You may update these fields for a member by utilizing Tool #15 Update Membership Information . After entering the member account base, use Enter to proceed to the maintenance screen, using Enter until you reach the final, Other Information screen. In the middle section you will find the 3rd Party and CU Contact Opt Out fields, which you can change on your member's behalf. The member may also update their preference via It's Me 247 online banking: Hover over Info Center and choose Con  More...

If a member cannot view their check, the research team needs the following information: Credit Union Questions What is your credit union name? Have multiple members reported that they cannot view checks? Are these members having the same experience when viewing their check? (See Member Questions. ) Has the check appeared on the Check Exceptions Report? (TNDET) Was this check cleared at the teller line? (Sometimes this is referred to as a counter-killed check.) Are you able to retrieve a chec  More...

The only way to retrieve the information is to use Query. The table name is HBMASTER in your FILExx library. The deleted record remains in this table, but will have a status of X .

Using Report Builder (Tool #100), you can use the table (file) MASTPH, which stores member and non-member phone numbers and settings. The column (field) MTPATM shows whether or not the Allow Text Messages option is checked (Y) or unchecked (N).

To update a signature line in CU*BASE, you’ll use the Tool #497 Member Connect Marketing Tools . (You will need a file name to move forward, so it can be helpful to have a test file created in your QUERYxx library for situations like this.) NOTE: For Member Reach clients, Xtend has previously created a file ‘MBRRTEST’ that will allow you to access the Message Maintenance screen. Select Online Banking and/or email message from the first window and then use Enter. On the Mem  More...

This report uses the field called Disbursed Amount in the MEMBER5 or MEMBER6 data file. This is an accurate representative total of the amount that was added to your loan portfolio. Other reports, such as the Contingent Liability Analysis Report (Tool #280), use the Disbursement Limit to derive the amount of contingency balance by subtracting the current balance from the disbursement limit.

If the member closed their account in November, they would receive a final statement for their November transactions but will not receive a December Statement as they did not have any transactions in December and the account was not active. This would also be true for members who closed their accounts earlier in the year. For example, for a membership closed in April, the member will receive their final statement at the end of April then will not receive another statement again (not even the q  More...

This data comes from the TAX file. This file is created automatically at year-end and populated with things like dividends and interest paid, and other details to be reported to the IRS and printed on tax forms. When it comes to Property Tax and PMI, things get a little complicated. Over the years the IRS has shifted back and forth as to (a) whether we are obligated to report this data to the IRS, and (b) whether it can simply be reported to members via the 1098 form, regardless of whether it  More...

If you use the CU*BASE Escrow Payables system for your mortgage loans, you can obtain the yearly amount that is being scheduled to pay for PMI from the Escrow Disbursement History on the individual loan. Launch Tool #570 “Open /Update Escrow Disb. Records” Enter the mortgage account number Select the Payee that represents the member’s PMI Choose the History option Depending on when you view this history, of course, you may need to extrapolate any remaining months of the year t  More...

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...

Previously, credit unions used Code 38 for “Return to Maker”, but this code is no longer available in the system. This change was initiated by a Reg CC change in 2018. Now, if you are presented with a situation where you need to return a check to another institution, it is recommended that you use one of these codes to clarify the reason for the check return. Some codes allow you to make the change in CU*BASE. Others require that you contact your Check Item Processor. Read below for   More...

The member will see some new information on the Login History screen starting August 29, 2018. The data for this change was collected beginning August 7th. New information includes: Login Source types: iOS, Android, Desktop Browser, Mobile Browser, Loan Application, Other Login Methods: Username Password, Fingerprint, Pin, Voice, Face NOTE: If a member uses Personal Internet Branch (PIB) device registration, a duplicate login record might appear that doesn’t record the login source, IP  More...

Starting with 2017 year-end, you can use Tool 822 Smart Operator: Daily Operations Log to view tax file transmissions. This tool will now contain data center tax processing information. Access the tool and use the Process lookup button to select one of the process codes below to view the processing date and time information for the following tax processes: PROCESS CODE PROCESS DESCRIPTION ASCFMVCRT Ascensus FMV file created ASCDSTCRT Ascensus Distrib file created ASCCONCRT Ascensus Contrib f  More...

CU*Answers has a rolling schedule of network security audits and assessments including internal and external penetration testing. We do not limit the scope of these tests to just the online banking environment. We also do not publish the results or reports from these tests for security reasons. The test results are reviewed by our Executive Team, our Board of Directors (made up of peer credit union CEOs), as well as examiners from the NCUA and state regulatory agencies. They are also reviewed b  More...

​ For General Support and CU*BASE Assistance: Use the AnswerBook to submit a question to the Client Services and Education team. You can access the AnswerBook via a CU*BASE session by selecting the @ symbol and asking a question, or by logging in and asking a question. You can also call 616-285-5711 or 800-327-3478 and follow the menu prompts to reach a representative. For Technical Support: Use the ConnectWise ticketing system to submit a question to the Network Services team. ConnectWise   More...

To locate these Opt Out flags for a member access the account via Member Inquiry then click on the Member Data tab at the top of the screen. At the bottom of this box you will find the 3rd-party opt out and CU contact opt out information. If you need this information for all or multiple members, try Tool #100 CU*BASE Report Builder (Query) to build a custom inquiry. This information will be found in file MASTERL, field names MT3RDOPT for 3rd Party Marketing Opt Out or MTCUCOPT for CU Conta  More...

There are two steps: Choose Which Activity is Tracked Modify your NSF Configuration (Tool #558 NSF/OD Transfer Configuration , then #1) to indicate which origin codes will be counted in the fee totals. For example, you might need to report only fees that relate to share draft postings, but not include ACH or bill payment activity, based on your interpretation of the reg. as it applies to your situation. Change Statement Print Configuration Contact a Client Service Representative and request t  More...

Joint owner and beneficiary names can now be updated for all sub-accounts using the following tools: Tool # 3 Open/Maintain Memberships/Accts (shortcut: open) Tool #20 Update Account Information (shortcut: acct) member service rewrite

You can manually add a secondary transaction description to any posted transaction by using Tool #918 Update Trans Desc IRA/HSA Post Codes. Just enter the account number, select the transaction you posted, and click the Description/Stmt option to enter in a secondary transaction description as it came in on the original ACH item. (Make sure you do this before that month's statements are produced, of course!)

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...

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.)

Changing the member's name via Tool #15 Update Membership Information does not automatically change the member's name in the PLASTICS file. You would need to access Tool #11 ATM Debit Card Maintenance , highlight the member's card, and select Reorder Card/PIN. You will then be able to change the member's name and order them a debit card with the correct name information. Before selecting Add/Update, make sure you only select Order Card, and deselect the Order PIN and   More...

Remember that the delinquency monitoring system populates the delinquent Months and Days fields, changing these values whenever payments are made or other activity causes the due date to adjust on the loan account. By contrast, the Actual # of days delinquent value is not stored on the loan account, but rather calculated on the fly by specific reports or screen dashboards, using the current date and the next payment due date on the loan account to determine an actual # of days. Since loan  More...

Access to personal information and other settings are now available by clicking the new profile button in the upper-right corner of the screen. These are the features included here: Message Center eAlert Subscriptions Personal Information (address, phone, email) Contact Preferences Change Username Change Password Change Security Questions Login History Password Change History

The fields are related to Process Codes, in that they are derived from the code attached to the message received from the plastics processor (vendor, or switch). The Type you see in the initial Type column of the Activity screen relates directly to the Transaction Description when you view additional transaction details. Transaction types may not apply to all vendors. Examples of these labels are as follows: DEP (Deposit Transactions) ATM/DEP A deposit made at an ATM. ATM/DEP - including a $  More...