CU Customization

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

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")