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...

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...

The first thing to do is make sure all the cables are connected securely to the printer and the PC. Be sure to note if one of the cables is a network cable. If all of the cables are securely connected and you still cannot print, restart the PC and the printer. If you receive the same error once the printer and PC are back up, there is likely a hardware issue with the printer. If one of the cables that plugs into the printer is a network cable then the Jet Direct card (a network interface   More...

The General Printer ID that is specified in Tool #326 CU Hardware Configuration does not control where screenshots are printed. The screen shot configuration needs to be changed on the virtual workstation device. Contact the network help desk for assistance. There should be 3 sessions per workstation (G0, G1, and G2). The screen shot printer can be modified here.

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...

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’s role and responsibility in protecting member private data via all access channels, from the teller line to a back office employee answering a phone call. (1) How does a credit union generally recommend or facilitate a member giving access to their private informatio  More...

To ping a network device, you will need to open a command prompt: In Windows 7, click on the Start button and type cmd (without the quotes) then press Enter. In Windows 10, type the following into the Windows Search box: cmd , and when the result appears, right click and select Run as Administrator Once the command prompt is open, you will need to type the word ping followed by the name or IP address of the network device you want to ping. To test connectivity to the High Availabil  More...

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...

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...

No. The way that normal CU*BASE features work is to use the CU*BASE Workstation Configuration settings to determine a default printer for certain functions, or you can choose a printer directly when printing most CU*BASE reports. But since IBM Query is not a CU*BASE program but rather a generic program offered by IBM, it does not have any way of looking at CU*BASE configs for the info it would need to direct the print job. Therefore a Query definition will go to your list of spooled files and  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...

Make sure that drivers for the printer are loaded on the PC on which you are building the session. Test the drivers by printing a windows test page unless you are using a thermal receipt printer. DO NOT SEND WINDOWS TEST PAGES TO THERMAL RECEIPT PRINTERS! Once you know the printer is set up correctly, then perform the following steps: 1) Go to Start>Programs>IBM Client Access Express>Emulator>Start or Configure Session. 2) Select Configure. 3) Set the System Name to WESCPROD.  More...

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...

CU*Answers along with our partner FUZE Digital Solutions, can provide a software demonstration, on-going training and support. You can discuss pricing, request the Purchase Contract, receive a Getting Started Guide with a Project Task List by contacting Laura Welch-Vilker, Manager of Education Services at lwelch-vilker@cuanswers.com Want a little more information? Dial into www.fuze.com or www.cuquestions.com .

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...

In one of three ways: Note: The term 'subscriber' refers to your 'member'. Electronic Payments (ACH) - Fiserv's preference is to send all payments electronically. However in the Risk Model format it is not always feasible. Fiserv submits the merchant payment (via the fed) from a Fiserv settlement account the same day we submit the debit (via the fed) to the subscriber account. Fiserv is taking the risk on the payment. Electronic payments are typically sent when the subscr  More...

The only requirement for installation of version 1.1.7.3 Build 8031 IBM iAccess is Admin privileges on the workstation to perform the install. It will install for all users, and it will install a 32bit or 64bit version based on the computer’s configuration. This installer is available through a link on updates.cubase.org (it will read, ‘IBM System I Install: Click Here’). Once the installer is download, right click on the file and select ‘Run as administrator’. The   More...

The Process Code or PROC CODE on this screen refers to which accounts CU*BASE is going to look at to see if we can authorize the transaction or which account we are going to process against when the vendor is sending a completion. It is a 6 digit field and is broken down into 3 sections to determine how CU*BASE should process the transaction. First is an explanation of how this 6 digit code is broken down and what each segment refers to: OO FF TT in this example the first two digits would  More...

With the implementation of the 20.11 release, the receipt output for the Teller/Vault Bulk Cash Transfer function was removed from the receipt printing process and turned into a standard CU*BASE report, so it will now print to whatever general report printer is set up on your workstation. This was done in order to prepare for the switch to allowing for vertical receipts for all CU*BASE teller and member service functions, coming in the spring of 2021. Since this was not a member receipt but ra  More...

Special care should be taken when adding distribution records for a member who has more than one deposit coming for the family from the same institution. Take the time to research the member ACH records using the ACH inquiry screen, and if there isn't enough information on this screen, go to CU*SPY and find the PACXTB report to review the ACH detail. For example, the Smith family receives three ACH payments for Social Security benefits: one for the husband, John, one for the wife, Mary, and   More...

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...

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...

PIB provides a layered security approach to add additional authentication controls for Online Banking. PIB, which stands for Personal Internet Branch, is an independent application that provides multiple, configurable controls that govern how Online Banking behaves and what members can do with access to it. PIB allows your members to control access to their accounts with controls by feature, day of week, time of day, and even geographic location. It layers additional passwords and member aut  More...

These symbols print when the printer doesn't know what graphic or font to use for the logo, signature, or MICR line. There are a few possible causes: Is this a new printer? If this is a new printer, the first thing to consider is whether the other printers at the credit union use Check Secure devices. Check Secure devices are no longer sold and are not compatible with new printer hardware. To transition from Check Secure devices to the new software based check printing methods, contact CU  More...

The first step is to call the Network Services Department at CU*Answers for assistance (1-800-327-3478 x3). The Gold-Master must be renamed prior to adding the GUAPPLE to the network. To add the GUAPPLE to the network follow these simple instructions: Find a location for the GUAPPLE that is out of the way, has an electrical outlet nearby and a connection to your network available. Once the location has been found, remove the GUAPPLE from the packaging and set it up using the supplied vertical   More...