The following things are not affected by 7-day back office processing changes implemeted in February 2019. ACH - ACH will continue to process as always. OTB - OTB is not affected by 7-day back office processing. RDC - Deposits are processed seven days a week or by credit union configuration. eAlerts - These are sent with an automated process that is not changed with 7-day back office processing.

Previously, credit unions used Code 38 for “Return to Maker”, but this code is no longer available in the system. This change was initiated by a Reg CC change in 2018. Now, if you are presented with a situation where you need to return a check to another institution, it is recommended that you use one of these codes to clarify the reason for the check return. Some codes allow you to make the change in CU*BASE. Others require that you contact your Check Item Processor. Read below for   More...

This error message may indicate that an Office DLL is not registered correctly on that workstation. The suggestion per Microsoft is to run a Repair option on Microsoft Office. This requires Local Admin privileges so you may have to ask your IT team for help. Launch the Windows Add or Remove Programs applet Find Microsoft Office 365 in the list and click the Modify option You'll be prompted for a Local Admin password Then try the Quick Repair option, responding to prompts as they ap  More...

Yes, CU*BASE can help with that! The Credit Card Cash Back (CCCB) program reviews members credit purchases every month and rewards them with a cash-back reward posted to their credit card account. Use the link below to review the documentation, and contact the SettleMINT team ( SettleMINEFT@cuanswers.com ) if you need assistance! We can also help you adjust programs for existing products and perform floods to existing accounts.

It is possible to have two people review the same loan application screen. This is helpful if you would like for two people two review the screens together who are on different workstations. For example, you may have a loan officer and a loan underwriter review the screens together. If you review loan application screens this way, the last person to leave the screen will have their changes saved. Let's review this example: Sue Loanofficer and Mary Underwriter are reviewing a loan applic  More...

No. This requires a very high level of security access on the iSeries, which we cannot make available to our clients. The only way for CU*BASE user IDs to be created or deleted is to fill out and submit a Credit Union Security Authorization Request to our Client Services team. This form can be found on our CU*Answers Online store (use the link below).

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...

Yes, the dashboard allows any employee to see either their own forms, or all forms out for e-signing.

GUAPPLE is short for GOLD Update Appliance. The GUAPPLE is a stand-alone network appliance that takes the place of the GOLD-Master update server PC. It is designed to seamlessly handle all of your GOLD software update retrieval tasks. No effort is required to retrieve software updates when using a GUAPPLE device. It will acquire GOLD update files automatically as well as custom loan screen updates, doing away with manually downloading and extracting software update files. One GUAPPLE unit  More...

Yes. The first time someone sends a document for e-signing the system asks for a name and email address and that is used as the “from” address on the outgoing emails to members. Whenever someone signs, an email is sent to that address alerting that a signature has been captured. We will also configure a generic email address for your credit union that the system can use for any subsequent notifications, and this should be a group email that gets routed to multiple people at your cred  More...

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 with 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 chang  More...

The one thing you do NOT want to do when you get a returned email is to change the email address to a fake one like bademail@xxx.com. Instead, check the Wrong email address flag on the member's account. You can access this flag anywhere an email address can be entered, such as through the Name/Address button (F14) in Inquiry and Phone Operator, or via Tool #14 Member Personal Banker (shortcut: pb), or via Tool #15 Update Membership Information (shortcut: umbr). When a member's ema  More...

When you get the check copy and verify beyond a doubt that it was not the intended biller who cashed the check, re-open the case with Fiserv. Explain that the check was wrongfully deposited, explain your verification processes, and ask for Fiserv's assistance with a refund to the member. They will contact the Federal Reserve and work to get the money back. This can only be done with a Corporate Check. If it was a Member Draft, then the credit union would need to assist the member in reclai  More...

Go into your member's account through Inquiry or Phone Operator. Use F14-Name/Address to access the address maintenance screen. On the Misc Info tab, update the member's e-mail address in the appropriate field. This change can also be made using Tool #15 Update Membership Information (shortcut: umbr). eStatement

No, there is no facility in CU*BASE to record denominations of cash in or out at this time.

The debt-to-income ratios on the loan officer worksheet correspond with the ratio percentages displayed on the Summary tab of the CU*BASE loan application screens. The values used to calculate the ratios come from the debt and income sources recorded in the application. Keep in mind that when there are two applicants, the debt ratios on the loan officer worksheet can be combined for both applicants or listed individually. When viewing the Summary screen, you can toggle between a Combined, Applic  More...

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...

If a member cannot view their check, the research team needs the following information: Credit Union Questions What is your credit union name? Have multiple members reported that they cannot view checks? Are these members having the same experience when viewing their check? (See Member Questions. ) Has the check appeared on the Check Exceptions Report? (TNDET) Was this check cleared at the teller line? (Sometimes this is referred to as a counter-killed check.) Are you able to retrieve a chec  More...

Members who use either this logout button or the Logout button at the top of the page will be directed to the Online Banking Community (OBC) page. Your credit union can select a different landing page, however. Contact the Internet Retailer Support Center to activate this feature at irsc@cuanswers.com.

What This Message Means: This appears when the member has tried 3 times to enter their password incorrectly. The message does instruct the member to click I forgot my password and answer all three Security Questions to reset the password themselves. But if the member doesn't know their password or their security questions, they will need to contact the CU. BE CAREFUL: This is a scenario that presents the most risk to your members. If a bad guy finds out a member's name, account nu  More...

To take advantage of the CU*Answers online imaging solution, there are a few required pieces of hardware. Each branch will each need an Gweep upload appliance to transfer the electronic images to the secure database. Additionally, scanners are needed to capture photo IDs (and supporting documents for loans), and signature pads are needed at each workstation where receipts are signed. Thermal printers are required for the system. These hardware devices are described in more detail below: Gweep U  More...

Source of Receipt (SOR) is the paperwork that accompanies the checks to the Check Processor. It is the documented proof of when and from whom the checks were received. SOR provides the ABA# of the bank the checks are received from, the date of the cashletter, the amount of the bundle the check was in, the position of the check in the bundle (checks before after), and the tracer number assigned to the check. On the form you'll see a couple of abbreviations: IB stands for Item Before that   More...

IMPORTANT NOTE: When It’s Me 247 was updated in 2021, the “See” option shown on here was made unavailable. 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’s role and responsibility in protecting member private data via all access channels, from the teller line to a back office employee answering   More...

If you need to allow an employee to perform upload and/or download tasks (FinCEN, AIRES, ALM, uploading G/L entries to post, etc.), you must first complete the iShield Security Access Request form and have it signed by your credit union’s designated Security Officer to sign. Once our Client Services team receives your signed form and verifies it, a request will be submitted to our System i administrators, and you will be notified when the new permissions have been granted. This process wi  More...

Here are a few helpful tips that may help you if a terminal or a printer session stops working. All of these fixes can be handled right at your office using Tool #762 Reset User Password/Device. When a terminal is not working or is locked up, authorized branch personnel may follow these simple procedures. Your printer and terminal sessions should reset and you’ll be right back to business. TERMINAL: 1. Launch Tool #762 “Reset User Password / Device.” 2. Insert  More...