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What does it mean on the first Abnormal Activity transaction pattern configuration screen when you elect to include only shared branch transaction, only RDC transactions, or only P2P transactions?
When one of these options are selected, only those transaction types will appear in the results dashboard. You may select only one of these checkboxes (e.g., you may not select to include only shared branch transactions and only RDC transactions). When one More...
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How do I determine if I have a valid OFAC match?
To determine if you have a valid OFAC match, follow the ‘due diligence’ steps on the Department of Treasury website at http://www.treasury.gov/about/organizational-structure/offices/Pages/Office-of-Foreign-Assets-Control.aspx
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What tools can I use to get started with Abnormal Activity Monitoring?
To configure abnormal activity monitoring patterns or groups via Tool #101 Abnormal Activity Monitoring Config , you will first need to determine your credit union's thresholds for normal and abnormal activity. You may start from scratch or base patter More...
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What types of transaction patterns can you create for Abnormal Activity Monitoring?
The following types of transaction patterns can be created: Velocity : This evaluates if the member has an unusual amount of transactions that fall within the criteria configured. Idle : This evaluates if the member has an unusual flurry of activity (eith More...
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What is Audit Link?
The Audit Link service consists of three interrelated business activities. The first is an overall analysis of the credit unions needs, hot buttons, and recent audit or examination findings. This analysis is designed not only to tailor the program for the More...
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Why does my credit union need Station Control for CBX?
As we transition from CU*BASE GOLD to CBX, we are shifting from an application that runs directly on a workstation to a more modern, browser-based solution. Previously, CU*BASE GOLD relied on command-line arguments and local temporary files to interact wit More...
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What are some best practices for taking a screenshot in CBX?
Using your browser’s Print feature, you can print screen content: Navigate to the content you want to capture. Press Ctrl + P on your keyboard, or go to the three-dot menu ⋮ in the top-right corner > Print. In the Print dialog window that appears: More...
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What is Phase Two of CBX?
Phase two for CBX will include additional new enhancements, plus fresh takes on enhancements that were retired with GOLD; many of which will come back in new, modular ways for use in CBX. Work has already started on phase two enhancements, such as a new wa More...
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How do I copy/paste from CBX?
Copying and pasting from CBX is as simple as dragging your cursor over the text/field you want to copy, then moving to the destination and either using CTRL+V (your keyboard's shortcut to paste) or right-clicking and selecting Paste from the option men More...
- Who is Xtend?
Xtend, Inc. is a CUSO with a select group of credit union leaders independent of CU*Answers. Xtend consulting is about creative services, access to marketplaces that may be outside the scope of smaller credit unions or even CU*Answers, and the sharing of More...
- What is a CUSO?
A CUSO is a C redit U nion S ervice O rganization that directly provides services for credit unions. These organizations can be wholly owned (owned by an individual credit union) or multi-owned (owned by more than one credit union). These organizations g More...
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What are the differences between an online ASP and in-house e-document strategy?
The differences ultimately come down to control and cost. The online ASP system is the fastest, simplest, most inexpensive way to get started with an e-documents strategy for your credit union. With online ASP you offload the back-end service management he More...
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If our tax forms are uploaded to "It's Me 247", how will members who are not enrolled in eStatements receive their tax documents?
Regardless of whether a member is enrolled in eStatements, the member will receive a paper copy of their tax documents in the mail, provided they earned enough dividends (or paid enough interest) through the tax year to qualify for a tax form. The present More...
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How do I calibrate or clean my license scanner?
To calibrate the scanner, you will the need calibration sheet that came with the hardware. It is typically a white sheet with a large black bar running across the lower third. Make sure ProDoc is signed in then right-click the ProDoc icon in the system tr More...
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I just got a new laptop and when I try to log in to CU*BASE GOLD it takes several minutes, and then I get an error message, "Cannot Connect() to server."
This can happen if you have the Launch ProDOC when logging in option turned on in your Preferences (click the Preferences button or use F5 while on the CU*BASE Home page), if the workstation you are using does not actually have ProDOC installed. ProDOC More...
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What do I do if I think my signature pad is failing?
Basic initial troubleshooting: Move the signature pad to a different USB port Move the pad to a different workstation that has a working model If the workstation isn’t capturing the signature, but it is visible on the pad, try refreshing the SigPlus. More...
- How do you create a new form group within CU*Forms?
Launch CU*Forms from the CBX timeout window. Navigate to Admin > Edit Templates > Form Templates. 3a. To create a new form group while creating a new template: Select the green plus (+) icon next to the Form Group drop-down menu. Enter the form group More...
- How do you turn on CU*Forms email notifications?
Launch CU*Forms from the CBX timeout window. Select the orange User icon in the upper-right corner. Select Settings. Toggle Email Notifications to On. Select Save Changes to apply the updated notification setting. Note: You can also update your time zone u More...
- How do you assign admin permissions within CU*Forms?
Launch CU*Forms from the CBX timeout window. Navigate to Admin > Manage Users. Select the desired user from the user dropdown. Select the checkbox for each permission you would like to assign: Build Templates – Allows users to create, modify, and More...
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How do I research why a loan did not report to the Credit Bureau?
Here are seven things to review if you are trying to research why a loan did not report to the credit bureau. Look to see if the loan is flagged not to report to the credit bureau: Access Tool #20 Update Account Information (shortcut: acct) for the acc More...
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I need specific information about our lending portfolio. What dashboard should I use? Or do I need a Query? When do I use a dashboard versus a Query to get the information I am looking for?
Refer to the resources below for more information. Lender*VP My Favorite Dashboards and Reports brochure AuditLink My Favorite Dashboards and Reports brochure (specifically Loan with Interest Due Above Payment Amount and Loan Portfolio Concentration Risk S More...
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What's the difference between a loan request and a loan application?
A loan request is the information about the loan , including the quote the borrower receives with the loan terms. The loan request is the first step to potentially opening a loan account. he loan application is the personal information about the borrower t More...
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How do I update my loan products and the risk-based pricing for them?
Refer to the CBX help topics below for assistance with updating loan products and the risk-based pricing for them.
- Error message: Control ID not found
Any CU with an In-house imaging solution cannot use the ProDOC auto launch feature in CU*BASE Preferences. There are other ways to automate logging into ProDOC for them like Active Directory Integration - contact Imaging Solutions for help. Remember that More...
- What is the retention period on ISO files?
Our full ISO files have a retention of at least 45 days. That retention is subject to change based on changing system resource needs. (The retention of the full files is at our discretion and can be changed without notice, but it will always be at least as More...
- Error message: EDRCP Config not on file
Any CU with an In-house imaging solution cannot use the ProDOC auto launch feature in CU*BASE Preferences. There are other ways to automate logging into ProDOC for them like Active Directory Integration - contact Imaging Solutions for help.
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What does the term "ping" mean and why would I use it?
Ping stands for P acket IN ternet G roper, and is a utility that is used to verify a connection to another connection on the network, remote network, Internet, ...etc. It sends out a packet and waits for a response from the target. Pinging is primarily u More...
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CBX Station Control Deployment
Download the Software Note: Our network requirements have been updated and can be found here . Please verify with your IT vendor that these changes have been put into place before attempting to download Station Control. You can download CBX from this link More...
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What are the cuasterisk.com network requirements?
General Requirements CU*BASE GOLD, CBX, and the associated cuasterisk.com software suite ( Station Control , ProDOC, SearchLink, etc.) require that the following networks be routed to the cuasterisk.com network (typically via a CU*Answers Cisco router): Fo More...
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