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  • 1. What is Audit Link?
    Preview
    The Audit Link service consists of three interrelated business activities. The first is an overall analysis of the credit unions needs, hot buttons, and recent audit or examination findings. This analysis is designed not only to tailor the program for the credit union but also to facilitate an overall general compliance tune-up. The second area of this initiative is the development of a daily, monthly, and quarterly roadmap of tasks to be completed. This is where the credit union would see the  More...
  • 2. I am not a managed client of Network Services. How do I join my Windows 10 iSweep to my domain and create the necessary folders?
    Preview
    As a result of a January 2018 Windows 10 update, you will need to join your Windows 10 iSweep to your domain. This will be handled internally for Network Services Managed Clients, however, non-managed clients will need to have Network Services work with their IT staff/third party IT company to setup a new local account on the machine in order to join this unit to your domain and complete the additional steps. Configuring Group Policy and Active Directory Active Directory Configuration Open Act  More...
  • 3. What is included in the monthly iSweep management service?
    Preview
    As part of the monthly iSweep management service, CU*Answers performs the tasks listed below. All units are monitored 24x7 by a custom management application hosted at CU*Answers. In addition to the daily monitoring, quarterly audits are performed against the units to ensure everything is up to spec. Important: Fully managing the iSweep(s) can only be done if all of the network requirements for the iSweep are met. Please refer to this article . Security updates - all iSweeps run a version of   More...
  • 4. Do I need to have an unsubscribe link in the communications I send to members? What is the benefit over having them call my credit union or reply to the email?
    Preview
    When sending emails to members from CU*BASE, or any emails to members for that matter, it is important to add an unsubscribe link. Having the member reply to the email or call a number decreases the delivery rates of your message and makes it more readily marked as spam. Simply have the link say, Unsubscribe and link it to an external opt-out website (that you will need to monitor). Don’t include extraneous text such as “...and fill out our form to unsubscribe” as some ISPs  More...
  • 5. What is a GUAPPLE unit?
    Preview
    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...
  • 6. What are the layers of authority for a Database Administrator who manages a Data Warehouse?
    Preview
    The following is a summary of the authority control layers every database administrator should be aware of when managing access to data tables and the raw information they hold. Warehouse authority – blanket of permissions and prerequisite to all other layers of authority. These permissions are applied per Library based on User ID for individual warehouses. Table authority – precision for just one table but generally remains consistent across tables within any one warehouse. These   More...
  • 7. After enabling session encryption, GOLD gives a "T02" certificate error and fails to open.
    Preview
    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...
  • 8. What is included in the monthly GUAPPLE management service?
    Preview
    As part of the monthly GUAPPLE management service, CU*Answers Network Services performs the tasks listed below. All units are monitored 24x7 by a custom management application hosted at CU*Answers. In addition to the daily monitoring, quarterly audits are performed against the units to ensure everything is up to spec. Important: Fully managing the GUAPPLE(s) can only be done if all of the network requirements for the GUAPPLE are met. Please refer to this article . Security updates - all GUAPP  More...
  • 9. So just what is PIB?
    Preview
    PIB provides a layered security approach to add additional authentication controls for Online Banking. PIB, which stands for Personal Internet Branch, is an independent application that provides multiple, configurable controls that govern how Online Banking behaves and what members can do with access to it. PIB allows your members to control access to their accounts with controls by feature, day of week, time of day, and even geographic location. It layers additional passwords and member aut  More...
  • 10. My credit union wants to allow maintenance on Automated Funds Transfers (AFT) in online banking. What are the steps for allowing members to set up and maintain their own AFTs?
    Preview
    There are several configurations that control the member’s ability to set up and maintain Automated Funds Transfer (AFTs) online. Does your credit union's Personal Internet Branch configuration allow the maintenance of AFTs? Are AFTs configured to show in online banking? Does the member's PIB configuration allow maintenance of AFTs in online banking? For existing AFTs: Is the record locked to prevent changes in online banking? 1. Does your credit union's Personal Internet Bran  More...
  • 11. We are thinking of activating the new See and Jump features for online banking. Can you explain the thinking behind the security, and why only an account owner can have this access?
    Preview
    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 a phone call. (1) How does a credit union generally recommend or facilitate a member giving access to their private informatio  More...
  • 12. I am using the Mobile App Card Control feature to allow members to manage their cards. How can I see data related to which members are using this feature?
    Preview
    There are several ways to view data on members using card controls. Card Status Change Exceptions Report As the status to activate/deactivate is sent in online mode only, not in nightly batch maintenance, any exceptions to card status changes will not appear on the standard nightly maintenance report or exception report. To view and work any exceptions to the member card control status changes, view the daily report Daily Member Card Status Exception Report ( LCSALGE) found in CU*Spy. End of   More...
  • 13. I am receiving a "PC5250 License Error" with an error code when trying to launch a print session.
    Preview
    Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Times New Roman","serif";} When launching a print sessio  More...
  • 14. What is the Internet Retailer Support Center (IRSC)?
    Preview
    The Internet Retailer Support Center (IRSC) is a support desk at CU*Answers for credit union virtual channel project managers. It brings together several digital strategy products into one cohesive location and a single point of contact—no more searching across CU*Answers’ websites for forms saved in different places! Credit unions looking to expand their virtual channel marketplace will be able to shop and explore the offerings online as well as check project development status. The  More...
  • 15. How does a member's account get debited for bills they schedule through "It's Me 247" Bill Pay (Fiserv)?
    Preview
    In one of three ways: Note: The term 'subscriber' refers to your 'member'. Electronic Payments (ACH) - Fiserv's preference is to send all payments electronically. However in the Risk Model format it is not always feasible. Fiserv submits the merchant payment (via the fed) from a Fiserv settlement account the same day we submit the debit (via the fed) to the subscriber account. Fiserv is taking the risk on the payment. Electronic payments are typically sent when the subscr  More...
  • 16. MoneyDesktop is telling the member to update their credentials, what should they do?
    Preview
    MoneyDesktop is a personal finance management tool credit unions can offer via It's Me 247 . MoneyDesktop imports member account history and needs user credentials to get that information. Members originally put this information in when they add an account to MoneyDesktop. If MoneyDesktop gets an error when attempting to import that data, it may indicate the account as having invalid credentials. If a member has recently changed their credentials, they can enter the new login information.  More...
  • 17. I have an in-house image vault. Are there any special requirements if I want to use the auto-launch feature for photo IDs?
    Preview
    Yes, there are requirements for code version and configuration settings you'll need. If you utilize CU*Answers Imaging Solutions for release management, you are are all set with your code versions; however, it will required configuration settings. Contact Imaging Solutions to leverage this feature. If you do not leverage Imaging Solutions release management, you will need to work with both your imaging solutions provider and CU*Answers Imaging Solutions.
  • 18. How does a member enroll for MoneyDesktop?
    Preview
    MoneyDesktop is a personal financial management tool that can be offered by credit unions through It's Me 247 . If MoneyDesktop is offered by the credit union, members can enroll through online banking by selecting Sign Up through the Personal Finance navigation. money desk top desktop
  • 19. A member had their "Pay My Bills" icon disappear from online banking. I confirmed they are still enrolled, so what happened?
    Preview
    The first thing to do when a member claims their Pay My Bills icon is missing from online banking is to check their personal PIB profile. Here's what to do: 1. Launch Tool #14 Member Personal Banker 2. Enter the member's account number and press Enter 3. Place a check in the Personal Internet Branch (enroll of change PIB settings) box 4. Press Enter 3 times to reach the appropriate screen - Configure PIB Profile 5. Look at the very last option on this menu - Manage Online Bill Pa  More...
  • 20. When underwriting an indirect/dealer loan application, does the Centralized Underwriting code “Refer to Manager” send a notification to the dealership via our CU*BASE Integration? If so, does the notification include the application notes from the loan application?
    Preview
    The credit union can pass any underwriting code that's configured as a Approval or Denial code type. So if your credit union has underwriting codes of AI for Approved Indirect and DI for Denied indirect, those will both pass a status of approved/denied as long as they are configured correctly. The only code we standardized is the CO for Counter Offer. This is the only memo type code that can be passed for indirect. Any other memo codes would not trigger a notification to the dealer. C  More...
  • 21. How does card maintenace work on the MAP VISA DPS switch on the new platform? What can be done on CU*BASE and what is done at the vendor?
    Preview
    Visa DPS MAP and CUBase card maintenance roles CUBASE: All NEW card and pin orders are handled through CUBASE. CUNW sends the AP maintenance file each night to Visa DPS. The card and pin are then processed and sent to Personix for creation. Hotcarding is also done on CUBASE. A new card – to replace the hotcarded one– is ordered from CUBase. All subsequent address and social security number and phone number updates for cards are also sent through the AP File. MAP/Visa DPS: A  More...
  • 22. How do individual PCs update during a CU*BASE software release?
    Preview
    Each time a PC opens a session at your site, it checks your update server for new files. When it finds them, it will pull the new files over and the PC will be updated. Each branch location is required to have a GUAPPLE workstation. This device serves as the update server for that branch location. A GUAPPLE ( G OLD U PDATE APPL IANC E ) is a small server managed by CU*Answers that automatically downloads the GOLD updates and makes them available to your workstations, with no intervention from t  More...
  • 23. How long will CU*Answers maintain the custom files my credit union creates using Query?
    Preview
    A monthly purge will be performed for any files* located in the QUERYXX library where it has been more than 95 days since the file was created or updated. This helps us maintain a clean working environment and manage disk usage for everyone on the system. If you need this data longer than 95 days we recommend you download them to your PC and archive them on DVD or other media, according to your credit union's data security policies. *This excludes standard system files that are used by C  More...
  • 24. What are the differences between online ASP an in-house?
    Preview
    The differences ultimately come down to control and cost. The online ASP system is the fastest, simplest, most inexpensive way to get started with an e-documents strategy for your credit union. With online ASP you offload the back-end service management headaches to CU*Answers. We manage, backup, secure, and patch/upgrade the eDOC servers and databases and these processes fall under our SAS 70 and third party security audits. The online ASP system consists of electronic storage of receipts, loan  More...
  • 25. How to Use the CU*Answers Network Services Help Desk Portal
    Preview
    Log in to the Help Desk Portal Navigate to helpdesk.cuanswers.com – Select Help Desk Enter your Email and Password . Click Submit . You are taken to the Help Desk Portal Home page: Log Out When you are finished using the Customer Portal, click the Log Out link on the top right hand portion of the screen. My Account The My Account link is located at the top right hand portion of the Customer Portal Screen. It will enable you to edit your Account Details. Naviating the Help Desk Port  More...
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