For now you can continue to use the same fields in MASTER and/or MASTRL that you always used. Eventually we will be adjusting other programs across CU*BASE that still pull from the old fields (such as the List Generator) so that they pull directly from the new database instead. Remember that the numbers that appear in MASTER and MASTRL are simply copied from the new MASTPH table as follows: Lowest sequence # (1) = gets copied to PHAREA and PHNUMB (Home) in MASTER Next lowest seq # (2)   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...

The Internet Retailer Support Center (IRSC) is a support desk at CU*Answers for credit union virtual channel project managers. It brings together several digital strategy products into one cohesive location and a single point of contact—no more searching across CU*Answers’ websites for forms saved in different places! Credit unions looking to expand their virtual channel marketplace will be able to shop and explore the offerings online as well as check project development status. The  More...

Yes! After turning on global text transfer capability in the VMS configuration, Tool #569, and configuring the allowable To and From accounts for each product or loan category in CU*BASE Tool #777 and Tool #486, members can use this self-service product via their mobile device. Members will have to enroll in text banking, and then create custom transfer codes in order to transfer money between suffixes, as seen in the image below. Members can then use the configured codes to transfer, usi  More...

Members can update personal information on the Personal Information page. As a security measure, credit unions can elect that these changes require their review before changes are accepted and changed in the system. This approval setup is activated on the Update Credit Union Online Banking Settings page access via Tool # 569: Online/Mobile Text Banking VMS Config , and then Online/Mobile Web Online Banking. On this screen the credit union selects Reviewed update (approval required) for All  More...

Member Reach Plus is Xtend's solution to your outbound call center needs. Xtension picks up where Member Reach leaves off. Using CU*BASE tools and a variety of delivery channels, targeted members will receive a variety of telephone calls at specific times in their relationship with the credit union. Xtension is just what your credit union needs to complete your Member Relationship Goals throughout the year. Don't forget to think of the Xtension Call Center and Member Reach for your promotional  More...

If you: A) automatically deactivate online banking access for all new members, and B) expire online banking passwords due to non-use after 90 days, then how do you run an online banking promotion? After all, sending a marketing piece to members won't do any good if they're disabled or locked out from logging in. Of course you could have them call the credit union to get set up, but here's another idea: Set up a special promotional period! Pick a date to start your campaign. Advertise an open  More...

The freeze codes themselves are designed when you want to control the member's access to the funds in his or her account. But if you want to control whether an employee can access or post transactions on a particular membership, you should check into Employee Account Security and/or Employee Type Codes . These can stop a member from making a transaction at the teller line until the appropriate employee could give access to the account, but wouldn’t stop the member from using self  More...