Fundraising solicitation decision_model_v2
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The document describes a fundraising solicitation decision model with the following key components: 1) There are three giving clubs defined by contribution amount ranges, and graduates can be members of different clubs over time as recorded in an association class. 2) A supporting rule family defines a graduate's giving club status, including a new "Former Member" status. 3) Additional rule families compute dates for the last year and test populated characteristics of data fields to determine club membership status and donor suitability.
Fundraising solicitation decision_model_v2
- 1. Fundraising Solicitation Decision Model A worked example for Deede Original version 02/10/2012 Updated 10/05/2013
- 2. There are three giving clubs, membership for which is defined by a range of contribution values. Therefore, a graduate could be a member of different clubs at a different point in time. An association class has been added to record the membership details of a graduate to a given club. Potential Logical Data Model 10/05/2012(C) Visionalysis Ltd 2012 - 2013 2
- 3. Decision Rule Family View âGraduate Giving Club Statusâ is defined in a supporting rule family view. This version of the rules has added a new status of âFormer Memberâ to distinguish it from those that have never been the member of a Giving Club. The two dates evaluated in âDonation History Last Gift Dateâ are also defined in two supporting rule family views (C) Visionalysis Ltd 2012 - 2013 3 Rule Family Views Decision Rule Family View: Determine Donor Suitability Status (View: Base) Conditions Conclusion Row ID Rule Pattern Graduate Alumni Class Year Campus Name Donation History Last Gift Date Graduate Giving Club Status Donor Suitability Status DSS1 1 is between {Year 1, Year 2} is Davenport is between {Last Year First Date, Last Year Last Date} is in {Former Member, Non- Member} is Suitable DSS2 1 is between {Year 1, Year 2} is Davenport is not between {Last Year First Date, Last Year Last Date} is in {Former Member, Non- Member} is Unsuitable DSS3 2 is not between {Year 1, Year 2} is Davenport is in {Former Member, Non- Member} is Unsuitable DSS4 3 is Davenport is Current Member is Unsuitable DSS5 4 is not Davenport is Unsuitable 10/05/2012
- 4. Supporting Rule Family View â Test of Populated Characteristic This rule family view tests the populated characteristic of a fact type, that is, whether thereâs any value in there at all, irrespective of what it is This type of rule family has been used to accommodate the importance to the analyst in demonstrating how club status is defined in a COTS package. This has been taken from the following logic: A Current Giving Club 1 member is defined in the database by the existence of a GC1 record and the non- existence of a GC1Former record. A Former Giving Club 1 member can be identified 3 ways: No GC1 record, No GC1 record and a GC1Former record, a GC1 record and a GC1Former record The first and second rules have been combined; effectively, if a GC1 exists, itâs irrelevant whether a former record exists in determining that the graduate is a current member. (C) Visionalysis Ltd 2012 - 2013 4 Rule Families Supporting Rule Family View: Graduate Giving Club Status (View: Base) Conditions Conclusion Row ID Rule Pattern Giving Club Current Member Populated Characteristic Giving Club Former Member Populated Characteristic Graduate Giving Club Status GCS1 1 is Populated Current Member GCS2 2 is NotPopulated is Populated Former Member GCS3 2 is NotPopulated is NotPopulated Non-member 10/05/2012
- 5. Supporting Rule Family View â use of formulae in an operand to produce a fact type value These rule family views are examples of unconditional computations; that is, there are no conditions, because the conclusion is always the same. The formula is expressed in Microsoft Excel terminology; and is a very precise way of specifying the requirements for the dates needed for use in the dependent rule family view. It means that the decision model itself could be automated directly. (C) Visionalysis Ltd 2012 - 2013 5 Rule Families 10/05/2012 Supporting Rule Family View: Last Year First Date (View: Base) Conditions Conclusion Row ID Rule Pattern Last Year First Date LYFD1 1 is computed as DATE(YEAR(NOW())-1,01,01) Supporting Rule Family View: Last Year Last Date (View: Base) Conditions Conclusion Row ID Rule Pattern Last Year Last Date LYLD1 1 is computed as DATE(YEAR(NOW())-1,12,31)
- 6. (C) Visionalysis Ltd 2012 - 2013 6 TDM Graphical Model (view: Base) Determine Donor Suitability Status (Rf View: Base) Donor Suitability Status _________________ Graduate Giving Club Status (Last Year First Date) (Last Year Last Date) - - - - - - - - - - - - - - - - Donation History Last Gift Date Campus Name Graduate Alumni Class Year (Rf View: Base) Graduate Giving Club Status _________________ - - - - - - - - - - - - - - - - Giving Club Current Member Giving Club Former Member (Rf View: Base) Last Year First Date _________________ - - - - - - - - - - - - - - - - (Rf View: Base) Last Year Last Date _________________ - - - - - - - - - - - - - - - - 10/05/2012