Yes! Starting with the 23.05 release, CU*BASE lets you configure your online banking rate boards for savings, certificate, and loan products, so that products are shown only in
BizLink 247 business online banking, or in
It’s Me 247 online banking, or both.
When setting up a product to appear in online banking (via
Tool #506 Member Rate Maintenance for savings or certificate products, and via
Tool #470 Loan Product Configuration for loan products), you’ll see checkboxes to activate the product in standard online banking, business banking (multi-login), or both.
- NOTE: There is only one sales text message per product. So for generic products that work the same for businesses and individuals, you can create a single product for display in both platforms. But if you wish to customize your sales text based on the audience, we recommend building unique products for your business members.
A Note About External Rate Boards
If you have created external rate boards on your credit union’s website (outside of online banking itself) that pull from your CU*BASE configuration, special handling will be necessary to accommodate different products based on platform. (No action is needed unless you want your external rate board to conditionally display products based on the new flag. By default external rate boards will show all products configured for online banking display, and will ignore the new functionality.)
- If you use CU*Answers Web Services to host your website, contact them for assistance.
- If your website is not hosted by CU*Answers Web Services, and you wish to explore being able to offer a separate rate board for your business products, submit a request for a custom project via the store: https://store.cuanswers.com/product/rateboard-api-key/