Do not use these instructions if you are performing one of the standard uploads such as to DMPIMPORT, FCBUSINESS, FCPERSON, IMPEMAIL, etc. Instead, look for your appropriate .FDFX companion file in C:\cubase\cubase\resources Instructions below are relevant for projects where you are working to upload data to a custom table destination that meets the following criteria: The table already exists in CU*BASE The table has been used before (has at least 1 row of data in it). For the purpose of the ex  More...

The previous tools used for uploading and downloading to and from CU*BASE will be retired when your credit union recieves the 20.07 CU*BASE software release. For online and Site-Four credit unions, that date is Sunday, July 12. Self-processing credit unions will receive the release the following Sunday, July 19. To replace the two tools, a new tool was introduced in November 2018, Tool #1375 Data Transfers (Upload or Download) . Following the release, this tool will be the default data transfer  More...

For CU*Answers online clients, effective in March 2017 the standard online retention is 12 months for basic savings and checking accounts, and 48 months for all certificates, IRAs (shares and CDs), HSA share and checking accounts, club accounts (such as vacation, holiday, Christmas), tax escrows, and all loans. Prior to March 2017, data retention was 6 months for savings/checking, and 24 months for other member transaction history . Note that when this data is purged, it also removes the additio  More...

CU*BASE has a tool that displays application statistics in a handy dashboard format. Tool #472 Loan Queue Activity Tracking allows you to choose a date range and branch to filter the information, with additional filters such as Underwriter Code, Delivery Channel, Interviewer ID, Loan Category, Product Code, Dealer #, and Business Unit, if you wish. You can also use this dashboard to analyze the data you've selected in your filters, as well as export to a PDF or Excel format. This dashboard c  More...

Every upload to CU*BASE via Tool #1375 Data Transfers (Uploads and Downloads) requires a companion file which the system uses to format the data properly. These files must be located on your PC and have a file extension of .FDFX. The standard tables available for uploading can be found on your PC, by following this path: C:\cubase\cubase\resources Examples of these standard options include – DMPIMPORT, FCBUSINESS, FCPERSON, IMPEMAIL, and more. EXCEPTIONS Non-standard (custom) tables are e  More...

There are multiple ways to do this, but here's one of our favorite methods. Launch Tool #1855 Lending Opportunities Dashboard Use the Loans to Analyze button Choose a loan type from the list (Auto Loans, Mortgages, Credit Cards, Unsecured, or Other Secured) and use Enter to return to the dashboard The top two thirds of the screen shows statistics from your portfolio for that type of loan The bottom third of the screen will show opportunities, divided into two groups: members without that  More...

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 track these types of records. Tool #664 allows you to generate a report based on multiple search criteria, including Tracker Type and Memo Type, as well as date range, and Employee ID. Additional options are available to analyze Sales Trackers via  More...

There is a table called MBRAPPSTAT which holds records of various API calls done during the entire member authentication process, even before they have successfully logged in to online banking (even if through the mobile app). That is the first place TO look to see records of what's happening with this member's account as they step through that process. There is one row for each API call, and each API call represents a different phase of the process. For example - Get Username, Get Chall  More...

The following is a summary of the authority control layers every database administrator should be aware of when managing access to data tables and the raw information they hold. Warehouse authority – blanket of permissions and prerequisite to all other layers of authority. These permissions are applied per Library based on User ID for individual warehouses. Table authority – precision for just one table but generally remains consistent across tables within any one warehouse. These   More...

Use the link below to read about this in CU*BASE GOLD online help.

Beginning with the 17.10 CUBASE Release (October 22, 2017 for online clients), CU*Answers implemented the CUFMAINT table, which includes data from the CUFMNT table, as well as additional data not included in CUFMNT. CU*Answers recommends using the CUFMAINT table for all report building and query activity. If you currently have any Queries using the CUFMNT table, they will still work, as CUFMNT is now a View over the C UFMAINT table but without all of the additional information, so it will s  More...

The approach to finding data on mobile check deposits, or Remote Deposit Capture (RDC) activity, will depend on what systems and processes are used to post them to the member’s account. If deposits are automatically posted : Check out Tool #1985 Auto-Post RDC Deposit Dashboard to find a listing of every posted deposit (or attempts that ended in error), for any date or time period you are interested in. Total amount and number of checks are included for quick reference. Interested query-w  More...

The Asterisk Intelligence team has provided a helpful PDF explaining what is happening and how to sign up for a data warehouse before March 1st. View the information first, and vist the CU*Answers Store to sign up for a data warehouse !

The data for the totals on the EFT Card Portfolio Dashboard are summarized on the second of the month for the previously completed month. For example, on July 2nd we summarize the data from June. The data is built from the the transaction history tables. Here's now the program totals the data, using a date of May 2020 as an example: Credit totals represent all amounts (rounded to nearest dollar) where: Origin code (TRORIG) = 22, and The first two characters of the description are ‘CC&  More...

If you observe drastically reduced download speeds (such as anything over 5 minutes), it is most commonly due to issues translating the date fields between the CU*BASE file and the PC file. The Data Transfer tool will still complete the download, however, there are steps you can take to speed things along. To troubleshoot this issue, access Tool #1375 File Transfers (Upload or Download) , navigate to the From IBM i -2 tab and select the Format Options button in the File section. On the pop-u  More...

You can easily convert columns in Excel so that they can be formatted as dates by using the Text to Columns wizard. While in your Excel table, follow these steps: First, use the column header to select the entire column with data to convert In the menu ribbon, select the Data tab Within the Data Tools section, click the Text to Columns button Follow these steps within the resulting wizard pop up Step 1 – no changes Step 2 – no changes Step 3 – Select Date and then if needed   More...

After accessing your query in Report Builder (Tool #100), select the option to Choose Files and select to add the DATELOOKUP table. To join this file, select 1 or 2 (matched records or matched with primary) and join by the compatible date fields. As an example, if your original file's date field is OPENDT and the format is MMDDYY layout, you would then match the OPENDT field with the matching field format in the DATELOOKUP table, DTMMDDYY. Once the DATELOOKUP table is linked in, you need  More...

This tool gathers data from a summary table called MATRXSUM. This summary table is created each month from data in TRANS1, TRANS2, and TRANS3. It simply counts all transactions based on their transaction Origin Code (TRORIG). So if you selected those two channels you'd see a count of all transaction records with an Origin code of 13 (for ATM/PIN activity) or 16 (for debit/signature activity).

The best way to gather this information is via Report Builder (Query), This report will require building a string query to identify memberships who have received unemployment deposits in a given month. Please Note : Using Tool #100 to build queries typically requires training. The information written below assumes the reader already has entry-level understanding of database terminology and query skills. Building the query is one part of a total strategy: Find and list the members receiving unemp  More...

The easiest way to do this is to use the Copy to Clipboard option. On any chart in CU*BASE GOLD, right-click anywhere in the chart and choose “Copy to Clipboard” off the menu. This clips out just the chart and its title and is ready to paste into anything you like – an email to staff, a board report, an analysis write-up, etc. This extraction method is intended to make the pre-built GOLD charts simple for you and your staff or analysts to find, use, and share as useful and ey  More...

If you are looking in Tool #100 Report Builder (Query) then you are not actually seeing a table/file. What you see is actually a list of query definitions - the saved parameters used to create the table. A query definition and a table can sometimes be confused for each other if they have identical names. As an example, you might have a CDDIVS query definition which you run to create or refresh the CDDIVS table. The practice of giving a table the same name as its query definition is a common one  More...

This message appears when the file you've selected to transfer to is empty. There are valid reasons a file can be empty, however, if you expected data to be in the file, you may wish to begin troubleshooting the file and the procedures which generated it.

Originally the CCSESSID field contained random identifier codes or was blank, but effective September 2018 t his field now contains values that assist with identifying the details of an online banking login’s channel and authentication type. For rows/records where CCTYPE = P (phone: CU*Talk), the values in CCSESSID are only valuable for internal processing. They are a combination of the date, internal server, and other values used for internal processing. For rows/records where CCTYPE   More...

Yes, in the 21.05 release this feature was removed from this dashboard as well as a couple others after evaluating it from a security standpoint. CU*BASE has controls in place to prevent employees from being able to download lists of member account numbers, names, SSNs, and other personal data without special download authority which can be monitored and controlled by the credit union. The Excel and CSV download features that appeared on some dashboards could be used to circumvent that and store  More...

The interest calculation types of each loan listed in the MEMBER5/MEMBER6 tables are as follows: 0 = 365 loans. The standard daily interest calculation using a 365 or 366-day year. Interest is accrued each day using a per diem interest amount. 2 = None. Interest is not accrued on this loan (used for the write-off loan category ). 3 = 360/post. Interest is based on twelve 30-day months, calculated once each month on the specified day for the current month (i.e., interest is paid in arr  More...