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1.
What reports are associated with the standard CU*BASE ATM/Debit card processing platform and what is each used for?
The reports associated with the Standard ATM/Debit process are as follows: LPANTX1 Detail Information for transactions (Card # order) LPANTX2 Summary Information for transactions (BIN order) - USED FOR BALANCING SETTLEMENT TOTALS LPANEX Exceptions report (Broken down into three sections: Denials, Unposted Items, and ISA Fees) LPANAC1 Detail Information for transactions (Account # order) LPANAC2 Summary Information for transactions (BIN order) PADLIM Report More...
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2.
In CU*Spy on the End of Month tab it looks like the LCLMBE Closed Member Report and LCLACE Member Closed Account Report are getting pulled every day. But on the Report Automation Tools Standard Reports feature (Tool #759 Report Automation - Standard Reports) it says MONTHLY.
The Closed Account Report and the Closed Membership Report have two versions. LCLACE and LCLMBE are the daily reports that run at EOD. These reports show closed accounts and closed memberships for a single day. LCLAC and LCLMB are the reports that are run from the CU*BASE menu and via Report Automation, and these show closed accounts and closed memberships for a given month.
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3.
I understand CU*Answers is in the process of updating its current SSL certificate to industry standards, and this requires each computer that is being used for CU*BASE printing to be have a file updated. What do I need to do?
These files should automatically be placed into the correct spots to ensure that Iaccess continues to work without any problems. If you want to verify that you have received this file you can follow these few steps: Open My computer Navigate to c:\users\public\documents\ibm\client access\ Verify the current file size of “cwbssldf.kdb” If this file size is 30kb then everything worked correctly and you don’t have to do anything else. If this file size is different follow steps More...
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4.
The list of reports set in the Report Scheduler (Tool #759 Report Automation - Standard Reports) look to be set up correctly, but I can't see them in my MONTHxx OUTQ and they aren’t on the End of Month Tab in CU*Spy. How can I check to make sure they were run automatically as expected?
See the related AnswerBook item below.
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5.
Can I add account number and password fields to my website to log directly into online banking, bypassing the OBC login screens?
You can use our Direct Login widget to place a Username field on your website to begin the login process. For the password and security questions, the member would then be directed to the OBC login page, as now. Use the link below for instructions on how to use our Direct Login widget to add the appropriate code to your website. OnlineBanking It's Me 247 Itsme247
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6.
What features does Xpress Teller have that Standard Teller does not have? What are the key benefits for moving to Xpress Teller?
Xpress Teller introduces a new, separate teller processing platform to CU*BASE, designed to streamline and simplify the teller experience, offering an alternative that was built with today’s changing credit union lobbies in mind. Xpress Teller includes these exciting new features: Improved Search in Xpress Teller The first screen has a powerful and easy-to-use new search engine that gives tellers a single input field to enter any data about the member and look for that data across dozens More...
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7.
In order to meet program requirements, we need to put a TurboTax banner in our online banking login page. Any suggestions?
Since your credit union's website can be the online banking login page, by putting either a budget or the direct login widget on the page, we suggest you place the TurboTax banner on your credit union's website. Since the OBC is a shared resource, we do not have the ability to add custom banners on the OBC. (Xtend does do custom Member Reach messages on the OBC page, but that would only allow for text, no images.) Likewise, because It's Me 247 online banking is a shared resource, More...
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8.
What are the instructions to create an .fdfx companion file for my custom upload to CU*BASE?
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...
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9.
Is Standard teller being replaced with Xpress Teller?
No, Xpress Teller is not replacing Standard teller. Credit unions can select to use one, or the other, or both. Xpress Teller has a completely different tool number, Tool #1600 Xpress Teller .
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10.
What are some basic browser troubleshooting steps to take when an issue with a website is encountered?
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...
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11.
What features does It's Me 247 Mobile Web Banking offer?
Members can perform the following tasks while in Mobile Web Banking: Check account balances of savings, checking, certificate, credit card and loan accounts (both available and current balances). View transaction history for these accounts. View funds on hold for savings and checking accounts View pending authorizations for credit cards (if they exist) Transfer funds to other accounts (as allowed by standard online banking) View if a check has cleared (cancelled checks) View pending ACH transac More...
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12.
Can a workstation be set up to use both Xpress Teller and Standard Teller?
Yes, a workstation can be set up to use both teller platforms. Access to Xpress Teller is not based on workstation, but is simply a tool to which an employee ID can be assigned. Both Standard and Xpress Teller will attach to the same teller drawer for that employee based on that employee's workstation branch.
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13.
What are the network routing requirements for CU*BASE GOLD?
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: 63.236.240.16/28 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: 216.111.149.8/30 216.111.149.16/28 216.111.149.240/28 66.115.246.224/27 In addition to t More...
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14.
How long are things such as transaction history, GL and check history, and credit report data retained?
For CU*Answers online clients, effective in March 2017 the standard online retention is 12 months for basic savings and checking accounts, and 48 months for all certificates, IRAs (shares and CDs), HSA share and checking accounts, club accounts (such as vacation, holiday, Christmas), tax escrows, and all loans. Prior to March 2017, data retention was 6 months for savings/checking, and 24 months for other member transaction history . Note that when this data is purged, it also removes the additio More...
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15.
Can I flag a member account so their statement is never mailed?
Yes, the Statement Mail Groups feature lets you configure up to 9 codes that can be attached to a member's account. The codes specify whether statements should be printed and archived (the standard method) or just archived only. This is used in situations such as for members with written-off loans or bankruptcy situations where the member shouldn't receive a statement, or even if you want to avoid printing statements for your own staff. Archived statements are available through CU*SPY More...
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16.
Why can't everything in CU*Talk be read in Spanish?
There are four ways that information is communicated to the caller in CU*Talk: Static Audio Prompts/Custom Prompts – these are the CU-defined welcome messages, hours and locations. (NO SPANISH OPTION CURRENTLY.) Text to Speech – a custom option for the credit union in which information is grabbed from CU*BASE and communicated via a text to speech program in CU*Talk. This can include the welcome message, hours and locations, and rate descriptions and their corresponding rates. (NO SPA More...
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17.
What's the best way to create a custodial account on CU*BASE?
In the case of a custodial membership for a child and parent, the correct procedure is to open the membership in the child’s name and SSN, then put the parent’s SSN as the joint owner. NOTE: It is not possible for the joint owner name to state “As Custodian” instead of just the parent’s name. Because of the way joint owners are simply links between two member/non-member records in CU*BASE, a change to the joint owner name in this case would actually change the par More...
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18.
Why does CU*Answers charge a monthly fee for running service charge programs we configure ourselves in CU*BASE?
There are two primary reasons we charge this fee: Our belief that we should do our best to keep our fees down when credit unions do not earn. This is why, for example, It's Me 247 Mobile Web is offered free to our credit unions. It's also behind our constant pressure to reduce fees where CUs have no basis or belief they can charge for a defensive, relationship service. Charging for these services in this manner fund other areas where the direct expenses cannot easily be identified wi More...
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19.
What is the benefit of having members use the login pages rather than logging in directly from my website?
Using a link to the standard login pages provides much more than just the ability to log in: The I forgot my password link that allows them to reset their password online They have to set up the Security Questions anyway; why not give them a place to use them to help themselves if they forget their password? The Apply for Membership link to capture membership applications and work them right from CU*BASE (no rekeying!) Why would you not allow every possible opportunity for someone to say th More...
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20.
One of our members tried to set up biometric authentication for the mobile app. The app said setup was successful, but he was unable to use any of the biometrics to log in. He tried multiple times and is now locked. He uninstalled and reinstalled the app. He also restarted his phone. After restarting, he was notified that authentication is temporarily locked.
The member will need to wait 15-20 minutes until they are unlocked. Or the member can also toggle to the standard login process and enter their username, password, and answer to security question, then access the settings info option from the More menu, and they can reset their app data or go into authentication options and reset authentication options on all devices to re-establish their MACO features.
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21.
If I activate a new online banking feature in CU*BASE, will a link to that feature automatically appear in the new online banking navigation, or do I also need to have that added to a menu within "It's Me 247"?
Well, it's a little of both, actually. If you activate something that’s optional in CU*BASE but there is not a corresponding link to that from somewhere in your master navigation, then members won’t be able to get to it. As an example, take the overdraft services feature, where members can change their Reg E opt in/out choice online. If you do not have a link to this in online banking from either the mega menu, on a clickable ad, or on a widget bar, then even if you activate i More...
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22.
With Deposit Secured Loans, do members sign a Promissory note before the loan is funded? What happens if they do not sign the form?
Yes, if an online note is programmed in CU*BASE, it will be presented to and signed digitally prior to the loan funding. If the member cancels out and does not sign the form, the loan will not be created. Instead, the system will submit a loan application to be worked in the LOS Loan Queue (Tool #2). Deposit Secured loans do require special loan forms specifically coded for this type of offer. Your standard loan forms cannot be used with this feature without the special coding. f you are anx More...
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23.
When uploading a file I receive the error message saying "MSGFI002 The file could not be found." and lists the path to a .fdfx file. How do I resolve this?
Every upload to CU*BASE via Tool #1375 Data Transfers (Uploads and Downloads) requires a companion file which the system uses to format the data properly. These files must be located on your PC and have a file extension of .FDFX. The standard tables available for uploading can be found on your PC, by following this path: C:\cubase\cubase\resources Examples of these standard options include – DMPIMPORT, FCBUSINESS, FCPERSON, IMPEMAIL, and more. EXCEPTIONS Non-standard (custom) tables are e More...
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24.
Can I print DBA names on statements and other documents?
Your credit union can elect to print the DBA name instead of the primary member name on all standard (non-custom) correspondence (use the link below to see the list of documents). This flag will be turned off by default. With the CU*BASE 9.2 release (August 2009), this flag is set as part of the Membership Designation code configuration, which means that you can set it differently depending on the type of membership. For example, you might want to use the member's name on most memberships More...
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25.
How do I format an address correctly in CU*BASE to adhere to Metro 2 standards?
CU*BASE Standards for Names and Addresses for Metro 2 Credit Reporting With the implementation of new Metro 2 standards for reporting member credit data to the national credit bureaus, following are some tips for entering names and addresses, including military addresses, properly into CU*BASE. The bureaus have given notice that any names or addresses not adhering to these standards will be rejected and not posted to the bureau's database. (Keep in mind that for online credit unions, a high More...
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