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  • 1. What web browsers does "It's Me 247" online banking support? Public
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    Refer to online banking help using the link below for current usage requirements.
  • 2. What are the timeout values for "It's Me 247" online and mobile web banking? Public
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    Most online banking and mobile web pages have a timeout value of 15 minutes. The exception is the login pages, which time-out after 5 minutes of inactivity.
  • 3. How can I see how many visits we've had to our mobile web banking site? Public
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    You can find out how many visits you’ve had to your mobile web banking site by using Tool #565 Online Banking Detail Stats (AUDICC) . To see visits separated by day, with totals, enter the selection criteria as seen below (a total count for all days can be seen by navigating to the bottom of the report): Combine (And/Or) Field Name Comparison Criteria (Field, Number, ‘Text’, etc.) A.CCTYPE EQ = Equal to ‘I’ AND A.CCLOGT EQ = Equal to ‘W’
  • 4. With the new look for "It's Me 247" online banking, are the features still going to be different for desktop and mobile web like they are now? Public
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    No - in fact, with the new mobile first design and module infrastructure, the same product will be presented to members on any device - phone, tablet, or desktop! The screen size will automatically determine how items are displayed, for the optimum user experience on any size device.
  • 5. Can you explain how the NACHA Web Debit Rule relates to the Membership Opening Process (MOP) and A2A transfers? Public
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    When a new member joins your credit union through MOP, they can fund their account with a plastic from another FI. SWIVEL uses this information to debit the member via the plastics rails, then credits the member in CBX via ACH. Therefore, because no ACH debit transaction is being originated, we do not believe there is any need to opt into the SWIVEL Web Debit Validation service if you offer funding via your MOP site. As far as the CBX A2A toolkit in partnership with SWIVEL, because your credit  More...
  • 6. Why does CU*Answers charge a monthly fee for running service charge programs we configure ourselves in CBX? Public
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    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...
  • 7. What are some basic browser troubleshooting steps to take when an issue with a website is encountered? Public
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    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...
  • 8. How do I activate online banking for members that are approved via online membership channels (MAP)? Public
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    Members who apply for membership via online membership applications (MAP) can be approved as members via Tool #13 Work Online Banking Apps/Requests ; however, this does not activate online automatically. To activate online banking, use Tool #14 Member Personal Banker . Use the reset password feature to activate online banking and set a temporary password for the member. This will reset the password to the temporary password setting configured by your credit union. This will appear on the p  More...
  • 9. 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? Public
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    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...
  • 10. We have auditors in and they are asking about what penetration testing has been done with our online banking product. What information is available to provide them? Public
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    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...
  • 11. CBX Station Control Deployment Public
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    Download the Software Note: Our network requirements have been updated and can be found here . Please verify with your IT vendor that these changes have been put into place before attempting to download Station Control. You can download CBX from this link . Site-Four clients please use 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 In  More...
  • 12. What Education does CU* Answers offer? Public
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    CU*Answers strives to accommodate our clients by offering training in many different formats, from full classroom offerings (see the current CU*Answers University Catalog) to online learning and web conference sessions. We also offer individual training sessions, and workshops which can be held either at a credit union site, or here at CU*Answers. For credit union staff to train internally, we offer our web-based online courses as well as hands-on learning using a pretend CBX credit union cal  More...
  • 13. What browsers does CU*Spy support for member eStatements? Public
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    CU*Spy supports current versions of IE , Firefox and Chrome. Safari is not officially supported but typically works. Usually if Safari has issues, in our experience, it is with displaying PDFs. Should this occur, this issue is outside of the CU*Spy web application and exists between the browser and it's ability to display PDFs and therefore we have no ability to correct this situation.
  • 14. What are the cuasterisk.com network requirements? Public
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    General Requirements CU*BASE GOLD, CBX, and the associated cuasterisk.com software suite ( Station Control , ProDOC, SearchLink, etc.) require that the following networks be routed to the cuasterisk.com network (typically via a CU*Answers Cisco router): For all CU*Answers privately routed networks below, all ports/services should be allowed outbound from any device accessing CU*BASE or CBX. Required for standard Production connectivity: 63.150.21.96/27 63.236.240.16/28   More...
  • 15. In order to meet program requirements, we need to put a TurboTax banner in our online banking login page. Any suggestions? Public
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    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...
  • 16. I heard there are vulnerabilities with old Topaz signature pad drivers. What are they? Public
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    More information about vulnerabilities with the Topaz drivers can be found here: CVE: http://osvdb.org/show/osvdb/66810 XREF: https://web.nvd.nist.gov/view/vuln/detail?vulnId=CVE-2010-2931
  • 17. Can I add a custom message on the Online Banking Credit Score page? Public
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    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.
  • 18. What hardware is required for the CU*Answers online imaging solution? Public
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    To take advantage of the CU*Answers online imaging solution, there are a few required pieces of hardware. Each branch will each need an Gweep upload appliance to transfer the electronic images to the secure database. Additionally, scanners are needed to capture photo IDs (and supporting documents for loans), and signature pads are needed at each workstation where receipts are signed. Thermal printers are required for the system. These hardware devices are described in more detail below: Gweep U  More...
  • 19. What is included in the monthly GUAPPLE management service? Public
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    As part of the monthly GUAPPLE management service, CU*Answers Network Services performs the tasks listed below. All units are monitored 24x7 by a custom management application hosted at CU*Answers. In addition to the daily monitoring, quarterly audits are performed against the units to ensure everything is up to spec. Important: Fully managing the GUAPPLE(s) can only be done if all of the network requirements for the GUAPPLE are met. Please refer to this article . Security updates - all GUAPP  More...
  • 20. Are there other methods besides multi-corp processing for credit unions to manage multiple institutions? Public
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    Yes. The common method is to retain completely separate databases for each institution, but allow staff a centralized access point to move in and out of each credit union database to perform needed tasks. For example, CU*Answers and Xtend have been able to create great operational efficiencies using this configuration method for shared bookkeeping, member communications, web hosting, and many other functions. Visit the Developer's Help Desk if you would like to talk to someone about a p  More...
  • 21. What is "BizLink 247" business banking? Public
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    Similar to It's Me 247 online banking, BizLink 247 (formerly referred to as It's My Biz 247 ) is an online and mobile web banking product specially tailored to meet the needs of your business members. BizLink 247 offers many of the same features as It's Me 247 but is designed so multiple teammates can sign on to the company's membership for their various duties. This product and its companion, PIB-MLO (Personal Internet Banker Multi-user Log On) allows a business owner to have  More...
  • 22. Can you customize where the logout button goes in online banking? Public
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    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...
  • 23. What is included in the monthly iSweep management service? Public
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    As part of the monthly iSweep management service, CU*Answers performs the tasks listed below. All units are monitored 24x7 by a custom management application hosted at CU*Answers. In addition to the daily monitoring, quarterly audits are performed against the units to ensure everything is up to spec. Important: Fully managing the iSweep(s) can only be done if all of the network requirements for the iSweep are met. Please refer to this article . Security updates - all iSweeps run a version of   More...
  • 24. What are the requirements for a "from" email address in CU*BASE? How do I change my "from" email addresses? Public
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    Credit union FROM email addresses are closely regulated and monitored within CU*BASE. As a mass email sender, and as an entity that sends on behalf of the network of credit unions, CU*Answers must meet standards of compliance set forth by email service providers, such as Google and Yahoo. Many of these standards rely on our email being delivered to appropriate and accurate member emails, from correctly configured credit union emails. If we fall out of compliance with these standards, we run the   More...
  • 25. When "It's Me 247" online banking is offline for maintenance, what's the rule of thumb for when members will see a splash page explaining what is happening, and when they won't? Public
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    The answer depends on which network component is offline. The host in this case refers to the iSeries that runs CU*BASE member files and processes your member data. The online banking server refers to the equipment and programming that runs It's Me 247 online banking itself (there are actually multiple servers). If only the CU*Answers host is offline (online clients) - We can use the online banking servers to display a standard splash page explaining the situation. If for any reason w  More...