Loading...
progress
Your request is being processed...
  • Knowledge Base
 
Expand Advanced Filtering Advanced Search Edit Your Advanced Search | Contact Us

  • 1. Where does the member go to change personal information, update their password and security questions, and things like that in the new online banking look? Public
    Preview
    Access to personal information and other settings are now available by clicking the new profile button in the upper-right corner of the screen. These are the features included here: Message Center eAlert Subscriptions Personal Information (address, phone, email) Contact Preferences Change Username Change Password Change Security Questions Login History Password Change History
  • 2. How can the print session configuration be changed so that it prompts for a user name every time? Public
    Preview
    When a Client Access print session is not configured correctly and is launched, the user name is already there and cannot be changed. This is caused by having the wrong connection options selected when configuring the session. To correct this, go into Start -> Programs -> IBM AS/400 Client Access -> Operations Navigator, right click the wescprod.cubase.org connection and choose properties. In the properties window, select connection and change the option for login to Prompt Every Time   More...
  • 3. A member forgot his username for online banking. How can I help him? Public
    Preview
    To see the member's username, go into Member Inquiry or Phone Operator and click the Online Banking button. Then click the Display Username button. Just like if a member forgot their account number, you'll want to follow your normal procedures for verifying the person's identity before disclosing the username. Or if you wish, you can clear the username entirely by choosing the option to change the member's password Tool #14 Member Personal Banker. Then use the Display Usern  More...
  • 4. How to change website links to "BizLink 247" instead of "It's My Biz 247" Public
    Preview
    Between February 23, 2021, and June 11, 2021, credit unions who have links from their website to our business online banking product (formerly known as It's My Biz 247 ), will need to adjust the URL on those links to BizLink 247 as follows (the parts in red are the only parts that need to be changed, and ### represents your online banking ID): OLD ADDRESS NEW ADDRESS https://www. itsmybiz247 .com/###/Authentication/Username https://www. bizlink247 .com/###/Authentication/Username https://  More...
  • 5. How should I explain to my members what will happen when I activate the requirement for username? Public
    Preview
    While your credit union certainly may decide to add some more marketing spin, here is some basic information that you can share with your members when you activate required usernames for your members in It’s Me 247 . On [enter date] our credit union will be activating required usernames for all members. Enter this username instead of your account number when you log into It’s Me 247 , regardless of the device you use to log in. A username is a more secure way to login since it is som  More...
  • 6. 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? Public
    Preview
    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...
  • 7. Have you ever reset a member’s password for It's Me 247 and the member was still not able to log in? Public
    Preview
    Remember that members can change their username from their account number to a personalized name. If the above situation were to happen, it is possible that the member has set up a personalized username and has forgotten that name. (Use the link below for instructions on how to see that member's username.) SECURITY BEST PRACTICE TIP: Never release a member's online banking username until you have carefully verified the member's identity. For example, ask for answers to some out-of-wa  More...
  • 8. How can I ensure MACO is unenrolled from all devices for a member's account? Public
    Preview
    Here is one way to make sure that MACO is unenrolled from all devices that have been enrolled using this particular account: Step 1: In case credentials have been compromised, have the member change their password, then enroll for MACO Step 2: If the member sees the message, “Previous Enrollment Found,” that indicates that another device has, in fact, enrolled with MACO. (Less commonly, this message could also mean that the member had previously enrolled but hit “Reset All  More...
  • 9. What new information does member see on the Login History page in Mobile Banking and "It's Me 247" starting with the 18.08 Online Banking release? How might this be different if the member logs on with device registration controls to their access (PIB)? Public
    Preview
    The member will see some new information on the Login History screen starting August 29, 2018. The data for this change was collected beginning August 7th. New information includes: Login Source types: iOS, Android, Desktop Browser, Mobile Browser, Loan Application, Other Login Methods: Username Password, Fingerprint, Pin, Voice, Face NOTE: If a member uses Personal Internet Branch (PIB) device registration, a duplicate login record might appear that doesn’t record the login source, IP  More...
  • 10. What features does It's Me 247 Mobile Web Banking offer? Public
    Preview
    Members can perform the following tasks while in Mobile Web Banking: Check account balances of savings, checking, certificate, credit card and loan accounts (both available and current balances). View transaction history for these accounts. View funds on hold for savings and checking accounts View pending authorizations for credit cards (if they exist) Transfer funds to other accounts (as allowed by standard online banking) View if a check has cleared (cancelled checks) View pending ACH transac  More...
  • 11. After attempting to login to online banking members are receiving a message stating the member number is not valid. What do I do? Public
    Preview
    Here are some ideas of things to remind members: If an online banking username was set up, the account number can no longer be used to log into the account. (If the member cannot remember the username they set up, after verifying their identity use Tool #14 Member Personal Banker > Online Banking/ARU (activate, change PIN/password; view password history) > Display Username to delete the username. Your member number is the main account number that identifies your relationship with the cred  More...
  • 12. An incorrect name appears in the username when I start my print session. How can I clear the name field? Public
    Preview
    All print sessions should be configured for Prompt Every Time. Usernames and passwords should not be saved in the session, as this can cause account issues when passwords expire. To change a print session to use the Prompt Every Time setting, please follow these steps: Open the print session in question Click the Communcation menu Click the Configure option Click the Properties button at the top For the User ID sign on drop down, select Prompt Every Time Click OK twice When pro  More...
  • 13. Explain how the new search engine works when it comes to searching for a member name. Public
    Preview
    With changes that were implemented with the 21.12 release, in both Xpress Teller and Member Inquiry you'll use a separate field strictly for name searches (member name and organization name, NOT including DBA name). To narrow down your results you can choose whether to include both individuals and organizations in the results, or just look at organizations or individuals separately. Here's how it works: If you enter a single word into the name search field, CU*BASE will show all records  More...
  • 14. A business member using "BizLink 247" is having trouble getting connected to online banking from within the QuickBooks software. Any tips we can share for troubleshooting? Public
    Preview
    Unfortunately Intuit has made it very clear they will not work with us on your behalf, and generally will work only with their paying customers (your credit union or your member). However, here are a few things to suggest to your members that might help narrow down where the problem lies: Ask them to make sure they can log in manually. If they can't log in manually, Intuit won't be able to, either. There are two sites to try: Standard site: https://www.bizlink247.com/###/authenticatio  More...
  • 15. What are the requirements for a CU*BASE Employee ID password? Public
    Preview
    The password for a regular CU*BASE employee ID (remember this is the 2-character ID that controls access to individual tools from the home page, not the username you use to log in to CU*BASE in the first place) can be anywhere from 2-8 characters in length and can contain letters and numbers. The minimum length can be controlled by your credit union via Tool #327 CU*BASE Employee Security (click the CU Options button). That same CU Options feature also lets you control whether or not the employe  More...
  • 16. How do I add a workstation to a domain? Public
    Preview
    The following steps can be performed for adding a workstation to a domain: For Windows XP: 1) Right click My Computer and selct properties 2) Click on the Computer Name Tab 3) Click the option for Change 4) Choose the option for Domain 5) Enter in then name of the network domain Examples (internal.cubase.org, domain.sscu.com) 6) You will be prompted to enter in a user name and password. Enter a username and password with administrator rights. 7) restart the workstation For Windows 2000: 1  More...