This DNAapp produces a CSV data file of all new people who joined a financial institution during a configurable time interval. Those not consenting to receive information from your financial institution are not included in the output file.
Separate output file into two; one for people with no email address and the other for people with an email address
Added validation for output path
Fix duplicate persons
Email Use Codes parameter is optional
The SQT script produces a list of the new customers, in a csv file, who opened an account during a period defined by the Start Date and Thru Date parameters. An output folder name has to be specified in order to receive the output csv file. The output csv file name is defined by the SQT. This file contains the name, address and contract date of the new customers. Only customers who opened an account of minor type codes defined in the MCID parameter, are included in the output file. Customers, who previously opened another type of account are not included in the output file.
Depending on the financial institution type, the term “Customers” can be replaced by “Members” in the report and in the prefix of the produced csv file name. Once the SQT is installed via DNA app, the SQT should be set up to run using the normal queue setup, making sure the required parameters are entered. If, in the “Consent for Information” DNA screen, one of the options is set to “N”, the person is not included in the output file.
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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.