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- How can I analyze my Member Trackers without using query?
To analyze Member Trackers, simply run a report in Tool #664 Print Member Trackers . When configuring Tracker Type ( Tool #277 Configure Tracker Types ) and Memo Type ( Tool #260 Configure Memo Type Codes for Trackers ), you created specific codes that tra More...
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We are interested in using the Abnormal Activity Monitoring Tools. Does AuditLink have any resources on this topic?
Audit Link has many ways to learn about Abnormal Activity Monitoring Tools. Follow the links below.
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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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I have a new BSA Officer. Where is a good place to start with them?
The team at AuditLink performs daily monitoring activities on behalf of credit unions to assist in the fulfillment of Bank Secrecy Act (BSA) compliance requirements. The same procedure guide their team uses to do this work is now available to credit unions More...
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We attended a web conference on the many compliance configurations on the system. How can I view a recording of this training?
You will find the Using CU*BASE Tools for Bank Secrecy Act Compliance on the On Demand website. See the link below.
- 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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How many credit union clients does CU*Answers have?
As of April 2024, CU*Answers and its cuasterisk.com network partners provide services to 376 credit unions in 42 states, representing 2.81 million members.
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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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Where can I get a copy of the CU*Answers Business Continuity Plan and/or the results of the most recent disaster recovery/high availability rollover report?
Both can be found on our website at the following links: To request a free copy of our current Business Continuity Plan: https://store.cuanswers.com/product/cuanswers-business-continuity-plan/ Additional information about the CU*Answers Business Continuity More...
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In how many states does CU*Answers perform business?
CU*Answers provides services to credit unions across the country. As of April 2024, CU*Answers serves 218 credit union clients in 32 states. Along with our cuasterisk.com partners, we provide services in 42 states, including Hawaii, Alaska, and the US Vir More...
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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 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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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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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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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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There is no "View Check" link next to the member's check(s). What can I do?
Verify that check viewing is turned on for the CU. You can check by making sure there is a code in the Check Image ID field in Online Banking Configuration (Tool #5456). If the Check Image ID field is blank, either the correct value was somehow removed More...
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There is a "View Check" link next to the member's check(s), but the member does not receive a check image back when clicking on it. What can I do?
Have the CU use their back office connection to the Check Image Processor to pull an image of the check in question and send it to you. Carefully check the information on the image (MICR, Tracer #, check #, amount, etc.) against the information in CU*BASE More...
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I have a member that is asking for a Corporate Check image from ten years ago.
For CU*Answers Item Processing Clients, we only keep 7 years of images before they are purged off the system.
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What is the CU*CheckViewer?
CU*CheckViewer is the tool that lets credit union employees view images of cleared checks online, either from a link in CU*BASE or via a web-based tool. Members can also view these images via links in the It's Me 247 online banking system. Refer to the o More...
- 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...
- 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.
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CBX Station Control Deployment
Download the Software You can download CBX from this link . Instructions for Manual Install of CBX Station Control Run the downloaded CBX Install Suite Prod CBX1.exe installer. This will require administrative privileges on the workstation. 1. On the C More...
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How can I check the network settings on my computer?
This is how to check your current network settings. The procedure varies depending on your computer's Operating System: For Windows 2000 or XP Right -click on the Start button and select Explore . Scroll to the bottom of the left hand pane, then right More...
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How can I use Telnet to test connectivity to the high-availability (HA) server?
We strongly recommend that you regularly test access to the HA server to ensure that you can connect to CU*BASE in the event of an HA rollover test or actual disaster. We recommend that you perform this test monthly and whenever you make a change to your n 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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How do you go about "pinging" an IP address?
To ping a network device, you will need to open a command prompt: In Windows 7, click on the Start button and type cmd (without the quotes) then press Enter. In Windows 10, type the following into the Windows Search box: cmd , and when the result ap 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...
- Who is on the Xtend Board of Directors?
Xtend has a 9-member Board of Directors. This board comprises seven (7) elected positions and two (2) appointed positions. The elected positions are filled by CEOs or senior executives from credit unions who have been Xtend stockholders for at least one More...
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