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...

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...

To update a member's credit bureau record for loans with your credit union once they are closed on CBX you would need to use E-Oscar website. Your credit union would need to be registered with the bureau and receive a username and password. If your credit union doesn't already have this access you will need to contact your bureau to get registered. Use the link below to see current information for contacting the different bureaus for access.

Prior to April 2023, we ran a daily routine that collected invalid email addresses throughout the day, then during BOD processing marked email addresses as wrong and recorded a Tracker note with the name of the operator who ran BOD. Starting in April 2023, instead of simply marking them as wrong, we now delete the email address and put it into the Tracker note. A record is also written to the CUFMAINT file maintenance log with the ID of the system operator who ran the process. If the system rec  More...

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...

For any CU*BASE GOLD update issue, these steps should be followed first to ensure that CU*BASE GOLD is configured properly and there are no corrupt files from a previously failed update. Ensure the user has logged out of and closed all open sessions. Have the user open http://updates.cubase.org/ . Have the user select their credit union from the list. Have the user run the link for the branch at which they are located. Have the user run the “Force CU*BASE update” link under the CU  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.

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...

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...

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...

To update a signature line in CU*BASE, you’ll use the Tool #497 Member Connect Marketing Tools . (You will need a file name to move forward, so it can be helpful to have a test file created in your QUERYxx library for situations like this.) NOTE: For Member Reach clients, Xtend has previously created a file ‘MBRRTEST’ that will allow you to access the Message Maintenance screen. Select Online Banking and/or email message from the first window and then use Enter. On the Mem  More...

There are several significant differences in how ING updates vs. normal GOLD. To troubleshoot a workstation that is not receiving updates, follow these steps: Ensure the GUAPPLE is online If not, get the unit back online Ensure the workstation can browse to http://{{GUAPPLE HOST NAME}}/ This should launch a version of ING with a default device ID If not, verify the GUAPPLE configuration; or troubleshoot HTTP connectivity issues from the workstation to the GUAPPLE Delete C:\CUBASE\cubase\cubase.  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...

For normal releases of changes to the CU*BASE GOLD software itself, no. Updates to the core software screens (called panels) are pushed to your credit union's GUAPPLE(s), then each workstation grabs those updates the next time the software is launched (assuming there are no open sessions already running). The exception to this is when we need to deploy updates to the LegaSuite client software itself. This is the client software that runs on the workstation to facilitate the use of CU*BASE  More...

Joint owner and beneficiary names can now be updated for all sub-accounts using the following tools: Tool # 3 Open/Maintain Memberships/Accts (shortcut: open) Tool #20 Update Account Information (shortcut: acct) member service rewrite

Access to personal information and other settings are now available by clicking the new profile button in the upper-right corner of the screen. These are the features included here: Message Center eAlert Subscriptions Personal Information (address, phone, email) Contact Preferences Change Username Change Password Change Security Questions Login History Password Change History

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?

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 .

Yes, the general ledger entry will post automatically in end-of-day processing. Account Maintenance can be used to change the dividend application for member accounts based on the product parameters. For example, a Student Checking may have an age maximum at which point the checking account may need to move the credit union's regular checking product offering. If the Dividend Application configuration have the same suffix range, there is no need to order new checks, change any ACH or Payroll  More...

Use Tool #20 Update Account Information to change the Review date field on the loan account. Depending on how your loan category is set up, this date may control whether or not the member can take additional advances on a credit card or other line of credit loan.

These files should automatically be placed into the correct spots to ensure that Iaccess continues to work without any problems. If you want to verify that you have received this file you can follow these few steps: Open My computer Navigate to c:\users\public\documents\ibm\client access\ Verify the current file size of “cwbssldf.kdb” If this file size is 30kb then everything worked correctly and you don’t have to do anything else. If this file size is different follow steps   More...

With the new Membership Designations system released as part of the Fall 2005 release, the old custodial flag has been made obsolete. When your data is converted for the release, all individual accounts that were tagged as custodial accounts will be flagged with a Membership Designation of CS. The primary member's name will be labeled as Minor and any joint owner names will be labeled as Custodian (labels appear on various inquiry screens in place of the generic Name or Joint Owne  More...

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. If attempting to paste text from an outs  More...