Difference between revisions of "Vital Signs Macro Definitions"

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(Created page with "==Overview== '''The vsmacdef file contains macros that define criteria that makes the data extracted by Vital Signs meaningful to each specific Credit Union''' ==Macros==")
 
>Johno
(→‎Macros)
 
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==Overview==
 
==Overview==
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'''The vsmacdef file contains macros that define criteria that makes the data extracted by Vital Signs meaningful to each specific Credit Union'''
+
 
 +
CU specific configuration of the night Vital Signs extracts is done by editing the main Vital Signs Macro Definition.
 +
 
 +
'''The vsmacdef file contains macros that define criteria to customize the Vital Signs extracts for each Credit Union'''
 +
 
 +
This file is located on the HPUX system in /ASKPLUS/vsdata/custom/live directory.
 +
 
 +
The following is an example of a possible setup:
  
 
==Macros==
 
==Macros==
 +
 +
Example of default vsmacdef:
 +
 +
  ** vsmacdef - Custom macro definitions to create VSDATA tables. 
 +
 
 +
  ** The following two macros are used to gather the member level credit ratings.
 +
  ** Macro VSMBR-CALC-LN-CR = "1"
 +
  ** Macro VSMBR-CREDIT-RATING = (LNCRSCORE.LN-LAST-CRSCORE)
 +
  Macro VSMBR-CALC-LN-CR    = "0"
 +
  Macro VSMBR-CREDIT-RATING  = (MEMBER-FILE.CREDIT-RATING)
 +
 
 +
  ** The following Macro can be modified on a site to site basis for the Member Relate.
 +
  ** CURRENT-CODE is the default value
 +
  ** macro VS-MBR-RELATE-FLAG  = (MEMBER-FILE.DEPARTMENT)
 +
  Macro VS-MBR-RELATE-FLAG  = (MEMBER-RELATE.CURRENT-CODE)
 +
 
 +
  ** The following Macro is only set to 1 if custom code is to be used for this specific client.
 +
  ** Custom code is added to the /ASKPLUS/vsdata/scripts/VSCALC-CUSTOM-ATTR
 +
  **Macro VS-CUSTOM-ATTR-XEQ = 1
 +
  Macro VS-CUSTOM-ATTR-XEQ = 0
 +
 
 +
  Macro VSMBR-DORMANT        = (MEMBER-FILE.REST-FLAG-11 = 79)
 +
  Macro VSMBR-NOMAIL        = (MEMBER-FILE.CONTROL-FLAGS(21) = 1)
 +
  Macro VSMBR-BAD-ADDR      = (MEMBER-FILE.CONTROL-FLAGS(24) = 1)
 +
  Macro VSMBR-CHGOFF-SHARE  = (MEMBER-FILE.CONTROL-FLAGS(34) = 1)
 +
  Macro VSMBR-CHGOFF-LOAN    = (MEMBER-FILE.CONTROL-FLAGS(31) = 1)
 +
  Macro VSMBR-CHGOFF        = (%VSMBR-CHGOFF-SHARE OR %VSMBR-CHGOFF-LOAN)
 +
  Macro VSMBR-SFX0-MIN-BAL  = "500"
 +
  Macro VSMBR-UNIQUE-ID      = "SSN"
 +
 
 +
  Macro VS-ACTIVE-MBR        = (MEMBER-FILE.REST-FLAG-11 <> 80 AND MEMBER-FILE.REST-FLAG-12 <> 80)
 +
  Macro VS-ACTIVE-SHARE      = (SHARE-FILE.REST-FLAG-11 <> 80 AND SHARE-FILE.REST-FLAG-12 <> 80)
 +
  Macro VS-ACTIVE-LOAN      = (LOAN-FILE.REST-FLAG-11 <> 80 AND LOAN-FILE.REST-FLAG-12 <> 80)
 +
  Macro VS-CHGOFF-SHARE      = (SHARE-FILE.DESC-ABRV="COS")
 +
  Macro VS-CHGOFF-LOAN      = (LOAN-FILE.ACTION = "O")
 +
 
 +
  ** Added for Trial Balance extracts:
 +
  Macro VS-TRBAL-SHARE    = (SHARE-FILE.BALANCE <> 0 OR SHARE-FILE.CONTROL-FLAGS(21) <> " ")
 +
  Macro VS-TRBAL-LOAN    = (LOAN-FILE.BALANCE <> 0 OR LOAN-FILE.CREDIT-LIM > 0)
 +
 
 +
  *** Use the following macros if you want to include non-zero escrow balance loans in the trial bal chart
 +
  *** - The macros with the same names (below) MUST be disabled with comments.
 +
  *Macro VS-TRBAL-INC-ESCTOTS = 1
 +
  *Macro VS-TRBAL-ESCROW-LINK = link l1, account splice "-" splice !format("99", suffix) :: esctots.acct-sfx-key
 +
  *Macro VS-TRBAL-ESCROW-MBR = (!range((LOAN-ADDENDUM.BALANCE <> 0, $MISSING), "1/"))
 +
  *Macro VS-TRBAL-ESCROW-LN = (ESCTOTS.ESCROW_BALANCE <> 0, $MISSING)
 +
 
 +
  *** Use the following macros if zero balance escrow loans Should NOT be included
 +
  *** - The macros with the same names (above) MUST be disabled with comments.
 +
  Macro VS-TRBAL-INC-ESCTOTS = 0
 +
  Macro VS-TRBAL-ESCROW-LINK = * No Link
 +
  Macro VS-TRBAL-ESCROW-MBR = ($FALSE)
 +
  Macro VS-TRBAL-ESCROW-LN = ($FALSE)
 +
 
 +
  Macro VS-DAYS-LOAN-DELQ    = "7"
 +
 
 +
  Macro VS-SH-OPEN-DATE      = (SHARE-FILE.OPEN-DATE)
 +
  Macro VS-LOAN-OPEN-DATE    = (LOAN-FILE.ENTRY-DATE)
 +
 
 +
  Macro VS-MBR-COUNT        = (SFX0..SHARE-FILE.SSN)
 +
  Macro VS-SH-COUNT          = (%VS-ACTIVE-SHARE AND NOT %VS-CHGOFF-SHARE)
 +
  Macro VS-OPEN-LOAN        = (%VS-ACTIVE-LOAN AND (LOAN-FILE.BALANCE > 0 OR LOAN-FILE.CREDIT-LIM > 0) AND LOAN-FILE.ACTION = "D","3")
 +
 
 +
  Macro VS-JO-SH-CODE        = "J"
 +
  Macro VS-JO-AI-CODE        = "JO","C"
 +
 
 +
  Macro VS-MBR-BRANCH        = (MEMBER-FILE.CURR-BRANCH)
 +
  Macro VS-MBR-ORIG-BRANCH  = (MEMBER-FILE.ORIG-BRANCH)
 +
  Macro VS-SH-BRANCH        = (SHARE-FILE.CURR-BRANCH)
 +
  Macro VS-SH-ORIG-BRANCH    = (SHARE-FILE.ORIG-BRANCH)
 +
  Macro VS-LN-BRANCH        = (LOAN-FILE.CURR-BRANCH)
 +
  Macro VS-LN-ORIG-BRANCH    = (LOAN-FILE.ORIG-BRANCH)
 +
 +
  Macro VS-MBR-CLOSED-DATE  = MEMBER-FILE.CLOSED-DATE
 +
  Macro VS-SH-CLOSED-DATE    = SHARE-FILE.CLOSED-DATE
 +
  Macro VS-LN-CLOSED-DATE    = LOAN-FILE.CLOSED-DATE
 +
 +
  ** Set the following to 1 if you want to extract VISA-INFO data.
 +
  Macro VS-EXTRACT-VISAINFO = 0
 +
  ** Set the following to 1 if you want to extract OANR information.
 +
  Macro VS-EXTRACT-OANR = 0
 +
  ** Set the following to 1 if you use Lender.
 +
  Macro VS-EXTRACT-LOANAP = 1

Latest revision as of 19:38, 1 December 2015

Overview

CU specific configuration of the night Vital Signs extracts is done by editing the main Vital Signs Macro Definition.

The vsmacdef file contains macros that define criteria to customize the Vital Signs extracts for each Credit Union

This file is located on the HPUX system in /ASKPLUS/vsdata/custom/live directory.

The following is an example of a possible setup:

Macros

Example of default vsmacdef: 

 ** vsmacdef - Custom macro definitions to create VSDATA tables.  
 
 ** The following two macros are used to gather the member level credit ratings.
 ** Macro VSMBR-CALC-LN-CR = "1"
 ** Macro VSMBR-CREDIT-RATING = (LNCRSCORE.LN-LAST-CRSCORE)
 Macro VSMBR-CALC-LN-CR     = "0"
 Macro VSMBR-CREDIT-RATING  = (MEMBER-FILE.CREDIT-RATING)
 
 ** The following Macro can be modified on a site to site basis for the Member Relate.
 ** CURRENT-CODE is the default value
 ** macro VS-MBR-RELATE-FLAG   = (MEMBER-FILE.DEPARTMENT)
 Macro VS-MBR-RELATE-FLAG   = (MEMBER-RELATE.CURRENT-CODE)
 
 ** The following Macro is only set to 1 if custom code is to be used for this specific client.
 ** Custom code is added to the /ASKPLUS/vsdata/scripts/VSCALC-CUSTOM-ATTR
 **Macro VS-CUSTOM-ATTR-XEQ = 1
 Macro VS-CUSTOM-ATTR-XEQ = 0
 
 Macro VSMBR-DORMANT        = (MEMBER-FILE.REST-FLAG-11 = 79)
 Macro VSMBR-NOMAIL         = (MEMBER-FILE.CONTROL-FLAGS(21) = 1)
 Macro VSMBR-BAD-ADDR       = (MEMBER-FILE.CONTROL-FLAGS(24) = 1)
 Macro VSMBR-CHGOFF-SHARE   = (MEMBER-FILE.CONTROL-FLAGS(34) = 1)
 Macro VSMBR-CHGOFF-LOAN    = (MEMBER-FILE.CONTROL-FLAGS(31) = 1)
 Macro VSMBR-CHGOFF         = (%VSMBR-CHGOFF-SHARE OR %VSMBR-CHGOFF-LOAN)
 Macro VSMBR-SFX0-MIN-BAL   = "500"
 Macro VSMBR-UNIQUE-ID      = "SSN"
 
 Macro VS-ACTIVE-MBR        = (MEMBER-FILE.REST-FLAG-11 <> 80 AND MEMBER-FILE.REST-FLAG-12 <> 80)
 Macro VS-ACTIVE-SHARE      = (SHARE-FILE.REST-FLAG-11 <> 80 AND SHARE-FILE.REST-FLAG-12 <> 80)
 Macro VS-ACTIVE-LOAN       = (LOAN-FILE.REST-FLAG-11 <> 80 AND LOAN-FILE.REST-FLAG-12 <> 80)
 Macro VS-CHGOFF-SHARE      = (SHARE-FILE.DESC-ABRV="COS")
 Macro VS-CHGOFF-LOAN       = (LOAN-FILE.ACTION = "O")
 
 ** Added for Trial Balance extracts:
 Macro VS-TRBAL-SHARE    = (SHARE-FILE.BALANCE <> 0 OR SHARE-FILE.CONTROL-FLAGS(21) <> " ")
 Macro VS-TRBAL-LOAN     = (LOAN-FILE.BALANCE <> 0 OR LOAN-FILE.CREDIT-LIM > 0)
 
 *** Use the following macros if you want to include non-zero escrow balance loans in the trial bal chart
 *** - The macros with the same names (below) MUST be disabled with comments.
 *Macro VS-TRBAL-INC-ESCTOTS = 1
 *Macro VS-TRBAL-ESCROW-LINK = link l1, account splice "-" splice !format("99", suffix) :: esctots.acct-sfx-key
 *Macro VS-TRBAL-ESCROW-MBR = (!range((LOAN-ADDENDUM.BALANCE <> 0, $MISSING), "1/"))
 *Macro VS-TRBAL-ESCROW-LN = (ESCTOTS.ESCROW_BALANCE <> 0, $MISSING)
 
 *** Use the following macros if zero balance escrow loans Should NOT be included
 *** - The macros with the same names (above) MUST be disabled with comments.
 Macro VS-TRBAL-INC-ESCTOTS = 0
 Macro VS-TRBAL-ESCROW-LINK = * No Link
 Macro VS-TRBAL-ESCROW-MBR = ($FALSE)
 Macro VS-TRBAL-ESCROW-LN = ($FALSE)
 
 Macro VS-DAYS-LOAN-DELQ    = "7"
 
 Macro VS-SH-OPEN-DATE      = (SHARE-FILE.OPEN-DATE)
 Macro VS-LOAN-OPEN-DATE    = (LOAN-FILE.ENTRY-DATE)
 
 Macro VS-MBR-COUNT         = (SFX0..SHARE-FILE.SSN)
 Macro VS-SH-COUNT          = (%VS-ACTIVE-SHARE AND NOT %VS-CHGOFF-SHARE)
 Macro VS-OPEN-LOAN         = (%VS-ACTIVE-LOAN AND (LOAN-FILE.BALANCE > 0 OR LOAN-FILE.CREDIT-LIM > 0) AND LOAN-FILE.ACTION = "D","3")
 
 Macro VS-JO-SH-CODE        = "J"
 Macro VS-JO-AI-CODE        = "JO","C"
 
 Macro VS-MBR-BRANCH        = (MEMBER-FILE.CURR-BRANCH)
 Macro VS-MBR-ORIG-BRANCH   = (MEMBER-FILE.ORIG-BRANCH)
 Macro VS-SH-BRANCH         = (SHARE-FILE.CURR-BRANCH)
 Macro VS-SH-ORIG-BRANCH    = (SHARE-FILE.ORIG-BRANCH)
 Macro VS-LN-BRANCH         = (LOAN-FILE.CURR-BRANCH)
 Macro VS-LN-ORIG-BRANCH    = (LOAN-FILE.ORIG-BRANCH)

 Macro VS-MBR-CLOSED-DATE   = MEMBER-FILE.CLOSED-DATE
 Macro VS-SH-CLOSED-DATE    = SHARE-FILE.CLOSED-DATE
 Macro VS-LN-CLOSED-DATE    = LOAN-FILE.CLOSED-DATE

 ** Set the following to 1 if you want to extract VISA-INFO data.
 Macro VS-EXTRACT-VISAINFO = 0
 ** Set the following to 1 if you want to extract OANR information.
 Macro VS-EXTRACT-OANR = 0
 ** Set the following to 1 if you use Lender.
 Macro VS-EXTRACT-LOANAP = 1
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