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  • 1. Where can we find local technical support for our HP laserjet printer? Public
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    Follow the link below to the service locator page on the hp.com website. There, you will be able to select the product line for which you need support, enter your address, and find nearby HP-qualified technicians.
  • 2. I need to configure an HP2300 Laserjet Printer that is replacing an older model. What changes need to be made to the printer configuration? Public
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    This procedure assumes the printer is attached directly to a PC. Load the correct print drivers on the PC and ensure that you can produce a Windows test page. Open the Client Access print session and cancel the sign-on dialog box. From the Communication menu, choose Configure, then click the Setup... button. Set the printer model to *WSCST , set the drawer settings to Letter (8.5 x 11 inches) , and put a checkmark in Printer Supports ASCII code page-899 . Click OK until prompted to sign on again  More...
  • 3. What is the member's transaction description that is used for debt protection fees? Public
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    There are four types of debt protection plan types. 1= Single, 2=Joint, 3=Co-Borrower, 4= Blended. The transaction descriptions are: 1. SIngle Debt Pro Fee, 2. Joint Debt Pro Fee, 3. Co-borrower Debt Pro and 4. Blended Debt Pro Fee.
  • 4. I am receiving a 'printer timeout error' when trying to print a document to my HP Laserjet 2200. What should I do? Public
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    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...
  • 5. What determines where my GOLD documents print? Public
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    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...
  • 6. How do I tell my members to contact support when they need help with "It's Me 247" Bill Pay (Fiserv)? Public
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    Credit union employees can communicate with a Bill Pay Customer Care Specialist via Answerbook or via phone, and members can communicate with us directly through their bill pay product. Here are the steps for members to take (applies to credit unions on the Cooperative Model). Please encourage your members to communicate their questions using this method: After a member has logged into Pay My Bills via It's Me 247 Online Banking, at the top of the bill pay screen is a series of gray navig  More...
  • 7. We have a loan serviced by another financial institution that we are participating in. Our auditors have asked us to make sure that it is viewed as a loan, but we have it configured as an investment on CU*BASE. How should this be configured? Public
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    Within CU*BASE the Participation Lending software is for managing member loans and investor positions. With this the member record is serviced by your credit union and therefore recorded as an actual member loan. If your credit union is purchasing into a loan serviced by someone else and you would like to manage your investment in participation offerings by others, this can be done through the CU*BASE Investments subsidiary software. Some pointers to keep in mind: You will use Tool #993 INV 1:  More...
  • 8. How do I set the COM Port for a topaz signature pad in ProDOC? Public
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    To set the COM Port of a signature pad in ProDOC, you can either go through the interface (preferred) via: Right click on the ProDOC icon in the system tray click on Setup. On the General tab select the port from the Use Signature Pad Connected To: drop down. OR directly through the .ini file by: Opening the prodoc.ini file located in the program files\doclogic\ProDOC\prodoc.ini Find the line that reads: Pad=x and change it to read Pad=(COM port) For example if your pad is on COM2 then you wo  More...
  • 9. Reports or forms from CU*BASE are printing with random characters or corrupt pages. Public
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    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...
  • 10. Which reports support Report Scheduler? Public
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    As of May 2019, the following reports can be set up in the Report Scheduler. More reports are being added all the time, though. To see if your report is included, simply look for the Save Settings button on the screen when you are running your report. Tool #108 Accrued Dividend Summary Rpt - CDs Tool #190 CD Maturity Analysis Report Tool #191 CD Selective Trial Balance Report Tool #213 Closed Account Report Tool #218 Closed Membership Report Tool #280 Contingent Liability Analysis Report Too  More...
  • 11. What is meant by a “complex” balance sheet? Public
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    A complex balance sheet is one that has a sizable proportion of assets and/or liabilities that have special contractual features collectively described as having “optionality”. These characteristics increase the risk profile of the institution. Most fixed-rate mortgage loans, for example, allow the borrower to prepay the loan if mortgage loan rates decline and to not prepay if rates go up. Similarly, if market rates decline, a callable bond will be called but if rates increase, the issuer will  More...
  • 12. When I create my budget in CU*BASE using the asset/liability modeling tools, is there a special technique I have to use to keep assets equal to liabilities and equity on my balance sheet? For example, if I project $10 million in growth of loans and $10.5 million growth of shares, the $500K difference has to go somewhere so the total assets and liabilities are in balance. In the past I’ve used budgeting software that has a balancing account that acts as either a cash account or a borrowing account, depending on where it is needed, to keep assets equal to liabilities and equity. Public
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    The CU*BASE Budget tools are not intended to project your entire balance sheet. While some software products do that, that was never our intent. Our purpose in modeling select assets and liabilities is to create a projection to be used to calculate the income and expense for the budget. It results in a few simple things: You can create reports to present how you see member balances growing in the future. You can create reports to present the actual member balance in comparison to your project  More...
  • 13. I think I have a bad piece of hardware on my Dell workstation. What can I do to remedy this? Public
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    Contact Dell Support at 800.624.9896. You will need to have the express service code and service tag available, which can be found on the workstation. Explain what is going on to the Dell technician and you will be asked to perform a series of troubleshooting steps. If this is a serviceable request, the technician will inform you of the next step to take whether it be an on-site visit, a shipped replacement, or what have you. This Dell service will be of no charge provided the hardware is st  More...
  • 14. I am recieving the following error message on my HP 2300DTN printer: "Solving 41.3 Unexpected Size in Tray XX error." What should I do? Public
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    This error occurs when trying to print a document that is specified for one size of paper to a tray in the printer that is set to print on a different paper size (for example, printing a document that is designed for an 8.5” x 11” sheet of paper to a tray that is set to legal size paper). The error can also occur if you have the wrong size paper in the drawer. The solution to this problem is you either have to change the tray to which you are printing, or change the setting of the tray on the pr  More...
  • 15. Documents from GOLD are printing to the wrong tray. Public
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    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...
  • 16. What information can be secured with masking for the Epson thermal receipt printers? Public
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    There are two data masking options for the Epson thermal receipt printers. In each instance, the data is hidden with a series of "X" characters: Member Name: the complete member name at the bottom of the receipt is masked. Account Number: This includes both the account number in the transaction detail and the account number at the bottom of the receipt. From one to eight characters may be hidden. It is recommended that the last two or three digits of the account number are not masked so that the  More...
  • 17. How are ALM and Budgeting related? Public
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    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...
  • 18. Can I schedule a series of Queries that are dependent on each other with the Query scheduler? Public
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    Yes. The Query scheduler runs the Queries in the order they appear on the screen. To run Queries that build on each other, simply enter them sequentially.
  • 19. Does a low Shocked NEV always indicate that interest rate risk is present in the balance sheet? Public
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    Interest rate risk is a complex topic that cannot always be captured in a single number, including the shocked NEV. If an institution has a low book capital ratio such as 7% or lower and the non-maturity deposits are valued at par, the Shocked NEV in a +300BP test may be below the widely used regulatory threshold of 4% even if the institution has little or no interest rate risk. In this situation, it is essential to exercise good judgment and examine the balance sheet composition and the inc  More...
  • 20. Will PIB let members get a password "reminder" or help when they forget their password? Public
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    The PIB Profile online tool does include a mechanism for members to click forgot my password and, after answering a series of challenge questions, the system will send a new password to the email address on file at the credit union for that member. There is also a mechanism in Online Banking where, if your credit union has already set up a profile for the member, or if you require the use of a PIB profile in order to access Online Banking. A m ember creates a user name and password to acce  More...
  • 21. Who should I call for warranty assistance or to troubleshoot hardware problems on my Dell computer? Public
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    Contact Dell Support at 800-624-9896. You will need to have the express service code and service tag available. These items can be found on the workstation. Explain what is going on to the Dell technician and you will be asked to perform a series of troubleshooting steps. If this is a serviceable request, the technician will inform you of the next step to take whether it be an on-site visit, a shipped replacement, etc. This Dell service will be no charge provided the hardware is still under warr  More...
  • 22. How do I build an IBM Client Access print session for an HP 2300DTN printer? Public
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    First you need to determine what the printer ID will be. If there is not one currently available, please contact the CU*Answers Systems Department and follow the procedure in order to create one. The next steps are as follows: Click Start > Programs > IBM AS400 Client Access > Emulator > Start or Configure session. Choose Configure . The System Name should be wescprod.cubase.org . Specify Workstation ID should be the printer ID assigned. Check the box for "Transform print data..."   More...
  • 23. When we start our laser check printing system, the Check Secure device produces a report page on check paper. Is that normal? Public
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    Yes, this is normal. The role of the Check Secure unit is to provide a secure means of passing logo and signature information for check printing. The external unit and card allow you load files at the beginning of your day and also allow you to remove the card and place it in a secure location when you are done. When the printer is shut off for the night, the necessary font files drop from the printer's memory and are no longer available. When you insert the card, it loads data into the memory  More...
  • 24. What are “NMDs” and why is their valuation so important? Public
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    NMDs refer to non-maturity deposits which are share drafts, shares and money market accounts. These accounts have unique risk-reducing properties that are not always reflected an ALM analysis. The funds in an individual share draft account, for example, are immediately withdrawable and the balances tend to be quite volatile. However, when viewed collectively, such balances tend to be stable, dependable and they behave as if they are much longer-term deposits so they can be used to fund longer te  More...
  • 25. What is the annual amount that can be deposited into an HSA account? Public
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    The maximum allowed annual contribution is indexed each year by the government and is normally announced in the 2nd quarter of the current year for the next year. The limits for 2009 were posted on May 13, 2008 and are quoted below. 2007 Annual Contribution Levels for HSAs: Single (self-only) coverage $2,850 and Family coverage $5,650 Catch-up contribution for accountholders is $800 in 2007. Catch-up Contributions are allowed for an accountholder who is at least 55 years   More...