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  • 1. When underwriting an indirect/dealer loan application, does the Centralized Underwriting code “Refer to Manager” send a notification to the dealership via our CU*BASE Integration? If so, does the notification include the application notes from the loan application? Public
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    The credit union can pass any underwriting code that's configured as a Approval or Denial code type. So if your credit union has underwriting codes of AI for Approved Indirect and DI for Denied indirect, those will both pass a status of approved/denied as long as they are configured correctly. The only code we standardized is the CO for Counter Offer. This is the only memo type code that can be passed for indirect. Any other memo codes would not trigger a notification to the dealer. C  More...
  • 2. Does CU*Answers support integrations such as mint.com that pull in financial information if the member supplies their user ID and password? Public
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    There is nothing CU*Answers can do to stop financial aggregation services like Mint from accessing our online banking products. Although we have set up many direct integration tools over the years (see the related links), members can also provide their credentials to whomever they choose and the process is entirely in the hands of that third party to maintain the connectivity. Hint: Members who choose to do this will need to remember that whenever they change their online banking password, they&  More...
  • 3. What online ATM / Debit Processing vendors are integrated with CU*BASE? Public
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    Please use the attached link on our website for an up-to-date listing of the online vendors and supported features already integrated with CU*BASE.
  • 4. Why does CU*BASE require two steps to perform a teller correction - deleting an audit key and completing a member transaction reversal? Public
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    Because of CU*BASE design to integrate directly to the general ledger is one of its most impressive features, the teller system needs to process as its own section. In order to discourage inaccurate or misleading transaction reversals or back-dating, the dual system segreates the teller drawer (cash) from the member transactions and balances. If the two steps are not completed correctly, the general ledger will be out of balance. Fortunately you can use Tool #31 Reverse Tran/Adjust Drawer (Same  More...
  • 5. What models of TCDs (Teller Cash Dispensers) are supported by CU*Answers? Public
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    Our official statement is that CU*BASE is not integrated with any TCD or TCR hardware solution; however, you may find the information below helpful. When considering which model of TCD or TCR to select, it is important to realize that supported models are determined by your solution provider not CU*Answers. For example, if you are utilizing DynaCash, as the provider of the software that interfaces between CU*BASE and the cash handling hardware then they would determine compatibility. With this i  More...
  • 6. What products does eDOC Innovations offer? Public
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    eDOC Innovations offers a full suite of e-document solutions. This includes paperless receipts, loan forms, reports and statements as well as eSign and Check 21 solutions. Together with CU*Answers they offer three different integrated document storage or vault models. For more information about eDOC Innovations and how they can automate your document workflow, contact John Beauchamp at jbeauchamp@edoclogic.com or phone 800 425- 7766 extension 228. edi edoc edocs
  • 7. Does CU*BASE provide an on-line interface with CUSC or FSCC National Shared Branch Networks? Public
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    Yes, we currently offer an online interface with CUSC and FSCC. Acquirer provides the integration of using the CU*BASE teller system to process other members in the national shared branch credit union listing. Issuer allows CU*BASE clients to participate in the national credit union network. Refer to our Pricing Guide for associated CU*Answers costs then contact the Client Service Department to get started!
  • 8. What models of TCDs (Teller Cash Dispensers) are supported by CU*Answers? Public
    Preview
    Our official statement is that CU*BASE is not integrated with any TCD or TCR hardware solution; however, you may find the information below helpful. When considering which model of TCD or TCR to select, it is important to realize that supported models are determined by your solution provider not CU*Answers. For example, if you are utilizing DynaCash, as the provider of the software that interfaces between CU*BASE and the cash handling hardware then they would determine compatibility. With this i  More...
  • 9. Is CU*Answers going to add Zelle to its mobile offerings? Public
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    A common request from credit union employees, although generally not from credit union management, is that the network (CU*Answers or cuasterisk.com) should move to “get” Zelle. While we understand the general rule of thumb that if members seem to like a solution it makes sense to match it, in this case the credit union business leader needs to look deeper: Zelle is a branded solution for P2P. It is a community that you join. Zelle provides a P2P transaction approach that is uniqu  More...
  • 10. What Network Operating System does CU*BASE use? Public
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    CU*BASE runs on the IBM iSeries platform utilizing the i5 Operating System. The System i platform comes integrated with the components necessary to support robust business computing including the operating system, database, security, communications and networking, middleware, application servers and more. System i5 models can run multiple operating systems and applications simultaneously. They support applications running in IBM i5/OS®, Microsoft® Windows®1, Linux®, IBM AIX 5L&tr  More...
  • 11. Are there any features being sunset when the new look for "It's Me 247" is released? Public
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    Yes, there will be a few features we are not bringing over into the new mobile first design. Features being permanently sunset: Promise Deposits - As most CUs and members have fully embraced RDC with its available near-real-time posting option, we made the decision not to bring the Promise Deposits feature into the new modules/mobile first design. Member-selected color themes, picture albums, and start page - The start page feature has been replaced by the Favorite accounts and Favorite feat  More...
  • 12. Does CU*BASE support Teller Cash Recyclers (TCRs)? Public
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    The CU*BASE Teller system does not have an interface option to integrate with a Teller Cash Recycler (TCR). We do not recommend the use of any product, but CU*Answers is aware that clients have successfully used DynaCash, a third party solution from Add On Technologies, as a viable solution. You can get more information about this solution from our Imaging Solutions team by emailing imaging@cuanswers.com or by visiting its website at http://addontechnologies.com/dynacash/ We have many CUs who ar  More...
  • 13. Members have reported not being able to see transactions automatically in their QuickBooks Online account. Can you help? Public
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    Our online banking products do not support a direct integration with QuickBooks Online. We do support the ability for members to manually download their transactions to a QFX / QBO file and manually import them. However, as explained in the related link below, other than creating the files we have no control over how that import process might work on the QuickBooks end. Contact an Intuit representative for assistance. NOTE: From time to time Intuit may change their requirements for the file form  More...
  • 14. How does CU*Answers handle controls regarding ransomware and backups? Public
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    CU*Answers is occasionally asked about controls regarding ransomware and backups. Some questions are related to our data processing software (CU*BASE) and others are related our Imaging System (CU*Spy). CU*Answers and our credit union clients are on entirely separate, segregated networks, and therefore it is highly unlikely if one business victimized by ransomware that both entities would be affected. The CU*Spy discussion does not apply to clients that have their own in-house imaging solutio  More...
  • 15. Is there a place in CU*BASE where I can see which credit bureaus I can pull credit reports from? Public
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    Self Processors can access OPER #10 > #7 and view the default credit bureau. Online credit unions should contact Client Services for this information. Information on any additional credit bureaus that the credit union has access to pull credit reports from is held in our Integration Database and not in CU*BASE.
  • 16. I deleted an indirect lender dealer from integrations.cuanswers.com yesterday and CU*BASE is still accepting applications from this dealer. How long does it take to deactivate an indirect dealer? Public
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    A file is sent each night to all indirect vendors for dealer additions/deletions. The vendors may take up to 48 hours to process the change requests on their end before the relationship is terminated. NOTE: Also ensure the dealer is removed from CU*BASE via Tool #245 Configure Dealer Info for Indirect Lend . NOTE: For Route One and Dealer Track, you must also remove the dealer from the Integration Manager. Refer to the reference booklet below.
  • 17. Why should we use the AnswerBook's personal finance knowledge packs and calculators? Public
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    The AnswerBook content affords several benefits not available from other providers. In addition to being written in language that is easy to understand, our knowledge pack items provide the following unique benefits: 1. Better reinforcement of your brand and better user experience. You want the content to look like it is part of your site and part of your delivery. Personal finance content can help your consumers appreciate the breadth of your financial knowledge and services offered. The  More...
  • 18. What does AIRES mean? Public
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    AIRES is an acromyn for Automated Integrated Regulatory Examination System. AIRES is a software tool used by the NCUA when performing financial audits on credit unions. ARIES AIRIES
  • 19. Does CU*BASE offer a feature that performs the yearly escrow analysis? Public
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    Yes, CU*BASE has an integrated Escrow processing tool that includes an escrow payables management tool as well as as a mechanism for handling the annual analysis, member notifications, and related reporting.
  • 20. What is ISDN? Public
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    ISDN is the abbreviation for Integrated Services Digital Network, an international communications standard for sending voice, video, and data over digital telephone lines or normal telephone wires. ISDN supports data transfer rates of 64 Kbps (64,000 bits per second). ISDN used to be the preferred backup communications strategy for credit unions but has been replaced by VPN backup. New ISDN backup connections are no longer supported by CU*Answers.
  • 21. What is a channelized T1? Public
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    Channelized T1 (also called Integrated T1) is a digital carrier modulation method in which a T1 line is divided into 24 channels, each having a maximum data speed of 64 thousand bits per second (Kbps), and each capable of supporting a unique application that can run concurrently with, but independently of, other applications on different channels.
  • 22. Can CU*BASE thermal printers be configured as network printers, similar to a laser printer with an integrated print server? Public
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    CU*BASE currently only supports a direct serial cable connection for thermal receipt printers.
  • 23. Why do journal entries exist in 739.00 that are not "cash" related? Public
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    CU*BASE provides a daily general ledger integration based on that day's business. It is important that all entries, whether generated by CU*BASE or by manual entry, are reviewed for accuracy. Because financial institutions balance their money on a frequent if not daily basis, we "wash" through 739.00 for processes not directly related to Cash.
  • 24. I am looking for any documentation that states that CU*Answers is in compliance with the Gramm-Leach-Bliley Act. Where can I find this? Public
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    The Gramm-Leach-Bliley Act refers to member privacy and data integrity for financial institutions. Your credit union's contract with CU*Answers includes verbiage pertaining to member privacy and data integrity. Should you have an older contract that does not include this verbiage, you can contact a member of our Sales/Marketing Team about receiving an updated contract. For additional information, including CU*Answers SAS70 and Data Security policy, please contact a Client Service Representative.
  • 25. For what vendors does CU*BASE have integrated check ordering? Public
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    Currently Clarke American and Liberty interfaces are available.