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  • 1. Can I add a custom message on the Online Banking Credit Score page?
    Preview
    Yes, between the Apply for Loan Today / Contact Me About my Score button and the disclaimer is a content section, an area that can be modifed via a configuration in CU*BASE. Launch tool #569 Online/Mobile/Text Banking VMS Config. Select Credit Scores History Sales Text and use Select or Enter. Use the screen that appears to enter a URL to one of your web pages as well as the Comments that you would like to appear on the page to explain the feature to your members.
  • 2. How does an "It's Me 247" Bill Pay (Fiserv) Customer Care Specialist communicate with my members regarding their account?
    Preview
    When we communicate with a member, it will be via an email to their Bill Pay product. This could be an answer to their payment inquiry, or an update on their case, or because we have been alerted to an issue regarding their Bill Pay account, etc. When the member logs in, they will see a “You have a new message!” prompt. They can click the link at that time. NOTE: If they dismiss that prompt and need to find their messages at a later time, that is also possible: At the very bot  More...
  • 3. I want to create a custom report that shows how many members have subscribed to e-Alerts...what is the field name and indicator for members who have turned this on?
    Preview
    You can Query the PCALTCFG file for information on e-Alerts and e-Notices. This file will show you all members who have signed up for these items, including an column indicating whether the member signed up to receive the alert via email or text message. In the alert type field, the types codes are as follows: AC = ACH transaction AB = Account Balance LN = Loan Payment Due NP = e-Notice
  • 4. Can you customize where the logout button goes in online banking?
    Preview
    Yes, you can choose to customize the page to which It's Me 247 navigates whenever a member clicks the logout button. For example, Western Districts Members CU has the custom logout set to go to https://wdmcu.org/youve-successfully-logged-out/ , a page on the credit union's website used to promote other credit union services in which online members might be interested. Websites with this feature are It's Me 247 online and mobile web banking, It's My Biz 247 , and online loan app  More...
  • 5. What is the phone number for iPay's Customer Support?
    Preview
    The iPay Customer Support staff can be reached at 866-255.5606.
  • 6. I'd like to clean up my custom Queries. How can I get a report of what I have?
    Preview
    Use Tool #654 “Print List of Custom Rpts/Inqs”
  • 7. I used the Report Builder to create a custom report. But when it prints, some of the fields are not appearing. Why?
    Preview
    Custom reports created using the CU*BASE Report Builder (Query) will only print what will fit on a standard width of paper (usually 132 characters). If you cannot eliminate some of the columns, try using the Format Columns option to shorten the length of some the columns in your report and/or abbreviate the column headings. Also try using the Choose output feature to activate the line wrapping option and/or adjust the wrapping width. Query
  • 8. What can the communication link in Customer Care be used for?
    Preview
    This link has all communications sent out from Fiserv and messages received from the member.
  • 9. We just got a CU*BASE software release and now when I try to run one of my custom Queries I get an error message, "Level for file XXXXX in XXXX does not match query (I C)." What should I do?
    Preview
    This occurs when the release includes changes to the files that your Query uses. For example, if we add a new field to the MASTER file, any Query you have that uses that file will display an error message. Fortunately, it is very easy to refresh your Query so that you can use it again. All you need to do is access the Query and save it. That's all. You don't have to make changes to it, it's just important that you save it so it can refresh itself to match the new file layout.   More...
  • 10. What are the instructions to create an .fdfx companion file for my custom upload to CU*BASE?
    Preview
    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...
  • 11. When a database table (file) is expanded or reformatted as part of a development project, what kinds of adjustments might need to be made on my custom Queries that use that table in the definition?
    Preview
    For things like expanded balance and transaction $ amounts, Query will automatically adapt to larger amounts, and you generally won’t need to do anything. (The only exception is if you send the output to a vendor, they’ll need to be made aware of the larger amounts. Or perhaps if your report is completely full side to side and you need to remove a column in order for everything to still fit across a printed page.) As far as dates, if a date was formerly 3 separate fields for year  More...
  • 12. 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?
    Preview
    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...
  • 13. I need to run a custom Query report from a couple of years ago before the account and transaction file expansion (FEP) was done. Can I do that?
    Preview
    If you are requesting an EOM tape to be loaded from a month prior to your conversion to FEP in 2014, we will automatically convert it for FEP “on the fly” so that you can run Queries over it or print the report you need.
  • 14. One of the custom reports I have set up in the Query Scheduler is not running properly. I recall something about file changes and updates that I need to make. Can you explain?
    Preview
    Whenever you add files to your Query definition or remove files from it, you also need to refresh the automation configuration, which is basically just a list of the files needed by the Query and must match the Query definition. See the link below for step-by-step instructions.
  • 15. I would like to write some custom Queries to find out how many mobile phone numbers I’ve gathered. Since I can’t force the label to be consistent, how do I do that?
    Preview
    If you are interested in being able to find out how many mobile phone numbers you have in your database, instruct your team to take advantage of the Mobile phone checkbox, which can be checked for any stored contact number. Then when creating a Query of the MASTPH file look for numbers with a Y in the MTPEFT field. Remember that this database was implemented with the 18.07 release so it will take some time for this to be populated as the numbers are confirmed with members and the database is upd  More...
  • 16. Can GOLD be installed on an iPad?
    Preview
    GOLD cannot be installed directly on an iPad. However, GOLD can be accessed from a remote session server via various thin client access methods such as RDP emulators, etc. in much the same way Virtual Branch functions. However, CU*Answers does not officially support accessing GOLD via an iPad at this time. CUs can certainly access GOLD in this manner, though it is recommended they follow best practices and FFIEC/NCUA VPN recommendations concerning two factor authentication, encrypted sessions, P  More...
  • 17. How do I troubleshoot GOLD update issues?
    Preview
    For any GOLD update issue, these steps should be followed first to ensure that GOLD is configured properly and there are no corrupt files from a previously failed update. Ensure the user has logged out of and closed all open sessions Have the user open http://updates.cubase.org/ Have the user select their credit union from the list Have the user run the link for the branch at which they are located Have the user run the “Force CU*Base update” link under the CU*Base Utilities sec  More...
  • 18. What determines where my GOLD documents print?
    Preview
    This comes from the Workstation Device Configuration in CU*BASE. To view or change this: Launch Tool #326 CU Hardware Configuration Select Terminal in the drop down In the list of workstations, locate the ID of the workstation you are looking up and double click on it Alternatively, type in the ID and press Enter This will open up the terminal's configuration in CU*BASE. In the middle is the list of default printers where your documents will print: General Printer - this will be the pr  More...
  • 19. After enabling session encryption, GOLD gives a "T02" certificate error and fails to open.
    Preview
    After enabling session encryption, GOLD may present a Warning T02 error message and not launch. Here is a screenshot of the error: If you encounter this error message, there may be an issue with your workstations local certificate store. We have identified a few possible causes. Typically, your workstation has several expired certificates in the store that are causing conflicts; or your workstation does not have the correct GoDaddy intermediate certificates. Follow the steps below to corre  More...
  • 20. What is the CU*BASE GOLD launcher?
    Preview
    This is a tool that engages when you double-click the icon to load CU*BASE. This launcher gives us control over the startup process to increase efficiency and allow further automation in the future. Benefits of the launcher (some visible, some not): An informational window will be displayed for a few seconds while the software loads. In addition to workstation ID and server name, you'll see an indicator that shows whether the connection is encrypted or not. We will use this space for a  More...
  • 21. How do I tell my members to contact support when they need help with "It's Me 247" Bill Pay (Fiserv)?
    Preview
    Credit union employees can communicate with a Bill Pay Customer Care Specialist via Answerbook or via phone, and members can communicate with us directly through their bill pay product. Here are the steps for members to take (applies to credit unions on the Cooperative Model). Please encourage your members to communicate their questions using this method: After a member has logged into Pay My Bills via It's Me 247 Online Banking, at the top of the bill pay screen is a series of gray navig  More...
  • 22. How do I add a co-borrower to an existing loan?
    Preview
    A Co-Applicant, Guarantor, or Spouse can be added or deleted on an existing loan through Tool #51 Miscellaneous Loan Maintenance as follows: 1. Enter the Member Number and Suffix 2. Select Additional Signers and click Enter 3. Input the Additional Signer's SSN 4. Select the Type of signer Co-Applicant, Guarantor, Spouse 5. Enter the Non-Member Information if there is no identity record for the SSN.
  • 23. How do GOLD updates work?
    Preview
    The update process consists of three steps: Get the update package from CU*Answers Unpack the update package Update the PCs at your site Files are created by our programming team that need to get to you when it is time for an update. The combined size can be very large. To reduce the size, the files are bundled and compressed. The resulting package is placed on a server here at CU*Answers. You contact that server and retrieve the update package using either a GUAPPLE device or shortcuts that y  More...
  • 24. Documents from GOLD are printing to the wrong tray.
    Preview
    Tray assignments are controlled by a combination of the model in the CU*BASE library, the print session configuration, the Windows driver, and the settings on the printer itself. Let's break down how each affects it first: Model in library - each model defines the PCL code that CU*BASE appends to the print job for duplex and trays. If the wrong model is selected, the wrong PCL may be pushed with the print job. It is also important to have a supported printer , otherwise CU*Answers cannot   More...
  • 25. What version of the CU*BASE GOLD software should we be on?
    Preview
    To check which version of GOLD you should be on, launch Tool #326 CU Hardware Configuration then click the GOLD Release Inquiry button (F10). The current software versions are displayed at the top of the page. Of course, if we have just had an update and you try to open GOLD and are not already updated, you will receive a warning message which will show the correct version number.
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