Member Attributes

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Revision as of 22:21, 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, 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.

Attributes from Core data

Attributes from SHXREFCCYYMMDD.xls or LNXREFCCYYMMDD.xls