To provide idocVAULT Administrator Access, an existing Administrator will need to: Login to idocVAULT, using the “My Document / Image Vault” button from the CU*BASE Timeout window Under Settings, Select Users. From the drop-down menu, select User Information. Select your user from the drop-down menu. Select User Permissions and Groups. Add the CUAdmin_CUA CU # (your CU#) permission to their account. Save the changes. Once the user has been granted Admin Access, they will n  More...

​ For General Support and CU*BASE Assistance: Use the AnswerBook to submit a question to the Client Services and Education team. You can access the AnswerBook via a CU*BASE session by selecting the @ symbol and asking a question, or by logging in and asking a question. You can also call 616-285-5711 or 800-327-3478 and follow the menu prompts to reach a representative. For Technical Support: Use the ConnectWise ticketing system to submit a question to the Network Services team. ConnectWise   More...

When a credit union statuses a member's card as 'HOT' or warm (Lost/Stolen/Fraud/Restricted), this information is transmitted immediately to your vendor to stop any further withdrawals/purchases being performed with that particular card. But at your vendor a 'Hot Card' is not considered to be a closed card. When your member's card remains at a HOT or Warm card status on CU*BASE, CU*BASE is still required to send any maintenance updates such as address change, phone numbe  More...

The windows7perm.bat file needs to be saved first before it can be run, as the browser won’t allow .bat files to be run due to the potential for executing malicious content directly off of websites. To do this, simple click the URL link, select 'save' and once the file is downloaded, you can click 'run'. The black command prompt box should appear quickly and then disappear.

Although it happens very rarely, this is typically the result of an incorrectly or incompletely configured workstation. One of the first things the Print Loan Forms tool does when it is opened is attempt to communicate with 3 printers: the General printer, the Custom loan forms printer, and the Loan app/denial printer. If the workstation's printers have not been completely set up, the Print Loan Forms tool will not open. This has also been known to happen when other pieces of the workstatio  More...

If you need to allow an employee to perform upload and/or download tasks (FinCEN, AIRES, ALM, uploading G/L entries to post, etc.), you must first complete the iShield Security Access Request form and have it signed by your credit union’s designated Security Officer to sign. Once our Client Services team receives your signed form and verifies it, a request will be submitted to our System i administrators, and you will be notified when the new permissions have been granted. This process wi  More...

Remember that once the emails are sent by CU*BASE, it becomes a function of various email service providers to deliver the emails to members. Because of the way our system can send a batch of email messages to a large group of members at the same time, there may be some providers that interpret these email messages as “spam” (junk email) messages, especially if you have a large number of members who use the same provider (such as Gmail). If you hear from members that your emails ar  More...

There is a credit union-level on/off flag where you can disable auto-security as an option for ALL of your employees. To access this, launch Tool #327 Employee Security and use the CU Options button. If auto-security is enabled, anyone can choose to activate it if they wish, either manually by clicking the button at the bottom of the home page, or via their Preferences. As a compromise, if you have some employees who share workstations and therefore need to be able to enter an ID as they acc  More...

A third-party utility is needed to generate robust PDF output. If you are having issues with PDF generation, it is possible that this is missing or corrupt on your PC. Or it may mean that you have not yet installed the software on your PC. See below for directions on what to do if you need to purchase a license of this software (iText Sharp) or how to install it once you have purchased a license. IMPORTANT NOTE REGARDING LICENSING (Updated January 28th, 2014): CU*Answers has purchased a blo  More...

This is an issue when trying to access the IBM iAccess Key Database that holds all the certificate information necessary for using SSL. Make sure you've run the updates.cubase.org for enabling encryption as well as the everyone permission to ensure all users can access the key database file. Next you will want to access the IBM iAccess for Windows either through Control Panel or the Start Menu and go under the Secure Sockets option. Select 'Use default key database' if not already se  More...

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...

The costs associated with implementing the e-Receipts and Photo ID Capture system include purchasing hardware and a one time implementation cost. The following hardware needs to be purchased: an iSweep appliance for each branch, electronic signature pads, photo ID scanners, and thermal printers (if needed). The system requires the use of thermal printers. If a credit union has Carswell Data Product epson printers, there is a one time cost to change the output of the receipt printers from two   More...

This address is customized for each credit union. When you first activate mortgage statements, we will assume the address should match the address in your G/L Chart of Accounts corporate record (Tool #202 Chart of Accounts/Budget Groups Maint ). If a different return payment address is desired, the CU must contact the Client Services team at 616-285-5711 ( or ask a question in the AnswerBook ). Normal programming fees and lead times apply. Important note: The coupon and return payment address  More...

There are three options available for setting up users, assigning permissions and resetting passwords in BizLink 247 (formerly It's My Biz 247 ): Scenario A: Company controls access to BizLink 247 and PIB-MLO (credit union still can support) If the company elects to use PIB-MLO, your credit union will only need to set up an initial administrator user in CU*BASE. Then the business will have a user that can log into PIB-MLO who can manage online banking access, including adding additional use  More...

See the related AnswerBook item below.

Yes. You can contact Client Services Education and request to have a specific user's AnswerBook access changed to allow that user to view all incidents for your credit union. NOTE: This request must come from one of your credit union's Security Officers.

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...

Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Times New Roman","serif";} When launching a print sessio  More...

At the heart of the matter is the calculation and rounding the system uses. As we state in our documentation, we calculate to 8 decimal positions and half round up in the fourth. We warrant this math and it has not changed since 2006. What that means is that the member must have accrued at least 5 ten thousanths of a penny before we will begin accumulating the amount. In the case of a member who has more than the minimum balance to earn a dividend but less than the amount to actually accumul  More...

As described in this AnswerBook item , this has to do with the unique way in which transaction records are displayed in this inquiry screen. You might get better results after you use page up or down, then use the debit/credit button. The most important thing to remember is that the date you enter is just a target, not a true filter. Because transactions must be listed in the order in which they were posted (in order for the resulting balances to make sense), the list will always “try&rd  More...

With the way the new home page works, remember that regardless of whether or not you have Auto-security activated, the visibility of the tools that display on your page will now be controlled by your employee ID. So if your employee ID doesn't have access to a tool, it will show as grayed-out in the tool list, so it cannot be accessed at all. Someone who does have access would need to log in with their ID first to set the tool list up with the proper permissions.

This error message may indicate that an Office DLL is not registered correctly on that workstation. The suggestion per Microsoft is to run a Repair option on Microsoft Office. This requires Local Admin privileges so you may have to ask your IT team for help. Launch the Windows Add or Remove Programs applet Find Microsoft Office 365 in the list and click the Modify option You'll be prompted for a Local Admin password Then try the Quick Repair option, responding to prompts as they ap  More...

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...

The user attempting the download does not have security authorization to do so. Contact Client Services and they will provide you with the form you need. Once the user has permission, the security server will allow the download to proceed.

PIB-MLO (Personal Internet Banking Multi-user Log On) is the online security tool that businesses can use to have complete control over the access to their BizLink 247 (formerly It's My Biz 247 ) account. Through the use of PIB-MLO, businesses can add users and define their permissions. They can also use this tool to reset their employees’ BizLink 247 passwords. Each user's access to and activities in BizLink 247 can be controlled, either via CU*BASE or PIB-MLO. Each individual t  More...