Member Profile

Calculates Length of Membership based on oldest open date on any share, where the person is a primary owner.

Pulls and displays the two most recent credit scores from the person record, and displays the paper grade.

Checks for online banking login record with last activity date within the last 90 days.

Checks E-Statement field on account record.

Counts the number of  Courtesy Pay uses in the last 3 months.

Counts the number of NSF items in the last 3 months.

Counts the 3 month average balance for each share account. 2 and 6 month average balance also available.

Checks for an ACH deposit in the last 90 days, on each share account.

Calculates and displays the sum of the DQ payment fields from the loan record.

Member Segment - Can pull Account Relationship from Person or Account Level (Person level in this instance).