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1.
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?
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...
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2.
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?
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...
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3.
What are the layers of authority for a Database Administrator who manages a Data Warehouse?
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...
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4.
What is included in the monthly iSweep management service?
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...
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5.
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?
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...
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6.
What is included in the monthly GUAPPLE management service?
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...
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7.
Can you direct me to the link of where I get an updated due diligence package for our vendor management system?
You can find Due Diligence materials here: https://www.cuanswers.com/about/due-diligence-materials/
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8.
What is a GUAPPLE unit?
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...
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9.
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?
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...
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10.
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?
When sending emails to members from CU*BASE, or any emails to members for that matter, Google, Yahoo, and likely many other major tech companies that deal with email traffic require that the email include what they call a one-click 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 More...
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11.
After enabling session encryption, GOLD gives a "T02" certificate error and fails to open.
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...
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12.
How does a member's account get debited for bills they schedule through "It's Me 247" Bill Pay (Fiserv)?
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...
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13.
What are the differences between an online ASP and in-house e-document strategy?
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...
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14.
So just what is PIB?
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...
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15.
I am receiving a system message "trying to write duplicate record to AXHIST file" when processing accounts payable vouchers. What is happening and how can this be prevented?
The system uses a consecutive voucher number which gets changed to a check number when the check is actually printed. At the time the voucher is created a record gets written to the Accounts Payables vendor history. If the voucher number matches another history item with the same number, the error message is generated. Typically the problem occurs when a check number from an old vendor history record matches the current voucher number. To get out of the program error message, press Enter to More...
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16.
How do I change a Social Security number that's on a non-member record and put it on a member's account instead?
There are several steps in removing a member's Social Security number: 1) Run a global search to see what types of relationship codes the SSN has with your credit union. 2) The first relationship codes you will want to review are the 'CB' or 'JI' which mean the non-member is a co-borrower and/or joint owner on the account. They need to be removed first. To remove them, launch Tool #3 Open/Maintian Memberships/Accounts, choose Update member information then Joint owners an More...
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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?
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.
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18.
What is the Internet Retailer Support Center (IRSC)?
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...
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19.
What precautions should I take when adding distribution records for a member who has more than one deposit coming in from the same institution but for different household members, for example Social Security deposits?
Special care should be taken when adding distribution records for a member who has more than one deposit coming for the family from the same institution. Take the time to research the member ACH records using the ACH inquiry screen, and if there isn't enough information on this screen, go to CU*SPY and find the PACXTB report to review the ACH detail. For example, the Smith family receives three ACH payments for Social Security benefits: one for the husband, John, one for the wife, Mary, and More...
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20.
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?
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...
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21.
Is it possible to print a check to a vendor without creating an invoice? If so, can that payment be recorded in the vendor’s Accounts Payable history?
You can use the “Print CU Checks” feature to cut a check to any vendor, including vendors that have been configured in your CU*BASE Vendor database, without creating an invoice record, if you wish. If you want that item to show up in the vendor's history (and update their YTD amount paid for the current year only ), you will need to perform a separate step to add the record manually. Here are the steps: Step 1: Printing a Quick A/P Check In a nutshell, you will be using Tool More...
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22.
MoneyDesktop is telling the member to update their credentials, what should they do?
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...
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23.
How can I find a record of the Social Security Administration (SSA) Company ID consolidation changes made with the 16.10 release?
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...
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24.
How does a member enroll for MoneyDesktop?
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
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25.
What options are available for who controls setup and access to "BizLink 247" business banking?
There are three options available for setting up users, assigning permissions and resetting passwords in BizLink 247 (formerly It's My Biz 247 ): Scenario A: Company controls access to BizLink 247 and PIB-MLO (credit union still can support) If the company elects to use PIB-MLO, your credit union will only need to set up an initial administrator user in CU*BASE. Then the business will have a user that can log into PIB-MLO who can manage online banking access, including adding additional use More...
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