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...

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

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...

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.

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...

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.

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 E  More...

Once you elect to deny a loan application, several Denied Applications Processing screens will follow. You will need to navigate these screens for each borrower on the loan before the option to print the denial notice will appear. This is because CU*BASE allows you to select different denial reasons for each borrower present on the application (if necessary).

From a front-line inquiry standpoint, there’s no better record-keeping option than having people check member Tracker histories. The notice type, date, and contents are easy to look up in tracker history, but prior ones are available to scroll back through as well so you can see context of the individual member’s history with that type of notice, or others. When it comes to the ability for staff to review this data for proactive outreach, such as to see who has delinquent loans an  More...

This comes from the Workstation Device Configuration in CU*BASE. To view or change this: Launch Tool #326 CU Hardware Configuration Select Terminal/Workstation In the list of workstations, locate the ID of the workstation you are looking up and double click on it (or just type 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 printer to which a  More...

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...

If you need to adjust the previous year total paid that will appear on a 1099-MISC form, launch tool # 990 Work with AP Vendors , select the vendor, then click the Update 1099 Misc for Prev Year button and update the amount that should be reported on form 1099-MISC. This must be done after January 1 but prior to the deadline set in your Year-End Processing Guide (typically within the first week of January) if you want the change to be included on the printed 1099-MISC form.

This can be done if you completely close down your program with your existing vendor and do a hard cutover to RDC-IQ. However, depending on the status of your program, you may want to allow your members time to migrate. If you use a vendor other than eDOC Innovations for batch posting (UrbanFT, for example) and want to use RDC-IQ, we recommend that you first migrate to eDOC Innovations and use RDC Posting Services (a batch file process). Once you terminate your program with the former vendor, w  More...

You can find Due Diligence materials here: https://www.cuanswers.com/about/due-diligence-materials/

Yes. CU*Answers currently provides RDC Posting Services (batch posting) for both eDOC Innovations and UrbanFT. These can both be processed simultaneously. This scenario is used when a credit union migrates from one vendor to another. NOTE: Multiple vendors are not supported with RDC-IQ.

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...

This message appears when there is a credit entry on one of the invoices for the vendor. To correct this, in Tool 998: Work with Accounts Payable Vendors, delete the credit entry and enter the information again, so that the credit is the very last entry on the check. The system will move new entries to the bottom of the invoice. If there are more than 10 entries, ensure that the second check has a higher debit value than credit value so that the check will not total less than zero.

The Bill Pay tool provided through Fiserv uses as 'risk' based model - meaning that the payments are sent based on the delivery date and Fiserv collects the funds from the member when the payment is made, therefore holding the 'risk' for a certain number of days. Payments can be made through an electronic transaction (ACH), a member draft (Check) or a laser draft (Fiserv corporate check) depending on the risk level of the merchant or even the member (due to number of NSF's),   More...

Yes. The annual Year-End Processing Guide includes specific steps on preparing your A/P vendors for annual 1099-MISC reporting. Certain configuration settings are needed to ensure that the system calculates the amount paid to the vendor for the year and places it into the Previous year 1099-MISC amount field on the vendor record during year-end processing. Prior to year-end: Verify the setting of the Create a form 1099-MISC year end flag on each vendor (via Tool # 990 Work with A/P Vendors )  More...

Fax/email a copy of the new rates to CU*Answers Client Services, along with your name and credit union contact information. We will make sure the rates are loaded into CU*BASE on the effective date. Your laser loan forms may require programming changes based on this change or addition of coverage. Please contact Client Services as soon as you know your insurance coverage will be updating.

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...

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...

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...

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...

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...