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  • 1. What do I need to do to allow an employee to download or upload data between CU*BASE and their PC? Public
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    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...
  • 2. I am transitioning to Tool #1375 for my data transfers, what information do I need to know? Public
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    The previous tools used for uploading and downloading to and from CU*BASE will be retired when your credit union recieves the 20.07 CU*BASE software release. For online and Site-Four credit unions, that date is Sunday, July 12. Self-processing credit unions will receive the release the following Sunday, July 19. To replace the two tools, a new tool was introduced in November 2018, Tool #1375 Data Transfers (Upload or Download) . Following the release, this tool will be the default data transfer  More...
  • 3. Is there a listing that would show who currently has upload and download authority from my credit union and which files they have access to? Public
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    You can review this authority via Tool #1355 Download/Upload Authorized Users Inquiry . Data from this inquiry is updated at the end of each day. You can also find the monthly report CU*BASE produces on the first of each month, LSECAUDITM, which contains all staff with Upload/Download authority and what files they have access to. You can retrieve this report from CU*Spy.
  • 4. When downloading a file in Tool #1375 File Transfers (Upload or Download), I am experiencing very slow transfer times. What could be a reason for this? Public
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    If you observe drastically reduced download speeds (such as anything over 5 minutes), it is most commonly due to issues translating the date fields between the CU*BASE file and the PC file. The Data Transfer tool will still complete the download, however, there are steps you can take to speed things along. To troubleshoot this issue, access Tool #1375 File Transfers (Upload or Download) , navigate to the From IBM i -2 tab and select the Format Options button in the File section. On the pop-u  More...
  • 5. What causes a member check to be returned as 'Refer to Maker'? Public
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    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...
  • 6. Can you explain how the system secures funds for debit card authorizations? Public
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    The process can vary a bit according to the vendor, but here's a discussion about how it works for credit unions on the CO-OP network, as an example. In most cases, debit card authorizations create a Misc. Secured Shares record on the member's account to hold the funds. When the actual transaction comes in, this record is automatically deleted. (There are exceptions to this rule, such as gas purchases.) A little history: In the past, debit card authorizations would add a hold to an ind  More...
  • 7. How do I download a report from CU*Spy into an Excel spreadsheet? Public
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    Access CU*Spy as usual. Enter the report name and the date span in the search fields. Click on Search. When the report has loaded, put a checkmark in the box next to the report(s) and click on the Combine and Print printer icon at the top of the list. (Leave the default of.TXT). The report will now load in a new browser window. Click on the File and Save As in the upper left hand corner of the browser page with the report displayed. (If you don't see File, press and release the Alt key to d  More...
  • 8. I'm trying to upload files for FinCEN according to the doc, and getting an error message when I enter the path for the PC file C:\CUBASE\gold\FCBUSINESS.fdfx. Public
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    In order to complete an upload from a PC to the System i, a companion file, which the system uses to format the data properly, must also be located on your PC. In this case, the files used for the FinCEN upload include FCBUSINESS.fdf and FCPERSON.fdf. With ING, these files are now located in a different location: C:\CUBASE\CUBASE\resources\ Substitue this for C:\CUBASE\gold\ in your instructions. NOTE: You may also get an error if the system cannot find these files in that directory. Alt  More...
  • 9. What are the instructions to create an .fdfx companion file for my custom upload to CU*BASE? Public
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    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...
  • 10. Can online banking download to current versions of Quicken? Public
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    Yes! We offer this service so that you can allow members using current versions of Quicken to download data from online banking. ( It's Me 247 will also continue to offer the older QIF file format which works with Quicken versions 99 through 2004.) As explained in the brochure (see the link below), there is a startup and an annual maintenance fee from Qucken to offer this feature to members. (CU*Answers has paid for all of the development and testing and will not charge your credit union a  More...
  • 11. How can I manipulate the date fields in a CU*BASE download to save as a date in Excel? Public
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    When using Tool #1375 Data Transfers (Upload or Download) to download a system-generated file and save to an Excel file, sometimes the date fields save as a number (such as 61219) rather than a date (6/12/2019 or 6/12/19). This number can't be converted to a date in Excel except by manually retyping each date. The tool has a format button, but this appears to have no effect on the file that is produced. The tool itself is an IBM tool so we cannot alter how it works, but we do have a few tech  More...
  • 12. 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? Public
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    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...
  • 13. If our tax forms are uploaded to It's Me 247, how will members who are not enrolled in eStatements receive their tax documents? Public
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    Regardless of whether a member is enrolled in eStatements, the member will receive a paper copy of their tax documents in the mail, provided they earned enough dividends (or paid enough interest) through the tax year to qualify for a tax form. The presentation of tax documents in the My Documents section of It's Me 247 is an additional convenience that makes the forms readily available online, often earlier than they are provided by via mail. If you are not currently offering this feat  More...
  • 14. I am using Tool #1375 Data Transfers (Upload or Download) to download a file to my PC. I am getting a "Server returned SQL error" message when I use the "browse" button to find my file name on the iSeries. Public
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    This can happen when using the Browse button if the File name field is blank, like this: This error message appears: To prevent this error, before clicking the Browse button, enter QUERYxx/ (where xx is your CUID) into the File name field. This tells the system where to look for your files (and more importantly, gives it a location from which you are authorized to download):
  • 15. What choices do I have for controlling whether or not my ANR negative balance limits are used when authorizing and paying debit card and ATM transactions? Public
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    The settings that control how this works are part of Tool 558 NSF/Overdraft Transfer Configuration, on the Overdraft Protection Activation screen. There are four flags: Use Negative Balance Limits for Authorizations and Use Negative Balance Limits for Posting. They control whether the member's ANR limit is added when determining the available balance amount. There are four different combinations of these flags: Authorization Flag Posting Flag Description of Result N N Negative bala  More...
  • 16. What are the layers of authority for a Database Administrator who manages a Data Warehouse? Public
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    The following is a summary of the authority control layers every database administrator should be aware of when managing access to data tables and the raw information they hold. Warehouse authority – blanket of permissions and prerequisite to all other layers of authority. These permissions are applied per Library based on User ID for individual warehouses. Table authority – precision for just one table but generally remains consistent across tables within any one warehouse. These   More...
  • 17. If there a list that I can download into Excel of all of the tools in CU*BASE (with tool # and description), regardless of who is assigned? Public
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    There isn't a tool for this, but what you can do to generate a list of all tools available for your credit union is create a template or temporary employee ID in T ool #327 CU*BASE Employee Security and assign it every tool. Then you can use Tool #357 Employee Security Audit Report to un the Employee Security Audit Report. Run it for the assigned tools only and it will print a report listing all the tools assigned to that employee, which in that case would be all the tools. To get this int  More...
  • 18. When looking at the ATM/Debit or Credit Card Activity screen, what does the indicator in the Type and Transaction Description mean? Public
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    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...
  • 19. We are interested in learning more about the Automated CTR Upload service. Where do I learn more? Public
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    Filing CTRs through the e-filing system can be redundant and time consuming. With the Automated CTR Uploads service, CU*Answers can file the CTRs created on the system electronically! Just save the CTR and set it to “ready to transmit” in CU*BASE. CU*Answers will batch it up with all the others and automatically send it to the Treasury. Click the link below to learn more about this service.
  • 20. What is iShield Security? Public
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    There are many, many components in the infrastructure that protects your member data, from passwords and daily backups to production redundancy and full-blown DR/BR plans. One important piece of that puzzle involves the protections we put in place to control data moving between the System i and a local workstation. Years ago no one ever imagined an employee popping a thousand member records onto a thumb drive and heading out the door. Today we have entire teams and sophisticated tools to prev  More...
  • 21. What is stand-in processing? Public
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    Simply put, it is a way for your members to continue using interactive services such as audio response and online banking, ATM/debit cards, and online credit cards for their financial needs, even while CU*BASE is off line for normal daily or monthly processing. CU*BASE uses a special style of stand-in processing that allows for continued use of CU*TALK audio response and It's Me 247 online banking services even during the night when we perform end-of-day and end-of-month processing. Refe  More...
  • 22. What is a GUAPPLE unit? Public
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    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...
  • 23. After enabling session encryption, GOLD gives a "T02" certificate error and fails to open. Public
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    After enabling session encryption, GOLD may present a Warning T02 error message and not launch. Here is a screenshot of the error: If you encounter this error message, there may be an issue with your workstations local certificate store. We have identified a few possible causes. Typically, your workstation has several expired certificates in the store that are causing conflicts; or your workstation does not have the correct GoDaddy intermediate certificates. Follow the steps below to corre  More...
  • 24. I am trying to use Tool #1375 Data Transfers (Upload or Download) and the System field is greyed out. How do I enter my System name? What are the steps to update the system config for Tool #1375 to allow for use of prod.cuanswers.com? Public
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    If the Data Transfer Tool (Tool #1375) is not allowing entry of prod.cuanswers.com, contact your System Administrator to perform one of the following options to update the system config. Option #1 Run this command in CMD as Admin: C:\Users\Public\IBM\ClientSolutions\Start_Programs\Windows_i386-32\acslaunch_win-32.exe /PLUGIN=cfg /SYSTEM=prod.cuanswers.com /userid=*SHARE /ssl=1 Option #2 Manually create the system config by launching the acslaunch_win-32.exe file, navigating to “System Co  More...
  • 25. Can a CSR reset my employee ID password? Public
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    No, our CSRs will not reset the 2-character CU*BASE Employee IDs for your staff. This must be done by an internal CU security officer. Use Tool #762 Reset Employee ID Password . (This can also be done via Tool #327 CU*BASE Employee Security using the Reset PW option.) It is important that credit unions insure proper training to their employees regarding the expiration of their CU*BASE Employee ID password. We deliver a warning message of expiration 7 business days prior to the staff member.   More...