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1.
If I switch to the Vertical receipt format, can I switch back to the old format if I want?
Technically, yes, but you will need to go through a similar process as you went through to move to vertical receipts in the first place, including scheduling an after-hours conversion with someone available at every branch to perform testing. Remember that all of your printers must use the same receipt format, so if you decide to switch back, ALL of your receipts at every branch will go back to the old format. NOTE: A date has not yet been determined, but it is likely that at some point down th More...
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2.
My ATM/DEBIT switch is CO-OP. What does the "MSG TYPE" values mean on my LC01TXN report?
The MSG TYPE values describe types of 'authorizations' and 'transactions' processed through the CO-OP network. Authorizations: (100 110 120 130) For PIN Authorizations there is no hold on the member's funds. However, Signature Authorizations place a hold, CU*BASE shows this as a debit authorization comment in OTB processing. In either case this transaction is not posted to the members account. This is just a POS (point of sale) authorization for the merchant. It could be e More...
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3.
What causes a member check to be returned as 'Refer to Maker'?
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...
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4.
When looking at the ATM/Debit or Credit Card Activity screen, what does the indicator in the Type and Transaction Description mean?
The fields are related to Process Codes, in that they are derived from the code attached to the message received from the plastics processor (vendor, or switch). The Type you see in the initial Type column of the Activity screen relates directly to the Transaction Description when you view additional transaction details. Transaction types may not apply to all vendors. Examples of these labels are as follows: DEP (Deposit Transactions) ATM/DEP A deposit made at an ATM. ATM/DEP - including a $ More...
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5.
If we decided to use the new "Switch LOC" feature announced in the 19.05 CU*BASE Release so that its switches Interest-Only Loans to Principal/Interest Loans, how will we monitor which loans get switched?
Please monitor the PLNI2P reports that are sent to CU*Spy daily. There is one report to show you all loans that have switched from Interest Only to Principal Interest (P I) and one exception report.
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6.
Are there any receipt types that will no longer be available once I switch to the vertical receipt format?
Yes. The vertical receipt format does not support the following receipt types (available only for horizontal receipts): Certificate creation Stop payment orders On-demand dividend payments (CDs) On-demand dividend payments (savings) Direct/mail batch deposit In addition, the following receipt types are being sunset completely as of the 21.05 release (both horizontal and vertical receipts): Redeem share certificate Miscellaneous expense/receipt Transaction reversal Receipt types are activated as More...
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7.
After I switch to vertical receipts, can I still reprint receipts that I had printed previously in the horizontal format?
Yes, but the receipt will reprint using a vertical format (receipt printers cannot go back and forth between orientations). Parts of the receipt may not look exactly the same as the receipts you are printing now, since we are recording data a little differently specifically for vertical receipts. But we’ll print what we can based on what was stored back when that transaction was posted.
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8.
The member has scheduled Automated Funds Transfer (AFT) and has selected the option to "pay the amount in full every time (for credit cards or lines of credit)". What happens if the AFT amount will result in an overpayment of the loan's current balance?
You can schedule the AFT payment to pay the amount in full every time (for credit cards or lines of credit). Making this selection allows the member to pay the LOC or credit card off every time a transfer is performed. (The recommended frequency with this AFT payment method is Monthly.) For LOCs , this means pay whatever the current balance on the loan is at the time the transfer is performed. If the AFT payment amount will result in an overpayment on the loan, the transfer amount will be adj More...
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9.
Since the "See" feature is not going to be available anymore in the new look, will members who used that automatically be switched to allow "Jump" or will they just not have the feature at all?
We will not be converting any existing members who have only the See feature activated so that they automatically allow Jump for those relationships, but you can make those adjustments yourself as members request that access be reinstated. Use Tool #14 Member Personal Banker then choose See/Jump Relationships . Since we are still considering how to introduce a different type of See functionality in the future, at this point we will not be removing the existing settings from the configurat More...
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10.
What are the differences between an online ASP and in-house e-document strategy?
The differences ultimately come down to control and cost. The online ASP system is the fastest, simplest, most inexpensive way to get started with an e-documents strategy for your credit union. With online ASP you offload the back-end service management headaches to CU*Answers. We manage, backup, secure, and patch/upgrade the eDOC servers and databases and these processes fall under our SAS 70 and third party security audits. The online ASP system consists of electronic storage of receipts, loan More...
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11.
How do I use CU*BASE tools to keep track of the beneficial owners on my business accounts and other memberships?
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...
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12.
My credit union likes to review printed notices before they are mailed out to members, but we are also trying to switch people to eNotices. Do you have any tips for how we can still make ourselves aware of what notices are being produced on a daily basis?
From a front-line inquiry standpoint, there’s no better record-keeping option than having people check member Tracker histories. The notice type, date, and contents are easy to look up in tracker history, but prior ones are available to scroll back through as well so you can see context of the individual member’s history with that type of notice, or others. When it comes to the ability for staff to review this data for proactive outreach, such as to see who has delinquent loans an More...
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13.
We are thinking of activating the new See and Jump features for online banking. Can you explain the thinking behind the security, and why only an account owner can have this access?
IMPORTANT NOTE: With the new look for It’s Me 247 being released during 2021, the “See” option shown on here is temporarily unavailable. Members who had See-only access previously configured will no longer have access. Jump, however, is still available. 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&rs More...
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14.
Can you explain how the system secures funds for debit card authorizations?
The process can vary a bit according to the vendor, but here's a discussion about how it works for credit unions on the CO-OP network, as an example. In most cases, debit card authorizations create a Misc. Secured Shares record on the member's account to hold the funds. When the actual transaction comes in, this record is automatically deleted. (There are exceptions to this rule, such as gas purchases.) A little history: In the past, debit card authorizations would add a hold to an ind More...
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15.
What is stand-in processing?
Simply put, it is a way for your members to continue using interactive services such as audio response and online banking, ATM/debit cards, and online credit cards for their financial needs, even while CU*BASE is off line for normal daily or monthly processing. CU*BASE uses a special style of stand-in processing that allows for continued use of CU*TALK audio response and It's Me 247 online banking services even during the night when we perform end-of-day and end-of-month processing. Refe More...
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16.
My member gets a Social Security (SSA) deposit via ACH. We use an ACH distribution to pay the member’s loan payment, but the loan payment was not made. Why did this happen and what benefits are there to using an Automated Funds Transfer (AFT) instead?
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...
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17.
All of the lights on my CheckSecure box are flashing. What should I do?
Verify that the printer cable is securely connected to both the check secure box and the printer. Check the mode switch, located on the back of the check secure device, and make sure it is set to zero. Make sure the check secure card is properly inserted into the device. Press the Reset button on the back of the check secure device. If flashing persists please call the Systems department. NOTE: Support for CheckSecure devices is sunset as of July 1st, 2014. Contact Lender*VP to learn abo More...
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18.
What are vertical receipts, and how can I get them?
Vertical receipts are a new format being introduced in the 21.05 release, for receipts produced by various CU*BASE features, including Teller Line Posting, Xpress Teller, member transfers, loan disbursements, and anywhere else that receipts are generated. The traditional horizontal receipt format can fit only 10 transactions per receipt. Vertical receipts take advantage thermal printer capabilities and allow you to print virtually unlimited transactions, all on a single long receipt, saving pap More...
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19.
How can I use Telnet to test connectivity to the high-availability (HA) server?
We strongly recommend that you regularly test access to the HA server to ensure that you can connect to CU*BASE in the event of an HA rollover test or actual disaster. We recommend that you perform this test monthly and whenever you make a change to your network. To perform this test, follow the instructions below. 1. Ensure that Telnet is installed on your workstation. If you are running Windows 10, you’ll need to install Telnet. Visit https://social.technet.microsoft.com/wiki/conten More...
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20.
How does card maintenace work on the MAP VISA DPS switch on the new platform? What can be done on CU*BASE and what is done at the vendor?
Visa DPS MAP and CUBase card maintenance roles CUBASE: All NEW card and pin orders are handled through CUBASE. CUNW sends the AP maintenance file each night to Visa DPS. The card and pin are then processed and sent to Personix for creation. Hotcarding is also done on CUBASE. A new card – to replace the hotcarded one– is ordered from CUBase. All subsequent address and social security number and phone number updates for cards are also sent through the AP File. MAP/Visa DPS: A More...
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21.
My member has contacted me and says they cannot view their check. What information do I need to collect for use when researching this issue?
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...
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22.
How can I find out where my members have loans, credit cards, or LOCs at other financial institutions?
If you pull credit reports using the CU*BASE online credit bureau access system, credit report data is stored online and can therefore be mined for opportunities. There are a couple of ways you can find this information: Use Tool #976 Where Your Members Borrow This tool pulls trade line data from stored credit report files, showing other financial institutions with whom your members do business. This tool lets you make a direct comparison between your credit union and a competitive FI. F More...
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23.
I know the look and navigation will be different, but will there be any brand-new features introduced with the new look for "It's Me 247"?
Yes! Here's a list of just a few of them: Stuff members will love: Favorite accounts - Which accounts they want to see front and center when they log in. Favorite features - Features they want to see along with their favorite accounts, like quick transfer, eStatements, and bill pay. Member messaging - Neat little scrolling ads that pop up to alert members about messages they've received, documents ready for eSignature, password change reminders, and 1Click offers. And our favorite new More...
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24.
I have a husband and wife who both receive Social Security payments to the same membership. Now that CU*BASE uses the new way of handling ACH transactions from the SSA, these are causing duplicate distributions to be posted. What should I do if my members still wish for them to be separate transactions?
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...
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25.
What do the various device and print job statuses on the iSeries mean?
When a device first connects to the iSeries, a virtual device is created - consider it a placeholder for that workstation or printer. Only one device can exist for each ID, which is why only one person can sign into a printer at a time. Throughout the virtual devices lifecycle, there are several different statuses that device can be in. Read below for some details! Workstations VARY ON PENDING - this is the default status of the virtual device. This status means the device is ready and wai More...
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