Organizations utilizing the CU*Answers data processing system CU*BASE GOLD will have communications-related management fees from CU*Answers Network Services (CNS) on their monthly recurring charges. What is needed for CU*BASE GOLD communications? There are at least two components needed for CU*BASE GOLD communications: a Cisco router to route CU*BASE GOLD traffic and a machine that an organization’s devices can pull updates to the CU*BASE GOLD graphical interface. Requirements will shift w  More...

My Virtual StrongBox has an extensive library of technical documentation and video for members directly within the user interface. From time to time members may experience technical difficulties. The primary method for requesting assistance is directly through your client portal link provided by My Virtual StrongBox. Please visit https://virtualstrongbox.zendesk.com to create a profile to share with your administrative teams.

Download the Software Note: Our network requirements have been updated and can be found here . Please verify with your IT vendor that these changes have been put into place before attempting to download Station Control. You can download CBX from this link . Site-Four clients please use this link . Instructions for Manual Install of CBX Station Control Run the downloaded CBX Install Suite Prod CBX1.exe installer. This will require administrative privileges on the workstation. 1. On the CBX In  More...

To set CBX as the home page to automatically open when Edge launches, follow the steps below. 1. Open Edge. Click on the three dots in the upper right-hand corner. Click on “Settings”. 2. Navigate to “Start, home, and new tabs” on the left-hand side of the screen. 3. Under “When Edge Starts”, select “Open these pages:” and click the “Add a new page” button. 4. In the “Add a new page” dialog box, enter the following URL (htt  More...

As we transition from CU*BASE GOLD to CBX, we are shifting from an application that runs directly on a workstation to a more modern, browser-based solution. Previously, CU*BASE GOLD relied on command-line arguments and local temporary files to interact with multiple applications. This approach is not sustainable for the future, as web browsers lack the capability to execute command-line requests and require called applications to be installed and registered on the system. To address this limitat  More...

Production, HA, and beta CBX servers are patched on the Wednesday following the 3rd Tuesday of every month, unless otherwise noted, and will be unavailable from 2 AM ET to 5 AM ET. CTE, dev, QC, and any other CBX environments will be patched the 3rd Tuesday of every month from 8 PM ET to 12:01 AM ET. Please note that CBX will be unavailable during any iSeries maintenance, including scheduled and unscheduled rolls.

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.

All VPN data connections directly to your data processor (CU*Answers, CU*Northwest, CU*South, etc.) should be anchored by a stable internet service provider (ISP) with a static IP. Outlier branches that receive CBX/GOLD connectivity through a primary or secondary location (which has a static IP and VPN tunnel back to the data processor) can leverage Dynamic DNS, Dialup VPN IPSEC, and SD-WAN with multiple ISPs to form more stable connections back to the data processors using their primary/seconda  More...

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...

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...

GOLD cannot be installed directly on an iPad. However, GOLD can be accessed from a remote session server via various thin client access methods such as RDP emulators, etc. in much the same way Virtual Branch functions. However, CU*Answers does not officially support accessing GOLD via an iPad at this time. CUs can certainly access GOLD in this manner, though it is recommended they follow best practices and FFIEC/NCUA VPN recommendations concerning two factor authentication, encrypted sessions, P  More...

The first step is to call the Network Services Department at CU*Answers for assistance (1-800-327-3478 x3). The Gold-Master must be renamed prior to adding the GUAPPLE to the network. To add the GUAPPLE to the network follow these simple instructions: Find a location for the GUAPPLE that is out of the way, has an electrical outlet nearby and a connection to your network available. Once the location has been found, remove the GUAPPLE from the packaging and set it up using the supplied vertical   More...

Yes, some CBX reports support a conversion to an Excel worksheet. Use the directions in the knowledgebase item below to open your report in the default PDF program on your workstation. Then save the file as an Excel worksheet. Note: This process requires that you have a PDF program installed on your workstation that allows PDFs to be exported into another format. PDF viewers do not support this functionality. (Examples of PDF programs include Adobe Acrobat Professional and Adobe Acrobat Standa  More...

The differences ultimately come down to control and cost. The online ASP system is the fastest, simplest, most inexpensive way to get started with an e-documents strategy for your credit union. With online ASP you offload the back-end service management headaches to CU*Answers. We manage, backup, secure, and patch/upgrade the eDOC servers and databases and these processes fall under our SAS 70 and third party security audits. The online ASP system consists of electronic storage of receipts, loan  More...

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...

Refer to the IRS.gov website for the current codes they require. These are in some cases different that those used by the core system and CU*Answers, listed below. Note: This information may change. Refer to the IRS website for the most recent information. Contribution/Distribution Codes CU*Answers 1—Early distribution, no known exception 2—Early distribution, exception applies 3—Disability 4—Death 5—Prohibited transaction. 6—N/A, not currently supported 7&  More...

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...

As CBX is presented in-browser, you now will now use the built-in browser printer options to print a CBX screen. These printer features are located as the 3 dots in the top left corner of an Edge browser. The print options are very similar in other browsers, as well. See more about taking screenshots in CBX: What are some best practices for taking a screenshot in CBX?

General Requirements CU*BASE GOLD, CBX, and the associated cuasterisk.com software suite ( Station Control , ProDOC, SearchLink, etc.) require that the following networks be routed to the cuasterisk.com network (typically via a CU*Answers Cisco router): For all CU*Answers privately routed networks below, all ports/services should be allowed outbound from any device accessing CU*BASE or CBX. Required for standard Production connectivity: 63.150.21.96/27 63.236.240.16/28   More...

The purpose of these steps is to assist credit unions in connecting to their virtual environments during the week of testing. 1. Install the Omnissa Horizon Windows Client. Download the Omnissa Client for Windows. (Click HERE to download the file) Click the Download Now button, wait for the client to download, then open the file to start the installer. Select Agree Upgrade. The installer will run through and apply any patches or prerequisites. Once completed, the installer will ask you to   More...

Yes. You won't be able to read the answers to the member, but you can reset (clear) them. This will force the member to set up new answers and/or questions the next time they log in. This can be done two ways: Use the directions listed below. OR In Phone/Standard Teller, click the Home Banking button then use Reset Questions .

Copying and pasting from CBX is as simple as dragging your cursor over the text/field you want to copy, then moving to the destination and either using CTRL+V (your keyboard's shortcut to paste) or right-clicking and selecting Paste from the option menu. Additionally in Edge, if you highlight the text/field you would like to copy and hover, the Copy option will appear and allow you to copy. Follow the above instructions to paste to your destination.

Phase two for CBX will include additional new enhancements, plus fresh takes on enhancements that were retired with GOLD; many of which will come back in new, modular ways for use in CBX. Work has already started on phase two enhancements, such as a new way of using VAT (visual analytics tools) in CBX that includes the same export functions, as well as on-screen graphs. Work has also started on reviving what were previously special GOLD treatments (meaning, the work wasn't in CU*BASE, but   More...

First and foremost the biggest difference is that a GUAPPLE has a Linux operating system and an iSweep appliance has a Windows operating system, however the differences don't stop there. A GUAPPLE's purpose is to update the CU*Base GOLD software, where an iSweep appliance updates the CU*Base eReceipts and Photo ID capture software. Additionally, the iSweep appliance uploads all the documents created by the eReceipts and Photo ID capture software and acts as a layer of redundancy in the e  More...

You can tab between input fields by using the Tab key on your keyboard. In GOLD, the graphic overlay allowed for using the + key on the numeric keypad; this feature is not currently supported in CBX.