Member Attributes - Revision history

>Johno: /* Sample ATTRFILE */

2015-12-02T23:16:52Z

‎Sample ATTRFILE

>Johno: /* Calculating Attributes from LOAN-FILE */

2015-12-01T18:31:08Z

‎Calculating Attributes from LOAN-FILE

>Johno: /* Calculating Attributes from an SD file */

2015-12-01T18:30:37Z

‎Calculating Attributes from an SD file

>Johno: /* Sample ATTRFILE */

2015-12-01T18:29:45Z

‎Sample ATTRFILE

>Johno: /* Overview */

2015-12-01T18:28:24Z

‎Overview

>Johno: /* Calculating Attributes from LNXREF */

2015-12-01T18:27:28Z

‎Calculating Attributes from LNXREF

>Johno: /* Calculating Attributes from SHXREF */

2015-12-01T18:27:05Z

‎Calculating Attributes from SHXREF

>Johno: /* Calculating Attributes from SHXREF */

2015-12-01T18:26:13Z

‎Calculating Attributes from SHXREF

>Johno: /* Attributes from SHXREFCCYYMMDD.xls or LNXREFCCYYMMDD.xls */

2015-12-01T18:25:22Z

‎Attributes from SHXREFCCYYMMDD.xls or LNXREFCCYYMMDD.xls

>Johno: /* Calculating Attributes from LOAN-FILE */

2015-12-01T18:24:55Z

‎Calculating Attributes from LOAN-FILE

@@ Line 133: / Line 133: @@
     6         MEMBRS.MEMBER-FILE            IMBRATTR  E_STATEMENTS        eStatements                   X
     7         MEMBRS.MEMBER-FILE            IMBRATTR  DIRECT_DEPOSIT      Direct Deposit                X
-        1    N/A                                     SAVINGS             Savings Accounts              X
+        1    N/A                           SHXREF    SAVINGS             Savings Accounts              X
-        2    N/A                                     CLUB_ACCTS          Club Accounts                 X
+        2    N/A                           SHXREF    CLUB_ACCTS          Club Accounts                 X
-        3    N/A                                     CHECKING_ACCTS      Checking Accounts             X
+        3    N/A                           SHXREF    CHECKING_ACCTS      Checking Accounts             X
-        5    N/A                                     SHARE_CERTS         Share Certificates            X
+        5    N/A                           SHXREF    SHARE_CERTS         Share Certificates            X
-        6    N/A                                     IRA_SAVING_CDS      IRA Savings/CDs               X
+        6    N/A                           LNXREF    IRA_SAVING_CDS      IRA Savings/CDs               X
-        11   N/A                                     NEW_VEHICLE         New Vehicle                   X
+        11   N/A                           LNXREF    NEW_VEHICLE         New Vehicle                   X
-        12   N/A                                     USED_VEHICLE        Used Vehicle                  X
+        12   N/A                           LNXREF    USED_VEHICLE        Used Vehicle                  X
-        13   N/A                                     LOC                 LOC                           X
+        13   N/A                           LNXREF    LOC                 LOC                           X
-        14   N/A                                     FIRST_MORTGAGE      1st Mortgage                  X
+        14   N/A                           LNXREF    FIRST_MORTGAGE      1st Mortgage                  X
-        15   N/A                                     OTHER_REAL_ESTATE   Other Real Estate             X
+        15   N/A                           LNXREF    OTHER_REAL_ESTATE   Other Real Estate             X
    1         MEMBRS.LOAN-FILE              ILNATTR   DELQ_LOANS          Delinquent Loans              X
 ==== Calculating Attributes from an SD file ====

@@ Line 196: / Line 196: @@
 ==== Calculating Attributes from LOAN-FILE ====
-Attribute 21 (Delinquent Loan) is calculated using LOAN-FILE.  The LNXREF cannot be used to assign this attribute since it involves checking the loan balance and due-date.  Setting up this attribute is very similar to the MEMBER-FILE attributes.  In this case the primary topic is LOAN-FILE and the include file (ILNATTR) looks like this:
+Attribute 21 (Delinquent Loans) is calculated using LOAN-FILE.  The LNXREF cannot be used to assign this attribute since it involves checking the loan balance and due-date.  Setting up this attribute is very similar to the MEMBER-FILE attributes.  In this case the primary topic is LOAN-FILE and the include file (ILNATTR) looks like this:
   * Calculate LOAN-FILE Attributes:

@@ Line 149: / Line 149: @@
 The first attribute is calculated from an SD file that is created during the load called SHLNTOTS which counts the total number of active (open) shares and loans for each member.  The ITOTATTR file contains the following:
-  * Calculate MEMBER-FILE Attributes from SHLNTOTS:
+  * Calculate Member Attributes from SHLNTOTS:
+  *
   << Single Service >>

@@ Line 128: / Line 128: @@
     1         SHLNTOTS.SHLNTOTS             ITOTATTR  SINGLE_SERVICE      Single Service                X
     1         MEMBRS.MEMBER-FILE            IMBRATTR  OK_TO_MAIL          OK to Mail                    X
-    3         MEMBRS.MEMBER-FILE            IMBRATTR  DORMANT             Dormant                       X
+    2         MEMBRS.MEMBER-FILE            IMBRATTR  DORMANT             Dormant                       X
-    4         MEMBRS.MEMBER-FILE            IMBRATTR  INACTIVE            Inactive                      X
+    3         MEMBRS.MEMBER-FILE            IMBRATTR  INACTIVE            Inactive                      X
     5         MEMBRS.MEMBER-FILE            IMBRATTR  ONLINE_BANKING      Online Banking                X
     6         MEMBRS.MEMBER-FILE            IMBRATTR  E_STATEMENTS        eStatements                   X
@@ Line 168: / Line 168: @@
   << Dormant >>
-  #ATTR(3)=(MEMBER-FILE.REST-FLAG-11=79)
+  #ATTR(2)=(MEMBER-FILE.REST-FLAG-11=79)
   << Inactive >>
-  #ATTR(4)=(MEMBER-FILE.REST-FLAG-11=90)
+  #ATTR(3)=(MEMBER-FILE.REST-FLAG-11=90)
   << Online Banking >>

@@ Line 31: / Line 31: @@
 :* Based on specific loan products by editing the [[Loan Types & Products|LNXREF file]].
-The definition of an attribute can combine multiple flags.  For example, the ''OK to Send Mail'' attribute could check a bad address flag, a deceased flag and an opt-out flag.  If any of these flags are set, the attribute would be false.  '''At most 30 attributes can be defined.'''
+The definition of an attribute can combine multiple flags.  For example, the ''OK to Send Mail'' attribute could check a bad address flag, a deceased flag and an opt-out flag.  If any of these flags are set, the attribute would be false.
 == Sample Member Attributes ==

@@ Line 188: / Line 188: @@
 ==== Calculating Attributes from LNXREF ====
-Attributes 16-20 are calculated using the LNXREF file.  When an attribute is based on a member having specific loan products, the LNXREF file is the easiest way to configure the corresponding attribute (and product).
+Attributes 16-20 are calculated using the [[Loan Types & Products|LNXREF file]].  When an attribute is based on a member having specific loan products, the LNXREF file is the easiest way to configure the corresponding attribute (and product).
 For the above example, the LN_ATTR_NBR column of the LNXREF file is assigned the value 16 (New Vehicle) for all rows where the share COLLATERAL code qualifies as a new vehicle loan.  Since attribute 16 is also product 11, the LN_PROD_NBR will be given the value 11.  All Used Vehicle COLLATERAL codes will be assigned LN_ATTR_NBR=17 and LN_PROD-NBR=12.

@@ Line 182: / Line 182: @@
 ==== Calculating Attributes from SHXREF ====
-Attributes 11-15 are calculated using the %VS-DAYS-LOAN-DELQ.  When an attribute is based on a member having specific share products, the SHXREF file is the easiest way to configure the corresponding attribute (and product).
+Attributes 11-15 are calculated using the [[Share Types & Products|SHXREF file]].  When an attribute is based on a member having specific share products, the SHXREF file is the easiest way to configure the corresponding attribute (and product).
 For the above example, the SH_ATTR_NBR column of the SHXREF file is assigned the value 11 (Savings Account) for all rows where the share DESC-ABRV is a savings product.  Since attribute 11 is also product 1, the SH_PROD_NBR will be assigned a 1.  All Checking Account DESC-ABRVs will be assigned SH_ATTR_NBR=12 and SH_PROD-NBR=2.

← Older revision		Revision as of 18:25, 1 December 2015
Line 206:		Line 206:

	* The macros VS-OPEN-LOAN and %VS-DAYS-LOAN-DELQ are configured in the main Vital Signs [[Vital_Signs Macro Definitions\|macro file]].		* The macros VS-OPEN-LOAN and %VS-DAYS-LOAN-DELQ are configured in the main Vital Signs [[Vital_Signs Macro Definitions\|macro file]].
−
−	~~==Attributes from [[SHXREFCCYYMMDD.xls]] or [[LNXREFCCYYMMDD.xls]]==~~

@@ Line 204: / Line 204: @@
   << Delinquent Loan >>
   #ATTR(1)=(%VS-OPEN-LOAN AND LOAN-FILE.BALANCE > 0 AND #DAYS-DELQ >= %VS-DAYS-LOAN-DELQ)
 ==Attributes from [[SHXREFCCYYMMDD.xls]] or [[LNXREFCCYYMMDD.xls]]==