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1.
When are account balance e-Alerts generated?
The e-Alerts that warn a member his balance has gone below (or above) a certain dollar amount are generated once the member's available balance falls below or above the configured tolerance. At that time, the e-Alert will appear in the online banking message center. The accompanying email notifications are sent within 30 minutes of the the online banking notification. (Self-Processors and other cuasterisk.com partners may opt to send email notifications more or less frequently based on syste More...
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2.
If I want to temporarily stop Reg D requirements for maximum # of transfers, what do I need to do?
If you simply wish to stop warning members directly, the Reg D warning message for online/mobile banking can be temporarily disabled via Tool #751 Reg D/Trans Handling Analysis Rules (select Maintain Reg. D Transaction Policy ). Keep in mind that the Phone Operator message cannot be disabled, so your employees will still see this warning. Make sure that your call center operators know how they should respond. The system will continue to track activity as usual and generate your daily violat More...
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3.
When a member believes they have been sent a Member Reach message in error, how do I determine if it was or wasn't?
Here are the steps to help answer the FAQ of “Why did I receive this message?”: Navigate to CU*Spy In the top search field, type PCMMSG Use the date range fields if necessary to specify how many days worth of Member Reach Daily Message Reports you need to look through, based on when the member received the email. In the Search for field, type in the email address, the account number, or the member’s last name, whatever will be easiest for you to locate this member. Click the More...
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4.
How can I create a report of members who have the Text Messaging flag selected in their member contact information?
Using Report Builder (Tool #100), you can use the table (file) MASTPH, which stores member and non-member phone numbers and settings. The column (field) MTPATM shows whether or not the Allow Text Messages option is checked (Y) or unchecked (N).
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5.
When viewing the ATM/Debit Activity Screen, I see fields named Original message type and Last message type. How does this affect my ATM/Debit card processing?
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...
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6.
Does CU*BASE automatically generate CTRs for large dollar transactions?
Yes, CU*BASE automatically generates CTRs for large dollar transactions. You will need to configure the Bank Secrecy Act Monitoring Configuration with this setting. You can also select to have only a warning message appear, if you prefer. Warning messages or CTR forms will appear when posting on the following teller screens (depending on which transaction types are being tracked for BSA in the Bank Secrecy Act Monitoring Configuration): Teller Funds In Teller Deposits/Withdrawals Teller Misc. More...
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7.
When looking at the ATM/Debit or Credit Card Activity screen, what does the indicator in the Type and Transaction Description mean?
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...
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8.
How do I stop a delinquent notice from being generated for a member?
CU*BASE provides a field in the member loan record that is called 'No Delq Notice Print'. Change this to a Y in the maintenance option. bankruptcy bankrupt Chapter 11 Chapter 13
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9.
There are reports for CU*BASE Member Connect messages that tell us members that received a message and those who did not and why. Are there any more reports like this?
Great question! Recently, 2 more message delivery reports have been created: 1. eAlerts/eNotices - PALTEMAIL 2. e-statements - PESTMTN2 These reports, along with the PCMMSG delivery report for Member Connect messages, can assist a credit union with identifying the reason why a member might not have received an expected email or how many members you are trying to send emails to that have an invalid email address. All 3 reports are automatically generated when mass emails are sent through the CU* More...
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10.
When I attempt to print reports from my DAILYXX or PRINTXX OUTQ I am receiving a program error message. Why?
A program error message displayed when attempting to print either your DAILYXX or PRINTXX reports is usually because the writer to which you are attempting to print the reports has not been started. The detail of the program message will state that the Writer XX is not Active. The printer will need to be connected/re-connected before you can proceed with printing your reports. outq, OUTQ
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11.
I just got a new laptop and when I try to log in to CU*BASE GOLD it takes several minutes, and then I get an error message, "Cannot Connect() to server."
This can happen if you have the Launch ProDOC when logging in option turned on in your Preferences (click the Preferences button or use F5 while on the CU*BASE Home page), if the workstation you are using does not actually have ProDOC installed. ProDOC is installed locally, but your CU*BASE GOLD preferences are attached to your CU*BASE employee ID, which means they are used no matter which device you are using to log in. Usually that's a good thing, but if you happen to use a workstation More...
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12.
When are e-Alerts generated?
Alert Type Generated Account Balance When the available balance falls below (or above) the configured tolerance. Loan Payment Due During end-of-day processing. ACH Transaction When ACH transactions are posted to member accounts. Notice printed When notices are actually printed using Tool # 653 Print Laser Member Notices. e-alert eAlert
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13.
My member's cellular provider has cleared the block on text banking messages, but my member is still not receiving text banking messages. What is the next step?
In this case, the issue may be caused by an application or setting on the phone . Check to see if the number (46247), or short code messages are being blocked by the texting application on the phone. NOTE: This may happen more often with Android phones as the manufacturer and provider may customize base applications with proprietary versions. If the member is still not receiving text banking messages after contacting their provider about blacklisting and confirming their application or phone More...
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14.
After attempting to login to online banking members are receiving a message stating the member number is not valid. What do I do?
Here are some ideas of things to remind members: If an online banking username was set up, the account number can no longer be used to log into the account. (If the member cannot remember the username they set up, after verifying their identity use Tool #14 Member Personal Banker > Online Banking/ARU (activate, change PIN/password; view password history) > Display Username to delete the username. Your member number is the main account number that identifies your relationship with the cred More...
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15.
If CU*BASE is offline for some reason like system maintenance, and a member uses text banking to request a balance, will they be charged for that text message even though the system couldn't respond?
Since the system will be unable to respond with a balance, it will also be unable to log the text message against the member's account number, which means it cannot be included when fees are tallied. So although the member may still be charged by their mobile phone provider for text messages they send, they will not be charged the usual text message fees by the credit union via CU*BASE (nor with the credit union be charged for that item).
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16.
How do I know if my eStatement messages have been sent?
When eStatement messages are complete there are two things that happen: 1. A 'Completion Summary Report' with successes/exception/totals is created. The call letters for this report are LFMLOG. 2. A record is written out to the CUFMNT File (see example below) and if you don't see this record, it has not run yet. MNTPGM = PESTMT MNTOLD = MSG: ESTMT EMAIL SENT TO AUTO MNTNEW = CORPID: 01 #SENT:(Your Credit Union #) You can view this record using Tool #159 Audit CU F More...
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17.
Can you tell me if members will receive a Reg D warning message if they try to do a text transfer and they have exceeded their limit?
There is a limit to what a text message can display, so all we can send is a simple message that alerts the member of a REG D violation with the savings account.
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18.
Many of my members have said the best way to contact them is via text message. But with the rules around “express consent” that credit union must follow, what’s the best way to take care to only contact members via text message appropriately?
The new phone # database introduced in the 18.07 release includes both a Mobile phone checkbox as well as a Can sent text messages to this number checkbox. There’s also a place to enter free-form comments on each individual phone number. Also remember to take advantage of the existing marketing opt in/opt out flags . You could even use all of these elements in tandem with a special Tracker Type/Memo Type combination that specifically records a member’s written consent. Another idea More...
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19.
What does it mean when I get the error message "Unable to
process due to bureau error" when processing a Credit
Report?
This generally means the Credit Bureau is unable to process the report because of something in the address fields. Check the address and see if an Apartment number is listed on the top line or if anything looks awry in the address. Remember that no punctuation is allowed in the name or address fields. Make any changes needed, press Enter to save and then re-send the request.
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20.
I'd like to have a PDF copy of a report that I can include in my Board packet. I know I can get that from CU*Spy for daily and monthly reports, but what about a report I'm generating myself?
If your credit union uses the CU*Spy online vault, it's easy! Just choose INSTANTxx (where xx is your credit union CUID) as the printer name when printing any CU*BASE report. When the report is generated it will be sent directly to the new INSTANT OUTQ. CU*Spy will regularly monitor for reports sent to this queue and within a few minutes, you’ll see the report under the “Instant Reports” tab in CU*Spy. It will be indexed with the name of the report. IMPORTANT: Remember y More...
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21.
What happens if a member sends a text banking message during a period when CU*BASE is offline for some reason like system maintenance?
If the system cannot respond with their actual balance for any reason, it returns the same content as if they had used the HELP text message.
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22.
I accidentally hit my SHIFT key a bunch of times, and a window popped up on my screen that I clicked OK on, and now my keyboard is acting really funny.
If you press the SHIFT key five times in rapid succession it will ask if you would like to turn on StickyKeys. If you click OK, it will turn on StickyKeys. StickyKeys is an accessibility option in Windows that allows for someone to use the CTRL, ALT or SHIFT keys one key at a time without having to hold the keys down. To turn StickyKeys off: Click on the Start button Click Control Panel If you see “Pick a category” with 10 categories below, click Accessibility Options, and then c More...
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23.
What do the various device and print job statuses on the iSeries mean?
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...
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24.
I want to create a custom report that shows how many
members have subscribed to e-Alerts...what is the
field name and indicator for members who have turned this on?
You can Query the PCALTCFG file for information on e-Alerts and e-Notices. This file will show you all members who have signed up for these items, including an column indicating whether the member signed up to receive the alert via email or text message. In the alert type field, the types codes are as follows: AC = ACH transaction AB = Account Balance LN = Loan Payment Due NP = e-Notice
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25.
On our loan credit insurance and/or debt protection posting reports, we see exception descriptions that are abbreviated. What are their meanings and did the premiums/fees post or were they rejected?
These message indicators appear on the CU*BASE loan insurance premium posting report (TCUNAS2 / TCUNAS3) and the Debt Protection Fee posting/exception reports (TCUNAD2 / TCUNAD3). By looking at the reports, you can tell if a premium / DP fee posted or not based on the exception. LOAN INSURANCE MESSAGES ADD SIGN There is joint coverage on this loan. There is either no 'additional signer' record, or the birth date for the additional signer is missing or invalid. JT TO SG There is joint cov More...
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