Member Attributes

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Revision as of 22:14, 30 November 2015 by >Johno (Overview)
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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..

Attributes from Core data

Attributes from SHXREFCCYYMMDD.xls or LNXREFCCYYMMDD.xls