Defining Share Account Criteria

The Cross Sell Plan - Shares window lets you set up the share account criteria for a cross sell plan. You can select the share types that should be used in determining if a member should or should not be included in a cross sell plan.

To open the Cross Sell Plan - Shares window, under Cross Sell on the Portico Explorer Bar, click Administration. On the Administration top menu bar, click Plans, point to Cross Sell Plans and click Targeted. The Cross Sell Plan - List window appears. Select a cross sell plan from the list and click Shares.

How do I? and Field Help

The following share account options can be set up to include or exclude specific members from a cross sell plan:

• The Include members with share types box lists the share types that will be used to determine if a member should be included in a cross sell plan. The member must have at least one of the share types listed to qualify for the cross sell plan. To add a share type to the Include members with share types box, select the share type in the Share/Share Draft Account types box and click the up arrow. To remove a share type from the Include members with share types box, select the share type in the Include members with share types box and click the down arrow. The share types in the Share/Share Draft Account types box are created using the Administration - Product and Services window.
• The Do not include members with share types box lists the share types that will be used to determine if a member should be excluded from a cross sell plan. If the member has at least one of the share types listed, he/she will be excluded from the cross sell plan. To add a share type to the Do not include members with share types box, select the share type in the Share/Share Draft Account types box and click the down arrow. To remove a share type from the Do not include members with share types box, select the share type in the Do not include members with share types box and click the up arrow.
• Select the Apply actual balance range check box to specify a balance range to the share types listed in the Include members with share types box. In the From field, enter the lowest balance amount for the share balance range (Length: 12 numeric). In the To field, enter the highest balance amount for the share balance range (Length: 12 numeric). Click the Individual option to apply the balance range criteria to the member's individual share accounts. Click the Total option to apply the balance range criteria to the total balance of all the member's share accounts. These fields and options are disabled until the Apply actual balance range check box is selected.
• Select the Share Hold check box to exclude members with a share hold on at least one of the share types listed in the Include members with share types box. If the Share Hold field on the Account Information - Shares - Holds Detail tab is anything other than blank, the share type has a share hold and the member will be excluded from the cross sell plan.
• In the ATM/Debit Card Overdraft Processing Values group box, select the Apply overdraft processing check box to include or exclude members based on the overdraft processing option selected on at least one of the share types listed in the Include members with share types box. Click the Include option to include share types with the specified overdraft processing option. Click the Do Not Include option to exclude share types with the specified overdraft processing option. Click Existing to select all share types with an overdraft processing option of E-Fee until August 15, 2010. Click Opted Out to select all share types that the members chose to opt-out of overdraft processing. Click Opted In to select all share types that the members chose to opt-in for overdraft processing. Evaluation is based on the Opt In for ATM/Debit Card Processing and Fees field on the Shares - Fees/Charge Off tab.

Click Apply to apply the share account criteria. Portico will review the information for errors. If no errors are found, Portico will save the share account criteria. If errors are found, an error message will appear prompting you to correct the necessary fields.

Click Save to save the share account criteria and close the window. Portico will review the information for errors. If no errors are found, Portico will save the share account criteria and close the window. If errors are found, an error message will appear prompting you to correct the necessary fields.

Click Cancel to close the window without saving the share account criteria.

Changes made to the Include members with share types box and Do not include members with share types box are automatically saved without clicking Save. Clicking Cancel will not reverse any changes made to these boxes. You must manually add or remove the share types from these boxes.

Use the navigation drop-down list in the upper right corner of the Cross Sell Plan - Shares window to transfer to other Cross Sell Plan windows and set up additional plan options.