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.

Name (Note)	Columns	Required	Purpose
NBR	1-5	Yes	The attribute name.
IDX	6-10	No (*)	The attribute variable index if this attribute is calculated during the core extract.
CNT	11-15	No	The product number if this attribute is to be counted like a product.
PRIMARY.TOPIC	16-45	Yes	The primary topic if the attribute is calculated during the core extract. Else N/A.
INCLUDE	46-55	No (*)	Name of an AskPlus include file if this attribute is calculated during the core extract.
FIELD-NAME	56-75	Yes	The name of the attribute field in the loaded document.
Attribute Description	76-105	Yes	The displayed name of the attribute in the loaded document.
X	106	Yes	A single X character that marks the end of each record.

* Required if the attribute is being calculated during the host extract.

NBR

Must be a number between 1 and 30. The number determines the position of the attribute when it is displayed in the document. Attribute numbers do not have to be contiguous.

IDX

Is the index of the #ATTR variable that calculates the attribute. Refers to the calculation in the AskPlus include file in the INCLUDE column. See examples below.

CNT

Is the corresponding product number for this attribute. Products are counted and selections can be made based on the product count. To be counted, products must be defined as attributes.

PRIMARY.TOPIC

Is the name of the primary topic if the attribute is being calculated during the host extract. For example, MEMBRS.MEMBER-FILE. This column must be set to N/A if the attribute is calculated later using SHXREF or LNXREF.