Before you begin: CU*Answers requires any CBX environment to be in an isolated sole-purposed DMZ to protect you from our network and to protect us from your network. Any distributed environment requires a load balancer with sticky sessions to function properly. CU*Answers only supports F5 load balancers. Our current recommended server sizing for self processors (not partners) is 4 cores, 16GB RAM, but may need to be adjusted based on actual usage patterns. Windows Server 2019 and associated lic  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 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...

The non-Self Processor network requirements for CBX are the following: NOTE: This knowledgebase item will be adjusted as more is learned about CBX. This DOES NOT supersede the existing network components, but compliments them (at this time). Network Services will eventually consolidate these directions, but for now, they are separate. See related links below for more details. Self Processer credit unions have different requirements. See knowledgebase item below for more details. Details: CBX n  More...

When a member requests an A2A transfer the request is stored in the A2ATRANS file in FILExx (where xx is your credit union ID). CU*BASE has a program which checks that file periodically through out the day. If there is a new item in the file, CU*BASE sends that information to Magic-Wrighter. You will need to take into consideration that there is a daily cut-off time (arranged by you with Magic-Wrighter) and these transactions can take up to 2 business days. So for example, if a request is ent  More...

Yes! Through automated jobs, you can save your credit bureau reports to your eDOC server then retrieve them right from within CU*BASE just as the online credit unions do with CU*Spy. Contact eDOC Innovations support and ask them how. 800.425.7766 option 2.

Source of Receipt (SOR) is the paperwork that accompanies the checks to the Check Processor. It is the documented proof of when and from whom the checks were received. SOR provides the ABA# of the bank the checks are received from, the date of the cashletter, the amount of the bundle the check was in, the position of the check in the bundle (checks before after), and the tracer number assigned to the check. On the form you'll see a couple of abbreviations: IB stands for Item Before that   More...

IMPORTANT NOTE: When It’s Me 247 was updated in 2021, the “See” option shown on here was made unavailable. There are two major points to consider when thinking about allowing members to see information beyond the account to which they are actually logged in. Both extend beyond online banking to consider a financial institution’s role and responsibility in protecting member private data via all access channels, from the teller line to a back office employee answering   More...

Following are the CBX supported versions: Last updated: 2024-06-07 Rocket: Supported: Latest available Recommendation: Latest available Current: LWEB-1869 or 10.4.3 Windows: Supported versions of windows - up to 2022 (2019 for hub - postgres support reasons) Recommendation: latest 2019 Current: 2019 17763.5820 Apache Tomcat: Supported versions of apache tomcat - up to 9 (not 10) Recommendation: latest 9 In QC Testing: 9.0.93 Current: 9.0.91 https://tomcat.apache.org/whichversion.html https://to  More...

CU*BASE GOLD requires that the following networks be routed to the CU*Answers CU*NextNET connection: For all CU*Answers privately routed networks below, all ports/services should be allowed outbound from the LAN Required for standard Production connectivity: 63.150.21.96/27 63.236.240.16/28 63.236.240.48/28 63.236.240.79/32 63.236.240.128/29 63.236.240.138/32 63.236.240.144/28 Required for HA/Disaster Recovery connectivity: 216.111.149.  More...

Tool #360 End of Month Processing should be used by your credit union whenever you have finished posting entries to your books for a particular month and want to prevent additional entries from being posted accidentally. Refer to the Closing Your Books link below for details about what happens when you use this feature. NOTE: This is not to be confused with the month-end processing that is done by CU*Answers Operators every month for online CUs (or by self processors) on the last day and fi  More...

The one digit processor code is related to your share draft/checking configuration information. Launch Tool #510 Member SD/Checking Config . You will see a screen that allows for information on two different check processors: Most credit unions have one check processor but some might have more than one. Notice the processor code 1 or 2. When you return an item, you'll need to enter that processor code on the item:

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...

There are several configurations that control the member’s ability to set up and maintain Automated Funds Transfer (AFTs) online. Does your credit union's Personal Internet Branch configuration allow the maintenance of AFTs? Are AFTs configured to show in online banking? Does the member's PIB configuration allow maintenance of AFTs in online banking? For existing AFTs: Is the record locked to prevent changes in online banking? 1. Does your credit union's Personal Internet Bran  More...

We strongly recommend that you regularly test access to the HA server to ensure that you can connect to CU*BASE in the event of an HA rollover test or actual disaster. We recommend that you perform this test monthly and whenever you make a change to your network. To perform this test, follow the instructions below. 1. Ensure that Telnet is installed on your workstation. If you are running Windows 10, you’ll need to install Telnet. Visit https://social.technet.microsoft.com/wiki/conten  More...

In one of three ways: Note: The term 'subscriber' refers to your 'member'. Electronic Payments (ACH) - Fiserv's preference is to send all payments electronically. However in the Risk Model format it is not always feasible. Fiserv submits the merchant payment (via the fed) from a Fiserv settlement account the same day we submit the debit (via the fed) to the subscriber account. Fiserv is taking the risk on the payment. Electronic payments are typically sent when the subscr  More...

Download the Software You can download CBX from this link . Instructions for Manual Install of CBX Station Control Run the downloaded CBX Install Suite Prod CBX1.exe installer. This will require administrative privileges on the workstation. 1. On the CBX Install Suite Setup window, select Next. 2. Click Install. 3. On the Product Select screen, select what you would like to install. NOTE: If you plan on using signature pads in conjunction with CBX, you will need to check the Topaz SigWe  More...

While it is possible that an issue someone runs into on a website is an issue with the web server or a programming issue with the site, it is very important to rule out any browser or workstation incompatibilities first. If the website is not being opened in a supported browser, for instance, it can cause errors that would otherwise not exist. So what are some standard troubleshooting steps than can be taken? Are you using the latest version of your browser? Just like any other piece of software  More...

To use this new feature as a self-processor, you will need to add new subsystem. It can be left up and does not need to be taken down for end-of-day or beginning-of-day processing as it has no impact on these processes. To start or end the subsystem, enter the following in your command line: To start the subsystem: “CALL PINSTSYSCL” To end the subsystem: “CALL PINEDSYSCL” Once the subsystem is started, it will look like the screen shot below.

GUAPPLE is short for GOLD Update Appliance. The GUAPPLE is a stand-alone network appliance that takes the place of the GOLD-Master update server PC. It is designed to seamlessly handle all of your GOLD software update retrieval tasks. No effort is required to retrieve software updates when using a GUAPPLE device. It will acquire GOLD update files automatically as well as custom loan screen updates, doing away with manually downloading and extracting software update files. One GUAPPLE unit  More...

NOTE: This Knowledge Base item will be adjusted as more is learned about CBX. This DOES NOT supersede the existing network components but complements them. Ports are TCP unless noted. In addition to the routes listed in the CU*Asterisk Network Requirements Knowledge Base item , self-processors must also route the following to CU*Answers: 63.236.240.89/32 10.10.1.0/24 Requirements for CBX: CU*Answers requires any CBX environment to be in an isolated, sole-purposed DMZ to protect you from our netw  More...

The first step is to make sure your credit union has filled out the three required forms: Sign Up Form, Electronic Payment Service Agreement, and Fed ACH Participation Agreement. There is also a non-disclosure agreement to sign to receive a copy of Magic-Wrighter's SSAE-16 audit results. Once the Client Service and Education team has received the forms from your credit union, they will send the form to our third party processor, Magic-Wrighter. Magic-Wrighter will submit a confirmation with  More...

At some point during the year your credit union's audit firm may contact your credit union to perform a member account verification. This involves sending statements with a special message and unique return address, so that members respond to the auditing firm rather than the credit union directly. Here are some important tips to ensure your audit is successful: CU*Answers cannot change your credit union's return addresses on statements. CU*Answers uses custom statement envelopes for a  More...

Yes, there are requirements for code version and configuration settings you'll need. If you utilize CU*Answers Imaging Solutions for release management, you are are all set with your code versions; however, it will required configuration settings. Contact Imaging Solutions to leverage this feature. If you do not leverage Imaging Solutions release management, you will need to work with both your imaging solutions provider and CU*Answers Imaging Solutions.

If you need to allow an employee to perform upload and/or download tasks (FinCEN, AIRES, ALM, uploading G/L entries to post, etc.), you must first complete the iShield Security Access Request form and have it signed by your credit union’s designated Security Officer to sign. Once our Client Services team receives your signed form and verifies it, a request will be submitted to our System i administrators, and you will be notified when the new permissions have been granted. This process wi  More...