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...

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 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.

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.

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...

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...

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...

With 7-day processing, alerts are sent seven days a week and dashboards have data points for every day of the week.

First make sure the ballot is active. When you first enter the ballot configuration program, you should be confronted with a popup window indicating the Ballot Voting Period Has Started . If the ballot is indeed active, carefully check the eligibility rules specified for the election to make sure the account you are checking is eligible to vote according to those rules. Pay special attention to the Membership Designations Excluded. It is a common mistake to accidentally include the wrong Mem  More...

If your credit union uses the CU*Spy online vault, it's easy! Just choose INSTANTxx (where xx is your credit union CUID) as the printer name when printing any CU*BASE report. When the report is generated it will be sent directly to the new INSTANT OUTQ. CU*Spy will regularly monitor for reports sent to this queue and within a few minutes, you’ll see the report under the “Instant Reports” tab in CU*Spy. It will be indexed with the name of the report. IMPORTANT: Remember y  More...

Answer: The FRB requires that same-day credit items received in the 12:00pm ET file window are posted no later than 1:30pm ET. This will require a new ACH posting configuration from CU*Answers. That configuration was added to the software in the May release and will be made available to you no later than 9/9/19. CU*Answers Operations will begin bringing the 12:00pm ET FRB files in earlier beginning 7/22/19 in preparation for this change. CU*Answers plans to populate the configuration to “P  More...

CU*Answers has a rolling schedule of network security audits and assessments including internal and external penetration testing. We do not limit the scope of these tests to just the online banking environment. We also do not publish the results or reports from these tests for security reasons. The test results are reviewed by our Executive Team, our Board of Directors (made up of peer credit union CEOs), as well as examiners from the NCUA and state regulatory agencies. They are also reviewed b  More...

Tools for Tracking the Change Fund (Teller Vault Cash) Within the Trends section of Analytics Booth , there is a Powerline for Branch Cash Total. This Powerline is designed to provide credit unions with a daily total of all teller and vault cash as of EOD. Credit union executives and data analysts can review this data to determine if the amount of branch cash on hand at EOD is increasing or decreasing. The Vault GL Verification Dashboard (Tool #937) allows you to review the net change for   More...

CU*BASE has lots of ways to analyze the number of members in your database, but the question is more complicated than you might think at first glance! Check out the article published in CUSO Magazine (see link below) for a great outline of 5 different methods you might choose to use, all of which will give you a slightly different count. Following are some of our favorite CU*BASE tools for counting and analyzing members. Just remember that each of these tools has a different purpose. The me  More...

Tools for Tracking Branch Vault Balances Within the Trends section of Analytics Booth , there is a Powerline for Vault Cash Total. This Powerline is designed to provide credit unions with a daily total of vault cash as of EOD. Credit union executives and data analysts can review this data to determine if the amount of vault cash on hand at EOD is increasing or decreasing. The Branch Vault Control (Tool #35) will allow you to access each branch vault to identify the cash balances for any day th  More...

Tools for Tracking Teller Drawer Balances Within the Trends section of Analytics Booth , there is a Powerline for Teller Cash Total. This Powerline is designed to provide credit unions with a daily total of all teller cash as of EOD. Credit union executives and data analysts can review this data to determine if the amount of cash on hand at EOD is increasing or decreasing. The Teller Drawer Control/Inquiry (Tool #33) will allow you to access each teller drawer individually to verify cash/den  More...

Members can perform the following tasks while in Mobile Web Banking: Check account balances of savings, checking, certificate, credit card and loan accounts (both available and current balances). View transaction history for these accounts. View funds on hold for savings and checking accounts View pending authorizations for credit cards (if they exist) Transfer funds to other accounts (as allowed by standard online banking) View if a check has cleared (cancelled checks) View pending ACH transac  More...

CU*Answers is owned by credit unions and offers no private ownership. Its Board of Directors consists of seven credit union CEOs, providing a unique industry perspective and a direct vested interest in the success of CU*Answers clients. Creating equity through ownership is a constant at CU*Answers.

The NSF Statistics Dashboard (Tool #557) will track this information for you automatically. It is separated into the NSF category and the Courtesy Pay Category. Credit unions are using this dashboard to help predict averages of NSF/Courtesy Pay fee income and also to track how many members may be using the service. You can click on any of the origins (listed in blue text) and you can drill further to members who had more than X transactions in a specific month. There are a lot of graphical oppor  More...

The CU*TALK time-out values are 7 seconds across the board.

Tool #360 End of Month Processing should be used by your credit union whenever you have finished posting entries to your books for a particular month and want to prevent additional entries from being posted accidentally. Refer to the Closing Your Books link below for details about what happens when you use this feature. NOTE: This is not to be confused with the month-end processing that is done by CU*Answers Operators every month for online CUs (or by self processors) on the last day and fi  More...

Using CU*BASE to Comply with New Rules for Tracking Beneficial Ownership FinCEN has issued new rules under the Bank Secrecy Act that require financial institutions to identify and verify the identity of the beneficial owners of all legal entity members (corporations, etc.). Under the final rule, credit unions are required to have written procedures to identify and verify beneficial owners of legal entity members who open new accounts on or after May 11, 2018. In addition to identifying and coll  More...

In order to take a loss on an overdrawn base share (000) account (closing the entire membership), do the following: First, using Tool #492 Member Account Adjustment (Full) , make an adjustment to zero out the balance for the amount of the loss and assign it to the general ledger account associated with this type of loss, per your credit union policies and procedures. Then close the membership using Tool #22 Close Memberships/Accounts . Per your credit union policies and procedures, you may   More...

The Alerts page is a link reached by clicking on the “NET” globe at the top right portion of your CU*BASE GOLD screen. A drop-down menu with several links appears, and Alerts is one of them. The Alerts page is used to warn you of any unforeseen problems, let you know about any issues that have suddenly come up, quickly make you aware of important announcements, and let you know about enhancements and corrections as they occur. It is a virtual bulletin board for important, late-bre  More...