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

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...

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...

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 !

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...

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...

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.

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...

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...

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...

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...

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...

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...

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.

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...

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...

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

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...

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...

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. Use Tool #357 “Employee Security Audit Report.

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 bankrup  More...

If you press the SHIFT key five times in rapid succession it will ask if you would like to turn on StickyKeys. If you click OK, it will turn on StickyKeys. StickyKeys is an accessibility option in Windows that allows for someone to use the CTRL, ALT or SHIFT keys one key at a time without having to hold the keys down. To turn StickyKeys off: Click on the Start button Click Control Panel If you see “Pick a category” with 10 categories below, click Accessibility Options, and then c  More...

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...

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...