Tiered Service Level Scoring (4)

Screen ID:

Screen Title:

Panel Number:

UTSERV-07

Tiered Service Level Scoring

5413

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 to proceed the entry 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 5: ANALYZING MEMBER-ELECTED DEPOSIT RELATIONSHIPS
Payroll with deposits of at least xxxxx per month	The program scans the transaction history files (TRANSx) for all transactions with Origin Code 05 (Payroll) and Transaction Type 16 or 18. If the total deposits are equal to or greater than the designated amount, the member will score once. NOTE: If a member uses distributions through the payroll system, a single deposit may be considered multiple times in the accumulation of the total. For example, a member receives $500 as a base deposit through payroll and the system distributes a loan payment of $150 and a savings distribution of $125 to a share account. The member will get credit for $775 in payroll deposits.
ACH with deposits of at least xxxxx per month	The program scans the transaction history files (TRANSx) for all transactions with Origin Code 11 (ACH) and Transaction Type 18. If the total deposits are equal to or greater than the designated amount, the member will score once. NOTE: If a member uses distributions through the ACH system, a single deposit may be considered multiple times in the accumulation of the total. For example, a member receives $500 as a base deposit through ACH and the system distributes a loan payment of $150 and a savings distribution of $125 to a share account. The member will get credit for $775 in ACH deposits.
Transfers (any type) via AFT - active	The program scans the transaction history files (TRANS2) for all deposits with an Origin Code of 07 (AFT) and Transaction Type 29 (automatic transfer deposit). The member scores only once if any activity is found.
Loan payment via ACH	The programs scans the loan transaction history file (TRANS2) for all deposits (payments) to loan accounts only with an Origin Code of 11 (ACH) with Transaction Types of 18 or 20. The member scores only once if any activity is found.
GOAL 6: ANALYZING PROMOTION/CLUB RELATIONSHIPS
Promotion/Club Relationships	The program scans the Club Membership file (CLUB) for an active member status in a club which awards special points toward Tiered Services. The member can score multiple points by belonging to multiple clubs. See the separate booklet, “CU*BASE Marketing Clubs: Configuration, Benefits and Enrollment” for details.