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My member deposited a large check deposit. How do I release the funds across three hold release dates, according to the Reg CC guidelines? After the initial Reg CC release, I would like to release a set amount after a three-day hold, and the rest after an additional four days. What do I do to configure this in the system?
Your credit union can opt to release funds differently for amounts above a certain dollar amount threshold (such as $5,000), on a single deposit. This affects how all deposit holds are placed, no matter how other channel-specific settings (teller, mail/dir 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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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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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...
- 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...
- 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...
- 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 â‹® in the top-right corner > Print. In the Print dialog window that appears: More...
- 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...
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What are the requirements for a "from" email address in CU*BASE? How do I change my "from" email addresses?
Credit union FROM email addresses are closely regulated and monitored within CU*BASE. As a mass email sender, and as an entity that sends on behalf of the network of credit unions, CU*Answers must meet standards of compliance set forth by email service pro More...
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Is there a way to change the miscellaneous field label in the branch vault control?
Yes, In Tool #1034 Configure Misc. Cash Inventory Labels you have to the option to configure the four miscellaneous labels. You can create different labels for the vault and tellers drawers as well.
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How many credit union clients does CU*Answers have?
As of May 2025, CU*Answers and its cuasterisk.com network partners provide services to 382 credit unions in 44 states, representing 2.87 million members.
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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...
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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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How do I reset an Epson TM-T88III printer in order to clear its memory?
Note: this procedure also works with Carswell printers. (1) Turn the printer off. (2) Hold the FEED button while turning the printer back on. (3) Continue to hold the FEED button until the error light starts flashing. (4) Clear the paper by pressing the FE 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...
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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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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...
- What is CU*Forms?
CU*Forms is a web application that allows credit unions to build their own form templates that staff can use to prepare documents for signing. Once documents are prepared, members may sign with Topaz signature pads and/or eDOCSignature’s eSign. The t 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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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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What is the contact information for the various credit reporting agencies, including Experian, Equifax, TransUnion, and CBC/Innovis?
Check out the second page of the flyer below for contacts for the various credit reporting agencies.
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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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Where can I get information regarding the escrow analysis?
Refer to the Escrow Processing with CU*BASE booklet for more information on the escrow analysis. Also schedule virtual or on-site Mortgage training for more details. See link below to access the CU*Answers store to request a training.
- 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: 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...
- 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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How do I clear my cache in Edge? Is that the same as clearing cookies?
To clear your cache in Edge, follow the steps below. 1. Access your Edge settings by selecting the three dots in the upper right-hand corner and selecting Settings . 2. Choose the cookies to clear by selecting the Privacy, search, and services tab, 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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IBM iAccess New Installer
In order to support ongoing reliable printing in client networks, CU*Answers has developed a new IBM installer to upgrade workstations to the latest IBM supported version. The previous version of IBM iAccess is version 1.1.9.4, and the version that you wil 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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