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1.
Can I add account number and password fields to my website to log directly into online banking, bypassing the OBC login screens?
You can use our Direct Login widget to place a Username field on your website to begin the login process. For the password and security questions, the member would then be directed to the OBC login page, as now. Use the link below for instructions on how to use our Direct Login widget to add the appropriate code to your website. OnlineBanking It's Me 247 Itsme247
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2.
In order to meet program requirements, we need to put a TurboTax banner in our online banking login page. Any suggestions?
Since your credit union's website can be the online banking login page, by putting either a budget or the direct login widget on the page, we suggest you place the TurboTax banner on your credit union's website. Since the OBC is a shared resource, we do not have the ability to add custom banners on the OBC. (Xtend does do custom Member Reach messages on the OBC page, but that would only allow for text, no images.) Likewise, because It's Me 247 online banking is a shared resource, More...
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3.
If I activate a new online banking feature in CU*BASE, will a link to that feature automatically appear in the new online banking navigation, or do I also need to have that added to a menu within "It's Me 247"?
Well, it's a little of both, actually. If you activate something that’s optional in CU*BASE but there is not a corresponding link to that from somewhere in your master navigation, then members won’t be able to get to it. As an example, take the overdraft services feature, where members can change their Reg E opt in/out choice online. If you do not have a link to this in online banking from either the mega menu, on a clickable ad, or on a widget bar, then even if you activate i More...
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4.
How can I check the network settings on my computer?
This is how to check your current network settings. The procedure varies depending on your computer's Operating System: For Windows 2000 or XP Right -click on the Start button and select Explore . Scroll to the bottom of the left hand pane, then right -click on My Network Places and select Properties . A new window will pop up and you should see Local Area Connection in the window. Right -click that connection and, again, select Properties . A separate window should pop up and you shoul More...
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5.
How do I find my workstation's IP address?
To find your workstation's IP address you can perform the following actions: Click the Start button, then Run In the text box type cmd and press the Enter key Type ipconfig Under Local Area Connection, to the right of the row labeled “IP Address” you will find the computer's IP Address
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6.
How do I use CU*BASE tools to keep track of the beneficial owners on my business accounts and other memberships?
Using CU*BASE to Comply with New Rules for Tracking Beneficial Ownership FinCEN has issued new rules under the Bank Secrecy Act that require financial institutions to identify and verify the identity of the beneficial owners of all legal entity members (corporations, etc.). Under the final rule, credit unions are required to have written procedures to identify and verify beneficial owners of legal entity members who open new accounts on or after May 11, 2018. In addition to identifying and coll More...
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7.
Explain how the Secondary Names (SECNAMES) file works to store joint owner names, especially in cases where a membership doesn't really have "joint owners" per se (like a Representative Payee).
The Secondary Names (SECNAMES) file stores instructions that link a membership account to another member or non-member record. The file stores links to joint owner names and beneficiary names for all non-IRA account types. (IRA beneficiaries are stored in a completely different file because they are linked to an IRA Plan Type, not specific individual sub-accounts.) The file also stores a third type referred to as miscellaneous owner which can be used for any purpose you wish. The most co More...
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8.
Does CU*Answers support integrations such as mint.com that pull in financial information if the member supplies their user ID and password?
There is nothing CU*Answers can do to stop financial aggregation services like Mint from accessing our online banking products. Although we have set up many direct integration tools over the years (see the related links), members can also provide their credentials to whomever they choose and the process is entirely in the hands of that third party to maintain the connectivity. Hint: Members who choose to do this will need to remember that whenever they change their online banking password, they& More...
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9.
How can I copy text on a CU*BASE screen to another application? For example, I would like to copy a member's phone number into a phone client and their address into a label editor.
The following directions explain an easy way to copy and paste text from a CU*BASE screen to another application, such as a phone client, label editor or spreadsheet. Navigate to the screen that has the text. For a phone number, you might go to the Inquiry screen. Cick and drag your mouse in a rectangle around the text you want to copy. This will snip the text and copy it to your clipboard. Place your mouse in the application and paste it there. The paste feature is accessed different way More...
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10.
What commands are available in text banking?
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...
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11.
I want to create a custom report that shows how many
members have subscribed to e-Alerts...what is the
field name and indicator for members who have turned this on?
You can Query the PCALTCFG file for information on e-Alerts and e-Notices. This file will show you all members who have signed up for these items, including an column indicating whether the member signed up to receive the alert via email or text message. In the alert type field, the types codes are as follows: AC = ACH transaction AB = Account Balance LN = Loan Payment Due NP = e-Notice
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12.
I'm trying to pull a Query that shows the number of
NSF fees a member has been charged. Is there a field that separates the number of NSFs from the number of Courtesy Pay (ANR) items? I do not want to include ANR.
The NSF Statistics Dashboard (Tool #557) will track this information for you automatically. It is separated into the NSF category and the Courtesy Pay Category. Credit unions are using this dashboard to help predict averages of NSF/Courtesy Pay fee income and also to track how many members may be using the service. You can click on any of the origins (listed in blue text) and you can drill further to members who had more than X transactions in a specific month. There are a lot of graphical oppor More...
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13.
How to Use the CU*Answers Network Services Help Desk Portal
Log in to the Help Desk Portal Navigate to https://cuanswers.myportallogin.com . If you already have an account, click Sign in. Enter your email and password. Click Login to be directed to the Home page (shown below). If this is your first time logging in, click Sign up. Enter your information below. Click Sign Up. You will receive an email to verify your account. Once confirmed and logged in, you will be directed to the Home page (shown below). Log Out When you are finished using the Customer More...
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14.
What hardware is required for the CU*Answers online imaging solution?
To take advantage of the CU*Answers online imaging solution, there are a few required pieces of hardware. Each branch will each need an Gweep upload appliance to transfer the electronic images to the secure database. Additionally, scanners are needed to capture photo IDs (and supporting documents for loans), and signature pads are needed at each workstation where receipts are signed. Thermal printers are required for the system. These hardware devices are described in more detail below: Gweep U More...
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15.
I am transitioning to Tool #1375 for my data transfers, what information do I need to know?
The previous tools used for uploading and downloading to and from CU*BASE will be retired when your credit union recieves the 20.07 CU*BASE software release. For online and Site-Four credit unions, that date is Sunday, July 12. Self-processing credit unions will receive the release the following Sunday, July 19. To replace the two tools, a new tool was introduced in November 2018, Tool #1375 Data Transfers (Upload or Download) . Following the release, this tool will be the default data transfer More...
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16.
Credit unions can require that changes made by members in the Personal Information page in online banking be approved before they are updated in the system. How does that work?
Members can update personal information on the Personal Information page. As a security measure, credit unions can elect that these changes require their review before changes are accepted and changed in the system. This approval setup is activated on the Update Credit Union Online Banking Settings page accessed via Tool # 569: Online/Mobile Text Banking VMS Config and then Online/Mobile Web Online Banking. On this screen, the credit union can select to either have the changes reviewed or re More...
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17.
My member's cellular provider has cleared the block on text banking messages, but my member is still not receiving text banking messages. What is the next step?
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...
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18.
What happens if I enter a rate into the Audio Banking rate configuration screen but there is no recorded message that goes with that rate?
The following applies only to CUs that do NOT use the Text-To-Speech (TTS) engine for CU*Talk Audio Response. In order to read a rate message to a member in CU*Talk Audio Response, the system must find both a recorded message for that position and a rate greater than 0.000 on the corresponding position in your configuration (Tool #882 Update ARU Interest Rates ). For example, message #1 and rate #1 must both exist in order to read the rate message to the member. Remember that in order for mes More...
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19.
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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20.
My member is enrolled for text banking and told me that her phone number had changed. I changed the number in the CU*BASE phone number database but she is still not able to use text banking. Can I help her?
The database that stores members who are enrolled for text banking is completely separate from the phone number database (MASTPH) used to record all of the member’s contact numbers. Remember that the Mobile flag is for reference, and also used to send mobile numbers to some EFT vendors. To update the text banking numbers, the member will need to log into It’s Me 247 desktop or mobile web banking, select Go Mobile then use the Text Banking “Enrolled Phone Numbers” feature More...
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21.
The FACT Act requires we notify members when a credit score was used to determine eligibility for a mortgage loan. How can I use CU*BASE tools to comply with this requirement?
Option 1: Create a Misc. Member Account Form with the appropriate text, and add a procedure for your loan processors to print this form whenever a loan like this is created. Since the CU*BASE online credit bureau system has no way to know if a credit score is used in the underwriting decision, nor whether the credit report was used for a mortgage or home equity loan, this will be manual process. HINT: This step could be added to the Electronic Checklist feature for your mortgage and home equity More...
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22.
What are some things I can do to improve the delivery rates of messages I send to members?
T o ensure all your email messages are delivered to members, be sure to include ALL the following: Clearly identify the credit union name, address, phone number, and member service email address in the body of the email. Clearly identify the purpose of the email in the subject line. (See SAMPLE MESSAGES below.) Make a web-friendly Signature Line message. (SEE SAMPLE SIGNATURE LINE MESSAGE below. ) Clearly state why the member is receiving the email. Ensure your message uses proper grammar, spel More...
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23.
If CU*BASE is offline for some reason like system maintenance, and a member uses text banking to request a balance, will they be charged for that text message even though the system couldn't respond?
Since the system will be unable to respond with a balance, it will also be unable to log the text message against the member's account number, which means it cannot be included when fees are tallied. So although the member may still be charged by their mobile phone provider for text messages they send, they will not be charged the usual text message fees by the credit union via CU*BASE (nor with the credit union be charged for that item).
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24.
My member tried enrolling for text banking but never received the verification code to complete the process. Why might that be?
The most common reason that a member is not receiving their text banking verification code is that they are blacklisted by their provider . To resolve this, the member needs to contact their cellular provider and have the block removed.
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25.
Why can't everything in CU*Talk be read in Spanish?
There are four ways that information is communicated to the caller in CU*Talk: Static Audio Prompts/Custom Prompts – these are the CU-defined welcome messages, hours and locations. (NO SPANISH OPTION CURRENTLY.) Text to Speech – a custom option for the credit union in which information is grabbed from CU*BASE and communicated via a text to speech program in CU*Talk. This can include the welcome message, hours and locations, and rate descriptions and their corresponding rates. (NO SPA More...
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