Difference between revisions of "Member Attributes"
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:* Based on specific loan products by editing the [[Loan Types & Products|LNXREF file]]. | :* Based on specific loan products by editing the [[Loan Types & Products|LNXREF file]]. | ||
| − | '''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. '''At most 30 attributes can be defined.''' |
==Attributes from Core data== | ==Attributes from Core data== | ||
Revision as of 22:23, 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.
Typical Attributes are:
- Single Service
- OK to Send Mail
- Specific Services, like:
- Online Banking
- eStatements
- Direct Deposit
- RDC
- Debit Card
- Specific share products, like:
- Savings
- Checking
- CD
- IRA
- Specific loan products, like:
- LOC
- Vehicle
- Mortgage
- Other:
- Charged Off Share
- Charged Off Loan
- Delinquent Loan
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.
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.
