- Overview
- Specs
- Reviews
- Requirements
- System Updates
- Docs
This DNAapp will make branch changes to accounts based on overall customer/member level activity. The application will review each account owned by the same customer/member and reassign their branch associations based on the overall activity. The criteria used in making the determination can be narrowed down to specific products (Major / Minor Account Types), branches, transactions and date range for the activity.
The PS_MBR_BRCH_REASSIGN application counts the total number of account transactions for the specified time period, aggregating all accounts with like tax owners. Runtime parameters provide the ability to define the account types to be included, as well as transaction types and transaction source. The application then determines what percentage of total transactions was performed at each branch location and, if any one location has more than the parameter-defined percent, the accounts are marked to be moved to that branch. The branch of origination change is scheduled for the next day and completed by the core MM_BRCHG Branch Change application. PS_MBR_BRCH_REASSIGN must be run in updating mode before MM_BRCHG.
Maintenance performed by the PS_MBR_BRCH_REASSIGN application is logged to the core activity tables using the Activity Category of ‘AMNT’ (Account Maintenance) and Activity Type of ‘ACCT’ (Account).
Customer Reviews
1 Item(s)
- Great FeatureReview by Dave F
-
Rating COCC has a number of clients licensing this app. It's extremely flexible with so many parameters to help drill down the criteria for assigning an account holder to a branch. It's nice that you can tweak the parameters in test mode first to get a look at the changes to help determine the volume of change and see how well that may be managed by the branches. Many of our clients do mailings or returned item processing by branch and this ensures the target audience is accurate.
There are so many accounts that just don't perform their business at the branch of origination and to do the analysis and maintenance any other way is inefficient, this app saves a ton of time. And you set it up once and don't have to worry about it going forward, most of our clients run it monthly. If you want to ensure the accounts are assigned to the branch where the business is performed, this is well worth it!(Posted on 7/5/11)
1 Item(s)
Write Your Own Review
Only registered users can write reviews. Please, log in
This DNAapp is compatible with DNA 3.0 or higher. You will need to download and install the Configuration Toolkit which will configure DNA to load and manage DNAapps. This toolkit is included in the DNA release CD since DNA 3.3 and will be updated here whenever a more recent release is available.
Explore DNAappstore
- By Category
