The Asterisk Intelligence team is offering this pre-made query to support credit unions who have partnered with Econocheck and have been requested to provide them with a mailing list of your membership data.
Please carefully compare the criteria provided by Econocheck for your project with the criteria and data that this query will provide. Customizations to the base query available through this order are assessed individually by the Asterisk Intelligence Team and may be quoted an additional cost to make the modifications.
The Query
You will receive a query that is placed in your QUERYxx library. Once the query is established in your library, it is yours to use, manage, maintain, and delete later if you wish.
Data Note: This query pulls live data so all information is updated as of the time the query is processed. It is not built to use any end-of-month data.
Once the query is set up by the Asterisk Intelligence Team, they will also process the entire query string so that a file is created. You will be asked to review and sign-off on the file’s accuracy and completeness for your Econocheck project. If modifications are needed, the Asterisk Intelligence Team will review with you and make a plan for the adjustments.
Once file sign-off is received from you, you can provide the file to Econocheck! You will also receive from Asterisk Intelligence a detailed summary of the queries and instructions for processing them on your own in future.
The File
This query will produce a file that lists any checking or savings account that meets the following criteria as of the time the query is processed:
- Account is open (not closed)
- Account is any type of savings, or personal checking.
- Excludes checking accounts that are organizational, estate, trust, or money market
- On a membership which is opted in to 3rd party contact
- Age of primary member is 18+
Data fields included in the output file of this query are:
- Account Number (Member Number + Account Suffix)
- Routing Number
- First Name
- Middle Initial
- Last Name
- Mailing Address
- City
- State
- Zip Code
- Date of Birth
- Average Daily Balance, Current Month
Once the query summary and instructions are provided to you – the query is yours to use, keep, and maintain moving forward. If adjustments are ever needed and you would prefer that we make them, please use the request to Change a Custom Query or Report.
