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1.
Where in CU*BASE can I view all the credit bureaus to which we report?
Use Tool #658 Print Loan Info Sent to Credit Bureau to see all accounts that are reported to the credit bureaus. At the bottom of the report is the listing of all the bureaus to which reports are sent: Experian, Equifax, TransUnion, and Factual Data (formerly CBC/Innovis).
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2.
What's the best way to create a Representative Payee account on CU*BASE?
In a nutshell, you will set up a Membership Designation Code for Representative Payee, with the label for primary name set to Beneficiary and the label for the joint owner name set to Rep Payee. Then the procedure is to open the membership in the beneficiary's name and SSN, then put the representative payee's SSN as the joint owner (type J secondary name link). TIPS: Remember that in CU*BASE the words joint owner simply are used to describe a particular record type in the Se More...
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3.
I see that my member's loan account is in the credit bureau reporting file but it isn't reflected on the individual's credit report. What types of things might prevent a primary borrower or additional signer from being applied by the bureau?
If you or your member notice an account is not being updated (or the additional signer on a loan) you should first try to find out if the loan/additional signer was included in the file sent over to the bureau. You can do this for the most recent reporting cycle by running Tool #658 Print Loan Info Sent to Credit Bureau . If the member loan/additional signer information (defined by METRO 2 as the J1 segment or J2 Segment) is present in that file you need to look further into the following types More...
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4.
Where can a 3rd Party or CU Contact Opt Out information be changed?
You may update these fields for a member by utilizing Tool #15 Update Membership Information. After entering the member account base, use Enter to proceed to the maintenance screen, using Enter until you reach the final, Other Information screen. In the middle section you will find the 3rd Party and CU Contact Opt Out fields, which you can change on your member's behalf. The member may also update their preference via It's Me 247 online banking: Hover over Info Center and choose Co More...
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5.
What's the best way to create a custodial account on CU*BASE?
In the case of a custodial membership for a child and parent, the correct procedure is to open the membership in the child’s name and SSN, then put the parent’s SSN as the joint owner. NOTE: It is not possible for the joint owner name to state “As Custodian” instead of just the parent’s name. Because of the way joint owners are simply links between two member/non-member records in CU*BASE, a change to the joint owner name in this case would actually change the par More...
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6.
Can I print an envelope from CU*BASE with a member's address on it? How about a non-member?
Yes, assuming your printer can accommodate envelopes, CU*BASE has several ways to take an address and produce an envelope. Here are a few: For members: Use Tool #662 Print Member Envelopes . You can print a single envelope or a batch of envelopes by entering a sequential range of account numbers. OR Access the member's account in Member Inquiry or Phone Operator, then click the orange Print Envelope button, located on the main Inquiry / Phone screen. For non-members (joint owners, co-bo More...
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7.
I know that a lot of changes made to configuration screens are written out to the file maintenance log (CUFMAINT) so we can research if something is inadvertently changed. Is that true for all configurations throughout CU*BASE?
In general, we try to ensure that we log things that directly affect (a) what a member sees/can do or (b) how the system processes something. So for example, a config that alters rates or dividend servicing settings, or that changes a member’s permissions or their personal info, that sort of thing, would definitely be written to a log. However, while many of our configurations do log to file maintenance, there are some configs that are simply informational-only codes, with free-form te More...
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8.
I reinstated a member in the Work with Dormancy tool, adjusting the last tran date on the member's account at the same time. I thought that the next day the member would show as dormant again. But it's still showing suspended. What should I check?
Dormancy on a membership considers the entire membership, so any activity on any of the sub-accounts will suspend it from dormancy. If there is more than one account with recent activity, all accounts would need to be adjusted to remain in dormancy. Make sure the Last contacted date hasn't been changed on the member's account. This is used to record when a member contacts the CU about keeping their account active, without performing an actual transaction. (Use Tool #15 Update Members More...
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9.
How can I identify which panel I am in when using CU*BASE GOLD?
Look in the bottom-right corner of any screen. The panel # will follow your credit union's CUID, and is usually enclosed in parentheses (). In this example, the CUID is WU and the panel number is 6142. WU (6142) 2/01/21 You can also click the ? button at the bottom of any CU*BASE screen, then choose About This Application . The Application Info window displays the panel # you are using as well as the underlying host screen ID (we use that to link to the associated online help topic, amo More...
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10.
I'm looking for some special Credit Bureau Comment codes for bankruptcy, but don't seem them in online help. Where can I find these?
The following old special Comment codes are no longer valid now that your credit data is being reported using the Metro 2 format: BU BV BW BX BY CA CB Instead, use the Consumer Information Indicator field on the loan account to report bankruptcy. This can be changed using Tool #20 Update Account Information on the loan account (click the Credit Reporting Info button to display the the Credit Bureau Reporting Information screen). NOTE: You only need to report bankrtupcy once. If the bankrup More...
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11.
I need to do some maintenance on my member records to clean up some addresses and other contact info. I understand that normally, changes like this will trigger a "Red Flag" alert notifying the member that changes were made. But if all I'm doing is fixing a misspelled street name or adding "AVE" at the end of a street address, it will only confuse the member to receive that alert. Is there a tool that does not prompt the Red Flag warnings to be sent?
Yes, although for obvious reasons it is a special tool that should be carefully controlled and used only by authorized users in special situations. The most common use is immediately after a data conversion, where new clients just moving to the CU*BASE platform need to perform some routine cleanup of truncated names or stray special characters on street addresses on the data that was converted from their previous core processor. On occasion, a CU that has been on the system a while wants to go More...
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12.
How can I change a membership account from an individual (MI) to an organizational (MO) type?
To change a membership from individual to organizational (or vice versa): Launch Tool #3 Open/Maintain Memberships/Accts” Enter the account base and click Update Membership/Account Info Check the Membership information flag (if you also need to do joint owner maintenance, you can check that flag now as well), then press Enter or click Go to proceed Click Unlock Fields Click Chg to Orgn or Chg to Indv Click the lookup button next to the Designation field and choose the appropriate designat More...
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13.
What commands are available in text banking?
Keywords are not case sensitive. For example, you can type either help or HELP or even Help and you'll get the same result. BAL Reponses to BAL include the available balance on three savings accounts/and or checking accounts. Member Text: BAL Text Response: xxxxxxxxxxxxxxx:$-9,999,999.99, xxxxxxxxxxxxxxx:$-9,999,999.99, xxxxxxxxxxxxxxx:$-9,999,999.99. Reply HELP for help. Msg Data Rates May Apply. If multiple memberships are enrolled with the same phone, the response will ask you to specif More...
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14.
How do I research why a loan did not report to the Credit Bureau?
Here are seven things to review if you are trying to research why a loan did not report to the credit bureau. Look to see if the loan is flagged not to report to the credit bureau: Access Tool #20 Update Account Information (shortcut: acct) for the account and click the Credit Reporting Info button. The Report to credit bureau flag must be checked. Look at the Credit Report History located in Loan Account Inquiry via the Delinquency window (F23 or click the lookup button next to the Deli More...
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15.
There is no "View Check" link next to the member's check(s). What can I do?
Verify that check viewing is turned on for the CU. You can check by making sure there is a code in the Check Image ID field in ARU/Online Banking Configuration (MNOP09 #8). If the Check Image ID field is blank, either the correct value was somehow removed and needs to be replaced, the CU’s request for online banking check images is not yet completed (check the Pending Check Image Projects on the Check Image Info portal page), or this CU has never signed up for online banking check image More...
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16.
How do I format an address correctly in CU*BASE to adhere to Metro 2 standards?
CU*BASE Standards for Names and Addresses for Metro 2 Credit Reporting With the implementation of new Metro 2 standards for reporting member credit data to the national credit bureaus, following are some tips for entering names and addresses, including military addresses, properly into CU*BASE. The bureaus have given notice that any names or addresses not adhering to these standards will be rejected and not posted to the bureau's database. (Keep in mind that for online credit unions, a high More...
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17.
How can I personalize my CU*BASE home page?
To customize the appearance of your CU*BASE homepage, use the Preferences (F5) button (the star) on the home page. From there, you can customize the look and action of your home page in the following ways: Activate auto security when logging in Launch ProDOC when logging in Which tools to show when logging in (All My Tools, My Favorites, All Available Tools) When displaying favorites, choose to show My Groups, my CU Groups, or Both Sort tools by favorite sequence, tool number, or tool titile More...
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18.
I was doing some cleanup and noticed that my CU has a lot of non-member records that match the SSN/TIN of actual memberships, usually the same person. How does this happen?
When you close a membership that is linked to another membership (for example, a wife closes her membership but is joint on her husband's membership), CU*BASE automatically creates a non-member record so that joint owner the link can remain in place. But later on if the wife were to come back and open a new membership, if the user chooses not to copy the non-member record but rather re-enter all of the wife's info from scratch, the non-member record does remain in the file. There are al More...
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19.
What data tables can I search to see information about where and when attempts are made to login to a member's online banking account?
There is a table called MBRAPPSTAT which holds records of various API calls done during the entire member authentication process, even before they have successfully logged in to online banking (even if through the mobile app). That is the first place TO look to see records of what's happening with this member's account as they step through that process. There is one row for each API call, and each API call represents a different phase of the process. For example - Get Username, Get Chall More...
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20.
What else should I be doing to keep my email lists clean?
These days, electronic communication is becoming more and more vital to your relationship with your members. Start by verifying your credit union's From: email addresses are set up properly. You can use a DNS tool to verify your domain, learn more in this Knowledge Base item . This is where bounced-back emails are delivered, one for loan status change emails (configured as part of your Underwriting Codes and generated by items in your lending queue) and all other general emails that CU*BAS More...
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21.
Can I view which employee pulled a Credit Report?
Use the CU*BASE Report Builder (Tool #100) to create a Query of the credit bureau report summary file CRBSUM . The employee ID can be found in the CREMPID field within that file. You can also find out who pulled the most recent credit report via Tool #53 Process Member Applications, Action Code LC (Open End Loan Contract / Risk-Based Credit Score Info).
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22.
Which reports support Report Scheduler?
As of May 2019, the following reports can be set up in the Report Scheduler. More reports are being added all the time, though. To see if your report is included, simply look for the Save Settings button on the screen when you are running your report. Tool #108 Accrued Dividend Summary Rpt - CDs Tool #190 CD Maturity Analysis Report Tool #191 CD Selective Trial Balance Report Tool #213 Closed Account Report Tool #218 Closed Membership Report Tool #280 Contingent Liability Analysis Report Too More...
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23.
I tried to print a Query definition and it doesn't go to my default printer like I want. Can I change that?
No. The way that normal CU*BASE features work is to use the CU*BASE Workstation Configuration settings to determine a default printer for certain functions, or you can choose a printer directly when printing most CU*BASE reports. But since IBM Query is not a CU*BASE program but rather a generic program offered by IBM, it does not have any way of looking at CU*BASE configs for the info it would need to direct the print job. Therefore a Query definition will go to your list of spooled files and More...
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24.
I am using the Mobile App Card Control feature to allow members to manage their cards. How can I see data related to which members are using this feature?
There are several ways to view data on members using card controls. Card Status Change Exceptions Report As the status to activate/deactivate is sent in online mode only, not in nightly batch maintenance, any exceptions to card status changes will not appear on the standard nightly maintenance report or exception report. To view and work any exceptions to the member card control status changes, view the daily report Daily Member Card Status Exception Report ( LCSALGE) found in CU*Spy. End of More...
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25.
What is the procedure for creating a new workstation session for my credit union?
Enter your device library by launching Tool #326 CU Hardware Configuration. You will need the correct authority to do so. Decide what the ID for the new device should be based on your existing device listing. Complete a Workstation Request form and fax it to the Systems Team at (616) 285-5735. If you don't have one available, you can get one by by going to NET > Technical Support Info > Links in your GOLD session; choose the New Workstation Request. Requests will be completed within More...
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