Yes. Xtend offers a data hygiene campaign to assist you with cleaning up your email and phone numbers. Click the link below to learn more.

IMPORTANT NOTE: When It’s Me 247 was updated in 2021, the “See” option shown on here was made unavailable. There are two major points to consider when thinking about allowing members to see information beyond the account to which they are actually logged in. Both extend beyond online banking to consider a financial institution’s role and responsibility in protecting member private data via all access channels, from the teller line to a back office employee answering   More...

Yes, you can customize the entry screen of Xpress Teller with four custom graphics using CU Publisher suite. All four graphics can have hyperlinks. This feature allows you to market special services, offerings, promotions, or other campaigns you wish to keep top of mind with your staff as they assist members. Learn more about this feature in the store. See the link below. When uploading graphics CU Publisher be sure to use graphics that are 420 x 210 pixels if you use the standard size screen.  More...

We will not be converting any existing members who have only the See feature activated so that they automatically allow Jump for those relationships, but you can make those adjustments yourself as members request that access be reinstated. Use Tool #14 Member Personal Banker then choose See/Jump Relationships . Since we are still considering how to introduce a different type of See functionality in the future, at this point we will not be removing the existing settings from the configurat  More...

Yes! Click the new Profile button in the upper-right corner and choose Switch accounts. Hint: Upload a unique profile picture to each of your memberships, so that once you have jumped to another account the image that shows for the Profile button gives you a clear view of where you are. Use the Personal Info Settings feature on the profile menu, then click the little camera button that appears next to the placeholder image at the top of the page.

Yes. There is an aggregations/jump permissions feature available in BizLink 247. The module in BizLink247 allows a business membership to see and jump to other secondary accounts in online banking without any password juggling, like the “jump” feature in It’s Me 247 . User permissions for account aggregation/jump permissions feature in BizLink 247 are configured and maintained by the credit union. However, the account aggregation module itself must be turned on by CU*Answers.   More...

Below are some commonly asked questions about MFA. Below the questions are some fuller feature documentation resources. After my credit union activates multi-factor authentication for It’s Me 247 , do my members using the “jump” feature (to access a second membership without entering credentials) need to use MFA during this jump? My credit union has activated multi-factor authentication (MFA) for personal information changes in It’s Me 247 . How does the member experience  More...

By design, there is no access to Phone Operator from within Xpress Teller. You can still use the Timeout Window to access Phone Operator, however.

In a nutshell, once the Jump feature is activated and the appropriate permissions are given, the member can “jump” to another account. Jump allows a member to log into one of their memberships and then jump to another of their memberships (same SSN) without additional authentication. Your biggest user of Jump will probably be a member with multiple memberships at your credit union. If a member jumps to another membership, this counts against the password of the jumped-to membership  More...

With MFA, the member is presented a text message for a secondary authentication into online banking. Because of this, your credit union may wish to do the following to update the personal information that you have on file for your member. Xtend offers data hygiene campaigns to clean up your contact database. See the link to Xtend’s program below. You can add a banner in online banking that directs the member to the page where they can update their personal information in online banking the  More...

No, during the jump process, MFA is not required.

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...

This feature has been temporarily sunset in the new look for It's Me 247 , based on the difficulty of presenting the data in a clear way within the constraints of a mobile phone screen size. Mobile first design means we must have a way to display the information in the smallest format first, then expand for the larger formats. Previously the See feature was only available in desktop online banking, not mobile web, because of how difficult it was to show the accounts while still making it c  More...

It depends. If the change is strictly related to the generic disclosure information that makes up part of the statement overlay (the layout and generic text that all statements have, regardless of the exact member data or credit union configuration), then yes, the change will be retroactive to existing eStatements already stored in CU*Spy. That's because CU*Spy doesn't really store the actual statement image, but rather constructs the eStatement using a combination of the raw data ge  More...

Yes, there will be a few features we are not bringing over into the new mobile first design. Features being permanently sunset: Promise Deposits - As most CUs and members have fully embraced RDC with its available near-real-time posting option, we made the decision not to bring the Promise Deposits feature into the new modules/mobile first design. Member-selected color themes, picture albums, and start page - The start page feature has been replaced by the Favorite accounts and Favorite feat  More...

Originally the CCSESSID field contained random identifier codes or was blank, but effective September 2018 t his field now contains values that assist with identifying the details of an online banking login’s channel and authentication type. For rows/records where CCTYPE = P (phone: CU*Talk), the values in CCSESSID are only valuable for internal processing. They are a combination of the date, internal server, and other values used for internal processing. For rows/records where CCTYPE   More...

Yes, Xpress Teller is the same. There is a SB CUID# field on the initial search screen if CU*BASE shared branching is activated. You do not jump over to standard teller or anything like that. Likewise, if national shared branching is on, there will be a command key button, just like in regular teller, to jump over to the separate national shared branching posting tool.

Up to 99 memberships can be added for See/Jump.

Both of these terms refer to types of Secondary Names records that can be linked to individual savings, checking, certificate and IRA accounts. There are actually three types of links, tracked via records in the SECNAMES (Secondary Names) database table: Joint owners (type J ) Beneficiaries (type B ) Miscellaneous owners (type M ) All are simply links from an account to another membership (MASTER) or non-member (MSNONMBR) record. Labels used when displaying the J and M types on various CBX  More...

These patterns are prepopulated for every credit union library as a jumping off point. You do not need to configure each pattern. Patterns should be built for specific use cases or to put additional controls on areas of need. Keep in mind patterns are not configured to your credit unions data based on the prepopulated pattern data.