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  • 1. Does CU*BASE offer a custom report writer tool? What is the cost?
    Yes, the CU*BASE report builder is a powerful, flexible tool for creating custom inquiries and reports that can be viewed, printed, or even saved as a database file ready for downloading. The CU*BASE report builder uses IBM Query as its engine, allowing you to manipulate data from any of your CU*BASE files, using your custom report layout, calculation and formatting parameters you wish. In addition to custom reports and inquiries, the CU*BASE report builder menu also provides many pre-written in  More...
  • 2. What custom report feature does CU*BASE offer?
    CU*BASE utilizes the IBM AS-400 Query product.
  • 3. What are the instructions to create an .fdfx companion file for my custom upload to CU*BASE?
    Do not use these instructions if you are performing one of the standard uploads such as to DMPIMPORT, FCBUSINESS, FCPERSON, IMPEMAIL, etc. Instead, look for your appropriate .FDFX companion file in C:\cubase\cubase\resources Instructions below are relevant for projects where you are working to upload data to a custom table destination that meets the following criteria: The table already exists in CU*BASE The table has been used before (has at least 1 row of data in it). For the purpose of the ex  More...
  • 4. We just got a CU*BASE software release and now when I try to run one of my custom Queries I get an error message, "Level for file XXXXX in XXXX does not match query (I C)." What should I do?
    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...
  • 5. I've created a custom query report in Tool #100 CU*BASE Report Builder (Query), how do I know what Authority to assign the query?
    When creating a custom report or database table using the CU*BASE Report Builder (Query), you must select the Authority that will be assigned to the query definition or output table. The authority designation you select will control who can access the report or output table, and what they are allowed to do with it. Each of the following options apply to both query definitions and output tables, independently of each other. Authority Options *LIBCRTAUT This choice will apply the same authority  More...
  • 6. Why does CU*Answers charge a monthly fee for running service charge programs we configure ourselves in CU*BASE?
    There are two primary reasons we charge this fee: Our belief that we should do our best to keep our fees down when credit unions do not earn. This is why, for example, It's Me 247 Mobile Web is offered free to our credit unions. It's also behind our constant pressure to reduce fees where CUs have no basis or belief they can charge for a defensive, relationship service. Charging for these services in this manner fund other areas where the direct expenses cannot easily be identified wi  More...
  • 7. How can I contact CU*Answers for CU*BASE software or Technical Support?
    ​ For General Support and CU*BASE Assistance: Use the AnswerBook to submit a question to the Client Services and Education team. You can access the AnswerBook via a CU*BASE session by selecting the @ symbol and asking a question, or by logging in and asking a question. You can also call 616-285-5711 or 800-327-3478 and follow the menu prompts to reach a representative. For Technical Support: Use the ConnectWise ticketing system to submit a question to the Network Services team. ConnectWise   More...
  • 8. How long will CU*Answers maintain the custom files my credit union creates using Query?
    A monthly purge will be performed for any files* located in the QUERYXX library where it has been more than 95 days since the file was created or updated. This helps us maintain a clean working environment and manage disk usage for everyone on the system. If you need this data longer than 95 days we recommend you download them to your PC and archive them on DVD or other media, according to your credit union's data security policies. *This excludes standard system files that are used by C  More...
  • 9. Does CU*BASE offer a budget tool?
    Yes. The CU*BASE Budget tool is designed to set the base budget by using the historical record-keeping features of its General Ledger. Through the comparison of historical budgets and actual financial activity, CU*BASE can project a detailed budget in a single pass. Once your Budget is created, you can then use the Finanical Report Configuration to bring in your budget totals to perform your analysis.
  • 10. Why does CU*BASE show delinquency in two different ways? In some places it is months/days and others it is actual number of days.
    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...
  • 11. What subsidiary ledger processing systems does CU*BASE include?
    CU*BASE provides tools to automate every subsidiary processing ledger. For instance, in addition to including a completely integrated General Ledger system, CU*BASE also includes Budgeting, Accounts Payable, Fixed Assets, Accruals and Prepaids, Credit Union Investments processing systems as standard. Any of these subsidairy systems may be looked at in greater detail by accessing the CU*BASE Online Help link.
  • 12. How do individual PCs update during a CU*BASE software release?
    Each branch location is required to have a GUAPPLE workstation. This device serves as the update server for that branch location. (Updating workstations between branches is not supported.) A GUAPPLE ( G OLD U pdate Appl iance) 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 the credit union. When GOLD is started on each workstation, it reaches out to the update server to check for upd  More...
  • 13. There are reports for CU*BASE Member Connect messages that tell us members that received a message and those who did not and why. Are there any more reports like this?
    Great question! Recently, 2 more message delivery reports have been created: 1. eAlerts/eNotices - PALTEMAIL 2. e-statements - PESTMTN2 These reports, along with the PCMMSG delivery report for Member Connect messages, can assist a credit union with identifying the reason why a member might not have received an expected email or how many members you are trying to send emails to that have an invalid email address. All 3 reports are automatically generated when mass emails are sent through the CU*  More...
  • 14. What are the network routing requirements for CU*BASE GOLD?
    CU*BASE GOLD requires that the following networks be routed to the CU*Answers CU*NextNET connection: For all CU*Answers privately routed networks below, all ports/services should be allowed outbound from the LAN Required for standard Production connectivity: Required for HA/Disaster Recovery connectivity: 216  More...
  • 15. What is the best way to set up a trust account on CU*BASE?
    Trust accounts can be set up as either individual or organizational depending on the legal nature of the trust. When creating the membership use your credit union's appropriate Membership Designation code (see the link below for tips on using separate codes for each type). For trusts that use a person’s SSN (where you do not have a separate TIN for the trust), set up the account as an individual account, and use the DBA field for the trust name. (Remember that you can configure wheth  More...
  • 16. How does CU*BASE handle written-off/charged-off loans?
    CU*BASE is able to retain a Written-Off loan on the member record, but still classify the loan as a non-earning asset. This is beneficial in that the loan is apparent within member inquiry and further member contacts are not lost in the collection effort. However, if you feel the loan is no longer collectable, you can Charge-Off the loan from any member file. A full G/L interface is performed in both instances. Please review our On-Line Help links listed below for the full details. Collect  More...
  • 17. Does CU*BASE support Risked Based Lending strategies?
    Yes, CU*BASE supports risk based lending. CU*BASE provides tools for pricing loans as based upon the Credit Score/ Paper Grade received. A credit union should check with its applicable credit bureau(s) for Decisioning Products available to facilitate this process.
  • 18. With the CU*BASE budgeting tools, can I project changes to my branches for the coming year, such as if I’m adding a branch or plan to reallocate member branch assignments at some point?
    Yes. There is a technique for reviewing and manually adjusting branch allocation calculations for projected asset and liability balances. See the Budgeting with CU*BASE booklet for instructions. We’re also still looking at how we could automate some functions such as anticipating the closing of a branch and reallocating those expenses and income to other branches mid-year. NOTE: The classical budgeting tools also contain a “Close a branch” function which zeros out monthly   More...
  • 19. Does CU*BASE require automatic password changes?
    Yes, CU*BASE incorporates both a terminal and employee password strategy. For instance, the Terminal Password must be a minimum length set by the processor. (See the knowledgebase items linked to below for more details.) The terminal password can be no more than 10 characters. The password must includes a number. You cannot start the password with a number and you will not be able to re-use the previous 32 passwords. The User ID password will expire every 30 days. You will have a daily re  More...
  • 20. Is CU*Talk able to read the really large balances that are now possible in CU*BASE account and transaction files?
    No. CU*Talk includes a mechanism to intercept and automatically downsize the balance sizes to the maximum number of digits CU*Talk can handle and reformat the dates from the database before sending it on to CU*Talk to be relayed to the members. Amounts that too large will cause a generic message to be read to the member that the amount is currently not available. Our plan is to address that if and when we start seeing member balances and activity grow to the point that CU*Talk needs to be abl  More...
  • 21. How do I reconfigure a CU*BASE print session to use encryption?
    Configuring Encryption ***IMPORTANT: You must have local administrator privileges on the PC to complete these procedures.*** 1. Download the Configure Encryption utility from http://updates.cubase.org 2. Run the tool as an administrator 3. After running the tool, launch the print session and navigate to “Communication > Configure” 4. Click the “Properties” button 5. Select “Use System iNavigator default”, “Use Secur  More...
  • 22. I’m new to CU*BASE. Can I manually enter my G/L history so that I can use the trending tools when working my budget?
    Yes, this is possible in most cases, at least for the monthly balances that are used by most budgeting tools and trending dashboards. Since importing detailed history of debits and credits to G/L accounts might not be possible, keep in mind that functionality may still be limited for some tools. Contact Keegan Daniel, VP Professional Services, at kdaniel@cuanswers.com to discuss your options for either flooding data into your database or manually entering data that could be used by the budget to  More...
  • 23. If CU*BASE is offline for some reason like system maintenance, and a member uses text banking to request a balance, will they be charged for that text message even though the system couldn't respond?
    Since the system will be unable to respond with a balance, it will also be unable to log the text message against the member's account number, which means it cannot be included when fees are tallied. So although the member may still be charged by their mobile phone provider for text messages they send, they will not be charged the usual text message fees by the credit union via CU*BASE (nor with the credit union be charged for that item).
  • 24. In CU*BASE Budgeting tools, how are figures are “spread” across the budget worksheet?
    When it comes to filling in your budget worksheet, it’s important to understand the distinction between the classical budgeting calculation (% increase or decrease based on previous year figures), versus how the modeling projections are determined: With the classical budgeting tools, CU*BASE calculates individual branch G/L figures, one month at a time, using previous year data, then shows you the total of those figures on the screen – it does not figure a total then spread it among   More...
  • 25. Does CU*BASE offer a bill payment system?
    Yes - several in fact, ranging from robust single sign-on interfaces to our own fully-integrated bill pay solutions. Use the link below to review the Comparison Guide comparing features from our current options. Online Banking Bill Payment It's Me 247
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