This occurs when the release includes changes to the files that your Query uses. For example, if we add a new field to the MASTER file, any Query you have that uses that file will display an error message. Fortunately, it is very easy to refresh your Query so that you can use it again. All you need to do is access the Query and save it. That's all. You don't have to make changes to it, it's just important that you save it so it can refresh itself to match the new file layout.   More...

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...

If you are a new client, the CU*BASE Conversion Team will provide you with a tentative schedule for the 3 weeks of virtual or online training. You may adjust this schedule as needed, assign trainers, and attendees. For existing clients, visit our web site at www.cuanswers.com , click Clients then Education to view all education opportunities, including online courses.

During the initial rollout the Imaging Solutions team will be offering regular training webinars to explain what your staff will need to know, as well as show examples of the member experience. We’ll record some of these sessions and post them online for your team to review. We’re also working on a couple of demo videos that will show the software in action and give tips for new users. Visit http://www.cuanswers.com/products/imaging-solutions/ for the latest details.

You will find the Using CU*BASE Tools for Bank Secrecy Act Compliance on the On Demand website. See the link below.

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.

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...

It depends. Using shared branching does not automatically exclude you from the beta pool! But the specific changes being made can affect how your credit union works with others who are not part of the beta. The most common example is shared branching but might also include vendor relationships as well. This becomes an issue when the release includes changes to the database structure itself (new data in files or changes to the data’s format). CU*BASE requires that all of the data used   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...

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...

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...

As CBX is presented in-browser, 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. The print options are very similar in other browsers, as well. See more about taking screenshots in CBX: What are some best practices for taking a screenshot in CBX?

No, our CSRs will not reset the 2-character CU*BASE Employee IDs for your staff. This must be done by an internal CU security officer. Use Tool #762 Reset Employee ID Password . (This can also be done via Tool #327 CU*BASE Employee Security using the Reset PW option.) It is important that credit unions insure proper training to their employees regarding the expiration of their CU*BASE Employee ID password. We deliver a warning message of expiration 7 business days prior to the staff member.   More...

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 Phone/Standard Teller, click the Home Banking button then use Reset Questions .

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. If attempting to paste text from an outs  More...

The 21.10 CU*BASE release included a new data table for storing HMDA data fields, plus additional options for fields to record data. The previous capabilities for HMDA data were 19 fields in the CLMLTRL table, and with the release these fields were moved and renamed. HMDA data fields are now stored in the HMDAFDTA table, location FILExx (xx = your credit union ID). Below is a listing of fields that were changed . Keep in mind that the release in 21.10 also included many new HMDA fields that you   More...

Phase two for CBX will include additional new enhancements, plus fresh takes on enhancements that were retired with GOLD; many of which will come back in new, modular ways for use in CBX. Work has already started on phase two enhancements, such as a new way of using VAT (visual analytics tools) in CBX that includes the same export functions, as well as on-screen graphs. Work has also started on reviving what were previously special GOLD treatments (meaning, the work wasn't in CU*BASE, but   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 .

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.

CU*Answers strives to accommodate our clients by offering training in many different formats, from full classroom offerings (see the current CU*Answers University Catalog) to online learning and web conference sessions. We also offer individual training sessions, and workshops which can be held either at a credit union site, or here at CU*Answers. For credit union staff to train internally, we offer our web-based online courses as well as hands-on learning using a pretend CBX credit union cal  More...

With the 16.10 release a new cross-reference system was implemented that automatically funnels all incoming company IDs from the Social Security Administration and treat them as if they came from one, consistent company ID we’re referring to as the “Primary ID.” In cases where the Depositor ID is the same, for example a husband and wife, these ACH transactions will be handled by the same master ACH distribution record under the Depositor ID since duplicate Depositor IDs are no  More...

Using your browser’s Print feature, you can print screen content: Navigate to the content you want to capture. Press Ctrl + P on your keyboard, or go to the three-dot menu ⋮ in the top-right corner > Print. In the Print dialog window that appears: Select Save as PDF if you want to save the content as a file. If you’re printing it physically, select your printer. Pages: Choose All (default) or set a range if needed. Layout: Choose Portrait or Landscape depending on what fits be  More...

With your onboarding to RDC-IQ we will review the following with you to ensure your members’ check funds are released as you expect. For a check to be available right away, your credit union business rules (through e-DOC) will need to be set so that you do not need to review every check as it is processed. For example, your business rules must be set such that items at or below a chosen amount are not held for review, the maximum number of items a member can deposit is appropriate, and t  More...