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1.
What web browsers does It's Me 247 Online Banking support?
Refer to online banking help using the link below for current usage requirements.
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2.
Can I add a custom message on the Online Banking Credit Score page?
Yes, between the Apply for Loan Today / Contact Me About my Score button and the disclaimer is a content section, an area that can be modifed via a configuration in CU*BASE. Launch tool #569 Online/Mobile/Text Banking VMS Config. Select Credit Scores History Sales Text and use Select or Enter. Use the screen that appears to enter a URL to one of your web pages as well as the Comments that you would like to appear on the page to explain the feature to your members.
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3.
How does an "It's Me 247" Bill Pay (Fiserv) Customer Care Specialist communicate with my members regarding their account?
When we communicate with a member, it will be via an email to their Bill Pay product. This could be an answer to their payment inquiry, or an update on their case, or because we have been alerted to an issue regarding their Bill Pay account, etc. When the member logs in, they will see a “You have a new message!” prompt. They can click the link at that time. NOTE: If they dismiss that prompt and need to find their messages at a later time, that is also possible: At the very bot More...
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4.
Can you customize where the logout button goes in online banking?
Yes, you can choose to customize the page to which It's Me 247 navigates whenever a member clicks the logout button. For example, Western Districts Members CU has the custom logout set to go to https://wdmcu.org/youve-successfully-logged-out/ , a page on the credit union's website used to promote other credit union services in which online members might be interested. Websites with this feature are It's Me 247 online and mobile web banking, BizLink 247 business banking (formelry kn More...
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5.
What are the minimum requirements (minimum usage requirements) for It's Me 247 online banking?
Remember that as security requirements and the Internet world change, so will these requirements. If a member is having trouble accessing It’s Me 247 features, the first step is always to upgrade the browser software. Supported browsers are the two latest versions of: Chrome, Firefox, and Edge (PC) and Safari (on a MAC). The browser must have session cookies and JavaScript enabled. The browser must use 128-bit encryption. (To check the encryption level, from the Help menu, choose Help More...
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6.
Currently our certificate rates are played in CU*Talk audio response as well as displayed in It's Me 247 online banking. Can we delete these rates only from audio response?
The following applies only to credit unions that have activated the Text-To-Speech (TTS) engine for CU*Talk Audio Response. You can use Tool #506 Member Rate Maintenance to control product rates read to members in CU*Talk Audio Response. But keep in mind that because you are using Text-To-Speech, changes made here directly affect the credit union website and It's Me 247 online banking as well. Once in the menu option, select shares or certificates. From the next rate menu you will see a More...
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7.
Are CU*TALK audio response and It's Me 247 online banking ever put into stand-in mode?
Yes, this occurs every night when we perform daily processing. During stand-in, all audio response features will continue to work as usual. However, there are a few special features in online banking that are not available during stand-in processing. See the link below for more details on services that are unavailable during stand-in.
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8.
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)?
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...
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9.
What are the timeout values for It's Me 247 online and mobile web banking?
Most online banking and mobile web pages have a timeout value of 15 minutes. The exception is the login pages, which time-out after 5 minutes of inactivity.
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10.
How long are cancelled check images retained in "It's Me 247" online banking?
If your check processor is CU*Check Item Processing, check images are retained for the same time period as transaction history. Other check processors may have a different retention schedule.
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11.
With the new look for "It's Me 247" online banking, are the features still going to be different for desktop and mobile web like they are now?
No - in fact, with the new mobile first design and module infrastructure, the same product will be presented to members on any device - phone, tablet, or desktop! The screen size will automatically determine how items are displayed, for the optimum user experience on any size device.
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12.
How do I tell my members to contact support when they need help with "It's Me 247" Bill Pay (Fiserv)?
Credit union employees can communicate with a Bill Pay Customer Care Specialist via Answerbook or via phone, and members can communicate with us directly through their bill pay product. Here are the steps for members to take (applies to credit unions on the Cooperative Model). Please encourage your members to communicate their questions using this method: After a member has logged into Pay My Bills via It's Me 247 Online Banking, at the top of the bill pay screen is a series of gray navig More...
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13.
We just got a CU*BASE software release and now when I try to run one of my custom Queries I get an error message, "Level for file XXXXX in XXXX does not match query (I C)." What should I do?
This occurs when the release includes changes to the files that your Query uses. For example, if we add a new field to the MASTER file, any Query you have that uses that file will display an error message. Fortunately, it is very easy to refresh your Query so that you can use it again. All you need to do is access the Query and save it. That's all. You don't have to make changes to it, it's just important that you save it so it can refresh itself to match the new file layout. More...
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14.
How can I find out if a member has more than one share draft account enrolled in "It's Me 247" Bill Pay (Fiserv)?
By clicking on the Accounts button in Customer Care, you will see a list of the accounts that member has had enrolled. Across from each account an active or inactive detail will be displayed.
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15.
How can I obtain statistics on how my members use audio response and online banking?
There are several ways to obtain this data. To see the total number of active online banking members, use Tool #856 Tiered Svcs Monthly Comparison to display active user counts for any monthly period. (HINT: Click the Goal 4 button to display this data.) This can be done even if your credit union does not use Tiered Services for any other purpose. To print a report of usage statistics, use Tool #141 ARU/Online Banking Stats Dashboard To see online banking usage stats for a particular m More...
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16.
What is the phone number for iPay's Customer Support?
The iPay Customer Support staff can be reached at 866-255.5606.
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17.
I want to create a custom report that shows how many
members have subscribed to e-Alerts...what is the
field name and indicator for members who have turned this on?
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
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18.
What are the instructions to create an .fdfx companion file for my custom upload to CU*BASE?
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...
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19.
Will we know if a bill is be paid by ACH or check in "It's Me 247" bill pay (Fiserv)? If so, how? How will stop payments be handled?
The most important thing to understand is when the bill will be received, not how it will be paid. Payment methods are determined by the relationship between Fiserv and the biller, and are subject to change. When scheduling a payment, the system automatically pre-fills the earliest payment date the biller can receive the payment. The date can be altered to a future date, but not an earlier date. Once a payment begins processing, you will be able to view the payment method in the history. If the More...
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20.
A member is trying to log in to online banking and they are seeing a message: "It has been more than xx days since you last logged in to online banking. Your password has expired. Please contact the credit union to reactivate your password." What do I do?
What This Message Means: This appears when your credit union has set a password expiration period for inactive accounts. This means that if a member doesn't log in to Online Banking for a certain period of time, their password will be deactivated. If a member sees this message, they cannot reset the password themselves and must contact the credit union for reactivation. What Steps to Take in CU*BASE: See the link below for step-by-step instructions. BE CAREFUL!! Always verify the person' More...
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21.
Where can I learn answers to frequently-asked questions (FAQs) about "It's Me 247" Bill Pay (Paymentus)?
Information on It's Me 247 Bill Pay (Paymentus) can be found on the Frequently-Asked Questions page devoted to the product. Click the link below to go to the page.
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22.
Who can perform case tracking for "It's Me 247" Bill Pay (Fiserv) users?
Credit Unions can use the Customer Care software tracking feature. However, the Client Service Department is happy to handle the tracking function for our clients.
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23.
How does a member's account get debited for bills they schedule through "It's Me 247" Bill Pay (Fiserv)?
In one of three ways: Note: The term 'subscriber' refers to your 'member'. Electronic Payments (ACH) - Fiserv's preference is to send all payments electronically. However in the Risk Model format it is not always feasible. Fiserv submits the merchant payment (via the fed) from a Fiserv settlement account the same day we submit the debit (via the fed) to the subscriber account. Fiserv is taking the risk on the payment. Electronic payments are typically sent when the subscr More...
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24.
I've created a custom query report in Tool #100 CU*BASE Report Builder (Query), how do I know what Authority to assign the query?
Use the link below to read about this in CU*BASE GOLD online help.
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25.
I'd like to clean up my custom Queries. How can I get a report of what I have?
Use Tool #654 “Print List of Custom Rpts/Inqs”
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