Difference between revisions of "CU Customization"
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'''Product #''' | '''Product #''' | ||
| − | The product number is the number that corresponds to where the product will be displayed in the Member Product Counts area of the Mbr Attributes tab. The Member Product Counts area contains two columns with 10 Products in each one. | + | The product number is the number that corresponds to where the product will be displayed in the Member Product Counts area of the Mbr Attributes tab. The Member Product Counts area contains two columns with 10 Products in each one. A product # should only be given to an Attribute that is countable : Debit Card or Vehicle Loan. |
Valid range is 1-10 | Valid range is 1-10 | ||
| Line 362: | Line 362: | ||
Any additional comments you would like to give Vital Soft for implementation of the attribute. | Any additional comments you would like to give Vital Soft for implementation of the attribute. | ||
| + | |||
'''Recommended Attributes''' | '''Recommended Attributes''' | ||
| − | Attribute # Product # Description Criteria Comments | + | Attribute # Product # Description Criteria Comments |
| − | + | 1 Single Service SHLNTOTS.MBR-ACTIVE-SH-CNT = 1 AND SHLNTOTS.MBR-ACTIVE-LN-CNT=0 | |
| − | + | 2 Suffix 0 Funded SHARE-FILE.SUFFIX = 0 AND SHARE-FILE.BALANCE >=$5.00 | |
| − | + | 3 Employee MEMBER-FILE.CONTROL-FLAGS(73)=1 Criteria showing that a member is also an employee. | |
| − | + | 4 Charged Off MEMBER-FILE.CONTROL-FLAGS(34)=1 OR MEMBER-FILE.CONTROL-FLAGS(31)=1 | |
| − | + | 5 OK to Mail MEMBER-FILE.CONTROL-FLAGS(21) <> 1 AND | |
| − | + | MEMBER-FILE.CONTROL-FLAGS(24) <> 1 AND | |
| − | + | MEMBER-FILE.CONTROL-FLAGS(29) <> 1 This attribute indicates that it is ok to mail these individuals. | |
Latest revision as of 22:40, 14 September 2012
Contents
Summary
The CU Customization spreadsheet contains several sheets: Overview, Extraction Macros, Custom Ranges and Member Attributes.
This spreadsheet is given to the Credit Union prior to the Vital Signs install and should be returned to Vital Soft after it has been completed.
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 Sheet
Contains a brief overview of the document and entries for contact information.
The Credit Union Name entry will be used in Vital Signs in the Summary Applications.
Extraction Macros Sheet
The following are core member attributes in Vital Signs defined by the Credit Union
Member Record Status Open
How should Vital Signs determine that a member is open?
Default Criteria: (MEMBER-FILE.REST-FLAG-11 <> 80, 81 AND MEMBER-FILE.REST-FLAG-12 <> 80, 81)
Member PSA Funded
What is the minimum required balance in a primary savings account?
Default Criteria: (SHARE-FILE.BALANCE >= 500)
Member Charged Off Loan
How should Vital Signs determine that a member has a charged off loan?
Default Criteria: (MEMBER-FILE.CONTROL-FLAG(31) = 1)
Member Charged Off Share
How should Vital Signs determine that a member has a charged off share?
Default Criteria: (MEMBER-FILE.CONTROL-FLAG(34) = 1)
Member Dormant
How should Vital Signs determine that a member is dormant?
Default Criteria: (MEMBER-FILE.REST-FLAG-11 = 79)
Member Do Not Mail
How should Vital Signs determine that a member should not receive mail?
Default Criteria: MEMBER-FILE.CONTROL-FLAGS(21) = 1
Member Bad Address
How should Vital Signs determine that a member has a Bad Address?
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")
Custom Ranges Sheet
The customizable ranges used in Vital Signs
Credit Tiers
Credit Tiers for the FICO score that can be displayed in Vital Signs. A max of 10 tiers is allowed.
Example:
Tier Min Value Description
U 0 U (Undefined No Score)
E 1 E (Less than 520)
D 520 D (520 – 580)
C 581 C ( 581 – 620)
B 621 B (621 – 700)
A 701 A (701-730)
A+ 730 A+ (Over 730)
Member Age Range
Grouping by Members age
Example:
Range Description
0 No Age
1 – 15 15 or Less
16 – 21 16 – 21
22 – 29 22 – 29
30 – 39 30 – 39
40 – 49 40 – 49
50 – 65 50 – 65
66+ Over 65
Account Age Range
Grouping by Account age
Example:
Range Description
0 < 1 Year
1 1 Years
2 2 Years
3 – 5 3 – 5 Years
6 – 10 6 – 10 Years
10+ Over 10 Years
Share Balance Tiers
Grouping by individual Share balances
Example:
Min Value Description
- Negative
$0.00 Zero
$0.01 $0.01 - $4.99
$5.00 $5 - $49.99
$50.00 $50 – $99.99
$100.00 $100 - $499.99
$500.00 $500 - $999.99
$1,000.00 $1K - $9,999.99
$10,000.00 $10K - $99,999.99
$100,000.00 $100K and Over
Loan Balance Tiers
Grouping by individual Loan balances
Example:
Min Value Description
- Negative
$0.00 Zero
$0.01 $0.01 - $4.99
$5.00 $5 - $49.99
$50.00 $50 – $99.99
$100.00 $100 - $499.99
$500.00 $500 - $999.99
$1,000.00 $1K - $9,999.99
$10,000.00 $10K - $99,999.99
$100,000.00 $100K and Over
Rates
Apr grouping for both Share dividends and Loan aprs
Example:
Min Value Description
0.00% Zero
0.00% <= 0.50%
0.50% >= 0.50% < 1.00%
1.00% >= 1.00% < 1.50%
1.50% >= 1.50% < 2.00%
2.00% >= 2.00% < 2.50%
2.50% >= 2.50% < 3.00%
3.00% >= 3.00% < 3.50%
3.50% >= 3.50% < 3.75%
3.75% >= 3.75% < 4.00%
4.00% >= 4.00% < 4.25%
4.25% >= 4.25% < 4.50%
4.50% >= 4.50% < 4.75%
4.75% >= 4.75% < 5.00%
5.00% >= 5.00% < 5.25%
5.25% >= 5.25% < 5.50%
5.50% >= 5.50% < 5.75%
5.75% >= 5.75% < 6.00%
6.00% >= 6.00% < 6.25%
6.25% >= 6.25% < 6.50%
6.50% >= 6.50% < 6.75%
6.75% >= 6.75% < 7.00%
7.00% >= 7.00% < 7.25%
7.25% >= 7.25% < 7.50%
7.50% >= 7.50%
Loan To Value
Range for Loan to Value percentages
Example:
Min Value Description
Negative
0.00% Zero
0.01% <= 80%
80.01% 80.01% - 90%
90.01% 90.01% - 100%
100.01% Over 100%
Maturity Date
Day ranges for Maturing Shares and Loans
Example:
Min Value Description
1-30 Days
31 31-60 Days
61 61-90 Days
91 91-120 Days
121 121-180 Days
181 6 Mths - 1 Year
366 1 – 2 Years
731 2 – 3 Years
1,096 3 – 4 Years
1,461 4 – 5 Years
1,826 Over 5 Years
Delinquent Days
Day ranges for Delinquent Loans
Example:
Min Value Description
Current
1 1-15 Days
16 16-30 Days
31 31-60 Days
61 61-90 Days
91 91-120 Days
121 121-180 Days
181 6 Mths - 1 Year
366 Over 1 Year
Member Attributes Sheet
The Member Attributes Sheet contains a table with columns: Attribute #, Product #, Name and Criteria.
Example Screen shot of
Attribute #
The attribute number is the number that corresponds to where the attribute will be displayed on the Vital Signs Mbr Attribute tab. There are 2 columns of 15 attributes each.
Valid range is 1-30
Product #
The product number is the number that corresponds to where the product will be displayed in the Member Product Counts area of the Mbr Attributes tab. The Member Product Counts area contains two columns with 10 Products in each one. A product # should only be given to an Attribute that is countable : Debit Card or Vehicle Loan.
Valid range is 1-10
Name
The name of the attribute/product. This name will appear in Vital Signs.
Criteria
The criteria from core fields in Spectrum that define the attribute
Comment
Any additional comments you would like to give Vital Soft for implementation of the attribute.
Recommended Attributes
Attribute # Product # Description Criteria Comments
1 Single Service SHLNTOTS.MBR-ACTIVE-SH-CNT = 1 AND SHLNTOTS.MBR-ACTIVE-LN-CNT=0
2 Suffix 0 Funded SHARE-FILE.SUFFIX = 0 AND SHARE-FILE.BALANCE >=$5.00
3 Employee MEMBER-FILE.CONTROL-FLAGS(73)=1 Criteria showing that a member is also an employee.
4 Charged Off MEMBER-FILE.CONTROL-FLAGS(34)=1 OR MEMBER-FILE.CONTROL-FLAGS(31)=1
5 OK to Mail MEMBER-FILE.CONTROL-FLAGS(21) <> 1 AND
MEMBER-FILE.CONTROL-FLAGS(24) <> 1 AND
MEMBER-FILE.CONTROL-FLAGS(29) <> 1 This attribute indicates that it is ok to mail these individuals.
