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...

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...

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...

Yes. Xtend offers a data hygiene campaign to assist you with cleaning up your email and phone numbers. Click the link below to learn more.

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.

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...

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...

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...

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...

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...

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...

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...

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...

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...

With MFA, the member is presented a text message for a secondary authentication into online banking. Because of this, your credit union may wish to do the following to update the personal information that you have on file for your member. Xtend offers data hygiene campaigns to clean up your contact database. See the link to Xtend’s program below. You can add a banner in online banking that directs the member to the page where they can update their personal information in online banking the  More...

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...

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...

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...

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...

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...

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)

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.

Yes! Starting with the 23.05 release, CU*BASE lets you configure your online banking rate boards for savings, certificate, and loan products, so that products are shown only in BizLink 247 business online banking, or in It’s Me 247 online banking, or both. When setting up a product to appear in online banking (via Tool #506 Member Rate Maintenance for savings or certificate products, and via Tool #470 Loan Product Configuration for loan products), you’ll see checkboxes to activate  More...

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...

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...