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1.
What are my archive options for daily/monthly reports and member statements?
There are many different archive methods available to our clients, including microfiche and CD-ROM using the CU*CD software. The CU*Archives department has designed the CU*SPY Data Archival Options form which describes each of these options. This form will need to be filled out and signed by the CEO/Manager of the credit union before any changes can take effect. statements fiche archives CD CD-ROM CU*CD E-Statements
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2.
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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3.
What is the best data table/file to use when I am building a query of my file maintenance data? I see two options, CUFMAINT and CUFMNT.
Beginning with the 17.10 CUBASE Release (October 22, 2017 for online clients), CU*Answers implemented the CUFMAINT table, which includes data from the CUFMNT table, as well as additional data not included in CUFMNT. CU*Answers recommends using the CUFMAINT table for all report building and query activity. If you currently have any Queries using the CUFMNT table, they will still work, as CUFMNT is now a View over the C UFMAINT table but without all of the additional information, so it will s More...
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4.
What do I need to know about the 2021 tracker automated purges starting March 1? How can I get a data warehouse to archive my tracker data?
The Asterisk Intelligence team has provided a helpful PDF explaining what is happening and how to sign up for a data warehouse before March 1st. View the information first, and vist the CU*Answers Store to sign up for a data warehouse !
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5.
When a member enrolls in e-Statements with the option to no longer receive a mailed/paper copy, does CU*BASE still create a statement to be archived?
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...
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6.
When member data is sent to the credit bureaus, where does the system pull the credit union name from?
In this case the credit union name is being pulled from your chart of accounts, from the corporation record. This is updated using Tool #202 Chart of Accounts/Budget Groups Maint.
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7.
What data tables can I search to see information about where and when attempts are made to login to a member's online banking account?
There is a table called MBRAPPSTAT which holds records of various API calls done during the entire member authentication process, even before they have successfully logged in to online banking (even if through the mobile app). That is the first place TO look to see records of what's happening with this member's account as they step through that process. There is one row for each API call, and each API call represents a different phase of the process. For example - Get Username, Get Chall More...
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8.
We sometimes have non-member joint owners that join the credit union, or closed memberships that re-join later on. When I create the membership I choose to copy that old data into the new membership so I don’t have to retype everything. What happens with the phone numbers in those cases?
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...
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9.
What do I need to do to allow an employee to download or upload data between CU*BASE and their PC?
If you need to allow an employee to perform upload and/or download tasks (FinCEN, AIRES, ALM, uploading G/L entries to post, etc.), you must first complete the iShield Security Access Request form and have it signed by your credit union’s designated Security Officer to sign. Once our Client Services team receives your signed form and verifies it, a request will be submitted to our System i administrators, and you will be notified when the new permissions have been granted. This process wi More...
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10.
Is there a report on CU*BASE that will help me gather the data I need to fill in the FR2900 report?
Yes, there is the PREGD Reg D statistical report that is automatically generated every day and is located in CU*SPY under the Member Service category. This report gives you the balances of your shares, drafts, and certificate accounts along with the balance for GL 739.00 Cash. Simply print the days you need to collect for the FR2900 report. To find the balances for other GL accounts for the 5 days requested in the FR2900 report you can use Tool #650 Print GL Trial Balance (monthly) to select More...
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11.
How long are things such as transaction history, GL and check history, and credit report data retained?
For CU*Answers online clients, effective in March 2017 the standard online retention is 12 months for basic savings and checking accounts, and 48 months for all certificates, IRAs (shares and CDs), HSA share and checking accounts, club accounts (such as vacation, holiday, Christmas), tax escrows, and all loans. Prior to March 2017, data retention was 6 months for savings/checking, and 24 months for other member transaction history . Note that when this data is purged, it also removes the additio More...
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12.
Are there any CU*BASE data files that store the Patronage Dividend excluded accounts as well as the accounts that will earn the Patronage Dividend?
Yes. CU*BASE offers an great feature to calculate a membership ownership or patronage dividend that allows for an audit run to evaluate the total amount and accounts that may be excluded. At the time the patronage dividend audit or posting run is processed, there are two files created that reside in the QUERYXX library. The data file for the excluded accounts is PATRDIVEXC. For the accounts that will earn the patronage dividend, the file name is PATRDIVINC. The data in each file represents the l More...
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13.
What are the layers of authority for a Database Administrator who manages a Data Warehouse?
The following is a summary of the authority control layers every database administrator should be aware of when managing access to data tables and the raw information they hold. Warehouse authority – blanket of permissions and prerequisite to all other layers of authority. These permissions are applied per Library based on User ID for individual warehouses. Table authority – precision for just one table but generally remains consistent across tables within any one warehouse. These More...
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14.
What does the message "No Data Matched to Specified Options" mean when doing a data transfer in Tool #1375 File Transfers?
This message appears when the file you've selected to transfer to is empty. There are valid reasons a file can be empty, however, if you expected data to be in the file, you may wish to begin troubleshooting the file and the procedures which generated it.
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15.
Can CU*Answers prepare the necessary files for my CU to participate in the Wisconsin data matching program for unemployment insurance claims?
Yes. The data match file we already send to the State of Wisconsin each quarter will be used now by them for multiple purposes, including tax data, unemployment insurance, etc. Your credit union is still charged the same quarterly fee* for transmitting a single file to the state. (Note: This same technique may also be used by other states that are now requiring unemployment insurance claim data matches. CUs do not need to do anything; the file content is the same and the state is simply using More...
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16.
I am transitioning to Tool #1375 for my data transfers, what information do I need to know?
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...
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17.
How can I build a report showing my custom field (UDM) data?
The tables to use for your custom data (this is also called Unique Data Management or UDM) are as follows: For membership-level custom fields: CMSCFDTA For account-level custom fields: CMBCFDTA
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18.
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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19.
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: When It’s Me 247 was updated in 2021, the “See” option shown on here was made unavailable. 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’s role and responsibility in protecting member private data via all access channels, from the teller line to a back office employee answering More...
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20.
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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21.
I would like to view each employee and their security (what options they have access to). Is there a report I can pull instead of just printing each screen in the Employee Security configuration program?
Yes. Use Tool #357 “Employee Security Audit Report.
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22.
I'm looking for some special Credit Bureau Comment codes for bankruptcy, but don't seem them in online help. Where can I find these?
The following old special Comment codes are no longer valid now that your credit data is being reported using the Metro 2 format: BU BV BW BX BY CA CB Instead, use the Consumer Information Indicator field on the loan account to report bankruptcy. This can be changed using Tool #20 Update Account Information on the loan account (click the Credit Reporting Info button to display the the Credit Bureau Reporting Information screen). NOTE: You only need to report bankrtupcy once. If the bankrupt More...
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23.
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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24.
Can I monitor which specific accounts my employees are accessing via Inquiry and Phone Operator? Can I see what menu options they are trying to access?
Yes, CU*BASE has Employee Security features that let you monitor access to CU*BASE programs by any employee ID, whether CU*Answers or credit union employee. Every time a CU*BASE program is accessed, the system records who accessed the command and when. For CU*Answers employees, the file records the individual ID for the staff member (not the alias) so you will be able to tell who from CU*Answers was doing the work. This file (file name SECAUD) was designed to let you see what commands an emplo More...
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25.
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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