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1.
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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2.
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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3.
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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4.
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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5.
Since the "See" feature is not going to be available anymore in the new look, will members who used that automatically be switched to allow "Jump" or will they just not have the feature at all?
We will not be converting any existing members who have only the See feature activated so that they automatically allow Jump for those relationships, but you can make those adjustments yourself as members request that access be reinstated. Use Tool #14 Member Personal Banker then choose See/Jump Relationships . Since we are still considering how to introduce a different type of See functionality in the future, at this point we will not be removing the existing settings from the configurat More...
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6.
Can members still jump to their other memberships from the new look for online banking?
Yes! Click the new Profile button in the upper-right corner and choose Switch accounts. Hint: Upload a unique profile picture to each of your memberships, so that once you have jumped to another account the image that shows for the Profile button gives you a clear view of where you are. Use the Personal Info Settings feature on the profile menu, then click the little camera button that appears next to the placeholder image at the top of the page.
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7.
I received a notification that there are changes being made to CTR forms. In August 2017, new fields are being added to CTR forms that are required to be in compliance. What is CU*Answers doing to be in compliance with these changes?
You are referring to this announcement released by FinCEN in May. We currently have a project sheet (#45201) to comply with these required changes. NOTE: The deadlines refer to when FinCEN will begin being able to receive the new data, not the date when the new data must be sent. We continue to track this project with FinCEN and will alert clients when changes have been made that will affect their day-to-day activities.
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8.
Currently you can jump into Phone Operator while performing a transaction. How do you access Phone Operator with Xpress Teller?
By design, there is no access to Phone Operator from within Xpress Teller. You can still use the Timeout Window to access Phone Operator, however.
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9.
Can you "jump" from one account to another in BizLink 247 without logging into the second account?
No, the jump feature is not available in BizLink 247 . This is because of the multi-employee structure for business online banking. There is currently no mechanism to link the employee under one business membership to an employee under another business membership, so that the system knows what permissions to grant the employee once they’ve jumped. It's Me 247 supports jump but in this environment, members can only jump to memberships on which they are primary or joint. NOTE: Dur More...
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10.
Is there a way to code a member's account in CU*BASE so that it is excluded from membership tapes/files that are sent third parties like Liberty Mutual or CUNA?
There are two ways to accomplish this: The first way is to use the Marketing Opt-Out flags on the member's MASTER record. Introduced in the CU*BASE 9.2 release (August 2009), these are two flags that can be checked to exclude the member from third-party marketing communications and/or CU-related marketing commnunications. See the Opt Out link below to read more about the use of these flags. When creating a database file using Member Connect tools, or the CU*BASE List Generator, or even t More...
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11.
I am familiar with the ability for members to "jump" from one account to another. Will the jumped-to account’s password expire due to non-use?
In a nutshell, once the Jump feature is activated and the appropriate permissions are given, the member can “jump” to another account. Jump allows a member to log into one of their memberships and then jump to another of their memberships (same SSN) without additional authentication. Your biggest user of Jump will probably be a member with multiple memberships at your credit union. If a member jumps to another membership, this counts against the password of the jumped-to membership More...
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12.
What features does It's Me 247 Mobile Web Banking offer?
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...
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13.
If a loan category is configured for a single payment per period (members are not allowed to pay ahead), at what point does the system know when to advance the next payment date and when it should not?
The answer depends on the payment period window, which runs from due date to due date (not calendar month). This is best illustrated by an example: A member has a loan with a monthly payment due date of July 25. A payment is made on June 30, advancing the due date to August 25. If another full payment is then made before July 25, the due date will not advance, because the loan is still within that same payment period window. If a full payment is made after July 25 (even if it's still in More...
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14.
How do I set up a loan so that the payment is due on the last day of the month, and automatically changes according to the number of days in each month?
When setting up the loan request, enter a First payment date that is the appropriate month-end date. For example, if creating a loan request on August 25, you would specify that the first payment is due on September 30. Then enter a 31 into the Payment day field. This will trigger the system always to use the last day of any given month going forward (31, or 30, or 28 or 29 for February). To adjust this on new loan requests going forward, set the Day of first payment as 31 using Tool #470 Loa More...
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15.
What new information does member see on the Login History page in Mobile Banking and "It's Me 247" starting with the 18.08 Online Banking release? How might this be different if the member logs on with device registration controls to their access (PIB)?
The member will see some new information on the Login History screen starting August 29, 2018. The data for this change was collected beginning August 7th. New information includes: Login Source types: iOS, Android, Desktop Browser, Mobile Browser, Loan Application, Other Login Methods: Username Password, Fingerprint, Pin, Voice, Face NOTE: If a member uses Personal Internet Branch (PIB) device registration, a duplicate login record might appear that doesn’t record the login source, IP More...
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16.
What happened to the "see" feature where I could just view account balances from my other memberships?
This feature has been temporarily sunset in the new look for It's Me 247 , based on the difficulty of presenting the data in a clear way within the constraints of a mobile phone screen size. Mobile first design means we must have a way to display the information in the smallest format first, then expand for the larger formats. Previously the See feature was only available in desktop online banking, not mobile web, because of how difficult it was to show the accounts while still making it c More...
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17.
Can I print DBA names on statements and other documents?
Your credit union can elect to print the DBA name instead of the primary member name on all standard (non-custom) correspondence (use the link below to see the list of documents). This flag will be turned off by default. With the CU*BASE 9.2 release (August 2009), this flag is set as part of the Membership Designation code configuration, which means that you can set it differently depending on the type of membership. For example, you might want to use the member's name on most memberships More...
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18.
We have non-members who want to cash checks in our lobby but instead of receiving cash back, they want an official credit union check for a better paper trail. Can this be done using non-member teller processing?
Yes, by making use of both a Misc. Receipts and a Misc. Expense posting code, so that you can put the funds temporarily into a G/L then issue a check from that same G/L. Here are the key steps: First, configure two posting codes, using Tool # 534 Misc. Posting Codes Configuration. For the first one, choose the Receipts type and set up a code that will allow you to place funds into a G/L account. For the second one, choose the Expenses/Advances type and set up a code that will allow you to More...
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19.
I have a loan with CPI force-placed insurance. I adjusted the payment amount and moved the due date forward. Why did CU*BASE then readjust the payment amount? How do I handle these situations?
As an example, a credit union had a loan with force-placed insurance and changed the payment amount and advanced the due date. Because this loan had a CPI force-placed insurance placed on it, CU*BASE handled it in the following manner. The credit union did an extension on this members loan yesterday, including advancing the next due date into the future and changing the payment amount from $205.39 to $104.00. This morning (05/21/13) CU*BASE changed the payment amount from $104.00 to $89.88. T More...
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20.
What’s the best way to print a batch of Query Definition Reports?
Launch Tool #100 CU*BASE Report Builder (Query) Make sure the Location reads QUERYxx (where xx is your CUID) Click the Lookup button next to the Name input field Use the tab key to jump down to the list at the bottom of the screen, and use tab or page down to scroll to the first query you wish to print Tap the letter “P” or choose Print definition from the drop-down menu Repeat steps 4 5 for a small batch of Queries (to avoid an error message, choose no more than 8-10 at a time) More...
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21.
When utilizing Shared Branching, will the system continue to have the same look as currently? Or does the Xpress Teller tool update the Shared Branching process as well?
Yes, Xpress Teller is the same. There is a SB CUID# field on the initial search screen if CU*BASE shared branching is activated. You do not jump over to standard teller or anything like that. Likewise, if national shared branching is on, there will be a command key button, just like in regular teller, to jump over to the separate national shared branching posting tool.
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22.
I'm working with the AUDICC table. What are the values in the CCSESSID field that shows the details of how the member is accessing their account?
Originally the CCSESSID field contained random identifier codes or was blank, but effective September 2018 t his field now contains values that assist with identifying the details of an online banking login’s channel and authentication type. For rows/records where CCTYPE = P (phone: CU*Talk), the values in CCSESSID are only valuable for internal processing. They are a combination of the date, internal server, and other values used for internal processing. For rows/records where CCTYPE More...
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23.
How does the online/mobile denial of service fraud block list work? Is an employee blocked from enrolling a member in online/mobile banking? Can the member log into online/mobile banking?
If a person or organization is added to the online/mobile denial of service block list, an employee cannot enroll any membership with this SSN/TIN into online banking via the Member Personal Banker, during the membership open process (for example via Tool #3), or directly via the PIN shortcut. When they try to check the “Online Banking” checkbox on the “Audio/Online Banking” screen, they will see messaging that the “SSN/TIN appears on block list.” If a match More...
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24.
Why can't everything in CU*Talk be read in Spanish?
There are four ways that information is communicated to the caller in CU*Talk: Static Audio Prompts/Custom Prompts – these are the CU-defined welcome messages, hours and locations. (NO SPANISH OPTION CURRENTLY.) Text to Speech – a custom option for the credit union in which information is grabbed from CU*BASE and communicated via a text to speech program in CU*Talk. This can include the welcome message, hours and locations, and rate descriptions and their corresponding rates. (NO SPA More...
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25.
I know the look and navigation will be different, but will there be any brand-new features introduced with the new look for "It's Me 247"?
Yes! Here's a list of just a few of them: Stuff members will love: Favorite accounts - Which accounts they want to see front and center when they log in. Favorite features - Features they want to see along with their favorite accounts, like quick transfer, eStatements, and bill pay. Member messaging - Neat little scrolling ads that pop up to alert members about messages they've received, documents ready for eSignature, password change reminders, and 1Click offers. And our favorite new More...
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