Difference between revisions of "Member Attributes"
>Johno (→Host ATTRFILE) |
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| '''Name (Note)''' | | '''Name (Note)''' | ||
| '''Columns''' | | '''Columns''' | ||
| + | | '''Required''' | ||
| '''Purpose''' | | '''Purpose''' | ||
|- | |- | ||
| NBR | | NBR | ||
| 1-5 | | 1-5 | ||
| + | | Yes | ||
| The attribute name. | | The attribute name. | ||
|- | |- | ||
| IDX | | IDX | ||
| 6-10 | | 6-10 | ||
| + | | No (*) | ||
| The attribute variable index if this attribute is calculated during the core extract. | | The attribute variable index if this attribute is calculated during the core extract. | ||
|- | |- | ||
| CNT | | CNT | ||
| 11-15 | | 11-15 | ||
| + | | No | ||
| The product number if this attribute is to be counted like a product. | | The product number if this attribute is to be counted like a product. | ||
|- | |- | ||
| PRIMARY.TOPIC | | PRIMARY.TOPIC | ||
| 16-45 | | 16-45 | ||
| + | | Yes | ||
| The primary topic if the attribute is calculated during the core extract. Else '''N/A'''. | | The primary topic if the attribute is calculated during the core extract. Else '''N/A'''. | ||
|- | |- | ||
| INCLUDE | | INCLUDE | ||
| 46-55 | | 46-55 | ||
| + | | No (*) | ||
| Name of an AskPlus include file if this attribute is calculated during the core extract. | | Name of an AskPlus include file if this attribute is calculated during the core extract. | ||
|- | |- | ||
| FIELD-NAME | | FIELD-NAME | ||
| 56-75 | | 56-75 | ||
| + | | Yes | ||
| The name of the attribute field in the loaded document. | | The name of the attribute field in the loaded document. | ||
|- | |- | ||
| Attribute Description | | Attribute Description | ||
| 76-105 | | 76-105 | ||
| + | | Yes | ||
| The displayed name of the attribute in the loaded document. | | The displayed name of the attribute in the loaded document. | ||
|- | |- | ||
| X | | X | ||
| 106 | | 106 | ||
| + | | Yes | ||
| A single X character that marks the end of each record. | | A single X character that marks the end of each record. | ||
|} | |} | ||
| + | |||
| + | : * Required if the attribute is being calculated during the host extract. | ||
==Attributes from [[SHXREFCCYYMMDD.xls]] or [[LNXREFCCYYMMDD.xls]]== | ==Attributes from [[SHXREFCCYYMMDD.xls]] or [[LNXREFCCYYMMDD.xls]]== | ||
Revision as of 22:45, 30 November 2015
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.
