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...

The system will automatically generate an email any time an member's password is reset using the tools in CU*BASE (such as Tool #14 Member Personal Banker ) or in online banking by the member. This message is sent automatically to the email address already on file for the member. This is a security feature that is intended to warn members if someone else initiates a password change on their accounts without their knowledge. The content of the email reads as follows: If changed by a member in  More...

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...

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...

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...

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).

For e-statements, use the PESTMTN2 report, archived in a credit union's CU*SPY under the Member Services category. This report is generated once a month when e-statement emails are sent. This report, 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. Both reports are automatically  More...

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...

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).

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

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...

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...

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

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...

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...

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.

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...

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.

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

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...

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.

This occurs when the release includes changes to the files that your Query uses. For example, if we add a new field to the MASTER file, any Query you have that uses that file will display an error message. Fortunately, it is very easy to refresh your Query so that you can use it again. All you need to do is access the Query and save it. That's all. You don't have to make changes to it, it's just important that you save it so it can refresh itself to match the new file layout.   More...

Yes, between the Apply for Loan Today / Contact Me About my Score button and the disclaimer is a content section, an area that can be modifed via a configuration in CU*BASE. Launch tool #569 Online/Mobile/Text Banking VMS Config. Select Credit Scores History Sales Text and use Select or Enter. Use the screen that appears to enter a URL to one of your web pages as well as the Comments that you would like to appear on the page to explain the feature to your members.

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

That isn't really on our radar at the moment, but we did build the infrastructure so that it would theoretically be possible. So if your credit union has a budget and wants to discuss championing a project to add this functionality, reach out to the Developer's Help Desk and we'll see what we can do together!