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...

There are two methods used to track delinquent loans for reporting purposes in CU*BASE: Method One (for Collections tracking) We have always tracked delinquency in two separate fields for “Months” and ‘Days” in the member files. When a loan is 30 days delinquent, it shows as “0 Months, 30 Days” delinquent. When a loan is 31 days delinquent, it is “1 Month, 0 Days” delinquent. A month is always considered 30 days regardless of the actual number o  More...

When you use the filter buttons on the File Maintenance Inquiry dashboard (Tool #159: Audit File Maintenance Inquiry (CUFMNT)), indicators note which programs, fields/columns, and files/tables AuditLink has flagged as “critical” for auditing teams to monitor on a daily basis. You can quickly sort by that indicator and select only those items for a quick scan of maintenance that directly affects member accounts. Below is a listing of these critical items. Columns/Fields Field Why   More...

The system will advance the next payment due date depending on the payments made during the “payment period” window, which runs from due date to due date (which is not always calendar month). Once the next payment period begins, any payments made will count towards the payment amount due until it is fully satisfied, at which point the due date will advance to the next payment period. Payments may still be made during the current payment period; however, any overpayments will be c  More...

When you get the check copy and verify beyond a doubt that it was not the intended biller who cashed the check, re-open the case with Fiserv. Explain that the check was wrongfully deposited, explain your verification processes, and ask for Fiserv's assistance with a refund to the member. They will contact the Federal Reserve and work to get the money back. This can only be done with a Corporate Check. If it was a Member Draft, then the credit union would need to assist the member in reclai  More...

Yes, by making use of both a Misc. Receipts and a Misc. Expense posting code, so that you can put the funds temporarily into a G/L then issue a check from that same G/L. Here are the key steps: First, configure two posting codes, using Tool # 534 Misc. Posting Codes Configuration. For the first one, choose the Receipts type and set up a code that will allow you to place funds into a G/L account. For the second one, choose the Expenses/Advances type and set up a code that will allow you to  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...

The pending transaction can be found by printing the warehoused ACH transactions (Tool # 693 Print Warehoused ACH Transactions ). In this case there was a pending withdrawal for the member's 000 account. It can be found on the PACHSU report as an invalid account. However, the program for pending transactions only uses the company ID and the Depositor Id to look up an entry in the ACHSUS and ACHDST file. So that was enough information to see the P for Pending without actually being able to   More...

In this case, the issue may be caused by an application or setting on the phone . Check to see if the number (46247), or short code messages are being blocked by the texting application on the phone. NOTE: This may happen more often with Android phones as the manufacturer and provider may customize base applications with proprietary versions. If the member is still not receiving text banking messages after contacting their provider about blacklisting and confirming their application or phone   More...

If you or your member notice an account is not being updated (or the additional signer on a loan) you should first try to find out if the loan/additional signer was included in the file sent over to the bureau. You can do this for the most recent reporting cycle by running Tool #658 Print Loan Info Sent to Credit Bureau . If the member loan/additional signer information (defined by METRO 2 as the J1 segment or J2 Segment) is present in that file you need to look further into the following types  More...

Verify that check viewing is turned on for the CU. You can check by making sure there is a code in the Check Image ID field in Online Banking Configuration (Tool #5456). If the Check Image ID field is blank, either the correct value was somehow removed and needs to be replaced, the CU’s request for online banking check images is not yet completed (check the Pending Check Image Projects on the Check Image Info portal page), or this CU has never signed up for online banking check images (  More...

Deactivating auto-security then reactivating it does require you to enter a different employee ID. After a password is entered to reactivate auto-security under that ID, the screen will refresh the tools display to show which ones can be accessed and which cannot. However, it doesn't necessarily refresh all of that employee's other preferences such as color theme or tool set (Favorites vs. All My Tools). Therefore it's best to just log off and have the next user log in to complete  More...

The two reports are using different criteria to determine loan delinquency: Loan Delinquency Analysis With the 13.0 release in the spring of 2013, the Loan Delinquency Analysis Report (Tool #461) was changed to report loan delinquency in days instead of months per updated NCUA requirements (see below*). The current processing date is compared to the next payment date to determine the actual number of days delinquent. This is most commonly used report for obtaining delinquency information for  More...

This is an issue when trying to access the IBM iAccess Key Database that holds all the certificate information necessary for using SSL. Make sure you've run the updates.cubase.org for enabling encryption as well as the everyone permission to ensure all users can access the key database file. Next you will want to access the IBM iAccess for Windows either through Control Panel or the Start Menu and go under the Secure Sockets option. Select 'Use default key database' if not already se  More...

Keywords are not case sensitive. For example, you can type either help or HELP or even Help and you'll get the same result. BAL Reponses to BAL include the available balance on three savings accounts/and or checking accounts. Member Text: BAL Text Response: xxxxxxxxxxxxxxx:$-9,999,999.99, xxxxxxxxxxxxxxx:$-9,999,999.99, xxxxxxxxxxxxxxx:$-9,999,999.99. Reply HELP for help. Msg Data Rates May Apply. If multiple memberships are enrolled with the same phone, the response will ask you to specif  More...

Xpress Teller was specifically designed to be a TELLER system: cash, checks, and working with the member’s money. We designed it on purpose for a different style of teller line, where tellers don’t do MSR and sales duties. It’s not intended to use sales tools like Cross Sales or Next Suggested product; it's not for MSRs that are selling and opening new accounts. That means it can have a much shorter learning curve, and tellers don't have to be gurus and know all of the   More...

Here are seven things to review if you are trying to research why a loan did not report to the credit bureau. Look to see if the loan is flagged not to report to the credit bureau: Access Tool #20 Update Account Information (shortcut: acct) for the account and click the Credit Reporting Info button. The Report to credit bureau flag must be checked. Look at the Credit Report History located in Loan Account Inquiry via the Delinquency window (F23 or click the lookup button next to the Deli  More...

Launch Tool #100 CU*BASE Report Builder (Query) Make sure the Location reads QUERYxx (where xx is your CUID) Click the Lookup button next to the Name input field Use the tab key to jump down to the list at the bottom of the screen, and use tab or page down to scroll to the first query you wish to print Tap the letter “P” or choose Print definition from the drop-down menu Repeat steps 4 5 for a small batch of Queries (to avoid an error message, choose no more than 8-10 at a time)   More...

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...

The large loan payment was applied as a principal-only payment, which does not move the next payment due date on the loan. When the payment was reversed using the 95 reverse loan payment code, the due date was backed up and made the loan delinquent. That evening, the Auto Funds Transfer system tried to satisfy the delinquency on the loan because the delinquency control flag was turned on in the AFT record. Whenever you reverse a loan payment, make sure to review the loan due date before an  More...

The following applies only to credit unions that have activated the Text-To-Speech (TTS) engine for CU*Talk Audio Response. You can use Tool #506 Member Rate Maintenance to control product rates read to members in CU*Talk Audio Response. But keep in mind that because you are using Text-To-Speech, changes made here directly affect the credit union website and It's Me 247 online banking as well. Once in the menu option, select shares or certificates. From the next rate menu, you will see a   More...

Printed Statement Style fees are triggered only by production of a regular account statement (based on a file called STPRINT01, which is generated only with regular statements, not CC statements) . If a member gets only a credit card statement, they wouldn’t get a fee that particular month. If the next month they get both a credit card statement and a regular statement, then they would get a fee that time. (Note: We do always produce a year-end statement for every member, no matter wha  More...

Unwanted Topaz Systems Driver files may be located in a few different locations depending upon which version of windows you have. You will likely need to be logged on as a local administrator to remove them. They can exist on any workstation running ProDOC regardless of whether or not a signature pad is attached. For Windows 7 or 8 The current version in use should be located here: C:\Windows\SigPlus\SigPlus.ocx and should not be removed. Before you begin make sure this is version 4.4.0.22 o  More...

How you apply the payment properly depends on what type of situation you are in. Following are instructions on how to handle both prepaid interest types. Perform these entries via Tool # 492 Member Account Adjustment (Full) : If the prepaid interest is a positive entry: Type Amount Description Interest Offset G/L# Offset Location 92 $X.cc PREPAID INT $X.cc INT G/L BR# 85 $X.cc PREPAID INT $X.cc INT G/L BR# $X.cc is the prepaid interest amount The first transaction puts it into the interest buc  More...

To change a membership from individual to organizational (or vice versa): Launch Tool #3 Open/Maintain Memberships/Accts” Enter the account base and click Update Membership/Account Info Check the Membership information flag (if you also need to do joint owner maintenance, you can check that flag now as well), then press Enter or click Go to proceed Click Unlock Fields Click Chg to Orgn or Chg to Indv Click the lookup button next to the Designation field and choose the appropriate designat  More...