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...

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...

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...

To enroll for your credit union's data to be stored for Analytics Booth please visit https://store.cuanswers.com/product/analytics-booth/ and add the product to your cart. On this page you will also find a Getting Started Guide, and you can watch the screencast and even sign up for webinars to learn more about this product.

Yes. Once you sign up we will need to take care of a few additional setup steps to arrange for data from your System i to be available, but we do have self processing CUs that are using the service now.

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...

Analytics Booth is a product that your credit union can sign up for receive online updates showing trends about what's happening in your credit union right now. The data begins being stored once you sign up for this product. Analytics Booth is currently tracking 54 data points accross Balance, Member and Transaction data categories. You can sign up for emails to be delivered to you (your staff or board) on a daily basis. You can sign up for Alerts when specific data points change by a  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...

Analytics Booth Trends provide a quick and easy way to view your credit union activity over time. Trending information can show how your credit union is performing. Watch for blips and spikes to see if marketing campaigns are succeeding. Did you run a new membership drive last month? Watch the trend to see how it paid off. Trends can be viewed on over fifty key performance indicatiors including balance, member, and transaction data. The graphs displayed on the trends screen can be selected to  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...

As of the March 2015 release this information can be updated by the user, Client Services Education, or a credit union adminstrator. How to Edit your own account information: 1. Click the My Account link. 2. Edit the account information as necessary. 3. Click the Save Button. How to edit account information for a user as a credit union adminstrator: 1. Click the Member Management link. 2. Click the Manage Members menu item. 3. Select the member to edit. 4. Edit the member account infor  More...

Each address added to the list of recipients when creating a new alert will be sent an email with a confirmation key and a link to follow that will activate the alert. The alert needs to be activated before the receipient will begin to receive the custom alert.

After you sign up for the Analytics Booth product, you can then sign up to receive Alerts if you need to keep tabs on certain stats. You can customize an alert just for changes in that data point. Filter it by branch or see details for your whole credit union. Use Management by exception to keep tabs on when data is out of normal. You can even set Alerts to be sent to your staff, board members, or other interested parties like an auditor. Don't know what normal is? Get a daily digest   More...

CU*Answers process Analytics Booth contracts on Wednesdays. Depending on when your order form arrives, the next Wednesday we will make the request to begin your data harvesting. This gives us a week to add your credit union to our data collection routines and verify that data is being collected properly. When the next Wednesday comes, and we've verified Analytics Booth is receiving your data properly, your credentials will be emailed to you. You will be assigned a temporary password that  More...

When creating a custom report or database table using the CU*BASE Report Builder (Query), you must select the Authority that will be assigned to the query definition or output table. The authority designation you select will control who can access the report or output table, and what they are allowed to do with it. Each of the following options apply to both query definitions and output tables, independently of each other. Authority Options *LIBCRTAUT This choice will apply the same authority  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...

The table size values that you see in Tool #1980 Library Dashboard represent much more than just # of records. It’s the size of literally everything about that table in the database – name, description, or other backend “metadata” items which are used to define a table and use it for processing. Changes in size on any or all of these items are often simply part of system processing and to be expected. As an example, let’s say you have a table called MBRLIST1 and y  More...

The difference you see is due to how the system rounds these numbers. The total size of all tables, at the top of the screen, is calculated and rounded to the nearest 1,000. For the subfile, which is made up of the individual tables, the size of each seperate table is rounded to the nearest 1,000 as well. Because of each program rounding individually, the total found by adding up the records in the subfile will almost always be less than the total found at the top of the screen.

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...

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...

As each program within CU*BASE that creates a maintenance record has its own rules for how to display dates, the CUFMAINT table may contain two date layouts within the MNTDAT (Maintenance Date) column. Instead of that column, we suggest using the MNLSTUPDDT (Activity Date) column for your needs. For further explanation, MNTDAT (Maintenance Date) is the numeric version and will vary in layout between YYMMDD and MMDDYY occasionally; usually when the same data point can be updated by multiple pro  More...