First check the device configuration to make sure CU*BASE knows the printer is capable of duplexing. Using Tool #326 CU Hardware Configuration, choose P for Printer and double-click on the printer ID. The Duplex setting should be checked. If this setting is already correct, you will need to contact a Systems client service representative and we will verify that the Duplexing option is set to Yes in the credit union configuration library for that printer model. (Keep in mind that this may no  More...

The fields are related to Process Codes, in that they are derived from the code attached to the message received from the plastics processor (vendor, or switch). The Type you see in the initial Type column of the Activity screen relates directly to the Transaction Description when you view additional transaction details. Transaction types may not apply to all vendors. Examples of these labels are as follows: DEP (Deposit Transactions) ATM/DEP A deposit made at an ATM. ATM/DEP - including a $  More...

The first thing to do is make sure all the cables are connected securely to the printer and the PC. Be sure to note if one of the cables is a network cable. If all of the cables are securely connected and you still cannot print, restart the PC and the printer. If you receive the same error once the printer and PC are back up, there is likely a hardware issue with the printer. If one of the cables that plugs into the printer is a network cable then the Jet Direct card (a network interface   More...

Simply put, it is a way for your members to continue using interactive services such as audio response and online banking, ATM/debit cards, and online credit cards for their financial needs, even while CU*BASE is off line for normal daily or monthly processing. CU*BASE uses a special style of stand-in processing that allows for continued use of CU*TALK audio response and It's Me 247 online banking services even during the night when we perform end-of-day and end-of-month processing. Refe  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...

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...

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...

When you use the filter buttons on the File Maintenance Inquiry dashboard (Tool #159: Audit File Maintenance Inquiry (CUFMNT)), indicators note which programs, fields/columns, and files/tables AuditLink has flagged as “critical” for auditing teams to monitor on a daily basis. You can quickly sort by that indicator and select only those items for a quick scan of maintenance that directly affects member accounts. Below is a listing of these critical items. Columns/Fields Field Why   More...

When a credit union statuses a member's card as 'HOT' or warm (Lost/Stolen/Fraud/Restricted), this information is transmitted immediately to your vendor to stop any further withdrawals/purchases being performed with that particular card. But at your vendor a 'Hot Card' is not considered to be a closed card. When your member's card remains at a HOT or Warm card status on CU*BASE, CU*BASE is still required to send any maintenance updates such as address change, phone numbe  More...

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...

This comes from the Workstation Device Configuration in CU*BASE. To view or change this: Launch Tool #326 CU Hardware Configuration Select Terminal/Workstation In the list of workstations, locate the ID of the workstation you are looking up and double click on it (or just type the ID and press Enter) This will open up the terminal's configuration in CU*BASE. In the middle is the list of default printers where your documents will print: General Printer - this will be the printer to which a  More...

The differences ultimately come down to control and cost. The online ASP system is the fastest, simplest, most inexpensive way to get started with an e-documents strategy for your credit union. With online ASP you offload the back-end service management headaches to CU*Answers. We manage, backup, secure, and patch/upgrade the eDOC servers and databases and these processes fall under our SAS 70 and third party security audits. The online ASP system consists of electronic storage of receipts, loan  More...

Tray assignments are controlled by a combination of the model in the CU*BASE library, the print session configuration, the Windows driver, and the settings on the printer itself. Let's break down how each affects it first: Model in library - each model defines the PCL code that CU*BASE appends to the print job for duplex and trays. If the wrong model is selected, the wrong PCL may be pushed with the print job. It is also important to have a supported printer , otherwise CU*Answers cannot   More...

If you pull credit reports using the CU*BASE online credit bureau access system, credit report data is stored online and can therefore be mined for opportunities. There are a couple of ways you can find this information: Use Tool #976 Where Your Members Borrow This tool pulls trade line data from stored credit report files, showing other financial institutions with whom your members do business. This tool lets you make a direct comparison between your credit union and a competitive FI. F  More...

Yes, you can designate your credit union's own savings (or checking) account number to receive round-up funds when setting up a member's round-up transfers, if you wish. 1. Launch Tool #14 Member Personal Banker for a member who wants to participate 2. Select the Debit Card Roundup enrollment button and double click on the member's desired suffix 3. Enter in your credit union's internal account for the account to which you'd like the round-up funds transferred (this accou  More...

Source of Receipt (SOR) is the paperwork that accompanies the checks to the Check Processor. It is the documented proof of when and from whom the checks were received. SOR provides the ABA# of the bank the checks are received from, the date of the cashletter, the amount of the bundle the check was in, the position of the check in the bundle (checks before after), and the tracer number assigned to the check. On the form you'll see a couple of abbreviations: IB stands for Item Before that   More...

The reports associated with the Standard ATM/Debit process are as follows: LPANTX1 Detail Information for transactions (Card # order) LPANTX2 Summary Information for transactions (BIN order) - USED FOR BALANCING SETTLEMENT TOTALS LPANEX Exceptions report (Broken down into three sections: Denials, Unposted Items, and ISA Fees) LPANAC1 Detail Information for transactions (Account # order) LPANAC2 Summary Information for transactions (BIN order) PADLIM Report  More...

These symbols print when the printer doesn't know what graphic or font to use for the logo, signature, or MICR line. There are a few possible causes: Is this a new printer? If this is a new printer, the first thing to consider is whether the other printers at the credit union use Check Secure devices. Check Secure devices are no longer sold and are not compatible with new printer hardware. To transition from Check Secure devices to the new software based check printing methods, contact CU  More...

Message Types are utilized by CU*BASE to determine what action is to be taken for this transaction. The original message type is the incoming message received by CU*BASE from your vendor. Depending on the Message Type received by CU*BASE, the system could perform any of the following type of transactions (this is not an all inclusive listing): Balance Inquiry Request for Authorization of Transaction Advice of Authorization (Vendor/VISA/MC approved) Transfer of Funds Request Reversal of Transac  More...

Yes. You can pull a credit report for any service using the online credit bureau process. Using Tool #53 Process Member Applications, use action code CR to pull the report without creating a loan request and application. We can then create Member Services denial notices for debit cards, checking accounts, ATM cards, etc.

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Below are some commonly asked questions about MFA. Below the questions are some fuller feature documentation resources. If members receive their one-time passcode for multi-factor authentication (MFA) via a text, how will my CU be charged for that text message? After my credit union activates multi-factor authentication for It’s Me 247 , do my members using the “jump” feature (to access a second membership without entering credentials) need to use MFA during this jump? Can you   More...

In some cases, the general upload file that is received by CU*Answers on a daily basis only contains accounts where a member has had a change to their account. Contact your OTB vendor to see if you can request a full file to be sent so that all card information would be sent in the upload file to CU*Answers. (In some cases if your CU is already being charged for the upload it is possible there would be no change in price to have the full file sent over.)

The process can vary a bit according to the vendor, but here's a discussion about how it works for credit unions on the CO-OP network, as an example. In most cases, debit card authorizations create a Misc. Secured Shares record on the member's account to hold the funds. When the actual transaction comes in, this record is automatically deleted. (There are exceptions to this rule, such as gas purchases.) A little history: In the past, debit card authorizations would add a hold to an ind  More...

It's possible but fairly rare, given how most CUs set up their statement criteria. The two statement types are independent as far as the criteria that determine whether a member gets a statement or not. Typically a CU sets up their regular account statement to look at OC (open credit) accounts, which includes online credit cards, and produce a regular statement if there is any activity. Likewise, a credit card statement is generally set up to produce a CC statement only if there is activi  More...