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  • 1. How do I order an ATM/Debit Card on CU*BASE if I've already ordered it through the vendor first?
    The information you will want to write down or print when ordering cards at the vendor is the PAN number. Once you have the PAN from the vendor you will launch Tool #11 ATM/Debit Card Maintenance in CU*BASE. Once in this option, enter the member's account base. If the member has existing cards, use F6/Add Card. If they do not, simply select the correct BIN for the new card. In the Card/PIN Order screen you will notice that the Card # at the top of the screen is view only. To unlock thi  More...
  • 2. Are account numbers masked on communications that go out to members?
    The following document types include masking of account numbers: Statements (regularly, mortgage, and credit card) - may vary by print vendor Receipts - done at the thermal printer Printed Notices - effective with the 18.07 release eNotices - when viewed by the member via online banking Misc. Mbr Account Forms - effective with the 17.05 release
  • 3. What is the cost to the credit union to have CU*Answers print and mail out ACH, NSF, and Certificate Laser Notices?
    Member Notices can be processed by CU*Answers at a cost of $0.10 per notice, plus postage and the cost of envelopes. Pricing is subject to change; refer to the most current Online Pricing Guide (provided annually to your credit union CEO) for current pricing.
  • 4. Is it possible to print a check to a vendor without creating an invoice? If so, can that payment be recorded in the vendor’s Accounts Payable history?
    You can use the “Print CU Checks” feature to cut a check to any vendor, including vendors that have been configured in your CU*BASE Vendor database, without creating an invoice record, if you wish. If you want that item to show up in the vendor's history (and update their YTD amount paid for the current year only ), you will need to perform a separate step to add the record manually. Here are the steps: Step 1: Printing a Quick A/P Check In a nutshell, you will be using Tool   More...
  • 5. How do I print a denial notice for non-lending (member service) related applications such as ATM/Debit card applications or Home Banking membership applications?
    The Member Service Denials feature (to create/print denial notices) can be accessed via a Denied button located within Tool #3 Open/Maintain Memberships/Accounts. A credit union can configure miscellaneous member service denial notice types such as: ATM/Debit Card application denials, checking account denials, membership application denials, etc. These member service denials are commonly used for denied services that would not involve a loan application/request.
  • 6. After we adjusted the settings on the days for delinquency notices, all our delinquency notices stopped printing. What happened?
    What happens is that the delinquent notice level indicator on the member's account retains the last level until the loan is brought current. Therefore, all members who had a level 1 notice already sent are showing they completed level 1 and therefore will not send another level 1 even though it is now set at 11 days versus the old setting of 5 days. This applies all the way up the line. This means that all those that did get a level 1 notice at five days won’t generate a notice until  More...
  • 7. What are the benefits of having my member notices professionally printed by Sage Direct, Inc. via the CU*Answers Production Center?
    The benfits of this great new notice print service include: Professionally produced and printed notices (the notices won't look like they were just run off an office printer) Postage Savings! You will get the best available bulk postage rate discount will be applied (economy of scale) - your notices are bundled with all other client notices and sorted for maximum postage rate discount. Notices for the same member are combined, reducing the number of pieces mailed. Notices can now print on th  More...
  • 8. I have to print notices for members that have Opted In as part of Reg. E. How can I monitor our member’s activation through It’s Me 247 to know who to send notices to?
    Tool # 518 Members Reg. E Opted In/Out/Undecided is a canned Query that will split your membership by those opted In, then opted out, and finally those undecided. Any maintenance performed on the new Opt In/Opt Out flags that are within the membership and sub accounts write out to file MASTRL in FILExx, which can be queried to monitor for activity. We suggest monitoring this daily. Select Records of MTANROPT (Reg E Opt In/Out Flag) equal to ‘I’, and MTANROPTDT (Reg E Opt In/Out  More...
  • 9. Can the credit union choose who to send a late or delinquent notice to?
    Yes. The Loan Delinquency Notices Definition screen is used to define when and how the system should generate notices to warn both the member and credit union staff about a loan that has gone delinquent. In addition to the printed notices generated for mailing to members, the system can also generate Trackers and comments to notify credit union staff. There are two levels for distributing notices: Preset Levels, where a different notice is generated depending on how long the member has been d  More...
  • 10. How do I reconfigure a CU*BASE print session to use encryption?
    Configuring Encryption ***IMPORTANT: You must have local administrator privileges on the PC to complete these procedures.*** 1. Download the Configure Encryption utility from http://updates.cubase.org 2. Run the tool as an administrator 3. After running the tool, launch the print session and navigate to “Communication > Configure” 4. Click the “Properties” button 5. Select “Use System iNavigator default”, “Use Secur  More...
  • 11. Documents from GOLD are printing to the wrong tray.
    Tray assignments are controlled by a combination of the model in the CU*BASE library, the print session configuration, the Windows driver, and the settings on the printer itself. Let's break down how each affects it first: Model in library - each model defines the PCL code that CU*BASE appends to the print job for duplex and trays. If the wrong model is selected, the wrong PCL may be pushed with the print job. It is also important to have a supported printer , otherwise CU*Answers cannot   More...
  • 12. What determines where my GOLD documents print?
    This comes from the Workstation Device Configuration in CU*BASE. To view or change this: Launch Tool #326 CU Hardware Configuration Select Terminal in the drop down In the list of workstations, locate the ID of the workstation you are looking up and double click on it Alternatively, type in the ID and press Enter This will open up the terminal's configuration in CU*BASE. In the middle is the list of default printers where your documents will print: General Printer - this will be the pr  More...
  • 13. How do I set or verify what Windows printer a print session is pointing to?
    Print sessions are just a pass-through application, that take information from the iSeries host and route the document to a Windows printer already installed on the workstation. Print sessions can also be used to write the document to a file on the hard drive. To set what printer a session routes to, or to determine whether the correct printer is selected, follow these steps: Open the print session if it is not already open. (Note: the session does not need to be signed in.) Click on the Fil  More...
  • 14. Why doesn't the Member Delinquency Inquiry (Tool #498) match the number of delinquent notices sent according to the Notice Tracker on the loan?
    Remember that notices can be sent to members at any time according to your delinquency notice configuration. This is independent of the configuration that controls whether a loan is actually considered delinquent or not. For example, your credit union might choose to send notices when a loan is 10 days past due, but not truly consider it delinquent for collections purposes until 30 days. The # of times delinquent counter on the MEMBER5 (for closed-end loans) or MEMBER6 (for open-end loans)   More...
  • 15. What do the various device and print job statuses on the iSeries mean?
    When a device first connects to the iSeries, a virtual device is created - consider it a placeholder for that workstation or printer. Only one device can exist for each ID, which is why only one person can sign into a printer at a time. Throughout the virtual devices lifecycle, there are several different statuses that device can be in. Read below for some details! Workstations VARY ON PENDING - this is the default status of the virtual device. This status means the device is ready and wai  More...
  • 16. Why isn't a co-signer receiving a delinquency notice for a delinquent loan?
    There is a flag on the additional signer record called Delinquent Level (0-4). This flag determines which stage/level of delinquency the loan must reach before an additional signer will receive a delinquency notice. If this field is left blank (0) the additional signer will not receive delinquency notices. This field can be easily viewed/changed through Tool #51 Miscellaneous Loan Maintenance - then choose Additional Signer information. Valid delinquency levels 1-4 are configured at the credit  More...
  • 17. We want to send letters out to our vendors. Is there an easy way to send out labels addressed to all our vendors?
    Launch tool # 990 Work with AP Vendors to print out envelopes addressed to your vendors, either one at a time or in a batch of consecutive vendor #s. Once in the tool you can page down until you find the last vendor number you have on record (jot this vendor # down). Then, highlight and use the select key to go into any vendor record. Here, you can use option F23-Print Envelope. This will take you to the Print AP Vendor Name / Address on Envelope screen, where you can enter a vendor # range fo  More...
  • 18. We are receiving error ' CWBCO1052 ' when attempting to sign into print sessions on a new installation " The key database password is incorrect. Passwords are case sensitive ".
    This is an issue when trying to access the IBM iAccess Key Database that holds all the certificate information necessary for using SSL. Make sure you've run the updates.cubase.org for enabling encryption as well as the everyone permission to ensure all users can access the key database file. Next you will want to access the IBM iAccess for Windows either through Control Panel or the Start Menu and go under the Secure Sockets option. Select 'Use default key database' if not already se  More...
  • 19. When I print a check, the logo and signature areas are not printing correctly. I am getting garbage characters such as !@#$%&*()abc, etc. Why is this happening and what can I do to correct it?
    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...
  • 20. What’s the best way to print a batch of Query Definition Reports?
    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...
  • 21. When ProDOC printed my receipt, the receipt is too short and didn’t cut.
    This means the receipt printer was not set up correctly in ProDOC. Follow these steps to resolve this issue: Double click on the ProDOC icon by the system clock to open the Setup window First, ensure the Used stored settings box underneath the Receipts Printer line is checked Click on the ... button to the far right of the Receipts Printer line In the drop down, ensure your thermal printer is selected On the bottom left of the printer setup window, ensure the size is Roll Paper 80x29  More...
  • 22. How do I stop a delinquent notice from being generated for a member?
    CU*BASE provides a field in the member loan record that is called 'No Delq Notice Print'. Change this to a Y in the maintenance option. bankruptcy bankrupt Chapter 11 Chapter 13
  • 23. I'd like a monthly report to be printed and archived automatically every month, using the new Report Scheduler feature. How do I get it to do both?
    By creating two separate settings that you save - each with a different printer ID, both set to monthly automation. Each one will cause the report to be generated and directed to the printer ID that was specified when you saved the settings. *NOTE: Online CUs may already have a saved settings record called CUA MONTHLY ARCHIVE which sends the report to the MONTHxx printer for archiving. So if you also wanted a printed copy of that same report, you would need to save your own settings under a  More...
  • 24. I tried to print a Query definition and it doesn't go to my default printer like I want. Can I change that?
    No. The way that normal CU*BASE features work is to use the CU*BASE Workstation Configuration settings to determine a default printer for certain functions, or you can choose a printer directly when printing most CU*BASE reports. But since IBM Query is not a CU*BASE program but rather a generic program offered by IBM, it does not have any way of looking at CU*BASE configs for the info it would need to direct the print job. Therefore a Query definition will go to your list of spooled files and  More...
  • 25. Documents from GOLD are printing in the wrong orientation.
    There are no configuration options within CU*BASE that would affect this. The orientation of the pages is hard coded into each document type and is not configurable within CU*BASE. If a document is printing in the wrong orientation, it is likely due to a configuration issue with the print session or the local printer. Verify the print session settings: In this case, it is easiest to rebuild the print session from scratch to ensure all settings are correct First, close out of the print session   More...
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