Tiered Service Level Scoring (3a)

Screen ID:

Screen Title:

Panel Number:

UTSERV-06

Tiered Level Scoring

2976

Access these by pressing Enter from the previous configuration screen. You can also view a view-only version of this screen via Tool #437: Learn-From-Peer: Tiered Services Config,

This screen is used to assign points to various member activities. Points will be tallied each month to determine to which level a member will be assigned. For each item shown, enter the number of points to be awarded for the member’s participation in that activity.

When done entering points, use Enter or click Continue to proceed the next self service screen.

Refer to the CU*BASE Tiered Service Levels Implementation Guide for details setting up a program and important tips on setting up an effective Tiered Services program for your credit union.

Field Descriptions

GOAL 4: ANALYZING MEMBER SELF-SERVICE PRODUCT RELATIONSHIPS
ATM - Active	The program scans the TRANSx transaction history files for any activity with the origin code designating ATM transactions (code 13). The member scores once regardless of the number of transactions.
Include PIN-based point of sale	This affects the transactions used to determine a members # of debit card transactions and Dollar amount of debit card trans. Refer to other fields for the impact of checking or not checking this field.
# of debit card transactions	Can be used in conjunction with the "Dollar amount of debit card trans" field. These ranges calculate the count of purchases the member makes with your credit union debit card. Only ETRxxx1 transactions are considered. Beyond that what is counted is determined by whether the "Include PIN-based point of sales is checked or not. If "Include PIN-based point of sale" is not checked, counts transaction that are DEBITS with Origin code 16 Odd number transactions If "Include PIN-based point of sale" is checked, counts transaction that are DEBITS with Origin codes 16 and 13 (For origin code 13, includes transactions if the first three characters in the description begin with POS or EDB) Odd number transactions (debits)
dollar amount of debit card trans	Can be used in conjunction with the "# of debut card transactions" field. These ranges calculate the count of purchases the member makes with your credit union debit card. Only ETRxxx1 transactions are considered. Beyond that what is counted is determined by whether the "Include PIN-based point of sales is checked or not. If "Include PIN-based point of sale" is not checked, calculate using transaction that are DEBITS with Origin code 16 Odd number transactions If "Include PIN-based point of sale is checked, calculate using transaction that are DEBITS with Origin codes 6 and 13 (For origin code 13, includes transactions if the first three characters in the description begin with POS or EDB) Odd number transactions (debits)
OTB or Online Credit card	The program scans the OTB file for any CRDT type records present and scans the MEMBER6 file for credit card accounts with the Process Type “V.” The member would receive points if they had either an OTB credit card or one or more online credit card loan accounts. The member scores once regardless of the number of cards or accounts.