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1.
How do Network Services monthly charges work? Part 3 – CU*BASE GOLD Communications
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...
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2.
What are the cuasterisk.com network requirements?
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...
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3.
How do I troubleshoot CU*BASE GOLD update issues?
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...
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4.
How do GOLD updates work?
The update process consists of three steps: Get the update package from CU*Answers Unpack the update package Update the PCs at your site Files are created by our programming team that need to get to you when it is time for an update. The combined size can be very large. To reduce the size, the files are bundled and compressed. The resulting package is placed on a server here at CU*Answers. You contact that server and retrieve the update package using either a GUAPPLE device or shortcuts that you More...
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5.
Are local administrator privileges required in order for a workstation to receive CU*BASE GOLD updates?
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...
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6.
What determines where my GOLD documents print?
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...
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7.
What is the CU*BASE GOLD launcher?
This is a tool that engages when you double-click the icon to load CU*BASE. This launcher gives us control over the startup process to increase efficiency and allow further automation in the future. Benefits of the launcher (some visible, some not): An informational window will be displayed for a few seconds while the software loads. In addition to workstation ID and server name, you'll see an indicator that shows whether the connection is encrypted or not. We will use this space for a More...
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8.
How do I update a member's credit report if their loan is closed on CU*BASE?
To update a member's credit bureau record for loans with your credit union once they are closed on CU*BASE you would need to use E-Oscar website. Your credit union would need to be registered with the bureau and receive a signon 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.
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9.
After enabling session encryption, GOLD gives a "T02" certificate error and fails to open.
After enabling session encryption, GOLD may present a Warning T02 error message and not launch. Here is a screenshot of the error: If you encounter this error message, there may be an issue with your workstations local certificate store. We have identified a few possible causes. Typically, your workstation has several expired certificates in the store that are causing conflicts; or your workstation does not have the correct GoDaddy intermediate certificates. Follow the steps below to corre More...
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10.
Can GOLD be installed on an iPad?
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...
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11.
When any of our members updates their personal information through "It's Me 247" they get an email letting them know there was a change. Where does the signature line come from, and can I change it?
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...
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12.
How do I troubleshoot ING updates?
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...
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13.
If I send a marketing email via Member Connect to a lot of members, do I have to watch for bounced-back emails and update CU*BASE for those with wrong addresses?
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...
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14.
Where can I go now to update joint owner information?
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
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15.
Where does the member go to change personal information, update their password and security questions, and things like that in the new online banking look?
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
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16.
If I use Account Maintenance to update a Dividend Application and the corresponding general ledger number, will a journal entry be automatically posted for the principal balance (and any accrued dividends) of the member account?
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...
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17.
How do I update the Review Date on a loan account?
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.
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18.
What happened to the "custodial account" flag I used to see in Update Membership Information (the F11-Additional Info window)?
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...
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19.
I understand CU*Answers is in the process of updating its current SSL certificate to industry standards, and this requires each computer that is being used for CU*BASE printing to be have a file updated. What do I need to do?
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...
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20.
In the program where we update the rates for Audio Banking, what happens if I change a rate to 0.000% or erase an entire line from the configuration?
If the configuration has a rate of 0.000, Audio Banking will not read any message for that rate, even if one was originally recorded. For example, say you have requested a message to be recorded for item #9 on the configuration, but then you forget to go in and actually enter the rate into your configuration, or you accidentally delete the rate later. That recording will never be read to the member. Once you go in and enter a rate in position 9, then message #9 will be read along with that ra More...
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21.
If we "hot card" a debit card on CU*BASE, do both the ATM and debit card portions of the card get updated?
Per CO-OP, both the ATM side with CO-OP and the debit card side with EFUNDS gets updated with the hot card status. Service Center SC24 Coop
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22.
What kind of care and maintenance are required for the Gweep appliance?
No special care or maintenance is required for the Gweep appliance. Make sure that it remains connected to the switch and is plugged in.
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23.
Documents from GOLD are printing to the wrong tray.
Tray assignments are controlled by a combination of the model in the CU*BASE library, the print session configuration, the Windows driver, and the settings on the printer itself. Let's break down how each affects it first: Model in library - each model defines the PCL code that CU*BASE appends to the print job for duplex and trays. If the wrong model is selected, the wrong PCL may be pushed with the print job. It is also important to have a supported printer , otherwise CU*Answers cannot More...
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24.
How do I associate different indirect products (for new, used and auto) with a selected range of collateral years? How do I update my model years in my indirect delivery channels?
To associate different indirect products (for new, used and auto) with a selected range of collateral years or to update model years in my indirect delivery channels, access the Configure Loan App Delivery Channels (5) screen via Tool 462: Loan Delivery Channel Configuration , and select your delivery channel. Then use Enter and select the collateral type to update or add to. Highlight the year to change it or use Add to add additional years. On the next screen enter the collateral year range. More...
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25.
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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