Loading...
progress
Your request is being processed...
  • Knowledge Base
 
Expand Advanced Filtering Advanced Search Edit Your Advanced Search | Contact Us

  • 1. For security reasons, I like to lock out members from using online banking until they actually want to use it. But with non-use expiration and automatic deactivation features turned on, how do I run any sort of online banking promotion? Public
    Preview
    If you: A) automatically deactivate online banking access for all new members, and B) expire online banking passwords due to non-use after 90 days, then how do you run an online banking promotion? After all, sending a marketing piece to members won't do any good if they're disabled or locked out from logging in. Of course you could have them call the credit union to get set up, but here's another idea: Set up a special promotional period! Pick a date to start your campaign. Advert  More...
  • 2. What are Trends in Analytics Booth? Public
    Preview
    Analytics Booth Trends provide a quick and easy way to view your credit union activity over time. Trending information can show how your credit union is performing. Watch for blips and spikes to see if marketing campaigns are succeeding. Did you run a new membership drive last month? Watch the trend to see how it paid off. Trends can be viewed on over fifty key performance indicatiors including balance, member, and transaction data. The graphs displayed on the trends screen can be selected to  More...
  • 3. Can I change the graphics that display in Xpress Teller? Public
    Preview
    Yes, you can customize the entry screen of Xpress Teller with four custom graphics using CU Publisher suite. All four graphics can have hyperlinks. This feature allows you to market special services, offerings, promotions, or other campaigns you wish to keep top of mind with your staff as they assist members. Learn more about this feature in the store. See the link below. When uploading graphics CU Publisher be sure to use graphics that are 420 x 210 pixels if you use the standard size screen.  More...
  • 4. I am in CU*BASE help and am using Internet Explorer as my browser. When I try to enter a search term in the help Search field, my search results do not appear, but instead appear to "hang." What should I do? Public
    Preview
    To correct this issue in Internet Explorer (IE), try using Internet Options (click the gear button in the upper-right corner of IE 11, for example) then use the Delete button under Browing history to delete all cookies and browing history.
  • 5. What are some basic browser troubleshooting steps to take when an issue with a website is encountered? Public
    Preview
    While it is possible that an issue someone runs into on a website is an issue with the web server or a programming issue with the site, it is very important to rule out any browser or workstation incompatibilities first. If the website is not being opened in a supported browser, for instance, it can cause errors that would otherwise not exist. So what are some standard troubleshooting steps than can be taken? Are you using the latest version of your browser? Just like any other piece of software  More...
  • 6. How can I check the network settings on my computer? Public
    Preview
    This is how to check your current network settings. The procedure varies depending on your computer's Operating System: For Windows 2000 or XP Right -click on the Start button and select Explore . Scroll to the bottom of the left hand pane, then right -click on My Network Places and select Properties . A new window will pop up and you should see Local Area Connection in the window. Right -click that connection and, again, select Properties . A separate window should pop up and you shoul  More...
  • 7. I’d like to explore more about what CU*BASE can do. How can I get a list of all available tools and what they do? Public
    Preview
    If you are not seeing a tool on your home page, first ensure that you are viewing All Available Tools . To do this, click the drop-down menu in the upper right corner of the home page, and select All Available Tools (it may say All My Tools ). Any tool that is grayed out is not assigned to you, but you can still view it in the listing. To learn more about a tool, click the i button in the More area to the right of the tool name. This will give you a short description of the tool. If a tool is c  More...
  • 8. A black screen shows up instead of the video when I go to watch an online course video on the OnDemand site. Can you help? Public
    Preview
    This will happen if you do not have access to YouTube, which hosts the videos found on the CU*Answers OnDemand site. To fix this problem, ask the IT person or network administrator at your credit union to enable access to YouTube. Another reason could be your browser. If you are having trouble witha particular video, try re-launching it using Internet Explorer rather than Chrome or other browser. The reason we are putting online course videos on YouTube now, instead of on our own server as   More...
  • 9. I am transitioning to Tool #1375 for my data transfers, what information do I need to know? Public
    Preview
    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...
  • 10. "Unable to download setup.exe" error message is presented when installing ING from a GUAPPLE. Public
    Preview
    This is typically a transient error that resolves itself by refreshing the browser. Several refreshes may be needed in order for the PC to fully download the setup.exe file and progress through the installation. Here are the steps that we've found resolve the issue the fastest: Delete the temporary internet files from Internet Explorer (Tool > Internet Options > Delete) Close all open browser windows Open a fresh browser window If the error appears when browsing to the GUAPPLE, press  More...
  • 11. What is ING? What about NGS? Public
    Preview
    So far the CU*BASE GOLD graphical user interface (GUI) has gone through three major iterations: In 2000 we introduced CU*BASE GOLD, our first-ever graphical presentation of the core CU*BASE member processing software. In 2008 we used NGS (which stood for New GOLD Standard ) as a temporary project name/marketing term for our first major upgrade to the GUI. In 2014 we introduced ING ( Improved New GOLD”) as the project name for our second GUI refresh. ING was deployed to all network works  More...
  • 12. What is the Internet Retailer Support Center (IRSC)? Public
    Preview
    The Internet Retailer Support Center (IRSC) is a support desk at CU*Answers for credit union virtual channel project managers. It brings together several digital strategy products into one cohesive location and a single point of contact—no more searching across CU*Answers’ websites for forms saved in different places! Credit unions looking to expand their virtual channel marketplace will be able to shop and explore the offerings online as well as check project development status. The  More...
  • 13. What are the supported credit bureaus and score models within CU*BASE? Public
    Preview
    Equifax 01841 – Beacon Augmentation Code 01855 – Multi-Screen 1.0 02575 – Multi-Screen 2.0 Experian F - Experian/Fair Isaac Risk Model V2 I - Experian/Fair Isaac Risk Model 3 - National Risk Model A - Old National Risk Model B - Experian/MDS Bankruptcy Model BP - Bankruptcy PLUS Model Trans Union FICO Classic Risk -EMPIRICA 95 - to be retired by end of year 2005 00002 - Delinquency (90+ days) or worse within 24 months FICO Classic Risk - EMPIRICA Industry Options 95 -   More...
  • 14. What is the difference between an ISP and a Browser? Online banking requires the browser has 128-Bit encryption. How do my members update this encryption level? Public
    Preview
    An Internet Service Provider (ISP) is the company from which you purchase internet access services (like AOL or IServ). A browser is a piece of software on your PC which allows you to access things like web sites, Internet access. Examples are Microsoft Internet Explorer or Mozilla Firefox. Upgrading your browser is important. It insures you have the most current version with the most up-to-date features, speed and options. But in most cases what is needed the most is to upgrade the encryption  More...
  • 15. Are local administrator privileges required in order for a workstation to receive CU*BASE GOLD updates? Public
    Preview
    For normal releases of changes to the CU*BASE GOLD software itself, no. Updates to the core software screens (called panels) are pushed to your credit union's GUAPPLE(s), then each workstation grabs those updates the next time the software is launched (assuming there are no open sessions already running). The exception to this is when we need to deploy updates to the LegaSuite client software itself. This is the client software that runs on the workstation to facilitate the use of CU*BASE  More...
  • 16. One of my members is having trouble opening the loan coupon PDF from online banking via Chrome. She gets this error message from Acrobat Reader: “There was an error opening this document. The file is damaged and could not be repaired.” Any tips? Public
    Preview
    When you click the Print Coupon button from Chrome, the file will be shown along the bottom edge of the screen in the downloads bar. This means the file has been successfully downloaded to a default folder on your PC. If your browser is set up so that PDFs are automatically opened using Acrobat Reader (browsers typically have a plugin or their own built-in reader as the default, but you can change it), you can try an alternate method to open a downloaded PDF when Acrobat Reader can’t: In  More...
  • 17. What is a “decay rate”? Public
    Preview
    The decay rate is an analytical term used to describe the manner in which non-maturity deposits (NMDs) run off or “mature” over time as members leave the institution for whatever reason—relocation, a job transfer, retirement, dissatisfaction with service, and so on. A decay rate of 25%, for example, means that 25% of the beginning balances in a particular account such as shares will be permanently withdrawn in the first year. In the second year 25% of the remaining balances will be withdrawn and  More...
  • 18. How do I get to the iDOCVault? Public
    Preview
    If ProDOC is installed on the workstation, there should be an icon on the desktop that will link directly to the iDOCVault. If ProDOC is not installed on the workstation, or the icon is missing from the desktop, open your Internet Explorer web browser and type the following URL in the Address line: https://idocvault.cuanswers.com/scripts/login.php
  • 19. My member makes a transfer in online banking then uses the print icon to print the page, but said that nowhere on the page or the printout does it show the date of when that printout was made. Public
    Preview
    Your web browser can include the date printed whenever printing pages from a website: For Microsoft Internet Explorer, right-click on any web page and choose Print preview... Click the Turn headers and footers on or off button that appears at the top of the preview window This will affect other things you print from your web browser as well.
  • 20. I would like to print a copy of one of the topics from online help, but when I do that all I get is a screenshot of the window, not the entire content. Is there a way to get the content itself? Public
    Preview
    Yes: In Internet Explorer right-click anywhere on the help topic content and choose Print preview... At the top of the window find the pull-down menu that reads As laid out on screen and change that setting to Only the selected frame Click the Print button and select a printer (depending on your PC you might even be able to select Adobe PDF as your printer so that a PDF document is created instead of oprinting a hard copy)
  • 21. What are the minimum and recommended system requirements for the eDOC Innovations ProDOC solution? Public
    Preview
    The following are minimum and recommended system requirements for the ProDoc software: Software Requirements: Workstations must be running Adobe Acrobat or Reader 8.0 or higher. In the Internet Explorer Internet Options, the security option for Do not save encrypted pages to disk must be unchecked under the Advanced tab. Minimum Hardware Requirements: Microsoft Windows operating system 2000/XP Pro SVGA monitor capable of 800x600 screen resolution or higher Standard keyboard and mouse Processor  More...
  • 22. What steps can I take if my "NET" icon in GOLD does not work? Public
    Preview
    If you jump to an Internet Connection Wizard, you can follow those instructions. If that is not available, here are some steps that may help you. 1)Bring up Internet Explorer and if necessary click on the “Work Off-line” button if your dial-up connection tries to dial out. 2)Go to Tools on the menu and select Internet Options . 3) Then click the Connections tab of the Internet Option dialogue box. There you will find a Setup button to the top right. Click this button. The Internet Connection Wiz  More...
  • 23. How do I change the workstation ID for my GOLD session? Public
    Preview
    1. Open Internet Explorer. 2. Go to our GOLD Update Support site at http://updates.cubase.org . 3. Click on the blue hammer. 4. From the drop down menu choose GOLD Install, and click Submit. 5. On the left side of the page, click on the Change GOLD ID link. 6. A box will pop up, asking what you would like to do with the file. Click Run (or Open). Another box may pop up, if so, click on Run once again. 7. The Change GOLD Workstation ID Utility will open, asking for a GOLD ID. 8. Enter the d  More...
  • 24. How do I build an IBM Client Access print session for a 2400 Series printer? Public
    Preview
    First you need to determine what the printer ID will be. If there is not one currently available, please contact the CU*Answers Systems Department and follow the procedure in order to create one. The next steps are as follows: 1) Open up an Internet Browser (Internet Explorer). 2) Browse to http://updates.cubase.org. 3) Click the hammer icon for “Gold Utilities and Tools”. 4) In the drop down box labeled “Choose a Category” select “Printers” and the click th  More...
  • 25. When I try to open an attachment on an email from CU*Answers, I get the message, "OE removed access to the following unsafe attachments in your mail: (filename)" and cannot open it. What should I do? Public
    Preview
    PCs running Outlook Express version 6 may receive this error message while attempting to open an Adobe Acrobat file attached to an email message. This feature in Outlook Express is designed to prevent potential malicious files from infecting the PC. Unfortunately, this restriction may also prevent you from opening files that are safe but share the same filename extension (i.e., PDF Adobe Acrobat files). To open these files, perform the following steps: Start Windows Explorer (right-click on the  More...