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

  • 1. Where can I look at the devices (workstations and printers) in my credit union? Public
    Preview
    Launch Tool #326 CU Hardware Configuration. Select either Terminals or Printers. This will bring up a list of the devices currently built in your CU device library. Double-click the device you want to review.
  • 2. What new information does member see on the Login History page in Mobile Banking and "It's Me 247" starting with the 18.08 Online Banking release? How might this be different if the member logs on with device registration controls to their access (PIB)? Public
    Preview
    The member will see some new information on the Login History screen starting August 29, 2018. The data for this change was collected beginning August 7th. New information includes: Login Source types: iOS, Android, Desktop Browser, Mobile Browser, Loan Application, Other Login Methods: Username Password, Fingerprint, Pin, Voice, Face NOTE: If a member uses Personal Internet Branch (PIB) device registration, a duplicate login record might appear that doesn’t record the login source, IP  More...
  • 3. 2017 Device Name Expansion Project Public
    Preview
    Due to the growth of our network, during 2017 we will be changing the naming convention we use for CU*BASE devices (printers and workstations). We're expanding the number of characters in each device name so that more devices can easily be added as we continue to grow in the future. This new, 7-digit format will include: The CU ID The Branch Location The Device Type The Sequence Number What Your Credit Union Needs To Do CU*Answers will be working with your credit union to prepare for   More...
  • 4. What do the various device and print job statuses on the iSeries mean? Public
    Preview
    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...
  • 5. How do I stop a delinquent notice from being generated for a member? Public
    Preview
    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
  • 6. When are e-Alerts generated? Public
    Preview
    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
  • 7. Does CU*BASE automatically generate CTRs for large dollar transactions? Public
    Preview
    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...
  • 8. When are account balance e-Alerts generated? Public
    Preview
    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...
  • 9. 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? Public
    Preview
    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...
  • 10. How can I ensure MACO is unenrolled from all devices for a member's account? Public
    Preview
    Here is one way to make sure that MACO is unenrolled from all devices that have been enrolled using this particular account: Step 1: In case credentials have been compromised, have the member change their password, then enroll for MACO Step 2: If the member sees the message, “Previous Enrollment Found,” that indicates that another device has, in fact, enrolled with MACO. (Less commonly, this message could also mean that the member had previously enrolled but hit “Reset All  More...
  • 11. What is a GUAPPLE unit? Public
    Preview
    GUAPPLE is short for GOLD Update Appliance. The GUAPPLE is a stand-alone network appliance that takes the place of the GOLD-Master update server PC. It is designed to seamlessly handle all of your GOLD software update retrieval tasks. No effort is required to retrieve software updates when using a GUAPPLE device. It will acquire GOLD update files automatically as well as custom loan screen updates, doing away with manually downloading and extracting software update files. One GUAPPLE unit  More...
  • 12. What determines where my GOLD documents print? Public
    Preview
    This comes from the Workstation Device Configuration in CU*BASE. To view or change this: Launch Tool #326 CU Hardware Configuration Select Terminal/Workstation In the list of workstations, locate the ID of the workstation you are looking up and double click on it (or just type the ID and press Enter) This will open up the terminal's configuration in CU*BASE. In the middle is the list of default printers where your documents will print: General Printer - this will be the printer to which a  More...
  • 13. How do I know which workstations at my credit union have received the GOLD updates? Public
    Preview
    Use the GOLD Release Inquiry system as follows: Launch Tool #326 CU Hardware Configuration. On the initial Device Configuration page, press F10 for GOLD Release Inquiry. Click the Sort button above the far right-hand CU*BASE GOLD column, to sort your devices by the GOLD release version. This will bring those with an older version right to the top. Make note of these devices and update them promptly so that your users will not experience any CU*BASE software issues.
  • 14. I am not a managed client of Network Services. How do I join my Windows 10 iSweep to my domain and create the necessary folders? Public
    Preview
    As a result of a January 2018 Windows 10 update, you will need to join your Windows 10 iSweep to your domain. This will be handled internally for Network Services Managed Clients, however, non-managed clients will need to have Network Services work with their IT staff/third party IT company to setup a new local account on the machine in order to join this unit to your domain and complete the additional steps. Configuring Group Policy and Active Directory Active Directory Configuration Open Act  More...
  • 15. Reports or forms from CU*BASE are printing with random characters or corrupt pages. Public
    Preview
    CU*BASE is designed in such a way that most programs are common between clients and menus. If a particular report has issues across multiple different printers, report the the issue to CU*Answers to investigate whether there is a programming error. However, the issue is typically isolated to a single workstation or to a single printer. Confirm the CU*BASE configuration of the printer The first step in the troubleshooting process is to ensure that the printer is configured correctly from top to  More...
  • 16. I changed my workstation configuration in CU*BASE to specify a certain "General Printer" ID, but my screen shots are still going to another printer. Why are they not going to the ID I defined? Public
    Preview
    The General Printer ID that is specified in Tool #326 CU Hardware Configuration does not control where screenshots are printed. The screen shot configuration needs to be changed on the virtual workstation device. Contact the network help desk for assistance. There should be 3 sessions per workstation (G0, G1, and G2). The screen shot printer can be modified here.
  • 17. Can a CSR reset my employee ID password? Public
    Preview
    No, our CSRs will not reset the 2-character CU*BASE Employee IDs for your staff. This must be done by an internal CU security officer. Use Tool #762 Reset Employee ID Password . (This can also be done via Tool #327 CU*BASE Employee Security using the Reset PW option.) It is important that credit unions insure proper training to their employees regarding the expiration of their CU*BASE Employee ID password. We deliver a warning message of expiration 7 business days prior to the staff member.   More...
  • 18. What are the instructions to create an .fdfx companion file for my custom upload to CU*BASE? Public
    Preview
    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...
  • 19. What data tables can I search to see information about where and when attempts are made to login to a member's online banking account? Public
    Preview
    There is a table called MBRAPPSTAT which holds records of various API calls done during the entire member authentication process, even before they have successfully logged in to online banking (even if through the mobile app). That is the first place TO look to see records of what's happening with this member's account as they step through that process. There is one row for each API call, and each API call represents a different phase of the process. For example - Get Username, Get Chall  More...
  • 20. Why does CU*BASE show delinquency in two different ways? In some places it is months/days and others it is actual number of days. Public
    Preview
    There are two methods used to track delinquent loans for reporting purposes in CU*BASE: Method One (for Collections tracking) We have always tracked delinquency in two separate fields for “Months” and ‘Days” in the member files. When a loan is 30 days delinquent, it shows as “0 Months, 30 Days” delinquent. When a loan is 31 days delinquent, it is “1 Month, 0 Days” delinquent. A month is always considered 30 days regardless of the actual number o  More...
  • 21. What hardware is required for the CU*Answers online imaging solution? Public
    Preview
    To take advantage of the CU*Answers online imaging solution, there are a few required pieces of hardware. Each branch will each need an Gweep upload appliance to transfer the electronic images to the secure database. Additionally, scanners are needed to capture photo IDs (and supporting documents for loans), and signature pads are needed at each workstation where receipts are signed. Thermal printers are required for the system. These hardware devices are described in more detail below: Gweep U  More...
  • 22. How do you go about "pinging" an IP address? Public
    Preview
    To ping a network device, you will need to open a command prompt: In Windows 7, click on the Start button and type cmd (without the quotes) then press Enter. In Windows 10, type the following into the Windows Search box: cmd , and when the result appears, right click and select Run as Administrator Once the command prompt is open, you will need to type the word ping followed by the name or IP address of the network device you want to ping. To test connectivity to the High Availabil  More...
  • 23. When I print a check, the logo and signature areas are not printing correctly. I am getting garbage characters such as !@#$%&*()abc, etc. Why is this happening and what can I do to correct it? Public
    Preview
    These symbols print when the printer doesn't know what graphic or font to use for the logo, signature, or MICR line. There are a few possible causes: Is this a new printer? If this is a new printer, the first thing to consider is whether the other printers at the credit union use Check Secure devices. Check Secure devices are no longer sold and are not compatible with new printer hardware. To transition from Check Secure devices to the new software based check printing methods, contact CU  More...
  • 24. How can I analyze my Member Trackers without using query? Public
    Preview
    To analyze Member Trackers, simply run a report in Tool #664 Print Member Trackers . When configuring Tracker Type ( Tool #277 Configure Tracker Types ) and Memo Type ( Tool #260 Configure Memo Type Codes for Trackers ), you created specific codes that track these types of records. Tool #664 allows you to generate a report based on multiple search criteria, including Tracker Type and Memo Type, as well as date range, and Employee ID. Additional options are available to analyze Sales Trackers via  More...
  • 25. I am receiving a 'printer timeout error' when trying to print a document to my HP Laserjet 2200. What should I do? Public
    Preview
    The first thing to do is make sure all the cables are connected securely to the printer and the PC. Be sure to note if one of the cables is a network cable. If all of the cables are securely connected and you still cannot print, restart the PC and the printer. If you receive the same error once the printer and PC are back up, there is likely a hardware issue with the printer. If one of the cables that plugs into the printer is a network cable then the Jet Direct card (a network interface   More...