Member Attributes
Revision as of 22:14, 30 November 2015 by >Johno (→Overview)
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: eStatements, Direct Deposit, RDC, Debit Card, etc.
- Specific share products: Savings, Checking, IRA, etc.
- Specific loan products: LOC, Vehicle, Mortgage, etc.
- Marketing Flags:
- OK to Send Mail
- 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..