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...

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...

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...

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...

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...

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...

Each time a PC opens a session at your site, it checks your update server for new files. When it finds them, it will pull the new files over and the PC will be updated. Each branch location is required to have a GUAPPLE workstation. This device serves as the update server for that branch location. A GUAPPLE ( G OLD U PDATE AP PLIANCE) is a small server managed by CU*Answers that automatically downloads the GOLD updates and makes them available to your workstations, with no intervention from th  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...

At the time of the 21.10 release a conversion program was run to remove any relevant data that lived in the CLMLTRL table to its new home in the HMDAFDTA table. Keep in mind that if your credit union was not populating data to any of the 19 fields in the CLMLTRL table, there was nothing to transition to the new table. You may find the new table empty in this case.

With the 16.10 release we have developed a new cross-reference system that will automatically funnel 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.” Refer to the linked to Answer Book items for more information about this feature. At implementation of the release two reports were placed in your credit union’s HOLDxx OUTQ. The first, CNV40003, lists all  More...

There are two methods used to track delinquent loans for reporting purposes in CU*BASE: Method One (for Collections tracking) We have always tracked delinquency in two separate fields for “Months” and ‘Days” in the member files. When a loan is 30 days delinquent, it shows as “0 Months, 30 Days” delinquent. When a loan is 31 days delinquent, it is “1 Month, 0 Days” delinquent. A month is always considered 30 days regardless of the actual number o  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...

Credit unions have the option to have teller check holds based on business or calendar days. Use Tool #849 Automated Holds Configuration to update how the system calculates holds. If you select to have the system calculate using only business days you must also launch Tool #243 Configure CU Non-Business Days which allows a credit union to indicate what processing days they follow (Sunday through Saturday), to indicate whether the credit union observes all standard Federal holidays, and/or t  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?

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...

One of the hardest things to do with a 7x24 product like o nline banking and PIB is to decide when to implement software changes. Unlike CU*BASE changes that easily can be coordinated with normal credit union operating hours, o nline b anking changes must work around member usage patterns and support concerns. If a member needs to check a balance or transfer money at 3:00 in the morning, he can’t just pick up the phone and ask a credit union MSR to handle the transaction for him. Because   More...

Using CU*BASE to Comply with New Rules for Tracking Beneficial Ownership FinCEN has issued new rules under the Bank Secrecy Act that require financial institutions to identify and verify the identity of the beneficial owners of all legal entity members (corporations, etc.). Under the final rule, credit unions are required to have written procedures to identify and verify beneficial owners of legal entity members who open new accounts on or after May 11, 2018. In addition to identifying and coll  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...

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...

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 .

Prior to the 16.10 release, the SSA began using multiple Company IDs, and it was recommended that credit unions consider using Automated Funds Transfers (AFTs) to handle distributions. Beginning the 16.10 release a new cross-reference system will be implemented that will automatically funnel 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.” With the changes ma  More...