CU Customization

Overview

The CU Customization spreadsheet contains several sheets: Overview, Extraction Macros, Custom Ranges and Member Attributes.

The Overview sheet explains the rest of the CU Customization document and has several fields of input, specifically the Credit Union Name will be what is entered into Vital Signs.

The Extraction Macros sheet contains core definitions for attributes of the member set during the extraction of core data on the HPUX machine.

The Custom Ranges sheet contains the customizable ranges used in Vital Signs.

The Member Attributes sheet contains the 30 possible Custom Attributes that are defined by the Credit Union.

Overview

Contains a brief overview of the spreadsheet and entries for the Credit Union name and primary contact information.

Extraction Macros

HPUX side extraction macros that require Credit Union specific criteria

Member Record Status Vital Signs extracts member-file data if the member-file record has a close-date within the current year or meets this criteria.

  Default Criteria:
  (MEMBER-FILE.REST-FLAG-11 <> 80, 81 AND 
   MEMBER-FILE.REST-FLAG-12 <> 80, 81)

Member PSA Funded The minimum required savings Balance.

   Default Criteria:
   (SHARE-FILE.BALANCE >= 500)

Member Charged Off Loan Vital Signs evaluates certain attributes at the member level.

   Default Criteria:
   (MEMBER-FILE.CONTROL-FLAG(31) = 1)

Member Charged Off Share Vital Signs evaluates certain attributes at the member level.

   Default Criteria:
   (MEMBER-FILE.CONTROL-FLAG(34) = 1)

Member Dormant Vital Signs evaluates certain attributes at the member level.

   Default Criteria:
   (MEMBER-FILE.REST-FLAG-11 = 79)

Member Do Not Mail Vital Signs evaluates certain attributes at the member level.

   Default Criteria:
   MEMBER-FILE.CONTROL-FLAGS(21) = 1

Member Bad Address Vital Signs evaluates certain attributes at the member level.

   Default Criteria:
   MEMBER-FILE.CONTROL-FLAGS(24) = 1

Member Credit Rating How should Vital Signs gather the credit FICO score for a member?

   Available Options:

   Default
   (MEMBER-FILE.CREDIT-RATING)

   The alternative is to gather this information from the most recent loan.
   (LNCRSCORE.LN-LAST-CRSCORE)

Member Relate Code How should Vital Signs gather the MEMBER RELATE code?

   Available Options:

   Default
  (MEMBER-RELATE.CURRENT-CODE)

   A common alternative is to gather this information from 
   (MEMBER-FILE.DEPARTMENT)

Share Record Status Open How should Vital Signs determine that a share is open?

   Default Criteria:
   (SHARE-FILE.REST-FLAG-11 <> 80, 81 AND 
    SHARE-FILE.REST-FLAG-12 <> 80, 81)

Share Record Countable How should Vital Signs determine that a share can be counted in the total shares?

   Default Criteria:
   (SHARE-FILE.REST-FLAG-11 <> 80, 81 AND 
    SHARE-FILE.REST-FLAG-12 <> 80, 81 AND 
    SHARE-FILE.DESC-ABRV="COS")

Share Charged Off How should Vital Signs determine that a share is charged off?

   Default Criteria:
   (SHARE-FILE.DESC-ABRV="COS")

Loan Record Status Open How should Vital Signs determine that a loan is open?

   Default Criteria:
   (LOAN-FILE.REST-FLAG-11 <> 80, 81 AND 
    LOAN-FILE.REST-FLAG-12 <> 80, 81)

Loan Record Countable How should Vital Signs determine that a loan can be counted in the total loans?

   Default Criteria:
   (LOAN-FILE.REST-FLAG-11 <> 80, 81 AND LOAN-FILE.REST-FLAG-12 <> 80, 81 AND
   (LOAN-FILE.BALANCE > 0 OR LOAN-FILE.CREDIT-LIM > 0) AND LOAN-FILE.ACTION = "D")

Loan Charged Off How should Vital Signs determine that a loan is charged off?

   Default Criteria:
   (LOAN-FILE.COLLATERAL = 999 OR LOAN-FILE.ACTION = "O")