This tool is a custom tool that would need to be requested by the Client Services and Education Team.

Yes, although for obvious reasons it is a special tool that should be carefully controlled and used only by authorized users in special situations.  The most common use is immediately after a data conversion, where new clients just moving to the CU*BASE platform need to perform some routine cleanup of truncated names or stray special characters on street addresses on the data that was converted from their previous core processor.  On occasion, a CU that has been on the system a while wants to go back and do a similar type of cleanup on existing member addresses.  

For these situations, we have designed a custom version of the same Name & Address maintenance tool, normally available via Phone Operator, with its own Tool # that can be assigned via Employee Security to specific, authorized users at your credit union to perform the cleanup.  The Red Flag warnings were intended to protect members against unauthorized adjustments to their personal contact information.  Therefore, it is important that your credit union understand the risks associated with a tool that temporarily suppresses those warnings, and that you take extra steps to monitor the activity performed on your accounts via this tool.

What's Different about the "Membership Maintenance (Address Only)" Custom Tool #7950
When changes are made to a membership address via this tool, the system:
  • Will NOT send an email alert to the member
  • Will NOT create a message in the online banking secure message center
  • Will NOT create an Audit Tracker conversation note
  • Will NOT create a record in the Red Flag warning database (used behind the scenes to prompt the email/online banking message)
  • WILL update the last maintained date and employee ID in the MASTER and/or MASTRL database tables
  • WILL write a record to the File Maintenance Log for audit purposes, as explained below
When accessing Tool #7950, the user will see the wording "Special Address Changes" on the screens, to denote that the changes are being made via a special version of the name and address maintenance tool.  The ability to modify the Blocked Persons database is removed from this version, but otherwise the screens are the same and allow the same functionality.  (See the links to online help below for samples of the screens involved.)

What Changes Can I Make?
The only screen that ignores red flag handling is the first screen you see when accessing Tool #7950, which lets you change basic street address information. IMPORTANT: If you use the "Miscellaneous Info" button to proceed to the second screen and update email address or phone numbers, the Red Flag process WILL still occur and your member will receive the usual alert email noting the change.  (Remember that when an email address is marked as "wrong" then later changed, the email alert only goes to the new email address.)

Auditing Changes Made to Member Accounts
All changes made via the custom tool WILL be written to your credit union's File Maintenance Log.  These can be viewed using the Audit CU File Maintenance (CUFMAINT) inquiry tool (Tool #159), as well as via the daily (LELOG) or on-demand File Maintenance report (Tool #644).  Entries will show a program name of UNMADR, which is the same as the program name for the regular name/address maintenance tool in Phone Operator. 

If the account being maintained happens to be flagged as an insider account with the Member/Employee Type code, maintenance performed will appear as usual on the Insider Audit/Due Diligence Report (Tool #402).