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1.
We are in the process of creating a procedure in the case of a security breach in which we might need to have all members change their online banking passwords. Is there a way to configure the system to force a password change every 6 months or 12 months (even if the account is active)?
Tool #569 Online/Mobile/Text Banking VMS Config > Online Banking Password and Security Settings includes a setting labeled Expire stale passwords after xxx days of non-use . This means if a member does not log in within that period of time, they must answer all of their security questions in order to reactivate or change their password, before they can log in. The maximum allowed is 90 days, so a value 6 or 12 months is not currently allowed. Remember that this process expires the passwo More...
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2.
We are in the process of creating a procedure in the case of a security breach in which we might need to have all members change their online banking passwords. If there was a security breach and the process to force a password change takes more than a day, how quickly could we shut down access to online and mobile banking?
The Client Services Education team has the ability to shut down online/mobile banking access for all members. To be clear, this would not reset any passwords to respond to the security breach, it would simply take It's Me 247 completely off line so no one could access it.
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3.
We are in the process of creating a procedure in the case of a security breach in which we might need to have all members change their online banking passwords. If we had to force a password change, can the system recognize old passwords and not allow them to be used again?
For a forced password change, the security table can be flooded with a forced password change status and the member would have to change their password the next time they log in. The hold password would remain in the system until the member updates their password. There is not an automated process for this on CU*BASE. A programmer will have to do this manually via a custom programming request. A custom request would need to be submitted and an estimate for leadtime will be provided at that time. More...
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4.
What are the complex (strong) password rules for online banking? What are the minimum and maximum character length of online banking passwords? What are some tips for creating a great password?
Complex Passwords If complex passwords are activated, they apply for both It's Me 247 and BizLink 247 . If you activate the optional requirement for complex (formerly referred to as strong ) passwords for Online Banking, members must use at least 3 of the following: lowercase letter UPPERCASE letter number special character Minimum Password Length The minimum password length is defined by your credit union. This length applies to both It's Me 247 and BizLink 247 . We require at l More...
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5.
How can I tell just how often my members are having to change or reset their online banking passwords?
Ever wondered just how many times members really do call up and ask that their online banking password be reset? Might seem like some members call every other day, but until now there wasn’t really an easy way to tell. The new PIN/Password Change History tool was designed to answer that question quickly and easily, whether for one member or for all members as a trend. When accessed via Tool #14 Member Personal Banker, you will see just a single member’s history, which should be h More...
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6.
How to Use the CU*Answers Network Services Help Desk Portal
Log in to the Help Desk Portal Navigate to https://cuanswers.myportallogin.com . If you already have an account, click Sign in. Enter your email and password. Click Login to be directed to the Home page (shown below). If this is your first time logging in, click Sign up. Enter your information below. Click Sign Up. You will receive an email to verify your account. Once confirmed and logged in, you will be directed to the Home page (shown below). Log Out When you are finished using the Customer More...
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7.
What options are available for who controls setup and access to "BizLink 247" business banking?
There are three options available for setting up users, assigning permissions and resetting passwords in BizLink 247 (formerly It's My Biz 247 ): Scenario A: Company controls access to BizLink 247 and PIB-MLO (credit union still can support) If the company elects to use PIB-MLO, your credit union will only need to set up an initial administrator user in CU*BASE. Then the business will have a user that can log into PIB-MLO who can manage online banking access, including adding additional use More...
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8.
How should I explain to my members what will happen when I turn on complex passwords?
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 complex password for your members in It’s Me 247 . On [enter date] our credit union will be activating complex passwords for all members. Enter this new password in the place of your existing password going forward when you log into It’s Me 247 , regardless of the device you use to log in. Complex passwords are more secure More...
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9.
Each month we receive CDs with daily EOM reports. Are we able to download these CDs and archive them onto our external backups, computers, etc? Is there a process for this?
Yes, you can copy the contents of the archive CDs onto your computer, or a location on your network. First, create a new folder at the location you intend to the copy the CD. Please note that the folder that you create must be named the same as the root directory of the CD in order for it to work. So for example, if you have a CD with the root directory name CUA246200107, then you would need to create a folder at your copy/backup destination called CUA246200107. Then copy and paste all of t More...
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10.
What is the procedure for acquiring receipt masking on our existing Epson thermal receipt printers?
Determine which masking options you wish to use. Make a list of all the printers you want to add the masking option to. Decide whether you wish to move all printers to a single workstation or wish to arrange to work at multiple workstations. Contact Carswell Data Products (CDP) at 1-800-869-0493 to create a schedule for completing the masking implementation. There is a $25.00 fee for each printer which will be billed to you directly by CDP. CDP will send an e-mail and invite you to a WebEx sessi More...
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11.
We have a former teller whose drawer still has cash in it in the system. We have already archived their two digit ID. How do we get the cash out of her drawer?
This is a pretty common question. Before a teller ID is archived all of the cash should be sold back to the vault, but it's easy to forget this step. Fortunately there's an easy way to fix it, by temporarily recreating the archived ID, selling the cash back to the vault, then deleting that temporary ID. First, take a look at the old ID so you can recreate a temporary one with the same settings: Launch Tool #327 CU*BASE Employee Security Click the View Archived IDs button Find the form More...
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12.
What controls are in place for un-posting a previously-posted journal entry in the general ledger?
Occasionally a journal entry will be posted in error. Rather than manually reversing each individual debit and credit, and then re-entering the data correctly, the system allows you to un-post the entire batch, via the Unposting feature in Tool #61 Create/Post Journal Entries . A second employee ID is required to un-post, and this employee must have Unpost JE authority checked in the Employee Special Security. This way you can differentiate which employees can post journal entry batches an More...
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13.
How should I explain to my members what will happen when I activate the requirement for username?
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...
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14.
Is there a way to know which user (login) ID goes with which employee ID on CU*BASE?
No. There is no system connection whatsoever between the user ID a person uses to log in to CU*BASE and the CU*BASE employee ID your credit union assigns to the employee that controls what specific tools they can access. For online credit unions, the CU*BASE login/user ID must be set up by an authorized data center security officer; your credit union cannot create these but can request them via forms available from a Client Service Representative. This ID simply controls a user’s overall More...
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15.
My members are having trouble with downloading to Quicken/QuickBooks. What steps should I take to troubleshoot?
Remember that the only thing we do on our end is create the files, and we must certify with Quicken/QuickBooks even to do that. So if the problem is in what data the file contains, then we can address that. However, once online banking generates the file, then the import process is completely controlled by Quicken/QuickBooks, and we have no control over that part of the process, nor can we assist you or your members. You must contact your Intuit representative for assistance. NOTE: As of May 20 More...
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16.
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?
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...
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17.
What other tools should I be using to control Online Banking risk for my members?
Remember that your credit union’s responsibility for mitigating risk doesn’t stop when you flip the switch to turn on PIB. Your policies and procedures related to offering and supporting home banking services for members are just as important. Make sure you have also considered: Your password controls and education program. How you manage resetting passwords for members. Your policies and procedures for how home banking is implemented for new memberships. Policies for expiring pa More...
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18.
Why won't my screen shots, histories, or totals print?
Almost without exception, this printing problem is caused by working on a session that has no default printer configured. There are usually three sessions set up for you, (G0 G1 G2) so if your workstation ID shows G3 or higher, you most likely no longer have a default printer. How do you get a default printer? When you launch a GOLD icon for the first time on a new workstation, it creates a "virtual device" on the AS/400 system here at CU*Answers. It is a newborn device and doesn't know where to More...
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19.
Will PIB let members get a password "reminder" or help when they forget their password?
The PIB Profile online tool does include a mechanism for members to click forgot my password and, after answering a series of challenge questions, the system will send a new password to the email address on file at the credit union for that member. There is also a mechanism in Online Banking where, if your credit union has already set up a profile for the member, or if you require the use of a PIB profile in order to access Online Banking. A m ember creates a user name and password to acce More...
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20.
How do I create a ProDOC user?
Log into the iDOCVault. Click on Admin link along the top. Click the Add button. Fill in the fields, including username, password, etc. Click the Add button.
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