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1.
What is stand-in processing?
Simply put, it is a way for your members to continue using interactive services such as audio response and online banking, ATM/debit cards, and online credit cards for their financial needs, even while CU*BASE is off line for normal daily or monthly processing. CU*BASE uses a special style of stand-in processing that allows for continued use of CU*TALK audio response and It's Me 247 online banking services even during the night when we perform end-of-day and end-of-month processing. Refe More...
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2.
What reports are associated with the standard CU*BASE ATM/Debit card processing platform and what is each used for?
The reports associated with the Standard ATM/Debit process are as follows: LPANTX1 Detail Information for transactions (Card # order) LPANTX2 Summary Information for transactions (BIN order) - USED FOR BALANCING SETTLEMENT TOTALS LPANEX Exceptions report (Broken down into three sections: Denials, Unposted Items, and ISA Fees) LPANAC1 Detail Information for transactions (Account # order) LPANAC2 Summary Information for transactions (BIN order) PADLIM Report More...
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3.
What is a GUAPPLE unit?
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...
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4.
Can I process my Remote Deposit Capture deposits interactively? How does RDC-IQ work?
When members post check deposits via RDC, what’s most important to them is getting the money into their account quickly. RDC-IQ is the fastest way to post RDC transactions to your member accounts – and the most cost-effective for your credit union. RDC-IQ is the near-real-time posting service solution you’ve been waiting for! If you use eDOC Innovations as your RDC back-end processing vendor, then take your RDC program to the next level. When a member deposits a check via More...
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5.
There is a IRS reporting requirement that states that companies that process credit and debit card payments are required to submit IRS Form 1099-K. Will CU*Answers be producing this form?
No. This law actually pertains to merchant card programs where the merchant is collecting payments for services and goods sold. Since we do not run merchant programs on our platform, this reporting requirement does not apply to us.
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6.
What features does Xpress Teller have that Standard Teller does not have? What are the key benefits for moving to Xpress Teller?
Xpress Teller introduces a new, separate teller processing platform to CU*BASE, designed to streamline and simplify the teller experience, offering an alternative that was built with today’s changing credit union lobbies in mind. Xpress Teller includes these exciting new features: Improved Search in Xpress Teller The first screen has a powerful and easy-to-use new search engine that gives tellers a single input field to enter any data about the member and look for that data across dozens More...
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7.
On a recent exam one of the findings listed related to online banking is "The platform allows concurrent logins/sessions…" How should I respond?
On occasion, IT examiners and audit professionals may claim allowing “concurrent sessions” on It’s Me 247 Online Banking presents a security risk. While it is true that It’s Me 247 allows concurrent sessions, security risk is minimal and preventing concurrent sessions would create disruption to your members. The primary benefit of having concurrent sessions is they allow the owners of an account to be logged in at the same time on different devices. Without concurrent s More...
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8.
My credit union needs to complete a risk assessment of the Audio Banking system. What information can you provide to assist me?
The CU*TALK Introductory/Startup Guide explains the features that are available with the standard Audio Banking system provided by CU*Answers. This system uses TCP/IP technology provided by Interactive Intelligence, Inc. (I3). Also refer to the links below for additional information.
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9.
Are there any features being sunset when the new look for "It's Me 247" is released?
Yes, there will be a few features we are not bringing over into the new mobile first design. Features being permanently sunset: Promise Deposits - As most CUs and members have fully embraced RDC with its available near-real-time posting option, we made the decision not to bring the Promise Deposits feature into the new modules/mobile first design. Member-selected color themes, picture albums, and start page - The start page feature has been replaced by the Favorite accounts and Favorite feat More...
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10.
What Education does CU* Answers offer?
CU*Answers strives to accommodate our clients by offering training in many different formats, from full classroom offerings (see the current CU*Answers University Catalog) to online learning and web conference sessions. We also offer individual training sessions, and workshops which can be held either at a credit union site, or here at CU*Answers. For credit union staff to train internally, we offer our web-based online courses as well as hands-on learning using a pretend CU*BASE credit union More...
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11.
My Teller Cash Recycler/Dispenser vendor is Dynacash. What preparation do I need to do before moving to Xpress Teller?
Dynacash calculates the Cash Back amount by knowing the location of this information on the CU*BASE screen. This location changes with Xpress Teller. Before moving to Xpress Teller, you will need contact your Dynacash vendor and get the update to support Xpress teller. If you need assistance you can contact imaging@cuanswers.com . NOTE: We've been told that the hot keys used to perform operations in DynaCash are flexible and can be changed. They can work on our existing teller platform, Xp More...
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12.
How does card maintenace work on the MAP VISA DPS switch on the new platform? What can be done on CU*BASE and what is done at the vendor?
Visa DPS MAP and CUBase card maintenance roles CUBASE: All NEW card and pin orders are handled through CUBASE. CUNW sends the AP maintenance file each night to Visa DPS. The card and pin are then processed and sent to Personix for creation. Hotcarding is also done on CUBASE. A new card – to replace the hotcarded one– is ordered from CUBase. All subsequent address and social security number and phone number updates for cards are also sent through the AP File. MAP/Visa DPS: A More...
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13.
How does CU*BASE handle Plastic reissues for my ATM/Debit/Credit card products?
CU*BASE does not perform any automated card reissues for any credit union or vendor. With the exception of two platforms*, all plastic card reissues are done for the credit union by their vendor. The normal process is the vendor sends the CU a couple of reports once monthly (usually 6 weeks out from expiration of card). One is a reissue report, the other a non-reissue report. The CU reviews and makes changes to the vendor system prior to their cutoff date for ordering the reissues. All cards More...
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14.
What does the introduction of Xpress Teller mean to my teller business design?
Xpress Teller is a new, separate teller processing platform to CU*BASE, designed to streamline and simplify the teller experience, offering an alternative that was built with today’s changing credit union lobbies in mind. There are some high-level strategic decisions your credit union should be thinking about now, as you make your plans for implementing Xpress Teller including: Teller Services and Tools: What features will you offer at the teller line? Who will use which version of teller More...
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15.
We are interested in using RDC-IQ and are currently using a vendor other than eDOC Innovations (UrbanFT) for RDC Posting Services (batch posting). Can we move directly to use RDC-IQ with eDOC Innovations as the vendor?
This can be done if you completely close down your program with your existing vendor and do a hard cutover to RDC-IQ. However, depending on the status of your program, you may want to allow your members time to migrate. If you use a vendor other than eDOC Innovations for batch posting (UrbanFT, for example) and want to use RDC-IQ, we recommend that you first migrate to eDOC Innovations and use RDC Posting Services (a batch file process). Once you terminate your program with the former vendor, w More...
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16.
What are the requirements for the signature line on my email messages?
To remain compliant with CAN-SPAM rules and to ensure all your email messages are delivered to members, you must include the following: Clearly identify the credit union name, address, phone number, and member service email address in the body of the email. Clearly identify the purpose of the email in the subject line. (See SAMPLE MESSAGES below.) Make a web-friendly Signature Line message. (SEE SAMPLE SIGNATURE LINE MESSAGE below. ) Clearly state why the member is receiving the email. Ensure y More...
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17.
My credit union is part of Xtend Shared Branching. Can we ever be included in a CU*BASE release beta test?
It depends. Using shared branching does not automatically exclude you from the beta pool! But the specific changes being made can affect how your credit union works with others who are not part of the beta. The most common example is shared branching but might also include vendor relationships as well. This becomes an issue when the release includes changes to the database structure itself (new data in files or changes to the data’s format). CU*BASE requires that all of the data used More...
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18.
How do I delete a tracker from a member's account?
To retain a complete and unaltered record of member interactions, Individual Tracker conversation notes cannot be modified or deleted. However, you can use the Purge Trackers feature (Tool #705 Purge Tracker Records ) to delete all notes under a certain tracker type and/or all trackers for just a single member account.
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19.
I'm trying to use the Open/Closed Memberships dashboard to analyze my entire membership, by entering a date range that goes all the way back to when my CU was chartered. It doesn't appear to show all my members, though.
Dashboard lists like this are limited (by our core IBM platform) to a maximum of 9,999 records. Certain analysis features that count and display summary information are able to deal with much higher quantities of records, of course, but any program that lists records one after the other, the way these dashboards do (it's sometimes referred to as a subfile ), cannot accommodate more than 9,999 individual items in the display. That's one of the reasons we include so many filters so you More...
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20.
Can some of my tellers use Xpress Teller (Tool #1600) and some use Standard Teller (Tool #1)?
Yes, it is possible for an employee to use both teller platforms (Tool #1600 and Tool #1) if both tools are assigned to their employee profile. This allows you to roll the Xpress Teller platform out gradually, maybe assigning Xpress Teller to head tellers to start the rollout. For the most part, however, an employee would elect to use one tellering platform.
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21.
How long does Tracker information stay in the system?
In order to provide a permanent record of a member's interactions with your credit union, Collections Trackers are retained on the system for the life of the membership, and even get moved to closed account files should the membership/account be closed. All other Tracker Types are subject to the retention schedule outlined in Tool #277 Configure Tracker Types . Most of these are CU-defined, with a few exceptions for standard system Trackers: Tracker Type Minimum Online Retention Required M More...
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22.
I need to do some maintenance on my member records to clean up some addresses and other contact info. I understand that normally, changes like this will trigger a "Red Flag" alert notifying the member that changes were made. But if all I'm doing is fixing a misspelled street name or adding "AVE" at the end of a street address, it will only confuse the member to receive that alert. Is there a tool that does not prompt the Red Flag warnings to be sent?
Yes, although for obvious reasons it is a special tool that should be carefully controlled and used only by authorized users in special situations. The most common use is immediately after a data conversion, where new clients just moving to the CU*BASE platform need to perform some routine cleanup of truncated names or stray special characters on street addresses on the data that was converted from their previous core processor. On occasion, a CU that has been on the system a while wants to go More...
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23.
How are ALM and Budgeting related?
ALM and budgeting are separate but closely related financial functions. They are also similar in that both are forward-looking processes. However, their analytical objectives are quite different. Over a planning period of say one year, for example, the risk of significant changes in the income of a depository institution resulting from changing interest rates is primarily the result of the repricing interaction of its current balance sheet structure. This is the ALM process and the analytical More...
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24.
Is It's Me 247 Mobile Web Banking as secure as regular online banking is?
Yes, we hold Mobile Banking up to the same rigorous standards for security and privacy as all our online services. During the development and beta process we underwent an exhaustive review by a third-party security auditing firm, who performed both external penetration testing and a source code review. It's Me 247 Mobile Web Banking passed this very intensive audit with high marks, having no high-risk vulnerabilities found. Medium-risk vulnerabilities that were found and addressed include ad More...
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25.
How does CU*Answers handle enhancement requests from clients?
A big benefit to the CUSO is client interaction with CU*Answers and peers. This is completed in a variety of ways including CU*Answers University classes, Product Focus Group Meetings, Web Conference sessions, CEO Leadership Events and more. Statistically, 80%+ of all CU*BASE software enhancements come from ideas initiated by clients. Refer to the Release Planning page on our website for more details about what drives our development decisions, how our software development process is managed, an More...
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