Difference between revisions of "CU Customization"

From Vital Soft Wiki
Jump to: navigation, search
>Manager
(Created page with "==Overview== The CU Customization spreadsheet contains several sheets: Overview, Extraction Macros, Custom Ranges and Member Attributes. The '''Overview''' sheet explains the...")
 
>Manager
Line 4: Line 4:
 
The '''Overview''' sheet explains the rest of the CU Customization document and has several fields of input, specifically the Credit Union Name will be what is entered into Vital Signs.
 
The '''Overview''' sheet explains the rest of the CU Customization document and has several fields of input, specifically the Credit Union Name will be what is entered into Vital Signs.
  
−
The '''Extraction Macros''' sheet contains many definitions for attributes of the member that are used during the extraction of core data on the HPUX machine and available as flags set for the member in Vital Signs.
+
The '''Extraction Macros''' sheet contains core definitions for attributes of the member set during the extraction of core data on the HPUX machine.
  
 
The '''Custom Ranges''' sheet contains the customizable ranges used in Vital Signs.
 
The '''Custom Ranges''' sheet contains the customizable ranges used in Vital Signs.
Line 19: Line 19:
  
 
'''Member Record Status'''
 
'''Member Record Status'''
−
Vital Signs extracts member-file data if the member-file record has a close-date within the current year or meets the following criteria: (MEMBER-FILE.REST-FLAG-11 <> 80, 81 AND MEMBER-FILE.REST-FLAG-12 <> 80, 81).
+
Vital Signs extracts member-file data if the member-file record has a close-date within the current year or meets this criteria.
  
 
   Default Criteria:
 
   Default Criteria:
Line 34: Line 34:
  
 
'''Member Charged Off Loan'''
 
'''Member Charged Off Loan'''
−
Vital Signs evaluates certain attributes at the member level.  By default a member is flagged as having a Charged Off Loan if the MEMBER-FILE.CONTROL-FLAG(31) = 1.
+
Vital Signs evaluates certain attributes at the member level.
 
   
 
   
 
     Default Criteria:
 
     Default Criteria:
Line 41: Line 41:
  
 
'''Member Charged Off Share'''
 
'''Member Charged Off Share'''
−
Vital Signs evaluates certain attributes at the member level. By default a member is flagged as having a Charged Off Share if the MEMBER-FILE.CONTROL-FLAG(34) = 1.
+
Vital Signs evaluates certain attributes at the member level.
  
 
     Default Criteria:
 
     Default Criteria:
Line 48: Line 48:
  
 
'''Member Dormant'''
 
'''Member Dormant'''
−
Vital Signs evaluates certain attributes at the member level. By default a member is flagged as Dormant if MEMBER-FILE.REST-FLAG-11 = 79.
+
Vital Signs evaluates certain attributes at the member level.
  
 
     Default Criteria:
 
     Default Criteria:
Line 55: Line 55:
  
 
'''Member Do Not Mail'''
 
'''Member Do Not Mail'''
−
Vital Signs evaluates certain attributes at the member level. By default a member is flagged as '''NOT''' wanting solicitation if MEMBER-FILE.CONTROL-FLAGS(21) = 1.
+
Vital Signs evaluates certain attributes at the member level.
  
 
     Default Criteria:
 
     Default Criteria:
Line 62: Line 62:
  
 
'''Member Bad Address'''
 
'''Member Bad Address'''
−
Vital Signs evaluates certain attributes at the member level. By default a member is flagged as having a '''Bad Address''' if MEMBER-FILE.CONTROL-FLAGS(24) = 1.
+
Vital Signs evaluates certain attributes at the member level.
  
 
     Default Criteria:
 
     Default Criteria:
 
     MEMBER-FILE.CONTROL-FLAGS(24) = 1
 
     MEMBER-FILE.CONTROL-FLAGS(24) = 1
 +
 +
 +
'''Member Credit Rating'''
 +
How should Vital Signs gather the credit FICO score for a member?
 +
 +
    Available Options:
 +
 +
    Default
 +
    (MEMBER-FILE.CREDIT-RATING)
 +
 +
    The alternative is to gather this information from the most recent loan.
 +
    (LNCRSCORE.LN-LAST-CRSCORE)
 +
 +
 +
'''Member Relate Code'''
 +
How should Vital Signs gather the MEMBER RELATE code?
 +
 +
    Available Options:
 +
 +
    Default
 +
  (MEMBER-RELATE.CURRENT-CODE)
 +
 +
    A common alternative is to gather this information from
 +
    (MEMBER-FILE.DEPARTMENT)
 +
 +
 +
'''Share Record Status Open'''
 +
How should Vital Signs determine that a share is open?
 +
 +
    Default Criteria:
 +
    (SHARE-FILE.REST-FLAG-11 <> 80, 81 AND
 +
    SHARE-FILE.REST-FLAG-12 <> 80, 81)
 +
 +
 +
'''Share Record Countable'''
 +
How should Vital Signs determine that a share can be counted in the total shares?
 +
 +
    Default Criteria:
 +
    (SHARE-FILE.REST-FLAG-11 <> 80, 81 AND
 +
    SHARE-FILE.REST-FLAG-12 <> 80, 81 AND
 +
    SHARE-FILE.DESC-ABRV="COS")
 +
 +
 +
'''Share Charged Off'''
 +
How should Vital Signs determine that a share is charged off?
 +
 +
    Default Criteria:
 +
    (SHARE-FILE.DESC-ABRV="COS")
 +
 +
 +
'''Loan Record Status Open'''
 +
How should Vital Signs determine that a loan is open?
 +
 +
    Default Criteria:
 +
    (LOAN-FILE.REST-FLAG-11 <> 80, 81 AND
 +
    LOAN-FILE.REST-FLAG-12 <> 80, 81)
 +
 +
 +
'''Loan Record Countable'''
 +
How should Vital Signs determine that a loan can be counted in the total loans?
 +
 +
    Default Criteria:
 +
    (LOAN-FILE.REST-FLAG-11 <> 80, 81 AND LOAN-FILE.REST-FLAG-12 <> 80, 81 AND
 +
    (LOAN-FILE.BALANCE > 0 OR LOAN-FILE.CREDIT-LIM > 0) AND LOAN-FILE.ACTION = "D")
 +
 +
 +
'''Loan Charged Off'''
 +
How should Vital Signs determine that a loan is charged off?
 +
 
 +
    Default Criteria:
 +
    (LOAN-FILE.COLLATERAL = 999 OR LOAN-FILE.ACTION = "O")

Revision as of 20:14, 14 September 2012

Overview

The CU Customization spreadsheet contains several sheets: Overview, Extraction Macros, Custom Ranges and Member Attributes.

The Overview sheet explains the rest of the CU Customization document and has several fields of input, specifically the Credit Union Name will be what is entered into Vital Signs.

The Extraction Macros sheet contains core definitions for attributes of the member set during the extraction of core data on the HPUX machine.

The Custom Ranges sheet contains the customizable ranges used in Vital Signs.

The Member Attributes sheet contains the 30 possible Custom Attributes that are defined by the Credit Union.


Overview

Contains a brief overview of the spreadsheet and entries for the Credit Union name and primary contact information.


Extraction Macros

HPUX side extraction macros that require Credit Union specific criteria

Member Record Status Vital Signs extracts member-file data if the member-file record has a close-date within the current year or meets this criteria. 

  Default Criteria:
  (MEMBER-FILE.REST-FLAG-11 <> 80, 81 AND 
   MEMBER-FILE.REST-FLAG-12 <> 80, 81)


Member PSA Funded The minimum required savings Balance. 

   Default Criteria:
   (SHARE-FILE.BALANCE >= 500)


Member Charged Off Loan Vital Signs evaluates certain attributes at the member level. 

   Default Criteria:
   (MEMBER-FILE.CONTROL-FLAG(31) = 1)


Member Charged Off Share Vital Signs evaluates certain attributes at the member level. 

   Default Criteria:
   (MEMBER-FILE.CONTROL-FLAG(34) = 1)


Member Dormant Vital Signs evaluates certain attributes at the member level. 

   Default Criteria:
   (MEMBER-FILE.REST-FLAG-11 = 79)


Member Do Not Mail Vital Signs evaluates certain attributes at the member level. 

   Default Criteria:
   MEMBER-FILE.CONTROL-FLAGS(21) = 1


Member Bad Address Vital Signs evaluates certain attributes at the member level. 

   Default Criteria:
   MEMBER-FILE.CONTROL-FLAGS(24) = 1


Member Credit Rating How should Vital Signs gather the credit FICO score for a member? 

   Available Options:

   Default
   (MEMBER-FILE.CREDIT-RATING)

   The alternative is to gather this information from the most recent loan.
   (LNCRSCORE.LN-LAST-CRSCORE)


Member Relate Code How should Vital Signs gather the MEMBER RELATE code? 

   Available Options:

   Default
  (MEMBER-RELATE.CURRENT-CODE)

   A common alternative is to gather this information from 
   (MEMBER-FILE.DEPARTMENT)


Share Record Status Open How should Vital Signs determine that a share is open? 

   Default Criteria:
   (SHARE-FILE.REST-FLAG-11 <> 80, 81 AND 
    SHARE-FILE.REST-FLAG-12 <> 80, 81)


Share Record Countable How should Vital Signs determine that a share can be counted in the total shares? 

   Default Criteria:
   (SHARE-FILE.REST-FLAG-11 <> 80, 81 AND 
    SHARE-FILE.REST-FLAG-12 <> 80, 81 AND 
    SHARE-FILE.DESC-ABRV="COS")


Share Charged Off How should Vital Signs determine that a share is charged off? 

   Default Criteria:
   (SHARE-FILE.DESC-ABRV="COS")


Loan Record Status Open How should Vital Signs determine that a loan is open? 

   Default Criteria:
   (LOAN-FILE.REST-FLAG-11 <> 80, 81 AND 
    LOAN-FILE.REST-FLAG-12 <> 80, 81)


Loan Record Countable How should Vital Signs determine that a loan can be counted in the total loans? 

   Default Criteria:
   (LOAN-FILE.REST-FLAG-11 <> 80, 81 AND LOAN-FILE.REST-FLAG-12 <> 80, 81 AND
   (LOAN-FILE.BALANCE > 0 OR LOAN-FILE.CREDIT-LIM > 0) AND LOAN-FILE.ACTION = "D")


Loan Charged Off How should Vital Signs determine that a loan is charged off? 

   Default Criteria:
   (LOAN-FILE.COLLATERAL = 999 OR LOAN-FILE.ACTION = "O")
Retrieved from "https://wiki.vital-soft.com/index.php?title=CU_Customization&oldid=933"