Transfer Control means that a member must tell you the account numbers where he or she would like to be able to transfer funds in Online Banking. (Audio Banking does not support Transfer Control lists.) Remember that these are accounts that will receive funds from the member's own account. If only transfer control lists are activated, a member will only choose from a drop-down list of names (not account numbers) from his configured transfer control list. You will need to decide how membe  More...

Both of these terms refer to types of Secondary Names records that can be linked to individual savings, checking, certificate and IRA accounts. There are actually three types of links, tracked via records in the SECNAMES (Secondary Names) database table: Joint owners (type J ) Beneficiaries (type B ) Miscellaneous owners (type M - added with the 18.10 release) All are simply links from an account to another membership (MASTER) or non-member (MSNONMBR) record. Labels used when displaying t  More...

Have a look! The AnswerBook's online inquiry form is the same one you use to ask us a question: https://kb.cuanswers.com/cuanswers/consumer/question.asp Your AnswerBook users (staff, board members, members and prospects) can securely ask questions online and get their answers securely, too. No need to worry about members including account numbers or other private information over not-so-private email. Plus, secure email is a valuable option for your members who do not use online banking to  More...

Yes, between the Apply for Loan Today / Contact Me About my Score button and the disclaimer is a content section, an area that can be modifed via a configuration in CU*BASE. Launch tool #569 Online/Mobile/Text Banking VMS Config. Select Credit Scores History Sales Text and use Select or Enter. Use the screen that appears to enter a URL to one of your web pages as well as the Comments that you would like to appear on the page to explain the feature to your members.

Yes, you can choose to customize the page to which It's Me 247 navigates whenever a member clicks the logout button. For example, Western Districts Members CU has the custom logout set to go to https://wdmcu.org/youve-successfully-logged-out/ , a page on the credit union's website used to promote other credit union services in which online members might be interested. Websites with this feature are It's Me 247 online and mobile web banking, BizLink 247 business banking (formelry kn  More...

For online credit unions, contact a Client Service Representative or complete the It's Me 247 Configuration Change Request Form (see the link below; requires Microsoft Word) to activate this flag. You can also define how long the stop pay orders will remain on file before being purged, in # of days or months. For self-processors, this is done using OPER Tool # 5356 Online Banking Configuration and OPER Tool #5511 Audio Response Configuration . IMPORTANT: If you have already activat  More...

Flex Loans allows members in It’s Me 247 to request a change in the term of their loan, which results in a payment change. This is permitted on configured products with monthly payment frequencies. The loan modification request can be immediate if the member is qualified and your credit union activates auto approvals. Otherwise, the member’s request is sent to the LOS loan queue ( Tool #2 Work/View Loan Application Status ) to be approved or denied by your loan officer. First, it   More...

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...

The iPay Customer Support staff can be reached at 877-434-4729 .

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...

There are several ways to obtain this data. To see the total number of active online banking members, use Tool #856 Tiered Svcs Monthly Comparison to display active user counts for any monthly period. (HINT: Click the Goal 4 button to display this data.) This can be done even if your credit union does not use Tiered Services for any other purpose. To print a report of usage statistics, use Tool #141 ARU/Online Banking Stats Dashboard To see online banking usage stats for a particular m  More...

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

What This Message Means: This appears when your credit union has set a password expiration period for inactive accounts. This means that if a member doesn't log in to Online Banking for a certain period of time, their password will be deactivated. If a member sees this message, they cannot reset the password themselves and must contact the credit union for reactivation. What Steps to Take in CU*BASE: See the link below for step-by-step instructions. BE CAREFUL!! Always verify the person'  More...

Use the link below to read about this in CU*BASE GOLD online help.

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

Custom reports created using the CU*BASE Report Builder (Query) will only print what will fit on a standard width of paper (usually 132 characters). If you cannot eliminate some of the columns, try using the Format Columns option to shorten the length of some the columns in your report and/or abbreviate the column headings. Also try using the Choose output feature to activate the line wrapping option and/or adjust the wrapping width. Query

This link has all communications sent out from Fiserv and messages received from the member.

For things like expanded balance and transaction $ amounts, Query will automatically adapt to larger amounts, and you generally won’t need to do anything. (The only exception is if you send the output to a vendor, they’ll need to be made aware of the larger amounts. Or perhaps if your report is completely full side to side and you need to remove a column in order for everything to still fit across a printed page.) As far as dates, if a date was formerly 3 separate fields for year  More...

If you are requesting an EOM tape to be loaded from a month prior to your conversion to FEP in 2014, we will automatically convert it for FEP “on the fly” so that you can run Queries over it or print the report you need.

Yes. There is an Amortization Default option available in each of your Loan Product Code configurations which allows credit unions to default amortization criteria such as: Delinquency Fine Code, Rate, Payment Frequency, # of Payments etc. The system will then default this value into the applicable fields when creating a new loan request. These defaults are intended to provide consistency for all new loan requests, but can be changed/edited during the loan request process if necessary.

This procedure should be used if the member's password was disabled because of too many invalid retries. The error message the member will see reads: Please contact the Credit Union for a new password. (Click the Related Q A link below for instructions on what to do if the password was expired due to non-use.) Launch Tool #14 Member Personal Banker and enter the member's account number. Select Online Banking/ARU (activate, change PIN/password;view password history) option. Under   More...

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.

If you are interested in being able to find out how many mobile phone numbers you have in your database, instruct your team to take advantage of the Mobile phone checkbox, which can be checked for any stored contact number. Then when creating a Query of the MASTPH file look for numbers with a Y in the MTPEFT field.

Yes, If you are a CU*BASE client and your check processing is handled by the Check Item Processing team, you can offer your members the ability to print copies of cancelled checks using Online Banking and the CheckViewer. If your credit union chooses to activate this feature, the member simply clicks a button from either the checks cleared screen or the account detail transaction listing, to pull that specific check. We also offer interfaces to check images from many other item processing vendor  More...

There are a couple of access points: Launch Tool #14 Member Personal Banker and select the Online banking/ARU (activate, change PIN/password; view password history) option OR Launch Tool #72 Update ARU/Online Banking Access (PIN) (Shortcut: PIN) It's Me 247 CU*TALK CUTalk