Launch Tool #326 CU Hardware Configuration. Select either Terminals or Printers. This will bring up a list of the devices currently built in your CU device library. Double-click the device you want to review.

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...

This comes from Fiserv's records, which are provided to them by the Federal Reserve (through the FRB's Checks Department).

If you are creating a membership by copying over the data from an existing non-member record (like a joint owner or co-borrower is joining the credit union), the system will copy over all phone numbers tied to that non-member record and attach them to the new membership, then delete the old numbers tied to the non-member (since the non-member record itself also gets deleted at that time). This is not the same when copying from another existing membership , or when copying from a closed membershi  More...

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...

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...

You can Query the PCALTCFG file for information on e-Alerts and e-Notices. This file will show you all members who have signed up for these items, including an column indicating whether the member signed up to receive the alert via email or text message. In the alert type field, the types codes are as follows: AC = ACH transaction AB = Account Balance LN = Loan Payment Due NP = e-Notice

Use Tool #332 Database Search Assistant. This tool lets you enter part or all of a table (file) name, a column (field) name, or even a portion of a table or column description to help locate where data is stored in your member files.

Use the link below to read about this in CU*BASE GOLD online help.

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...

When creating a loan category that will be using a new suffix range, you will need to first create the account suffixes using Tool #105 Account Suffix Configuration. Choose the option Type from the drop-down and hit enter. Fill in the Account type range and enter - this must be done before filling the 3 following fields. Then fill out the Application type, Description, and Receipt description fields and enter. Once the account type range has been established, you can use the suffixes in you  More...

Due to the growth of our network, during 2017 we will be changing the naming convention we use for CU*BASE devices (printers and workstations). We're expanding the number of characters in each device name so that more devices can easily be added as we continue to grow in the future. This new, 7-digit format will include: The CU ID The Branch Location The Device Type The Sequence Number What Your Credit Union Needs To Do CU*Answers will be working with your credit union to prepare for   More...

Custom reports created using the CU*BASE Report Builder (Query) will only print what will fit on a standard width of paper (usually 132 characters). If you cannot eliminate some of the columns, try using the Format Columns option to shorten the length of some the columns in your report and/or abbreviate the column headings. Also try using the Choose output feature to activate the line wrapping option and/or adjust the wrapping width. Query

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...

Yes! The Statement Processing steps are as follows (performed by CU*Answers Operations Department for online clients and internally by Self-Processing Clients): OPER-6 Statement Processing: 1 - Create Statement Work Files This option is run just once each month and produces the work files for the following options. 2 - Create Statements for Print Produces a file for the statements that are to be printed EXCLUDES e-statements (unless member has the mailed copy for xx months option) EXCLUDES st  More...

As a result of a January 2018 Windows 10 update, you will need to join your Windows 10 iSweep to your domain. This will be handled internally for Network Services Managed Clients, however, non-managed clients will need to have Network Services work with their IT staff/third party IT company to setup a new local account on the machine in order to join this unit to your domain and complete the additional steps. Configuring Group Policy and Active Directory Active Directory Configuration Open Act  More...

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...

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...

No. This requires a very high level of security access on the iSeries, which we cannot make available to our clients. The only way for CU*BASE user IDs to be created is to fill out and submit a Credit Union Security Authorization Request to our Client Services team. This form can be found on our CU*Answers Online store (use the link below).

Any time a new member or non-member record is created, OFAC is checked, if turned on in your workflow controls. It doesn't really relate to joint owners, misc. owners, or beneficiaries specifically, but covers them just the same. Member service rewrite

No, our CSRs will not reset the 2-character CU*BASE Employee IDs for your staff. This must be done by an internal CU security officer. Use Tool #762 Reset Employee ID Password . (This can also be done via Tool #327 CU*BASE Employee Security using the Reset PW option.) It is important that credit unions insure proper training to their employees regarding the expiration of their CU*BASE Employee ID password. We deliver a warning message of expiration 7 business days prior to the staff member.   More...

The Teller Activity Report (Tool #848) uses multiple files. The main files are: TEAUDT1 - contains current-day teller transactions TEAUTR - contains prior-day teller transactions In short, these are all of the transactions that have audit keys attached to them: cash withdrawals, deposits, miscellaneous receipts, checks, and in-house drafts.

Yes. You will want to ensure that no other users are performing any general ledger processing when these steps are taken! The first step is to use Tool #202 Chart of Accounts/Budget Groups Maint and update the Current process month and year to 12/YY (December of the closing year). In addition you will want to flag the line item Current Processing year/month is equal to period 13 Y/E. Then create and post your entry using Tool #61 Create/Post GL Journal Entries. Remember to also post the ne  More...

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...

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.