To purchase a license for the iText software, refer to the PDF Direct Download with iText License store tile .

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...

A third-party utility is needed to generate robust PDF output. If you are having issues with PDF generation, it is possible that this is missing or corrupt on your PC. Or it may mean that you have not yet installed the software on your PC. See below for directions on what to do if you need to purchase a license of this software (iText Sharp) or how to install it once you have purchased a license. IMPORTANT NOTE REGARDING LICENSING (Updated January 28th, 2014): CU*Answers has purchased a blo  More...

To take advantage of the CU*Answers online imaging solution, there are a few required pieces of hardware. Each branch will each need an Gweep upload appliance to transfer the electronic images to the secure database. Additionally, scanners are needed to capture photo IDs (and supporting documents for loans), and signature pads are needed at each workstation where receipts are signed. Thermal printers are required for the system. These hardware devices are described in more detail below: Gweep U  More...

iText is a third-party PDF export software that enables PDF Export functionality for a variety of dashboards within CU*BASE. PDF Export allows for the easy creation of full-color reports with a single click of an icon. The software does require a license for use and installation on each individual workstation that will be utilizing the PDF export feature. CU*Answers now handles the sale of new licenses, which are for use per workstation. To purchase a license, refer to the PDF Exports store ti  More...

This particular issue arose due to N\A being listed in the driver's license and code word fields. With these indicators, the program is getting confused because \ is seen as a field separator rather than a text option in the field and is causing the program to read the fields incorrectly. This is why the account was being listed as invalid. These fields will need to be updated to include either the actual data or simply be left blank.

We pull data from many different tables into a new behind-the-scenes table called a view. When a search is performed we look at everything in that view and return a result wherever we got a hit in any column or row in that table. The view selects data from the following files: MASTER membership info (account base, DBA name, employee #*, last name, first name, middle initial, reference*, SSN, member type) MSNONMBR non-member info (SSN/TIN, first name, last name, middle initial, member type) Th  More...

Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Times New Roman","serif";} When launching a print sessio  More...

The following innovations were developed for Xpress Teller (Tool #1600). A powerful and easy-to-use new search engine that gives a single input field to enter any data about the member and look for that data across dozens of key data points, including many new ones like driver’s license number, phone number, email address…even online banking username New workflow controls for Xpress Teller (Tool #1775) gives credit unions unprecedented control over the available features and how the  More...

CNS offers our clients a variety of solutions to maintain software hygiene on their networks. Most of these solutions are automated, and with user cooperation to complete reboots, it's relatively easy to keep your systems up to date with current software versions. However, there are some important limitations to the automated processes that are important to understand. This article presents those considerations. For Complete Care Clients that do NOT Elect Third Party Patching Services:   More...

Before you begin: CU*Answers requires any CBX environment to be in an isolated sole-purposed DMZ to protect you from our network and to protect us from your network. Any distributed environment requires a load balancer with sticky sessions to function properly. CU*Answers only supports F5 load balancers. Our current recommended server sizing for self processors (not partners) is 4 cores, 16GB RAM, but may need to be adjusted based on actual usage patterns. Windows Server 2019 and associated lic  More...

If you are considering purchasing a new workstation, here are some questions to ask yourself to ensure that you get all the features you need! First, be sure to review the CU*BASE workstation hardware and software requirements on our best practices page: http://cuanswers.com/client_pm_bp_network.php When purchasing any workstation, consider: 32 or 64-bit Operating System? CU*BASE and ProDOC are compatible with either operating system - but CU*Answers cannot make any guarantees about third part  More...

It means that your workstation is unable to reach the licensing system on the iSeries here at CU*Answers. There are several possible causes. 1) Your PC is not currently connected to your network or you have not logged on to your network properly. Restart your PC and log back on to your network. There may be other causes. If restarting the workstation does not help, contact your staff IT specialist. 2) If the software has been recently installed or reinstalled, there may be a misconfiguration.   More...

Here are some commonly asked question about this software: Q: How do I generate the PDFs of the dashboard data? A: CU*BASE has great dashboards. On most dashboards is a PDF Export symbol. Once you click this icon, the PDF export software generates a PDF of the data, charts and graphics on the screen and saves it to a location on your computer. Then you can easily include the fullcolor PDFs as part of your reports to management or the board. Q: How many licenses of the PDF export software do I n  More...

CU*Answers Network Services offers 5 different a la carte options of the Managed Backups service. ( See bottom for a list of notable definitions .) In all cases, clients are responsible for regularly reviewing their backups to ensure that all desired systems and data are protected, that data is maintained on the backup systems for the desired retention period, and that data can be successfully recovered. CU*Answers does not guarantee data backup scope, recoverability, or retention periods. 1.   More...

Your credit union separates deposited items into three types: On-Us (member share drafts that can be cleared internally), Transit items (checks drawn on U.S. financial institutions that can be collected electronically), and Miscellaneous (checks and other items that cannot be legally collected electronically, such as foreign items, savings bonds, and damaged or poor quality items). All items of similar Work Types are placed into batches. A credit ticket is attached and each batch scanned using t  More...

The costs associated with implementing the e-Receipts and Photo ID Capture system include purchasing hardware and a one time implementation cost. The following hardware needs to be purchased: an iSweep appliance for each branch, electronic signature pads, photo ID scanners, and thermal printers (if needed). The system requires the use of thermal printers. If a credit union has Carswell Data Product epson printers, there is a one time cost to change the output of the receipt printers from two   More...

Most CU*Answers Network Services (CNS) monthly recurring charges are usage-based. What is usage-based billing? Billing changes made according to when usage was measured for that period are considered usage-based. Other names for this billing approach would be “metered billing” or “consumption billing”. How does this impact my monthly charges from Network Services? When CNS monthly recurring charges are based on usage, both the quantities and rates can change according to   More...

What happens when you purchase a specific software application? And if you’ve purchased software, what is the license agreement for? Do you now own the software* because you paid for it? Simply put, no. Though you may have paid for the software, what you have actually done is licensed the application, essentially paying for the rights to use the software according to guidelines determined by the owner. The owner of the software remains the person or entity that holds the copyright, giving them t  More...

To calibrate the scanner, you will the need calibration sheet that came with the hardware. It is typically a white sheet with a large black bar running across the lower third. Make sure ProDoc is signed in then right-click the ProDoc icon in the system tray (near the time). Select the Scan option. Click the Scan Page button at the top of the page. Select the Calibrate button near the bottom and insert the calibration sheet into the scanner. Make sure to pay attention to the directional   More...

CU*Answers Network Services (CNS) invoices monthly recurring charges in arrears. What is payment in arrears? As opposed to payment in advance, payment in arrears means paying on a date after the good or service is provided. Some examples are taxes, loans, or payroll. How does this impact my monthly charges from Network Services? Because CNS invoices monthly recurring charges in arrears, services rendered are billed on the following month’s invoice. Adding Services For example, if manageme  More...

Without uninstalling the current scanner drivers, install the scanner drivers a second time and then CheckLogic will recognize the scanner.

Most likely this is caused by scanning the license using the Black White setting instead of Grayscale. If the license looks incorrect in the preview window, click the Delete Page button in the top right. Click Scan Page again to rescan the license. Make sure that Grayscale is selected, and that the DPI is 100. If you are still getting black streaks after selecting Grayscale, the scanner may need to be cleaned (see the Related Link below for details).

(1) Generically, open source refers to a program in which the source code is available to the general public for use and/or modification from its original design free of charge, i.e., open. Open source code is typically created as a collaborative effort in which programmers improve upon the code and share the changes within the community. Open source sprouted in the technological community as a response to proprietary software owned by corporations. (2) A certification standard issued by the Ope  More...

CU*Check 21 includes an IBM PC, a Unisys Document Scanner, Alogent's Sierra Xpedite(R) software (recognized as a world leader in image technology), and three years of complete equipment support and maintenance- valued at more than $5,000- as standard!