Difference between revisions of "Member Attributes"

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(Overview)
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Attributes can be determined in a variety of ways:
 
Attributes can be determined in a variety of ways:
 
:* Calculated during the nightly core extract.  Many attributes are calculated from member level flags, but almost any custom logic may be used.
 
:* Calculated during the nightly core extract.  Many attributes are calculated from member level flags, but almost any custom logic may be used.
:* Based on specific share products by editing the SHXREF file.
+
:* Based on specific share products by editing the [[Share Types & Products|SHXREF file]].
 
:* Based on specific loan products by editing the LNXREF file.
 
:* Based on specific loan products by editing the LNXREF file.
  

Revision as of 22:10, 30 November 2015

Overview

Member attributes are used in the Membership_Analysis and Membership_Summary documents. Member attributes allow a quick selection of members who have (or don't have) a particular attribute.

Attributes can be determined in a variety of ways:

  • Calculated during the nightly core extract. Many attributes are calculated from member level flags, but almost any custom logic may be used.
  • Based on specific share products by editing the SHXREF file.
  • Based on specific loan products by editing the LNXREF file.

Attributes from Core data

Attributes from SHXREFCCYYMMDD.xls or LNXREFCCYYMMDD.xls