Tiered Level Service Scoring (3b)

Screen ID:

Screen Title:

Panel Number:

UTSERV-11

Tiered Level Scoring

6093

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 fourth 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
Audio response - active	The program scans the audio statistics file (AUDICC) for minutes used for audio response (type “P”). Points are granted if any time was used.
Online banking - active	The program scans the audio statistics file (AUDICC) for online banking usage (type “I” or type "A") and the log in type in field CCLOGT = I. Points are granted regardless of the amount of time spent logged in. NOTE: Keep in mind that if a member accesses online banking via desktop, they will get the Online Banking – Active points, and if that same member also accesses mobile web banking during that same month, they’ll get the Mobile Web – Active points, too.
E-statements -enrolled	The program checked for a current enrollment record (meaning not unenrolled). The program scans the eStatements enrollment file for an active (not un-enrolled) record.
Bill payment/ presentment - enrolled	The program checked for a current enrollment record (meaning not unenrolled). The program scans the EasyPay bill payment enrollment file for an active (not un-enrolled) record.
Valid email address	The program looks to see if the member has a valid email address. The PCMBRCFG file is scanned for the Wrong Email Address 1 in field PCWREMAIL1 only for members with an email address in field EMAIL1.
E-Notices subscription	The program looks to see if the member is enrolled in eNotices. The file PCALTCFG is used for this scan and looks for the value of ‘NP’ in the field PCALTTYP (Alert Type).
E-Alerts subscription	The program looks to see if the member is enrolled in eAlerts. The file PCALTCFG is used for this scan and looks for any value other than ‘NP’ in the field PCALTTYP (Alert Type).
Mobile Text Banking – Enrolled	The program looks to see if the member is enrolled in Mobile Text Banking. The program will scan file MOBMBRCFH for accounts that are not closed (Field MHCLSEQ=0) and if the field text banking is active (MHSTATUS=A)
Mobile Web Banking - Active	The program looks to see if the member used Mobile Web Banking. Since Mobile Web Banking is used by the Mobile App banking products, this also analyzes activity in the banking side of the Mobile App. The program scans the AUDICC file for members with a CCTYPE = I and CCLOGT = W. NOTE: Keep in mind when assigning points that if a member accesses online banking via desktop, they will get the Online Banking – Active points, and if that same member also accesses mobile web banking during that same month, they’ll get the Mobile Web – Active points, too. NOTE: This feature will not be displayed in the Self Service section on the "Point Summary" page in online banking and may not be fully implemented in dashboards and reports. Watch for future development in this area.
Wrong address	The program looks to see if the member has an invalid address. The MASTER file is scanned for the Wrong Address flag equal to 1 (or Yes).
CU marketing opt-in	The program looks to see if the member has opted in to receive credit union marketing pieced. File MASTRL is scanned for a ‘Y’ in field MTCUCOPT.
3rd party marketing opt-in	The program looks to see if the member has opted in to receive third party marketing pieces. File MASTRL is scanned for a ‘Y’ in field MT3RDOPT.
Reg E opt-in	The program looks to see if the member has opted in for Reg E. File MASTRL is scanned for an ‘I’ in field MTANROPT.