Difference between revisions of "Member Attributes"

From Vital Soft Wiki
Jump to: navigation, search
>Jeremyb
>Johno
Line 1: Line 1:
 
==Overview==
 
==Overview==
This page will provide information on setting up Member Attributes from the Spectrum core data as well as the Vital Signs xref spreadsheets based on loan-file.collateral and share-file.desc-abrv .
+
 
 +
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.
 +
 
 +
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.
  
 
==Attributes from Core data==
 
==Attributes from Core data==

Revision as of 22:08, 30 November 2015

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.

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.

Attributes from Core data

Attributes from SHXREFCCYYMMDD.xls or LNXREFCCYYMMDD.xls