Yes! Starting with the 23.05 release, CU*BASE lets you configure your online banking rate boards for savings, certificate, and loan products, so that products are shown only in BizLink 247 business online banking, or in It’s Me 247 online banking, or both. When setting up a product to appear in online banking (via Tool #506 Member Rate Maintenance for savings or certificate products, and via Tool #470 Loan Product Configuration for loan products), you’ll see checkboxes to activate  More...

Certificate types or Dividend Applications that are Health Savings Accounts (HSAs) or IRAs cannot be set up as CD/Share Secured loans. Escrow accounts cannot be set up as Share Secured Loans. Only Installment closed-end loans can be selected when configuring CD Secured, Share Draft Secured, or Savings Secured Loans. Mortgages and open-end loans cannot be selected.

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...

Yes. You can pull a credit report for any service using the online credit bureau process. Using Tool #53 Process Member Applications, use action code CR to pull the report without creating a loan request and application. We can then create Member Services denial notices for debit cards, checking accounts, ATM cards, etc.

YTD Fees for loans on a statement come from file LNFEES. That file is updated as part of EOD for the sole purpose of printing of YTD and Period Fees totals on statements as per Reg Z. The LNFEES file has a bucket for each month for totaling all fees; it also has a YTD Fees bucket. For credit cards, Reg. Z fees are split out on the statement at the time the statement is created. Fee transactions are identified based on the criteria outlined below, and the YTD Fees and YTD Interest totals are c  More...

This flag governs the amount of payment required to advance the due date one frequency. If a CU sets this flag to Yes, only the scheduled payment is necessary to advance the due date. If a CU sets this flag to No, the scheduled payment and the amount of the fine will be necessary to advance the next due date one frequency.

To associate different indirect products (for new, used and auto) with a selected range of collateral years or to update model years in my indirect delivery channels, access the Configure Loan App Delivery Channels (5) screen via Tool 462: Loan Delivery Channel Configuration , and select your delivery channel. Then use Enter and select the collateral type to update or add to. Highlight the year to change it or use Add to add additional years. On the next screen enter the collateral year range.  More...

eDOC Innovations offers a full suite of e-document solutions. This includes paperless receipts, loan forms, reports and statements as well as eSign and Check 21 solutions. Together with CU*Answers they offer three different integrated document storage or vault models. For more information about eDOC Innovations and how they can automate your document workflow, contact John Beauchamp at jbeauchamp@edoclogic.com or phone 800 425- 7766 extension 228. edi edoc edocs

Yes and no. There is no limit to the number of program templates you can build to hold your decision parameters, but only one CLR Path program template can be attached to a loan product at any time.

Yes. For example, you could use G/L automation routine to gather a G/L account total(s) plus use a purpose code routine to gather a total of certain loan accounts, and the sum of both would be used for the account code on the 5300 report.

No. Secured loans do not look to joint owners, community property, or marital property laws. The loan documents will not require, ask for, or accept a second signature. Your credit union may wish to review your Member/Loan Documentation to ensure they are still in compliance with the product. You may decide to use a unique certificate type for CD Secured loan products or a unique dividend application for your Share or Share Draft Secured loan products.

Refer to the Posting Your Remote Deposits to CU*BASE - Using eDOC Innovations Products manual for details. A link to this booklet is provided below. This document will show you how to post your remote deposit transactions that were made via an eDOC Innovations CheckLogic product into CU*BASE.

CU*Answers has a rolling schedule of network security audits and assessments including internal and external penetration testing. We do not limit the scope of these tests to just the online banking environment. We also do not publish the results or reports from these tests for security reasons. The test results are reviewed by our Executive Team, our Board of Directors (made up of peer credit union CEOs), as well as examiners from the NCUA and state regulatory agencies. They are also reviewed b  More...

Yes - MAC is supported! Any issues could be related to the browser and version that a member may be using. Recent versions of Safari and Firefox are compatible. Javascript has a thrid party library that makes updates frequently (jQuery) and this could also contribute to It's Me 247 issues.

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...

CU*BASE does not perform any automated card reissues for any credit union or vendor. With the exception of two platforms*, all plastic card reissues are done for the credit union by their vendor. The normal process is the vendor sends the CU a couple of reports once monthly (usually 6 weeks out from expiration of card). One is a reissue report, the other a non-reissue report. The CU reviews and makes changes to the vendor system prior to their cutoff date for ordering the reissues. All cards   More...

Performed on a daily basis, Audit Link uses the CU*BASE Dashboard for Negative Balance Analysis to retrieve negative balance data. A daily report summary is provided to your team illustrating negative balance accounts separated as 15-day buckets to assist in quickly identifying possible fraudulent activity and areas that may require immediate action. Also included with the daily report summary are graphical representations and delinquency ratios to assist in identifying key trends affecting your  More...

Starting with the 16.10 release, you can schedule recurring outgoing Automated Funds Transfers to accounts that are configured with the CU*BASE “Off Trial Balance” OTB feature. Refer to the linked to Answer Book item for more information about this feature. In order to turn off this feature you must first clear all AFT records to these types of accounts. Contact Client Services for assistance with a purge of the 999999998 records in the TO TRANSF file. Because members can add ne  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...

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...

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.

It's Me 247 online banking can display a maximum of 80 sub-accounts (suffixes) per membership account.