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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...
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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...
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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.
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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%'
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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.
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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
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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...
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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...
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9.
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...
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10.
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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11.
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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12.
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...
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13.
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.
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14.
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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15.
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.
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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.
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17.
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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18.
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...
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19.
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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20.
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...
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21.
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...
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22.
Can a Dormancy Fee draw an account negative?
No, a dormancy fee cannot take an account negative. The fee process goes through the priority suffixes listed in Tool #346 Dormancy/Escheat Configuration to take the fee from the account suffixes. If any account is at a zero balance, the fee will not draw the account below zero, but instead move to the next account. If the final account cannot cover the fee, the fee will appear on the Daily Dormant Fee Exception Listing Report (TDRMNT). When the membership no longer has funds in any of the su More...
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23.
If I alter a Query, do I need to also update it in the Query Scheduler?
If a Query is updated, it automatically refreshes in the Query Scheduler. If a file has been added and you need to use the month-end file, you will need edit the query on the Query Scheduler screen and designate this selection for the new file.
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24.
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...
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25.
On some of my 1098 tax forms, members who just opened a loan this year are seeing an amount under “Box 2. Outstanding Mortgage Principal” that they don’t understand. Where does this figure come from?
The IRS, which makes changes to tax form layouts almost every year, recently added this new informational box to form 1098 to report the balance on a mortgage account as of January 1 of that same tax year. Each year on January 1 we capture the loan balance on all loan accounts in a special file, and then when tax forms are created at the end of the year we can use that figure. Therefore, for loans that were opened in a prior tax year, this balance is usually easy for members to understand. More...
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