An indexed database like the photo ID vault is only as good as the data typed into the index fields on each image stored. When IDs are scanned it is critical that the SSN entered is correct. If this accidentally gets deleted (reset to 000-00-0000) during the scanning process, or someone fat-fingers a stray number into that index field while saving, that ID image is now attached to the wrong SSN. CU*BASE uses that SSN to locate the ID. If multiple IDs have been scanned under the same SSN, the  More...

Yes. Since this vault is a shared resource, it's important that we all do our part to keep it running as efficiently and smoothly as possible for everyone who uses it. One of the ways to do this is to use appropriate settings when scanning hard-copy documents in to be stored in the vault. For photo IDs , the rules are baked right into the CU*BASE software, so if you scan an ID, the ProDOC system will automatically optimize the image to use grayscale, 100 dpi resolution, and a scan size of  More...

Launch Tool #15 Update Membership Information Enter an account # Enter through to the final screen Check off the box next to “Photo ID on File” in the top right corner Enter to Save changes

Performance should not be noticeably different. Remember that basically all the feature does is click the Verify My ID button for you, saving you the trouble of that extra click, and allowing you to continue working while the ID is loaded. Other than that the process works basically the same as if you'd clicked the button yourself. The ID image is still in the same place it was before, and the system still has to go and find it and pull it back for you to view.

You can edit and delete erroneous documents. This is performed through idocVault and cannot be done on CU*BASE. Anyone that is in the CUADMIN user group on idocVault, will have permissions to edit any document. They can delete, edit indexes, or move it to another table. For example if a receipt ended up in the Photo ID table they could move it to the receipts table. If they do not see the edit button (All the way over on the right of the document list in idocVault) then either they don't hav  More...

Yes, assuming your eDOC server is at the right release level and confgured properly (see related links below).

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.

Online credit unions must contact a Client Service Representative to change the setting of this flag. Self processors can change it in CU Master Parameters (OPER > 10 > 1). This flag is at the credit union level, meaning it will affect all users.

No, our CSRs will not reset the 2-character CU*BASE Employee IDs for your staff. This must be done by an internal CU security officer. Use Tool #762 Reset Employee ID Password . (This can also be done via Tool #327 CU*BASE Employee Security using the Reset PW option.) It is important that credit unions insure proper training to their employees regarding the expiration of their CU*BASE Employee ID password. We deliver a warning message of expiration 7 business days prior to the staff member.   More...

Use Tool #763 Reset User Password / Device. Remember that you must have authorization to access this tool in order to reset an ID. Usually this is limited to the credit union's security officer or other authorized person. NOTE: For Data Center employees, a similar tool is available via the main Toolbox menu ( Reset Login PW for DC Employee. )

This can be done by your credit union's designated Security Officer using Tool #763 Reset User Password/Device . This tool lets you reset a password for a terminal User ID (not an employee ID) as well as to vary on a workstation device. NOTE: AI*Engaged password resets are done via the CU*BASE tool at this time.

This can be specified as part of the workstation configuration (Tool #326 CU Hardware Configuration ). If activated for a particular workstation, the user would need to specify the Name ID on various CU*BASE screens where accounts are accessed, including Teller Posting, Direct/Mail Post, Account Adjustments, and others.

The General Printer ID that is specified in Tool #326 CU Hardware Configuration does not control where screenshots are printed. The screen shot configuration needs to be changed on the virtual workstation device. Contact the network help desk for assistance. There should be 3 sessions per workstation (G0, G1, and G2). The screen shot printer can be modified here.

The Name ID verification is designed to provide an immediate double check that the correct account number was entered on several entry screen in CU*BASE. CU*BASE can be configured to display a hint as to what should be entered. Whether or not the hint is displayed depends on how the individual workstation configured. Follow your credit union policies and procedures to determine if the hint should be displayed. To display the hint, use Tool 326 CU Hardware Configuration , select Terminal/Wo  More...

Use Tool #654 “Print List of Custom Rpts/Inqs”

If your credit union uses the CU*Spy online vault, it's easy! Just choose INSTANTxx (where xx is your credit union CUID) as the printer name when printing any CU*BASE report. When the report is generated it will be sent directly to the new INSTANT OUTQ. CU*Spy will regularly monitor for reports sent to this queue and within a few minutes, you’ll see the report under the “Instant Reports” tab in CU*Spy. It will be indexed with the name of the report. IMPORTANT: Remember y  More...

By creating two separate settings that you save - each with a different printer ID, both set to monthly automation. Each one will cause the report to be generated and directed to the printer ID that was specified when you saved the settings. *NOTE: Online CUs may already have a saved settings record called CUA MONTHLY ARCHIVE which sends the report to the MONTHxx printer for archiving. So if you also wanted a printed copy of that same report, you would need to save your own settings under a  More...

With the 16.10 release we have developed a new cross-reference system that will automatically funnel all incoming company IDs from the Social Security Administration and treat them as if they came from one, consistent company ID we’re referring to as the “Primary ID.” Refer to the linked to Answer Book items for more information about this feature. At implementation of the release two reports were placed in your credit union’s HOLDxx OUTQ. The first, CNV40003, lists all  More...

In accordance with NACHA operating rules, the Department of the Treasury’s Bureau of the Fiscal Service has changed two of the company IDs used for RRB payments effective September 25. The first monthly RRB payments affected by this change will be dated October 1, 2014. Starting with RRB payments dated September 25, the ‘3’ in the first position of the Company ID field will be changed to a ‘9’ as detailed below. ACH Field Was (prior to September 25) Currently used  More...

The Social Security Administration uses several company IDs for its ACH transactions. Previously two recommendations were made to handle the changing Company IDs, namely to create records for all possible Company IDs with duplicate distribution records or to transfer the distributions with the Automated Funds Transfers (AFT) system. With the 16.10 release a process was implemented that will no longer require either of these complicated solutions. Going forward only one Company ID will need to   More...

Do not use these instructions if you are performing one of the standard uploads such as to DMPIMPORT, FCBUSINESS, FCPERSON, IMPEMAIL, etc. Instead, look for your appropriate .FDFX companion file in C:\cubase\cubase\resources Instructions below are relevant for projects where you are working to upload data to a custom table destination that meets the following criteria: The table already exists in CU*BASE The table has been used before (has at least 1 row of data in it). For the purpose of the ex  More...

Prior to the 16.10 release, the SSA began using multiple Company IDs, and it was recommended that credit unions consider using Automated Funds Transfers (AFTs) to handle distributions. Beginning the 16.10 release a new cross-reference system will be implemented that will automatically funnel all incoming company IDs from the Social Security Administration and treat them as if they came from one, consistent company ID we’re referring to as the “Primary ID.” With the changes ma  More...

If the credit report states there are no outstanding debts, the household information is not updated. For that reason, the loan application Debts screen, accessed via Tool 2 Work/View Loan Application , will reflect data from the last loan application on file. In these cases, the Current Balance values on the Debts screen in the loan application may include a balance for loans the member has paid off.

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...

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...