Download the Software Note: Our network requirements have been updated and can be found here . Please verify with your IT vendor that these changes have been put into place before attempting to download Station Control. You can download CBX from this link . Site-Four clients please use this link . Instructions for Manual Install of CBX Station Control Run the downloaded CBX Install Suite Prod CBX1.exe installer. This will require administrative privileges on the workstation. 1. On the CBX In  More...

To set CBX as the home page to automatically open when Edge launches, follow the steps below. 1. Open Edge. Click on the three dots in the upper right-hand corner. Click on “Settings”. 2. Navigate to “Start, home, and new tabs” on the left-hand side of the screen. 3. Under “When Edge Starts”, select “Open these pages:” and click the “Add a new page” button. 4. In the “Add a new page” dialog box, enter the following URL (htt  More...

As we transition from CU*BASE GOLD to CBX, we are shifting from an application that runs directly on a workstation to a more modern, browser-based solution. Previously, CU*BASE GOLD relied on command-line arguments and local temporary files to interact with multiple applications. This approach is not sustainable for the future, as web browsers lack the capability to execute command-line requests and require called applications to be installed and registered on the system. To address this limitat  More...

Production, HA, and beta CBX servers are patched on the Wednesday following the 3rd Tuesday of every month, unless otherwise noted, and will be unavailable from 2 AM ET to 5 AM ET. CTE, dev, QC, and any other CBX environments will be patched the 3rd Tuesday of every month from 8 PM ET to 12:01 AM ET. Please note that CBX will be unavailable during any iSeries maintenance, including scheduled and unscheduled rolls.

To clear the CBX site cache in Edge, follow the steps below. 1. Access your Edge settings by selecting the three dots in the upper right-hand corner and selecting Settings. 2. Choose the data to clear by selecting the Cookies and site permissions tab, then selecting Manage and delete cookies and site data . 3. Select See all cookies and site data . 4. Make sure to select ONLY the CBX cookies by searching “cua”. Only delete the CBX cookies. 5. Then, delete cached images and script  More...

All VPN data connections directly to your data processor (CU*Answers, CU*Northwest, CU*South, etc.) should be anchored by a stable internet service provider (ISP) with a static IP. Outlier branches that receive CBX/GOLD connectivity through a primary or secondary location (which has a static IP and VPN tunnel back to the data processor) can leverage Dynamic DNS, Dialup VPN IPSEC, and SD-WAN with multiple ISPs to form more stable connections back to the data processors using their primary/seconda  More...

General Requirements CU*BASE GOLD, CBX, and the associated cuasterisk.com software suite ( Station Control , ProDOC, SearchLink, etc.) require that the following networks be routed to the cuasterisk.com network (typically via a CU*Answers Cisco router): For all CU*Answers privately routed networks below, all ports/services should be allowed outbound from any device accessing CU*BASE or CBX. Required for standard Production connectivity: 63.150.21.96/27 63.236.240.16/28   More...

NOTE: This Knowledge Base item will be adjusted as more is learned about CBX. This DOES NOT supersede the existing network components but complements them. Ports are TCP unless noted. In addition to the routes listed in the CU*Asterisk Network Requirements Knowledge Base item , self-processors must also route the following to CU*Answers: 63.236.240.89/32 10.10.1.0/24 Requirements for CBX: CU*Answers requires any CBX environment to be in an isolated, sole-purposed DMZ to protect you from our netw  More...

Refer to the IRS.gov website for the current codes they require. These are in some cases different that those used by the core system and CU*Answers, listed below. Note: This information may change. Refer to the IRS website for the most recent information. Contribution/Distribution Codes CU*Answers 1—Early distribution, no known exception 2—Early distribution, exception applies 3—Disability 4—Death 5—Prohibited transaction. 6—N/A, not currently supported 7&  More...

You may have noticed that when you change your screen size to Large or Extra Large on the Preferences screen in CU*BASE, your session is dropped to a green screen. This is an issue that we are aware of, and as we transition to CBX, we have decided to discontinue support of the Large and Extra Large screen sizes. CBX allows for custom sizing and zoom features for all screens. You can find updates on the CBX transition on the CBX webpage . If this is creating obstacles for your credit union staf  More...

Organizations utilizing the CU*Answers data processing system CU*BASE GOLD will have communications-related management fees from CU*Answers Network Services (CNS) on their monthly recurring charges. What is needed for CU*BASE GOLD communications? There are at least two components needed for CU*BASE GOLD communications: a Cisco router to route CU*BASE GOLD traffic and a machine that an organization’s devices can pull updates to the CU*BASE GOLD graphical interface. Requirements will shift w  More...

Yes, some CBX reports support a conversion to an Excel worksheet. Use the directions in the knowledgebase item below to open your report in the default PDF program on your workstation. Then save the file as an Excel worksheet. Note: This process requires that you have a PDF program installed on your workstation that allows PDFs to be exported into another format. PDF viewers do not support this functionality. (Examples of PDF programs include Adobe Acrobat Professional and Adobe Acrobat Standa  More...

Because CBX has a browser-based UI, you now will now use the built-in browser printer options to print a CBX screen. (These printer features are located as the 3 dots in the top left corner of an Edge browser.)

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...

Copying and pasting from CBX is as simple as dragging your cursor over the text/field you want to copy, then moving to the destination and either using CTRL+V (your keyboard's shortcut to paste) or right-clicking and selecting Paste from the option menu. Additionally in Edge, if you highlight the text/field you would like to copy and hover, the Copy option will appear and allow you to copy. Follow the above instructions to paste to your destination.

This error message is generated by credit bureau. It's likely related to a fraud alert associated with this social security number. CBX is displaying the data exactly as it is received from the bureau, so an override is not available through the core. The member and/or the credit union will need to work with the bureau to get this corrected. Once this is corrected, you may wish to pull another credit report.

Yes. You won't be able to read the answers to the member, but you can reset (clear) them. This will force the member to set up new answers and/or questions the next time they log in. This can be done two ways: Use the directions listed below. OR In Inquiry/Phone/Teller, click the Home Banking button then use Reset Questions .

You can tab between input fields by using the Tab key on your keyboard. In GOLD, the graphic overlay allowed for using the + key on the numeric keypad; this feature is not currently supported in CBX.

There are three important components to the It's Me 247 Online/Mobile Banking User Agreement: The agreement itself The master date on the credit union's Online Banking Configuration (you can see this via Tool #140 Online Banking Controls Inquiry ) The agreement accepted date on the individual member’s record (you can see this via Tool #72 Update Online Mobile Banking Access ) The important thing to remember is that we have only one agreement. The trick is whether we present   More...

First remind the member they can click Ask a different security question to rotate to one of their other questions to log in. If that works, then they should immediately click Preferences then My Security Questions and set up some new ones they can remember. If they can't remember any of their questions, you can reset them. Carefully follow CU procedures for verifying identity. Security questions are designed as an extra layer of security, so be careful! Credit unions have lost money on  More...

It's Me 247 supports MFA for first-time login. The steps the member sees are outlined in the MFA section of the Strategies for Securing and Controlling Member Access booklet linked to below. ( Other MFA options for security of higher-risk activities are also covered in this section of the booklet.) Activate this MFA for first-time login on the Online/Mobile Password and Security Settings screen, accessed from Tool #569 Online/Mobile/Text Banking VMS Config .

One method to print a report while in CBX would be to send the report to your MONTHxx output when generating the report. Then access your list of spooled files, select the report, and choose the View as PDF option. View or print the report as needed from your PDF viewer. The report will continue to move through normal OUTQ routing to CU*Spy.

Yes! It is included in the CBX product at no extra charge and provides a full Teller interface between two CBX online credit unions, whether part of the Xtend Shared Branch network or just a credit union-to-credit union contractual arrangement. That means daily automated entries to your settlement and fee G/Ls. Some credit unions use it for additional service to their members, or it can be a contingent disaster recovery configuration. The extent to which the credit unions cooperate is fully up t  More...

If a person or organization is added to lending denial of service block list, an employee cannot open a loan under any membership owned by that SSN/TIN. They will see messaging that the “SSN/TIN appears on block list” directly after selecting the membership when attempting to create a loan application for that SSN/TIN in CBX. Additionally, for online loan applications, the loan officer will see messaging “On Fraud Block List” when working an incoming loan application usin  More...

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 OLBPIN shortcut. When they try to check the Activate 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...