code

5.3                  Click Save

Step 6        To Edit a Line of Business Code, click on the desired code from the list

6.1                  Click Edit

6.2                  Make the desired changes

6.3                  Click Save

6.4        While in edit mode, if the changes are no longer desired, click the X button in the

upper right hand side of the window to cancel.

Step 7        To Delete a Line of Business Code, click on the desired code from the list

7.1                  Click Delete

7.2                  Click Yes to the confirmation message

Article Reference CNX218