You can change the setting of the Allow shared branch trans field on the member's master record. When that member's account is selected at one of your shared branch locations, CU*BASE will display a message that shared branch services are not available to that member. (Make sure all your shared branch partners understand what to do when their tellers encounter this message!) To update this setting, use Tool #15 Update Membership Information. (The flag appears on the final update sc  More...

Yes! It is included in the CU*BASE product at no extra charge and provides a full Teller interface between two CU*BASE online credit unions, whether part of the Xtend Shared Branch network or just a credit union-to-credit union contractual arrangement. That means daily automated entries to your settlement and fee G/Ls. Some credit unions use it for additional service to their members or it can be a contigent disaster recovery configuration. The extent to which the credit unions cooperate is full  More...

The COOP National Shared Branch interface (CUSC/FISC) currently supports check disbursements but not money orders. Following is a technique that was shared with us by a credit union to offer shared branch members the ability to purchase money orders. Locate the account from which funds are coming, and make sure enough funds are available for both the money order and the fee. Run an OFAC scan and complete any paperwork and obtain signatures your credit union requires according to policy. In   More...

My Virtual StrongBox has an extensive library of technical documentation and video for members directly within the user interface. From time to time members may experience technical difficulties. The primary method for requesting assistance is directly through your client portal link provided by My Virtual StrongBox. Please visit https://virtualstrongbox.zendesk.com to create a profile to share with your administrative teams.

If your credit union uses the check holds configuration, holds for shared branch members will obey the configuration from the teller credit union and will completely ignore the electronic deposit hold override flag setting.

The member will be subject to the teller credit union's configured money order printing fee (the shared branch where the transaction is being performed ).

The CU*BASE BSA monitoring tool does include data about shared branch transactions conducted via its own internal shared branch tool (includes Xtend Shared Branching). From the national shared branch networks (such as CUSC/FSCC), CU*BASE does receive Funds In amounts (separated by checks and cash) and includes those in BSA tools. (Currently Cash Out is not included, although that is planned for a future project.)

We call this process “Roving Teller.” First give the teller access to the appropriate vaults in their employee profile (see below). Then when the teller activates his or her drawer via Tool #1 Teller Line Posting , the appropriate vault for the branch where the teller is working will be selected automatically. ( Tool #1600 Xpress Teller will do the same thing, but activation is done behind the scenes automatically.) NOTE: If the teller activates their drawer through Tool #33 Tel  More...

For Shared Branch transactions, the teller credit union's check hold configuration is used. Since the Shared Branch credit union received and deposited the member's check, its hold configuration was used for the transaction.

The member will be subject to the teller credit union's configured check printing fee (the shared branch where the transaction is being performed ).

The member will be subject to the teller credit union's configured check cashing fee (the shared branch where the transaction is being performed ) and the fee will post to the teller credit union's configured fee G/L. NOTE: The system will use the member fee, not the non-member fee, in these cases.

Yes, we currently offer an online interface with CO-OP. 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 Services and Education team to get started!

In ths case, since deposit item fees are charged in a batch at the end of the month, the member will be subject to the normal fees charged by their own credit union, regardless of where the deposits were posted.

This particular issue arose due to N\A being listed in the driver's license and code word fields. With these indicators, the program is getting confused because \ is seen as a field separator rather than a text option in the field and is causing the program to read the fields incorrectly. This is why the account was being listed as invalid. These fields will need to be updated to include either the actual data or simply be left blank.

Yes. There is a technique for reviewing and manually adjusting branch allocation calculations for projected asset and liability balances. See the Budgeting with CU*BASE booklet for instructions. NOTE: The classical budgeting tools also contain a “Close a branch” function which zeros out monthly figures from your budget starting with a month you specify. But this does not affect projections for asset and liability balances used in the modeling tools.

The reason the M/R code is not writing out with the teller's branch number is because it is being done through Phone Operator. Phone Op is actually posting to the member branch regardless of this configuration. The transaction is a bit different than teller because it’s built with a TRANS record with a direct connection to the offset GL rather than a teller audit key with an EOD GL interface for misc receipts. The trans record posts the member branch to both the member and teller bra  More...

Make sure all monies is transferred from the branch vault to the bank (sell teller drawers to the vault first, then the vault to the bank) using Tool #32 Teller/Vault Cash Transfers Inquiry . Finally, suspend the branch using Tool #176 Branch Office Configuration . Once the branch has been closed for a period of time (we recommend after 90 days), you can move the members assigned to that branch to another branch based on where members are now performing the majority of their transactions.   More...

Contact the Network Services Department at (678) 812-1340 or (866) 812-2872.

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...

The reports associated with the Standard ATM/Debit process are as follows: LPANTX1 Detail Information for transactions (Card # order) LPANTX2 Summary Information for transactions (BIN order) - USED FOR BALANCING SETTLEMENT TOTALS LPANEX Exceptions report (Broken down into three sections: Denials, Unposted Items, and ISA Fees) LPANAC1 Detail Information for transactions (Account # order) LPANAC2 Summary Information for transactions (BIN order) PADLIM Report  More...

Below is a sample of an CU*BASE/Xtend shared branching receipt showing the name of the member's home credit union: In this sample ABC Testing Federal CU is the member's home credit union; their CU# is 123 and their CUID is XX. For national shared branching, you’ll see a section that shows “CO-OP Shared Branch Transaction” and the financial institution’s name as well as the tran seq# that we receive from Co-Op, like this: NOTE: When these receipts actually   More...

The Closed Account Report and the Closed Membership Report have two versions. LCLACE and LCLMBE are the daily reports that run at EOD. These reports show closed accounts and closed memberships for a single day. LCLAC and LCLMB are the reports that are run from the CU*BASE menu and via Report Automation, and these show closed accounts and closed memberships for a given month.

See the related AnswerBook item below.

These files should automatically be placed into the correct spots to ensure that Iaccess continues to work without any problems. If you want to verify that you have received this file you can follow these few steps: Open My computer Navigate to c:\users\public\documents\ibm\client access\ Verify the current file size of “cwbssldf.kdb” If this file size is 30kb then everything worked correctly and you don’t have to do anything else. If this file size is different follow steps   More...

Xpress Teller introduces a new, separate teller processing platform to CU*BASE, designed to streamline and simplify the teller experience, offering an alternative that was built with today’s changing credit union lobbies in mind. Xpress Teller includes these exciting new features: Improved Search in Xpress Teller The first screen has a powerful and easy-to-use new search engine that gives tellers a single input field to enter any data about the member and look for that data across dozens  More...