Business Requirements Documents (BRD)

References (Previous case, campaign or existing procedures) CaseID: 5001 Procedures Names of existing procedures to reference .Job and SSIS information if applicable none 1. Business Background Proactive contact strategy to clients with Saving Accounts to open a Credit Card Account. 2. Program Objectives Contact BOfA clients with a Saving Account to encourage them to open a Credit Card account. 3. Dependencies None 4. Follow-up Metrics : none Requirements Audience requirements Clients that have Saving Account but no Credit Card Account with the bank Execution requirements Description of how and when the campaign should be executed. - Execute Campaign Monthly: Leads targeted to load the first Monday of the month and remain open until first Sunday of the month.

Output/Detail fields Section The following detail fields apply to all outbound campaigns:

- Detail Field 1: DOB - Detail Field 2: Age of the Saving Account - Detail Field 3: Saving account balance

Exclusions Rules Standard Exclusions/ Mandatory Scrubs All Client Campaigns (Only the ones in Bold) Select Description DSCD Primary account holder is deceased AML Money Laundering Alert present NRC HH has a non-resident alien FRGN HH has a non-US address HZIP HH has a zip code in a FEMA disaster area Dedupe HH Level

De-dup (when multiple accounts in the HH qualify for the same campaign:HH level De-dupe (Primary account)

NOPN Account we do not have a phone number Custom Exclusions - Include accounts that have more than 1000 in saving exclude accounts that have less than or equal to 1000 in saving - Include clients that are at least 25 years old -- exclude clients that are younger than 25 years - If a client already has a Credit Card account, he/she should not be targeted -- include clients who have a saving account but not a credit card account