This project adapts the List Generator tool so that it includes new filters based on the phone number database (MASTPH) for selecting membership records.  It also includes other enhancements to the available filters to make it an even more valuable tool for credit unions who want to perform targeted member communications without having to use IBM Query.

List Generator Criteria for Your Custom Fields

In addition to incorporating more filters for recently-introduced products and services (such as P2P or mobile web), we will also be introducing a technique for selecting accounts based on entries in the credit union’s CU-defined UDM fields. This is particularly exciting due to how difficult these fields are to include in standard Query selection criteria.

New Filter Options

• List (or exclude) deceased members
• List (or exclude) if membership was opened online via MAP/MOP
• List (or exclude) based on SEG/Sponsor
• List (or exclude) if membership opened by a particular employee ID, or by any archived emp ID
• List (or exclude) if an email address is present
• List (or exclude) if the email is marked as wrong email address
• List (or exclude) if any phone # has the mobile phone flag checked
• List (or exclude) if any phone # has the daytime phone flag checked
• List (or exclude) if any phone # has the nighttime phone flag checked
• List (or exclude) if any phone # is marked as a wrong phone number
• List (or exclude) if any phone # has the text message allowed flag checked
• List (or exclude) based on a range of credit scores
• All of the services criteria currently available on the “Select accounts WITHOUT” screen will be replicated on the “Select accounts WITH” screen so you can list members if they have or do not have that particular service, including these new items:
  • List if member is (or is not) enrolled for RDC  (NOTE: See the related recipe on the timing of when this data will be available.)
  • List if member is (or is not) enrolled for eAlerts
  • List if member is (or is not) enrolled for eNotices
  • List if member is (or is not) enrolled for A2A
  • List if member is (or is not) enrolled for P2P
  • List if member is (or is not) enrolled for text banking
  • List if member has (or has not) used mobile web banking in the prior month (based on a data element in the Tiered Service monthly scoring file)
• List if a member has (or does not have) any product under a particular Application Type (no need to choose specific product codes!)
• List if a member has certain data entered into a custom (UDM) membership field – or if there is any data in that field
• List if a member has certain data entered into a custom (UDM) account field  – or if there is any data in that field

New Output Options

• Allow for the member’s primary phone number (lowest seq# in the MASTPH table) to be included in the file and dashboard outputs
• Allow for the member’s email address to be included in the file and dashboard outputs

Status as of December 2022:  Project #55754 was implemented in the 22.10 release. 

Your chef for this recipe:  Dawn Moore