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1.
What are the instructions to create an .fdfx companion file for my custom upload to CU*BASE? Views: 4534
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...
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2.
I am transitioning to Tool #1375 for my data transfers, what information do I need to know? Views: 1785
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...
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3.
How can I view basic statistics of my loan applications, such as denied, approved, pending, and deleted? Views: 1477
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...
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4.
How long are things such as transaction history, GL and check history, and credit report data retained? Views: 1428
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...
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5.
What are the layers of authority for a Database Administrator who manages a Data Warehouse? Views: 1038
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...
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6.
I've created a custom query report in Tool #100 CU*BASE Report Builder (Query), how do I know what Authority to assign the query? Views: 990
Use the link below to read about this in CU*BASE GOLD online help.
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7.
What is the best data table/file to use when I am building a query of my file maintenance data? I see two options, CUFMAINT and CUFMNT. Views: 914
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...
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8.
How can I analyze my Member Trackers without using query? Views: 910
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...
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9.
Is there an easy way to find out members who do NOT have a specific loan type yet? I'd like to see what opportunities there are to sell more of our credit cards, or mortgages, or whatever. Views: 881
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...
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10.
What are Trends in Analytics Booth? Views: 801
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...
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11.
When uploading a file I receive the error message saying "MSGFI002 The file could not be found." and lists the path to a .fdfx file. How do I resolve this? Views: 795
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...
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12.
Where can I get data on the checks members deposit through my mobile app’s Remote Deposit (RDC) feature? Views: 679
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...
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13.
What data tables can I search to see information about where and when attempts are made to login to a member's online banking account? Views: 678
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...
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14.
What do I need to know about the 2021 tracker automated purges starting March 1? How can I get a data warehouse to archive my tracker data? Views: 615
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 !
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15.
When downloading a file in Tool #1375 File Transfers (Upload or Download), I am experiencing very slow transfer times. What could be a reason for this? Views: 443
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...
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16.
Is there a way to copy one of the graphs I see on a CU*BASE GOLD screen and paste, as is, directly into a report I'm writing? Views: 365
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...
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17.
Where do the totals that appear in the Portfolio Analysis - EFT Usage dashboard (Tool #594) come from? Views: 350
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...
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18.
What is Analytics Booth? Views: 322
Analytics Booth is a web-based software product that lets credit union analyze trends and receive online updates 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 across 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 chang More...
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19.
Where do I go to reset a User ID for CU*BASE or AI*Engaged?
Views: 316
This can be done by your credit union's designated Security Officer using Tool #763 Reset User Password/Device . This tool lets you reset a password for a terminal User ID (not an employee ID) as well as to vary on a workstation device. NOTE: AI*Engaged password resets are done via the CU*BASE tool at this time.
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20.
I just deleted a table from QUERYxx in Tool #1980 Library Dashboard, so why do I still see it in QUERYxx when I look in Tool #100 Report Builder (Query)? Views: 295
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...
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21.
How can I create a report of members who received unemployment deposits in a given month? Views: 290
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...
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22.
I turned in my order form for Analytics Booth, when will I get access? Views: 288
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...
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23.
How can I update personal information within Analytics Booth? Views: 276
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...
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24.
What are Alerts in Analytics Booth? Views: 256
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...
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25.
I'm working with the AUDICC table. What are the values in the CCSESSID field that shows the details of how the member is accessing their account? Views: 241
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...
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