Member Attributes

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.

Host ATTRFILE

The host ATTRFILE is used to define the attribute names, numbers and their calculation logic. This file is a text file, that must have a very precise layout.

Name (Note)	Columns	Purpose
NBR	1-5	The attribute name.
IDX	6-10	The attribute variable index if this attribute is calculated during the core extract.
CNT	11-15	The product number if this attribute is to be counted like a product.
PRIMARY.TOPIC	16-45	The primary topic if the attribute is calculated during the core extract. Else N/A.
INCLUDE	46-55	Name of an AskPlus include file if this attribute is calculated during the core extract.
FIELD-NAME	56-75	The name of the attribute field in the loaded document.
Attribute Description	76-105	The displayed name of the attribute in the loaded document.
X	106	A single X character that marks the end of each record.