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  • 1. My credit union is part of Xtend Shared Branching. Can we ever be included in a CU*BASE release beta test? Public
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    It depends. Using shared branching does not automatically exclude you from the beta pool! But the specific changes being made can affect how your credit union works with others who are not part of the beta. The most common example is shared branching but might also include vendor relationships as well. This becomes an issue when the release includes changes to the database structure itself (new data in files or changes to the data’s format). CU*BASE requires that all of the data used   More...
  • 2. I am transitioning to Tool #1375 for my data transfers, what information do I need to know? Public
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    The previous tools used for uploading and downloading to and from CU*BASE will be retired when your credit union recieves the 20.07 CU*BASE software release. For online and Site-Four credit unions, that date is Sunday, July 12. Self-processing credit unions will receive the release the following Sunday, July 19. To replace the two tools, a new tool was introduced in November 2018, Tool #1375 Data Transfers (Upload or Download) . Following the release, this tool will be the default data transfer  More...
  • 3. What do the various device and print job statuses on the iSeries mean? Public
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    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...
  • 4. How do I use CU*BASE tools to keep track of the beneficial owners on my business accounts and other memberships? Public
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    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...
  • 5. What is changing on February 9, 2021* with member phone numbers as they relate to card orders and maintenance? Public
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    **Please note that the implementation of this change was previously scheduled to occur on Tuesday, January 26, 2021. We identified the need for adjusments before deployment, and the implementation was rescheduled for Tuesday, February 9, 2021** On February 9 th 2021, CU*BASE will begin using only phone numbers that are stored in the MASTPH file when generating card activation information to send to vendors on initial card orders. The numbers in MASTPH are determined by the label/flag applied i  More...
  • 6. When I view Trackers on closed accounts, occasionally the data doesn't seem to apply to the account I'm viewing. What is happening? Public
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    In CU*BASE Release 7.5 (February 2008), we released an improvement to the way Trackers are set up so that there could be a one-on-one link between a closed account record and any Tracker notes that were attached to that account. (Previously, the old Tickler system did not provide this type of link, so you would see the same tickler on more than one closed account at the same time!) For accounts closed after that change was implemented, the system now automatically ties the Tracker to the acco  More...