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1.
For security reasons, I like to lock out members from using online banking until they actually want to use it. But with non-use expiration and automatic deactivation features turned on, how do I run any sort of online banking promotion?
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. Advert More...
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2.
What are Trends in Analytics Booth?
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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3.
Can I change the graphics that display in Xpress Teller?
Yes, you can customize the entry screen of Xpress Teller with four custom graphics using CU Publisher suite. All four graphics can have hyperlinks. This feature allows you to market special services, offerings, promotions, or other campaigns you wish to keep top of mind with your staff as they assist members. Learn more about this feature in the store. See the link below. When uploading graphics CU Publisher be sure to use graphics that are 420 x 210 pixels if you use the standard size screen. More...
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4.
I am in CU*BASE help and am using Internet Explorer as my browser. When I try to enter a search term in the help Search field, my search results do not appear, but instead appear to "hang." What should I do?
To correct this issue in Internet Explorer (IE), try using Internet Options (click the gear button in the upper-right corner of IE 11, for example) then use the Delete button under Browing history to delete all cookies and browing history.
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5.
My member closed their account in November and received a November Statement but did not receive a December Statement. Why? How will they get their 1099-INT information?
If the member closed their account in November, they would receive a final statement for their November transactions but will not receive a December Statement as they did not have any transactions in December and the account was not active. This would also be true for members who closed their accounts earlier in the year. For example, for a membership closed in April, the member will receive their final statement at the end of April then will not receive another statement again (not even the q More...
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6.
I’d like to explore more about what CU*BASE can do. How can I get a list of all available tools and what they do?
If you are not seeing a tool on your home page, first ensure that you are viewing All Available Tools . To do this, click the drop-down menu in the upper right corner of the home page, and select All Available Tools (it may say All My Tools ). Any tool that is grayed out is not assigned to you, but you can still view it in the listing. To learn more about a tool, click the i button in the More area to the right of the tool name. This will give you a short description of the tool. If a tool is c More...
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7.
What are some basic browser troubleshooting steps to take when an issue with a website is encountered?
While it is possible that an issue someone runs into on a website is an issue with the web server or a programming issue with the site, it is very important to rule out any browser or workstation incompatibilities first. If the website is not being opened in a supported browser, for instance, it can cause errors that would otherwise not exist. So what are some standard troubleshooting steps than can be taken? Are you using the latest version of your browser? Just like any other piece of software More...
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8.
How long are my daily and monthly reports available online via CU*Spy?
Starting in April 2020, online retention of CU*Spy daily and monthly reports will be 12 months. (Prior to April 2020, reports were retained for 90 days.)
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9.
How can I check the network settings on my computer?
This is how to check your current network settings. The procedure varies depending on your computer's Operating System: For Windows 2000 or XP Right -click on the Start button and select Explore . Scroll to the bottom of the left hand pane, then right -click on My Network Places and select Properties . A new window will pop up and you should see Local Area Connection in the window. Right -click that connection and, again, select Properties . A separate window should pop up and you shoul More...
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10.
We are thinking of activating the new See and Jump features for online banking. Can you explain the thinking behind the security, and why only an account owner can have this access?
IMPORTANT NOTE: With the new look for It’s Me 247 being released during 2021, the “See” option shown on here is temporarily unavailable. Members who had See-only access previously configured will no longer have access. Jump, however, is still available. There are two major points to consider when thinking about allowing members to see information beyond the account to which they are actually logged in. Both extend beyond online banking to consider a financial institution&rs More...
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11.
What types of analysis should I do regularly with the "Money Movement Analysis" tool?
There are a couple of things a credit union CEO should do with the Money Movement Analysis tool (Tool #536) in CU*BASE: Comparing to last month: The tool is designed to use last month's ending balance to compare to the current date. So one way to use this each and every month is to regularly compare the balance during, say, the third week of each month and see what accounts have had wide swings either up or down, and then act accordingly on a regular basis. For example: On July 20, compare More...
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12.
A black screen shows up instead of the video when I go to watch an online course video on the OnDemand site. Can you help?
This will happen if you do not have access to YouTube, which hosts the videos found on the CU*Answers OnDemand site. To fix this problem, ask the IT person or network administrator at your credit union to enable access to YouTube. Another reason could be your browser. If you are having trouble witha particular video, try re-launching it using Internet Explorer rather than Chrome or other browser. The reason we are putting online course videos on YouTube now, instead of on our own server as More...
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13.
Do you have an explanation for members concerning the APYE calculation on their statement?
Truth-In-Savings requires certain disclosures on periodic statements. One of the disclosures required on dividend-bearing accounts is the “annual percentage yield earned (APYE)”. The APYE is an annualized rate that reflects the relationship between the amount of dividends actually paid to the member’s account during the period and the average daily balance in the account for that period. *Note - this calculation uses the member’s average daily balance for the period, More...
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14.
"Unable to download setup.exe" error message is presented when installing ING from a GUAPPLE.
This is typically a transient error that resolves itself by refreshing the browser. Several refreshes may be needed in order for the PC to fully download the setup.exe file and progress through the installation. Here are the steps that we've found resolve the issue the fastest: Delete the temporary internet files from Internet Explorer (Tool > Internet Options > Delete) Close all open browser windows Open a fresh browser window If the error appears when browsing to the GUAPPLE, press More...
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15.
If I want to temporarily stop Reg D requirements for maximum # of transfers, what do I need to do?
If you simply wish to stop warning members directly, the Reg D warning message for online/mobile banking can be temporarily disabled via Tool #751 Reg D/Trans Handling Analysis Rules (select Maintain Reg. D Transaction Policy ). Keep in mind that the Phone Operator message cannot be disabled, so your employees will still see this warning. Make sure that your call center operators know how they should respond. The system will continue to track activity as usual and generate your daily violat More...
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16.
What columns/fields, files/tables, and programs are included in the File Maintenance Inquiry "Critical Monitoring?"
When you use the filter buttons on the File Maintenance Inquiry dashboard (Tool #159: Audit File Maintenance Inquiry (CUFMNT)), indicators note which programs, fields/columns, and files/tables AuditLink has flagged as “critical” for auditing teams to monitor on a daily basis. You can quickly sort by that indicator and select only those items for a quick scan of maintenance that directly affects member accounts. Below is a listing of these critical items. Columns/Fields Field Why More...
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17.
What is the Internet Retailer Support Center (IRSC)?
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...
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18.
Are local administrator privileges required in order for a workstation to receive CU*BASE GOLD updates?
For normal releases of changes to the CU*BASE GOLD software itself, no. Updates to the core software screens (called panels) are pushed to your credit union's GUAPPLE(s), then each workstation grabs those updates the next time the software is launched (assuming there are no open sessions already running). The exception to this is when we need to deploy updates to the LegaSuite client software itself. This is the client software that runs on the workstation to facilitate the use of CU*BASE More...
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19.
On our loan credit insurance and/or debt protection posting reports, we see exception descriptions that are abbreviated. What are their meanings and did the premiums/fees post or were they rejected?
These message indicators appear on the CU*BASE loan insurance premium posting report (TCUNAS2 / TCUNAS3) and the Debt Protection Fee posting/exception reports (TCUNAD2 / TCUNAD3). By looking at the reports, you can tell if a premium / DP fee posted or not based on the exception. LOAN INSURANCE MESSAGES ADD SIGN There is joint coverage on this loan. There is either no 'additional signer' record, or the birth date for the additional signer is missing or invalid. JT TO SG There is joint cov More...
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20.
What is the difference between an ISP and a Browser? Online banking requires the browser has 128-Bit encryption. How do my members update this encryption level?
An Internet Service Provider (ISP) is the company from which you purchase internet access services (like AOL or IServ). A browser is a piece of software on your PC which allows you to access things like web sites, Internet access. Examples are Microsoft Internet Explorer or Mozilla Firefox. Upgrading your browser is important. It insures you have the most current version with the most up-to-date features, speed and options. But in most cases what is needed the most is to upgrade the encryption More...
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21.
My credit union wants to allow maintenance on Automated Funds Transfers (AFT) in online banking. What are the steps for allowing members to set up and maintain their own AFTs?
There are several configurations that control the member’s ability to set up and maintain Automated Funds Transfer (AFTs) online. Does your credit union's Personal Internet Branch configuration allow the maintenance of AFTs? Are AFTs configured to show in online banking? Does the member's PIB configuration allow maintenance of AFTs in online banking? For existing AFTs: Is the record locked to prevent changes in online banking? 1. Does your credit union's Personal Internet Bran More...
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22.
Why can't I add insurance to my Home Equity Loan?
There was a rewrite by CUNA effective April 1, 2014 that states that if a loan is over 120 months, you cannot add insurance to it. Your example was for a Home Equity Loan for 240 months. CUNA insurance only goes out for 120 months so you receivced the error term is over the life maximum term . Please call your CUNA representative if you have any further questions.
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23.
One of my members is having trouble opening the loan coupon PDF from online banking via Chrome. She gets this error message from Acrobat Reader: “There was an error opening this document. The file is damaged and could not be repaired.” Any tips?
When you click the Print Coupon button from Chrome, the file will be shown along the bottom edge of the screen in the downloads bar. This means the file has been successfully downloaded to a default folder on your PC. If your browser is set up so that PDFs are automatically opened using Acrobat Reader (browsers typically have a plugin or their own built-in reader as the default, but you can change it), you can try an alternate method to open a downloaded PDF when Acrobat Reader can’t: In More...
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24.
Can I have CU*BASE default the applicable delinquent fine code into that field when I am building a new loan request?
Yes. There is an Amortization Default option available in each of your Loan Product Code configurations which allows credit unions to default amortization criteria such as: Delinquency Fine Code, Rate, Payment Frequency, # of Payments etc. The system will then default this value into the applicable fields when creating a new loan request. These defaults are intended to provide consistency for all new loan requests, but can be changed/edited during the loan request process if necessary.
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25.
If I don't want my staff to use Auto-security, how do I control that?
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...
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