Membership analysis.xls

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Revision as of 19:10, 4 September 2012 by >Jeremyb (Ranges Sheet)
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Overview

   The Membership Analysis spreadsheet contains Ranges, Dimensions, Fields and Accounts specific to Vital Signs during the nightly reloads    


Ranges Sheet

This sheet contains range information used by the Vital Signs Membership_Analysis Application

These ranges are reapplied each time the Membership_Analysis application is reloaded The assigned range is >= IM_LOW and < The next IM_LOW value specified

The IM_TIER Column is used for setting a hierarchy for the ranges used below Note: typically this is only used for Credit Tier

SHARE-BAL

Used to calculate Share Balance Ranges

   Example:
   SHARE-BAL	Null		No Shares
   SHARE-BAL			Negative
   SHARE-BAL	0.00		Zero
   SHARE-BAL	0.01		$0.01 to $4
   SHARE-BAL	5.00		$5 to $499
   SHARE-BAL	500.00		$500 - $999
   SHARE-BAL	1,000.00		$1K - $4,999
   SHARE-BAL	5,000.00		$5K - $9,999
   SHARE-BAL	10,000.00		$10K - $49,999
   SHARE-BAL	50,000.00		$50K - $99,999
   SHARE-BAL	100,000.00		$100K and over


LOAN-BAL Used to calculate Loan Balance Ranges

   Example:
   LOAN-BAL	Null		No Loans
   LOAN-BAL			Negative
   LOAN-BAL	0.00		Zero
   LOAN-BAL	0.01		$0.01 to $999
   LOAN-BAL	1,000.00		$1K to $4,999
   LOAN-BAL	5,000.00		$5K to $9,999
   LOAN-BAL	10,000.00		$10,000 - $49,999
   LOAN-BAL	50,000.00		$50,000 - $99,999
   LOAN-BAL	100,000.00		$100K and over


TRIAL-BAL

   Used in the Trial Balance page and should not be modified

Dimensions Sheet

Fields Sheet

Accounts Sheet