Information on It's Me 247 Bill Pay (Paymentus) can be found on the Frequently-Asked Questions page devoted to the product. Click the link below to go to the page.

You'll find this information in online help while working on each of the individual loan application screens. Look under the heading Field Descriptions for information about what fields, if any, from that screen will appear on the short-form loan application. For example, on the Employment Loan Application screen, the fields that will print on the short-form app will appear in blue text in the list of field descriptions. (Click the link below to view this.)

Access the Bankruptcy topics to learn more http://help.cubase.org/doc/stepbystep/stepbystep.htm#Bankruptcy.htm See the Related Q A below.

These symbols print when the printer doesn't know what graphic or font to use for the logo, signature, or MICR line. There are a few possible causes: Is this a new printer? If this is a new printer, the first thing to consider is whether the other printers at the credit union use Check Secure devices. Check Secure devices are no longer sold and are not compatible with new printer hardware. To transition from Check Secure devices to the new software based check printing methods, contact CU  More...

The following old special Comment codes are no longer valid now that your credit data is being reported using the Metro 2 format: BU BV BW BX BY CA CB Instead, use the Consumer Information Indicator field on the loan account to report bankruptcy. This can be changed using Tool #20 Update Account Information on the loan account (click the Credit Reporting Info button to display the the Credit Bureau Reporting Information screen). NOTE: You only need to report bankrtupcy once. If the bankrupt  More...

A third-party utility is needed to generate robust PDF output. If you are having issues with PDF generation, it is possible that this is missing or corrupt on your PC. Or it may mean that you have not yet installed the software on your PC. See below for directions on what to do if you need to purchase a license of this software (iText Sharp) or how to install it once you have purchased a license. IMPORTANT NOTE REGARDING LICENSING (Updated January 28th, 2014): CU*Answers has purchased a blo  More...

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 CU*BASE credit union  More...

Tool # 868 Transaction Override Report allows you to create a report that shows when a transaction override was performed on an account that was frozen, had secured or uncollected funds, as well as transaction overrides to par value (below minimum). This report was added to the Report Scheduler feature with the 15.3 CU*BASE release in December 2015. It is easy to use the Report Scheduler tool to archive monthly reports. Just enter the filter screen and make your selection of which type of ove  More...

Yes, both a write-off and a charge-off feature, in fact. A written-off loan is still collectible whereas a charged-off loan is released from debt and closed. Both steps are recorded as part of the CU*BASE written-off/charge-off loan history database. (Use the link below to learn more about this database and associated dashboard.) To write off a loan, use Tool #1006 Write Off / Charge Off Loans and use the write-off option. This reclassifies the loan but it is still retained on the member r  More...

The payment matrix will follow the configuration in the write-off product type(s). Learn more in the Write-off/Charge-off Tools booklet which is linked below.

Three reports can be used to monitor your AFTs. The Member Automatic Account Transaction Record (TAT1) report includes a detailed listing of automatic transfers that posted. The Member Automatic Account Transfer Notification Report (TAT2) show automatic transfers that did not post. The Member Automatic Account Notification Register (TAT3) lists transfers to 360 accounts that were “out of the ordinary” such as members who are making principal-only payments or additional payments. L  More...

The one thing you do NOT want to do when you get a returned email is to change the email address to a fake one like bademail@xxx.com. Instead, check the Wrong email address flag on the member's account. You can access this flag anywhere an email address can be entered, such as through the Name/Address button (F14) in Inquiry and Phone Operator, or via Tool #14 Member Personal Banker (shortcut: pb), or via Tool #15 Update Membership Information (shortcut: umbr). When a member's ema  More...

These days, electronic communication is becoming more and more vital to your relationship with your members. Start by verifying your credit union's From: email addresses are set up properly. You can use a DNS tool to verify your domain, learn more in this Knowledge Base item . This is where bounced-back emails are delivered, one for loan status change emails (configured as part of your Underwriting Codes and generated by items in your lending queue) and all other general emails that CU*BAS  More...

Launch Tool #100 CU*BASE Report Builder (Query) Make sure the Location reads QUERYxx (where xx is your CUID) Click the Lookup button next to the Name input field Use the tab key to jump down to the list at the bottom of the screen, and use tab or page down to scroll to the first query you wish to print Tap the letter “P” or choose Print definition from the drop-down menu Repeat steps 4 5 for a small batch of Queries (to avoid an error message, choose no more than 8-10 at a time)   More...

SSLv2 (SSL version 2) is a data encryption protocol that encrypts data before transmitting it over a network. On March 1, 2016, the US-CERT organization released an alert about a vulnerability in version 2 of the SSL encryption protocol. This vulnerability could allow an attacker to decrypt data if enough SSLv2 information was intercepted. SSLv2 is now considered obsolete. Learn more about the DROWN attack: https://www.us-cert.gov/ncas/current-activity/2016/03/01/SSLv2-DROWN-Attack Is CU*BASE   More...

Members cannot opt out of receiving the eStatement notification message. Their only option is to unenroll from eStatements if they do not want to receive these types of emails. Education is key in this area. Use Tool #262: Configure Monthly eStatement Emails (or Tool 497: Member Connect Marketing Tools, then Message Type ES) to update your eStatement notification text. Learn more by clicking the link below.

When members post check deposits via RDC, what’s most important to them is getting the money into their account quickly. RDC-IQ is the fastest way to post RDC transactions to your member accounts – and the most cost-effective for your credit union. RDC-IQ is the near-real-time posting service solution you’ve been waiting for! If you use eDOC Innovations as your RDC back-end processing vendor, then take your RDC program to the next level. When a member deposits a check via  More...

At the time an email address is being recorded on a member's account, either in CU*BASE or via Online Banking, e-statement enrollment, bill payment enrollment, etc., the system will check the address entered and provide error messages if the following rules are not followed: Do not allow a period or @ in position 1 of the email address The last character in the address must be a letter (a-z or A-Z) Do not allow two periods in a row Do not allow two @ symbols within the address Must have a pe  More...

We have learned that certain phone manufacturers that use the Android operating system have customized the keyboard that comes with the phone, and in some cases that keyboard doesn’t allow a decimal point to be entered into numeric input fields. That is not a shortcoming we can overcome with the behind-the-scenes programming in our It's Me 247 mobile web software, which is also used by mobile app vendors. So our recommendation is to advise the member to download a different keyboard   More...

The minimum resolution for CU*BASE GOLD is 1024x768. This is for the “Standard” screen size. Starting with the 20.07, we will be supporting select additional screen sizes as well. (See the related item below for more information about available GOLD screen sizes.) Depending on the size of the monitor, even for the “standard” size a higher resolution will work, but the CU*BASE GOLD screen will be smaller and will not fill the entire monitor frame. Note: That can be   More...

Yes, CU*BASE automatically generates CTRs for large dollar transactions. You will need to configure the Bank Secrecy Act Monitoring Configuration with this setting. You can also select to have only a warning message appear, if you prefer. Warning messages or CTR forms will appear when posting on the following teller screens (depending on which transaction types are being tracked for BSA in the Bank Secrecy Act Monitoring Configuration): Teller Funds In Teller Deposits/Withdrawals Teller Misc.   More...

To enroll for your credit union's data to be stored for Analytics Booth please visit https://store.cuanswers.com/product/analytics-booth/ and add the product to your cart. On this page you will also find a Getting Started Guide, and you can watch the screencast and even sign up for webinars to learn more about this product.

Verify that the printer cable is securely connected to both the check secure box and the printer. Check the mode switch, located on the back of the check secure device, and make sure it is set to zero. Make sure the check secure card is properly inserted into the device. Press the Reset button on the back of the check secure device. If flashing persists please call the Systems department. NOTE: Support for CheckSecure devices is sunset as of July 1st, 2014. Contact Lender*VP to learn abo  More...

The TRANSF1 file records that are associated with A2A accounts will be listed with all 9s followed by a 7 in the account field (999999997). This could be in the To or From field. TRANSF1 file records associated with an OTB account will be listed with all 9s followed by an 8 in the account field (999999998). This can be in the To field only. Learn more about the CU*BASE Account to Account and CU*BASE “Off Trial Balance” (OTB) features by reading the booklets linked to below. This c  More...

Vertical receipts are a new format being introduced in the 21.05 release, for receipts produced by various CU*BASE features, including Teller Line Posting, Xpress Teller, member transfers, loan disbursements, and anywhere else that receipts are generated. The traditional horizontal receipt format can fit only 10 transactions per receipt. Vertical receipts take advantage thermal printer capabilities and allow you to print virtually unlimited transactions, all on a single long receipt, saving pap  More...