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  • 1. What regulatory requirements do I need to be aware of as I promote text banking to members, even if I offer it for free?
    Preview
    Some states require that in addition to any text banking fees you must state that message and data rates apply. This requirement applies even if you offer it as a free service. (Different states require additional language. Follow your credit union policies and procedures.) You can enter this text in the Mobile Text Introduction screen accessed when configuring your text banking service. Use Tool #569 Online/Mobile/Text Banking VMS Config , select Text Banking from the list, and check I w  More...
  • 2. What are the network routing requirements for CU*BASE GOLD?
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    CU*BASE GOLD requires that the following networks be routed to the CU*Answers CU*NextNET connection: For all CU*Answers privately routed networks below, all ports/services should be allowed outbound from the LAN Required for standard Production connectivity: 63.236.240.16/28 63.236.240.48/28 63.236.240.79/32 63.236.240.96/27 63.236.240.128/29 63.236.240.138/32 63.236.240.144/28 63.150.21.96/27 63.239.100.32/28 Required for HA/Disaster Recovery connectivity: 216.111.149.8/30 216.111.149.16/28 216  More...
  • 3. How does a credit union set up bill pay so that it is free for their staff?
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    It's Me 247 Bill Pay offers the ability to configure multiple Service Charge Codes with different fee amounts. One can have a fee amount of $0 that can be assigned to staff members.
  • 4. I am receiving a "PC5250 License Error" with an error code when trying to launch a print session.
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    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...
  • 5. IBM iAccess Client Installation Instructions
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    The only requirement for installation of version 1.1.7.3 Build 8031 IBM iAccess is Admin privileges on the workstation to perform the install. It will install for all users, and it will install a 32bit or 64bit version based on the computer’s configuration. This installer is available through a link on updates.cubase.org (it will read, ‘IBM System I Install: Click Here’). Once the installer is download, right click on the file and select ‘Run as administrator’. The   More...
  • 6. We are receiving error ' CWBCO1052 ' when attempting to sign into print sessions on a new installation " The key database password is incorrect. Passwords are case sensitive ".
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    This is an issue when trying to access the IBM iAccess Key Database that holds all the certificate information necessary for using SSL. Make sure you've run the updates.cubase.org for enabling encryption as well as the everyone permission to ensure all users can access the key database file. Next you will want to access the IBM iAccess for Windows either through Control Panel or the Start Menu and go under the Secure Sockets option. Select 'Use default key database' if not already se  More...
  • 7. What's the best way to create a Representative Payee account on CU*BASE?
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    In a nutshell, you will set up a Membership Designation Code for Representative Payee, with the label for primary name set to Beneficiary and the label for the joint owner name set to Rep Payee. Then the procedure is to open the membership in the beneficiary's name and SSN, then put the representative payee's SSN as the joint owner (type J secondary name link). TIPS: Remember that in CU*BASE the words joint owner simply are used to describe a particular record type in the Se  More...
  • 8. 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?
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    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...
  • 9. How can I contact CU*Answers for CU*BASE software or Technical Support?
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    ​ For General Support and CU*BASE Assistance: Use the AnswerBook to submit a question to the Client Services and Education team. You can access the AnswerBook via a CU*BASE session by selecting the @ symbol and asking a question, or by logging in and asking a question. You can also call 616-285-5711 or 800-327-3478 and follow the menu prompts to reach a representative. For Technical Support: Use the ConnectWise ticketing system to submit a question to the Network Services team. ConnectWise   More...
  • 10. Why on an ATM or Debit card do I need to flag a member's card as "hot" and also close the same card in order to close the linked account or close the membership?
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    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...
  • 11. How can I use Telnet to test connectivity to the high-availability (HA) server?
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    We strongly recommend that you regularly test access to the HA server to ensure that you can connect to CU*BASE in the event of an HA rollover test or actual disaster. We recommend that you perform this test monthly and whenever you make a change to your network. To perform this test, follow the instructions below. 1. Ensure that Telnet is installed on your workstation. If you are running Windows 7 or Windows 10, you’ll need to install Telnet. Visit http://technet.microsoft.com/en-us/  More...
  • 12. What are the requirements for a password for It's Me 247 Online Banking?
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    Your credit union can define the minimum length of the password (from 6 to 10 characters, although we recommend you set the minimum to at least 7 or 8 characters). The password can contain numeric, alphabetic, and special characters, and it is case-sensitive. As an option, you can also activate complex password requirements. (See the links below for more details on this optional feature.) The default password for new members is last four digits of the SSN/TIN, and the member is required to c  More...
  • 13. What are the network requirements for an iSweep?
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    These requirements must be met for each location utilizing a iSweep. One iSweep is required at each branch location; iSweeps cannot be shared between locations. For each iSweep, the following network requirements must be met: Each iSweep requires a static IP address on the network All CU*Answers routing requirements must be met: What are the network routing requirements for CU*BASE GOLD? The iSweep must have the following outbound access: Access to all CU*Answers privately routed network ( lis  More...
  • 14. What are the network requirements for a GUAPPLE?
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    These requirements must be met for each location utilizing a GUAPPLE. One GUAPPLE is required at each branch location; GUAPPLEs cannot be shared between locations. For each GUAPPLE, the following network requirements must be met: Each GUAPPLE requires a static IP address on the network All CU*Answers routing requirements must be met: What are the network routing requirements for CU*BASE GOLD? The GUAPPLE must have the following outbound access: Access to all CU*Answers privately routed network  More...
  • 15. What are the instructions to create an .fdfx companion file for my custom upload to CU*BASE?
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    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...
  • 16. How do I send 1099C forms to members that are written off or charged off?
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    When a collection account is charged off it may qualify for a 1099C to be sent to the member. Qualifications are detailed on the IRS website. Access Tool #922 Update 1099-A, C and MISC Tax Form Data to enter or modify information to be printed on a 1099-C form for a particular member.
  • 17. What's the best way to create a custodial account on CU*BASE?
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    In the case of a custodial membership for a child and parent, the correct procedure is to open the membership in the child’s name and SSN, then put the parent’s SSN as the joint owner. NOTE: It is not possible for the joint owner name to state “As Custodian” instead of just the parent’s name. Because of the way joint owners are simply links between two member/non-member records in CU*BASE, a change to the joint owner name in this case would actually change the par  More...
  • 18. What are the password requirements for an iSeries user?
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    Access to any iSeries system is controlled by a User ID (profile) and Password (sometimes referred to as the “terminal” or workstation password). The minimum length of the password depends on the processor. Following are the criteria for CU*Answers online clients, effective November 2019: Require 1 digit (numeric) Require at least 1 uppercase character and at least 1 lowercase character Username cannot be used within a password Minimum length of a password must be 8 characters Max  More...
  • 19. Explain how the Secondary Names (SECNAMES) file works to store joint owner names, especially in cases where a membership doesn't really have "joint owners" per se (like a Representative Payee).
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    The Secondary Names (SECNAMES) file stores instructions that link a membership account to another member or non-member record. The file stores links to joint owner names and beneficiary names for all non-IRA account types. (IRA beneficiaries are stored in a completely different file because they are linked to an IRA Plan Type, not specific individual sub-accounts.) The file also stores a third type referred to as miscellaneous owner which can be used for any purpose you wish. The most co  More...
  • 20. I understand CU*Answers is in the process of updating its current SSL certificate to industry standards, and this requires each computer that is being used for CU*BASE printing to be have a file updated. What do I need to do?
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    These files should automatically be placed into the correct spots to ensure that Iaccess continues to work without any problems. If you want to verify that you have received this file you can follow these few steps: Open My computer Navigate to c:\users\public\documents\ibm\client access\ Verify the current file size of “cwbssldf.kdb” If this file size is 30kb then everything worked correctly and you don’t have to do anything else. If this file size is different follow steps   More...
  • 21. 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?
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    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...
  • 22. If I want to give someone else access to my PC so they can take over my teller workstation for the rest of the day, can I just turn off auto-security and have them reactivate it themselves, or do I have to log off?
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    Deactivating auto-security then reactivating it does require you to enter a different employee ID. After a password is entered to reactivate auto-security under that ID, the screen will refresh the tools display to show which ones can be accessed and which cannot. However, it doesn't necessarily refresh all of that employee's other preferences such as color theme or tool set (Favorites vs. All My Tools). Therefore it's best to just log off and have the next user log in to complete  More...
  • 23. What is the Internet Retailer Support Center (IRSC)?
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    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...
  • 24. What columns/fields, files/tables, and programs are included in the File Maintenance Inquiry "Critical Monitoring?"
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    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...
  • 25. Why are card PANs masked in the Plastics/OTB inquiry?
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    Our policy is to adhere to PCI Data Security Standard/Security Audit Procedures mandates (these are the rules from Visa about how ATM, Debit, and Credit Card information is protected) which read as follows: 3.3 Mask PAN when displayed (the first six and last four digits are the maximum number of digits to be displayed). Note: This requirement does not apply to employees and other parties with a specific need to see the full PAN; nor does the requirement supersede stricter requirements in  More...
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