Member Attributes

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.

The definition of an attribute can combine multiple flags. For example, the OK to Send Mail attribute could check a bad address flag, a deceased flag and an opt-out flag. If any of these flags are set, the attribute would be false. At most 30 attributes can be defined.

Host ATTRFILE

The host ATTRFILE is used to define the attribute names, numbers and their calculation logic. This file is a text file, that must have a very precise layout.