Difference between revisions of "Member Attributes"
>Johno (→Overview) |
>Johno (→Overview) |
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| Line 6: | Line 6: | ||
:* Single Service | :* Single Service | ||
:* OK to Send Mail | :* OK to Send Mail | ||
| − | :* Specific Services: eStatements | + | :* Specific Services, like: |
| − | :* Specific share products: Savings | + | ::* Online Banking |
| − | :* Specific loan products: LOC | + | ::* eStatements |
| − | :* | + | ::* Direct Deposit |
| − | :: | + | ::* RDC |
| + | ::* Debit Card | ||
| + | :* Specific share products, like: | ||
| + | ::* Savings | ||
| + | ::* Checking | ||
| + | ::* CD | ||
| + | ::* IRA | ||
| + | :* Specific loan products, like: | ||
| + | ::* LOC | ||
| + | ::* Vehicle | ||
| + | ::* Mortgage | ||
| + | :* Other: | ||
::* Charged Off Share | ::* Charged Off Share | ||
::* Charged Off Loan | ::* Charged Off Loan | ||
| Line 18: | Line 29: | ||
:* Calculated during the nightly core extract. Many attributes are calculated from member level flags, but almost any custom logic may be used. | :* 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 [[Share Types & Products|SHXREF file]]. | :* Based on specific share products by editing the [[Share Types & Products|SHXREF file]]. | ||
| − | :* Based on specific loan products by editing the [[Loan Types & Products|LNXREF file]].. | + | :* Based on specific loan products by editing the [[Loan Types & Products|LNXREF file]]. |
| + | |||
| + | '''At most 30 attributes can be defined.''' | ||
==Attributes from Core data== | ==Attributes from Core data== | ||
Revision as of 22:21, 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.
Typical Attributes are:
- Single Service
- OK to Send Mail
- Specific Services, like:
- Online Banking
- eStatements
- Direct Deposit
- RDC
- Debit Card
- Specific share products, like:
- Savings
- Checking
- CD
- IRA
- Specific loan products, like:
- LOC
- Vehicle
- Mortgage
- Other:
- Charged Off Share
- Charged Off Loan
- Delinquent Loan
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.
At most 30 attributes can be defined.
