Membership analysis.xls - Revision history

Johno: /* Control Flags */

2025-08-06T15:47:01Z

‎Control Flags

Johno: /* Control Flags */

2025-08-06T15:43:12Z

‎Control Flags

Johno at 15:42, 6 August 2025

2025-08-06T15:42:15Z

>Manager at 23:54, 14 September 2012

2012-09-14T23:54:24Z

>Manager at 23:53, 14 September 2012

2012-09-14T23:53:33Z

>Jeremyb: /* Fields Sheet */

2012-09-04T20:44:15Z

‎Fields Sheet

>Jeremyb: /* Fields Sheet */

2012-09-04T20:02:06Z

‎Fields Sheet

>Jeremyb: /* Accounts Sheet */

2012-09-04T19:46:08Z

‎Accounts Sheet

>Jeremyb: /* Fields Sheet */

2012-09-04T19:43:41Z

‎Fields Sheet

>Jeremyb: /* Ranges Sheet */

2012-09-04T19:35:34Z

‎Ranges Sheet

@@ Line 339: / Line 339: @@
       MBR        1  MBR_COMMERCIAL_ACCT_FLG    Commercial Account       Ascii(Desc)
-      MBR       29  MBR_DECEASED_FLG           Member Deceased	       Ascii(Desc)
+      MBR       29  MBR_DECEASED_FLG           Member Deceased          Ascii(Desc)
       SH        21  SH_DRAFT_ACCT_FLG          Draft Account            Ascii(Desc)

@@ Line 337: / Line 337: @@
 '''Examples'''
      Type     Flag  FieldName                  Label                    SortBy
       MBR        1  MBR_COMMERCIAL_ACCT_FLG    Commercial Account       Ascii(Desc)
       MBR       29  MBR_DECEASED_FLG           Member Deceased	       Ascii(Desc)
@@ Line 344: / Line 345: @@
       LN        42  LN_TDR_FLG                 Loan TDR                 Ascii(Desc)
 == Fields Sheet ==

← Older revision		Revision as of 15:42, 6 August 2025
Line 312:		Line 312:
	LN LN_CREDIT_TIER_DESC Credit Tier Ascii		LN LN_CREDIT_TIER_DESC Credit Tier Ascii
	LN =LN_TYPE_PROD Loan Type Numeric # Use an equals for expressions or groups.		LN =LN_TYPE_PROD Loan Type Numeric # Use an equals for expressions or groups.
		+
		+
		+	== Control Flags ==
		+
		+	This sheet can be used to add control flags that will appear on the Mbr Select, Deposit Select and Loan Select tabs in Vital Signs.
		+
		+	The columns in this sheet are Type, Flag, FieldName, Label and SortBy
		+
		+	'''Type'''
		+	The type of the flag. Must be one of: MBR, SH or LN.
		+
		+	'''Flag'''
		+	This is the control flag number.
		+
		+	'''FieldName'''
		+	A unique name that will be used internally as the name of this field. Must be all uppercase with no spaces. The underscore is the only allowed special character.
		+
		+	'''Label'''
		+	The name of the flag that user will see in Vital Signs when they make the selection.
		+
		+	'''SortBy'''
		+	In most cases should be set to "Ascii(Desc)" so the Yes will appear before No in the dropdown.
		+
		+	'''Examples'''
		+	Type Flag FieldName Label SortBy
		+	MBR 1 MBR_COMMERCIAL_ACCT_FLG Commercial Account Ascii(Desc)
		+	MBR 29 MBR_DECEASED_FLG Member Deceased Ascii(Desc)
		+
		+	SH 21 SH_DRAFT_ACCT_FLG Draft Account Ascii(Desc)
		+	SH 57 SH_XMAS_CLUB_FLG Christmas Club Account Ascii(Desc)
		+
		+	LN 42 LN_TDR_FLG Loan TDR Ascii(Desc)

@@ Line 278: / Line 278: @@
       MBR        MBR_DEPARTMENT          Mbr Department          Ascii
       MBR        MBR_SELLER_NAME         Mbr Seller Name         Ascii
-−
        SH        MBR_AGE_RANGE           Mbr Age Range           =MBR_AGE_RANGE_SORT
        SH        MBR_ACCT_AGE_RANGE      Acct Age Range          =MBR_ACCT_AGE_RANGE_SORT
@@ Line 295: / Line 296: @@
        SH        =SH_TYPE_PROD           Share Type              Numeric                   # Use an equals for expressions or groups.
        LN        MBR_AGE_RANGE           Mbr Age Range           =MBR_AGE_RANGE_SORT
        LN        MBR_ACCT_AGE_RANGE      Acct Age Range          =MBR_ACCT_AGE_RANGE_SORT

@@ Line 1: / Line 1: @@
 == Overview ==
-    The Membership Analysis spreadsheet contains Ranges, Dimensions, Fields and Accounts specific to Vital Signs during the nightly reloads
+The Membership Analysis spreadsheet contains Ranges, Dimensions, Fields and Accounts specific to Vital Signs during the nightly reloads
@@ Line 10: / Line 10: @@
 The assigned range is >= IM_LOW and < The next IM_LOW value specified
-The IM_TIER Column is used for setting a hierarchy for the ranges used below
+The IM_TIER Column is used for setting a hierarchy for the ranges used below'''
-''Note: typically this is only used for Credit Tier'''''
 '''SHARE-BAL'''
@@ Line 259: / Line 261: @@
      The custom sort for this dimension
-'''Examples'''
+'''Default Groups'''
-     DIMNAME	GROUPNAME	        GROUPLABEL	    GROUPSORTBY
+     DIMNAME     GROUPNAME               GROUPLABEL              GROUPSORTBY
+     MBR        MBR_BRANCH_NAME         Mbr Curr Branch	        =MBR_BRANCH_SORT
-    MBR	        MBR_BRANCH_NAME	Mbr     Curr Branch	    =MBR_BRANCH_SORT
+     MBR        MBR_ORIG_BRANCH_NAME    Mbr Orig Branch	        =MBR_ORIG_BRANCH_SORT
-    MBR	        MBR_ORIG_BRANCH_NAME	Mbr Orig Branch	    =MBR_ORIG_BRANCH_SORT
+     MBR        MBR_ORIG_OPEN_MTH       Orig Open Mth           Ascii
-    MBR	        MBR_ORIG_OPEN_MTH	Orig Open Mth	    Ascii
+     MBR        MBR_ESCHEAT_MTH         Mbr Escheat Date        Ascii
-    MBR	        MBR_ESCHEAT_MTH	        Mbr Escheat Date    Ascii
+     MBR        MBR_AGE_RANGE           Mbr Age Range           =MBR_AGE_RANGE_SORT
-    SH	        MBR_AGE_RANGE	        Mbr Age Range	    =MBR_AGE_RANGE_SORT
+      LN        MBR_AGE_RANGE           Mbr Age Range           =MBR_AGE_RANGE_SORT
-    SH	        MBR_ACCT_AGE_RANGE	Acct Age Range	    =MBR_ACCT_AGE_RANGE_SORT
+      LN        MBR_ACCT_AGE_RANGE      Acct Age Range          =MBR_ACCT_AGE_RANGE_SORT
-    SH	        MBR_RELATE_FLAG	        Mbr Relate Flag	    Ascii
+      LN        MBR_RELATE_FLAG         Mbr Relate Flag         Ascii
-     SH	        SH_BRANCH_NAME	        Share Branch	    =SH_BRANCH_SORT
+      LN        LN_BRANCH_NAME          Loan Branch             =LN_BRANCH_SORT
 == Fields Sheet ==

← Older revision		Revision as of 20:44, 4 September 2012
Line 280:		Line 280:

	This sheet defines which fields are loaded into the Vital Signs applications		This sheet defines which fields are loaded into the Vital Signs applications
−
−	~~For a complete listing of the available Fields view [[Vital Signs Internal Tables]]~~

	'''Table Column'''		'''Table Column'''

@@ Line 280: / Line 280: @@
 This sheet defines which fields are loaded into the Vital Signs applications
 '''Table Column'''
@@ Line 301: / Line 303: @@
 '''LoanApp'''
      Yes/No flag for loading the field into the Loan App (Loan_App) application
 == Accounts Sheet ==

← Older revision		Revision as of 19:46, 4 September 2012
Line 305:		Line 305:

	== Accounts Sheet ==		== Accounts Sheet ==
		+
		+	This sheet allows for listing Member Accounts that should be dropped from Vital Signs
		+
		+	'''MBR_ACCOUNT'''
		+	The member account number
		+
		+	'''EXCLUDE_ACCOUNT'''
		+	Yes/No flag to exclude the MBR_ACCOUNT

← Older revision		Revision as of 19:43, 4 September 2012
Line 278:		Line 278:

	== Fields Sheet ==		== Fields Sheet ==
		+
		+	This sheet defines which fields are loaded into the Vital Signs applications
		+
		+	'''Table Column'''
		+	The internal table name in Vital Signs
		+
		+	'''FieldName Column'''
		+	The internal field name in Vital Signs
		+
		+	'''InitialLoad Column'''
		+	Yes/No flag for loading the field into the Summary and Detail Membership applications
		+
		+	'''SummaryLoad'''
		+	Yes/No flag for loading the field into the Summary (Monthly_Membership_Summary, Weekly_Membership_Summary and Daily_Membership_Summary) applications
		+
		+	'''DetailLoad'''
		+	Yes/No flag for loading the field into the Detail (Membership_Analysis_by_ACCOUNT) application
		+
		+	'''DataChng'''
		+	Yes/No flag for loading the field into the Data Change (Spectrum_Data_Change) application
		+
		+	'''LoanApp'''
		+	Yes/No flag for loading the field into the Loan App (Loan_App) application
		+
		+	[[Vital Signs Internal Tables]]

	== Accounts Sheet ==		== Accounts Sheet ==

@@ Line 18: / Line 18: @@
      Example:
      SHARE-BAL	Null		No Shares
      SHARE-BAL			Negative
@@ Line 36: / Line 37: @@
      Example:
      LOAN-BAL	Null		No Loans
      LOAN-BAL			Negative
@@ Line 52: / Line 54: @@
      Example:
      TRIAL-BAL			Negative
      TRIAL-BAL	0.00		Zero
@@ Line 74: / Line 77: @@
      Example:
      MBR-AGE			Zero (No age)
      MBR-AGE	1		Under 16
@@ Line 96: / Line 100: @@
      Example:
      ACCT-AGE			Less than 1 Year
      ACCT-AGE	1		1 – 2 Years
@@ Line 109: / Line 114: @@
      Example:
      CREDIT_SCORE		F	F (No Score)
      CREDIT_SCORE	1	E	E (Less than 520)
@@ Line 123: / Line 129: @@
      Example:
      DELQ-DAYS			Current
      DELQ-DAYS	1		1-15 Days
@@ Line 139: / Line 146: @@
      Example:
      CHANGE-BAL			Neg: Over $100K
      CHANGE-BAL	-99,999.99	Neg: $50K to $100K
@@ Line 159: / Line 167: @@
      Example:
      RATES			Negative
      RATES	0.00%		Zero
@@ Line 177: / Line 186: @@
      Example:
      DTI-RATIO			Negative
      DTI-RATIO	0.00%		Zero
@@ Line 190: / Line 200: @@
      Example:
      LTV			Negative
      LTV	0.00%		Zero
@@ Line 203: / Line 214: @@
      Example:
      MAT-DAYS			1-30 Days
      MAT-DAYS	31		31-60 Days
@@ Line 221: / Line 233: @@
      Example:
      LATE-PMTS			None Late
      LATE-PMTS	1		One Late