Your request is being processed...
Did you mean:
Announcements
Most Relevant Content in All Topics
1 - 25 of 135
-
1.
Where do I go to reinstate an account to dormancy?
Launch Tool # 985 Work Dormant Members . To remove a member account from the Dormancy Listing, highlight the member account number and choose the 'Reinstate' action code from the bottom of the account list. A confirmation screen will appear to confirm this deletion from the dormancy listing. In addition to updating the dormancy status, you can also update the last contact date on this screen. Press Enter to confirm and reinstate the member account. To exit the Dormancy maintenance s More...
More...
(Rate/Comment, Related Content, Larger View, Tools)
-
2.
Can the CU*BASE dormancy/escheat system automatically take care of pulling funds out of accounts eligible for escheating?
The dormancy tool does not do this, although it is possible to create automated transfer (AFT) records to move funds from member accounts according to whatever policies and procedures your credit union wants to use. Keep in mind that our dormany and escheat monitoring system works at the entire membership level, not individual accounts (in other words, it's about membership dormancy, not account inactivity). Likewise, when the system uses your escheat settings to flag an account as escheat More...
More...
(Rate/Comment, Related Content, Larger View, Tools)
-
3.
How does CU*BASE handle dormant / escheat accounts?
CU*BASE has extensive dormant and escheat account processing. Please refer to our reference material linked below.
More...
(Rate/Comment, Related Content, Larger View, Tools)
-
4.
What is the process for the check register when escheating corp drafts that are stale dated?
Launch Tool # 889 Update CU Check History and we recommend that you update the check status to V=Void and in the Trace # field enter ESCHT.MM/DD/YY , where MM/DD/YY is the current date. If you ever need to quickly locate escheated checks, you can query the CHKMS file for the TRACER field like '%ESCHT%'
More...
(Rate/Comment, Related Content, Larger View, Tools)
-
5.
My state has different rules for escheating IRA accounts compared to other accounts, based on the member's age. Is CU*BASE able to track that for me somehow?
At this time the dormancy/escheat monitoring system looks only at account activity when determining dormancy, not the member's age.
More...
(Rate/Comment, Related Content, Larger View, Tools)
-
6.
I marked an account to be excluded from dormancy. Why are dormancy fees still being charged?
This happened because the account was already on the active dormancy list before it was marked to be excluded from dormancy monitoring. Use Tool #985 Work Dormant Members to delete that account from the dormancy list. The next time dormancy is monitored the system will honor the exclusion flag. Dormant
More...
(Rate/Comment, Related Content, Larger View, Tools)
-
7.
I reinstated a member in the Work with Dormancy tool, adjusting the last tran date on the member's account at the same time. I thought that the next day the member would show as dormant again. But it's still showing suspended. What should I check?
Dormancy on a membership considers the entire membership, so any activity on any of the sub-accounts will suspend it from dormancy. If there is more than one account with recent activity, all accounts would need to be adjusted to remain in dormancy. Make sure the Last contacted date hasn't been changed on the member's account. This is used to record when a member contacts the CU about keeping their account active, without performing an actual transaction. (Use Tool #15 Update Members More...
More...
(Rate/Comment, Related Content, Larger View, Tools)
-
8.
If I want to give someone else access to my PC so they can take over my teller workstation for the rest of the day, can I just turn off auto-security and have them reactivate it themselves, or do I have to log off?
Deactivating auto-security then reactivating it does require you to enter a different employee ID. After a password is entered to reactivate auto-security under that ID, the screen will refresh the tools display to show which ones can be accessed and which cannot. However, it doesn't necessarily refresh all of that employee's other preferences such as color theme or tool set (Favorites vs. All My Tools). Therefore it's best to just log off and have the next user log in to complete More...
More...
(Rate/Comment, Related Content, Larger View, Tools)
-
9.
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...
More...
(Rate/Comment, Related Content, Larger View, Tools)
-
10.
What columns/fields, files/tables, and programs are included in the File Maintenance Inquiry "Critical Monitoring?"
When you use the filter buttons on the File Maintenance Inquiry dashboard (Tool #159: Audit File Maintenance Inquiry (CUFMNT)), indicators note which programs, fields/columns, and files/tables AuditLink has flagged as “critical” for auditing teams to monitor on a daily basis. You can quickly sort by that indicator and select only those items for a quick scan of maintenance that directly affects member accounts. Below is a listing of these critical items. Columns/Fields Field Why More...
More...
(Rate/Comment, Related Content, Larger View, Tools)
-
11.
We just got a CU*BASE software release and now when I try to run one of my custom Queries I get an error message, "Level for file XXXXX in XXXX does not match query (I C)." What should I do?
This occurs when the release includes changes to the files that your Query uses. For example, if we add a new field to the MASTER file, any Query you have that uses that file will display an error message. Fortunately, it is very easy to refresh your Query so that you can use it again. All you need to do is access the Query and save it. That's all. You don't have to make changes to it, it's just important that you save it so it can refresh itself to match the new file layout. More...
More...
(Rate/Comment, Related Content, Larger View, Tools)
-
12.
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...
More...
(Rate/Comment, Related Content, Larger View, Tools)
-
13.
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...
More...
(Rate/Comment, Related Content, Larger View, Tools)
-
14.
We are receiving error ' CWBCO1052 ' when attempting to sign into print sessions on a new installation " The key database password is incorrect. Passwords are case sensitive ".
This is an issue when trying to access the IBM iAccess Key Database that holds all the certificate information necessary for using SSL. Make sure you've run the updates.cubase.org for enabling encryption as well as the everyone permission to ensure all users can access the key database file. Next you will want to access the IBM iAccess for Windows either through Control Panel or the Start Menu and go under the Secure Sockets option. Select 'Use default key database' if not already se More...
More...
(Rate/Comment, Related Content, Larger View, Tools)
-
15.
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...
More...
(Rate/Comment, Related Content, Larger View, Tools)
-
16.
If a dormant member has union dues pulled from his account via
a Marketing Club fee, will this remove him from dormancy?
No. This is one of the transaction types that does not update the last transaction date. The idea here is to avoid automatic items that involve no member contact from stopping an account from becoming dormant. Fees such as this could be set up for years and might hide the fact that the member is not interacting with the credit union at all.
More...
(Rate/Comment, Related Content, Larger View, Tools)
-
17.
How can I find out where my members have loans, credit cards, or LOCs at other financial institutions?
If you pull credit reports using the CU*BASE online credit bureau access system, credit report data is stored online and can therefore be mined for opportunities. There are a couple of ways you can find this information: Use Tool #976 Where Your Members Borrow This tool pulls trade line data from stored credit report files, showing other financial institutions with whom your members do business. This tool lets you make a direct comparison between your credit union and a competitive FI. F More...
More...
(Rate/Comment, Related Content, Larger View, Tools)
-
18.
How can I get a member who has a balance on an OTB Credit Card onto my CU*BASE database so they are able to take advantage of a sweep account to pay on their credit card?
In some cases, the general upload file that is received by CU*Answers on a daily basis only contains accounts where a member has had a change to their account. Contact your OTB vendor to see if you can request a full file to be sent so that all card information would be sent in the upload file to CU*Answers. (In some cases if your CU is already being charged for the upload it is possible there would be no change in price to have the full file sent over.)
More...
(Rate/Comment, Related Content, Larger View, Tools)
-
19.
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...
More...
(Rate/Comment, Related Content, Larger View, Tools)
-
20.
What is iShield Security?
There are many, many components in the infrastructure that protects your member data, from passwords and daily backups to production redundancy and full-blown DR/BR plans. One important piece of that puzzle involves the protections we put in place to control data moving between the System i and a local workstation. Years ago no one ever imagined an employee popping a thousand member records onto a thumb drive and heading out the door. Today we have entire teams and sophisticated tools to prev More...
More...
(Rate/Comment, Related Content, Larger View, Tools)
-
21.
One of the custom reports I have set up in the Query Scheduler is not running properly. I recall something about file changes and updates that I need to make. Can you explain?
Whenever you add files to your Query definition or remove files from it, you also need to refresh the automation configuration, which is basically just a list of the files needed by the Query and must match the Query definition. See the link below for step-by-step instructions.
More...
(Rate/Comment, Related Content, Larger View, Tools)
-
22.
The member has scheduled Automated Funds Transfer (AFT) and has selected the option to "pay the amount in full every time (for credit cards or lines of credit)". What happens if the AFT amount will result in an overpayment of the loan's current balance?
You can schedule the AFT payment to pay the amount in full every time (for credit cards or lines of credit). Making this selection allows the member to pay the LOC or credit card off every time a transfer is performed. (The recommended frequency with this AFT payment method is Monthly.) For LOCs , this means pay whatever the current balance on the loan is at the time the transfer is performed. If the AFT payment amount will result in an overpayment on the loan, the transfer amount will be adj More...
More...
(Rate/Comment, Related Content, Larger View, Tools)
-
23.
I have members whose records indicate a large number of logins to online banking per month. The member indicates that they do not login to online banking so many times. Is there an explanation for this?
Members need to remember that when they provide their online banking login credentials to financial aggregation software (Quicken, Mint, Yodlee, etc.) these programs login to online banking in order to retrieve their information. As a result, each time they refresh their data through this software will result in a login being recorded by our online banking software.
More...
(Rate/Comment, Related Content, Larger View, Tools)
-
24.
How does the "Preferred contact method" feature relate to the new phone number database introduced in the 18.07 release?
At the current time this feature still uses a standard set of options to denote a member's contact preference. Options are as follows: Other Phone Email Fax Home Phone No Preference Selected Online Banking Message Work Phone These are general terms and do not relate to the custom labels that can now be assigned to all contact numbers stored for a member. In future releases we will be revamping this feature to allow your credit union to more precisely record a member's contact preferenc More...
More...
(Rate/Comment, Related Content, Larger View, Tools)
-
25.
How do I send a notification to members in advance of their going dormant, to warn them of fees I will be charging?
If you would like to warn your members who are about to go dormant about dormancy fees that will soon be assessed to their accounts, use the Dormancy Predictor file (DIWARN) in your credit union’s QUERYxx library. This file contains the account base only and is done during EOD on the first of the month (so it’s available to you starting on the 2nd). This file can be used with Member Connect features to generate mailing labels or send emails to these members before they actually be More...
More...
(Rate/Comment, Related Content, Larger View, Tools)
View Mobile Help
{"IncludeArchiveItems":false,"IncludeSubItems":true,"MatchValue":"and","ArticleStatusValue":"2,9","ArticleTextBoxValue":"","ProductVersionValue":"","SelectMutipleCategories":false,"Sort":null}
true
|