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 many definitions for attributes of the member that are used during the extraction of core data on the HPUX machine and available as flags set for the member in Vital Signs.

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 the following criteria: (MEMBER-FILE.REST-FLAG-11 <> 80, 81 AND MEMBER-FILE.REST-FLAG-12 <> 80, 81).

  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. By default a member is flagged as having a Charged Off Loan if the MEMBER-FILE.CONTROL-FLAG(31) = 1.

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

Member Charged Off Share Vital Signs evaluates certain attributes at the member level. By default a member is flagged as having a Charged Off Share if the MEMBER-FILE.CONTROL-FLAG(34) = 1.

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

Member Dormant Vital Signs evaluates certain attributes at the member level. By default a member is flagged as Dormant if MEMBER-FILE.REST-FLAG-11 = 79.

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

Member Do Not Mail Vital Signs evaluates certain attributes at the member level. By default a member is flagged as NOT wanting solicitation if MEMBER-FILE.CONTROL-FLAGS(21) = 1.

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

Member Bad Address Vital Signs evaluates certain attributes at the member level. By default a member is flagged as having a Bad Address if MEMBER-FILE.CONTROL-FLAGS(24) = 1.

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