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1.
What are some basic browser troubleshooting steps to take when an issue with a website is encountered?
While it is possible that an issue someone runs into on a website is an issue with the web server or a programming issue with the site, it is very important to rule out any browser or workstation incompatibilities first. If the website is not being opened in a supported browser, for instance, it can cause errors that would otherwise not exist. So what are some standard troubleshooting steps than can be taken? Are you using the latest version of your browser? Just like any other piece of software More...
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2.
What is the benefit of having members use the login pages rather than logging in directly from my website?
Using a link to the standard login pages provides much more than just the ability to log in: The I forgot my password link that allows them to reset their password online They have to set up the Security Questions anyway; why not give them a place to use them to help themselves if they forget their password? The Apply for Membership link to capture membership applications and work them right from CU*BASE (no rekeying!) Why would you not allow every possible opportunity for someone to say th More...
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3.
We have a link to Online Banking from our website. When a member logs out, can they be brought back to our home page automatically?
Members who use either this logout button or the Logout button at the top of the page will be directed to the Online Banking Community (OBC) page. Your credit union can select a different landing page, however. Contact the Internet Retailer Support Center to activate this feature at irsc@cuanswers.com.
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4.
Will members still be able to choose their own color themes and pictures in the new look for online banking?
No. Member-specific color themes and picture albums were not included in the first phase of our new look project. However, members can personalize the site using the Favorite Accounts and Favorite Features settings on the main page (click the little gear icon next to each). They can also upload a personalized image to appear in the Profile menu (upper-right corner of the screen). Also, your credit union will have nearly unlimited ability to customize the standard colors, layout, graphical ad More...
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5.
Can I add account number and password fields to my website to log directly into online banking, bypassing the OBC login screens?
You can use our Direct Login widget to place a Username field on your website to begin the login process. For the password and security questions, the member would then be directed to the OBC login page, as now. Use the link below for instructions on how to use our Direct Login widget to add the appropriate code to your website. OnlineBanking It's Me 247 Itsme247
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6.
How to change website links to "BizLink 247" instead of "It's My Biz 247"
Between February 23, 2021 and June 11, 2021, credit unions who have links from their website to our business online banking product (formerly known as It's My Biz 247 ), will need to adjust the URL on those links to BizLink 247 as follows (the parts in red are the only parts that need to be changed, and ### represents your online banking ID): OLD ADDRESS NEW ADDRESS https://www. itsmybiz247 .com/###/Authentication/Username https://www. bizlink247 .com/###/Authentication/Username https://p More...
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7.
How do I change the background scheme of my CU*BASE GOLD screens?
Click the My Preferences button (a star) in the upper-right corner of the CU*BASE home page and choose from one of the available Color themes. Use Enter when done to save. Themes are tied to your CU*BASE employee ID, so you will see that theme even if you log into CU*BASE from a different workstation.
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8.
If I want to give someone else access to my PC so they can take over my teller workstation for the rest of the day, can I just turn off auto-security and have them reactivate it themselves, or do I have to log off?
Deactivating auto-security then reactivating it does require you to enter a different employee ID. After a password is entered to reactivate auto-security under that ID, the screen will refresh the tools display to show which ones can be accessed and which cannot. However, it doesn't necessarily refresh all of that employee's other preferences such as color theme or tool set (Favorites vs. All My Tools). Therefore it's best to just log off and have the next user log in to complete More...
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9.
What is the Internet Retailer Support Center (IRSC)?
The Internet Retailer Support Center (IRSC) is a support desk at CU*Answers for credit union virtual channel project managers. It brings together several digital strategy products into one cohesive location and a single point of contact—no more searching across CU*Answers’ websites for forms saved in different places! Credit unions looking to expand their virtual channel marketplace will be able to shop and explore the offerings online as well as check project development status. The More...
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10.
What are the network routing requirements for CU*BASE GOLD?
CU*BASE GOLD requires that the following networks be routed to the CU*Answers CU*NextNET connection: For all CU*Answers privately routed networks below, all ports/services should be allowed outbound from the LAN Required for standard Production connectivity: 63.150.21.96/27 63.236.240.16/28 63.236.240.48/28 63.236.240.79/32 63.236.240.128/29 63.236.240.138/32 63.236.240.144/28 Required for HA/Disaster Recovery connectivity: 216.111.149. More...
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11.
We just got a CU*BASE software release and now when I try to run one of my custom Queries I get an error message, "Level for file XXXXX in XXXX does not match query (I C)." What should I do?
This occurs when the release includes changes to the files that your Query uses. For example, if we add a new field to the MASTER file, any Query you have that uses that file will display an error message. Fortunately, it is very easy to refresh your Query so that you can use it again. All you need to do is access the Query and save it. That's all. You don't have to make changes to it, it's just important that you save it so it can refresh itself to match the new file layout. More...
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12.
Can you customize where the logout button goes in online banking?
Yes, you can choose to customize the page to which It's Me 247 navigates whenever a member clicks the logout button. For example, Western Districts Members CU has the custom logout set to go to https://wdmcu.org/youve-successfully-logged-out/ , a page on the credit union's website used to promote other credit union services in which online members might be interested. Websites with this feature are It's Me 247 online and mobile web banking, BizLink 247 business banking (formelry kn More...
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13.
Currently, our certificate rates are played in CU*Talk audio response as well as displayed in "It's Me 247" online banking. Can we delete these rates only from audio response?
The following applies only to credit unions that have activated the Text-To-Speech (TTS) engine for CU*Talk Audio Response. You can use Tool #506 Member Rate Maintenance to control product rates read to members in CU*Talk Audio Response. But keep in mind that because you are using Text-To-Speech, changes made here directly affect the credit union website and It's Me 247 online banking as well. Once in the menu option, select shares or certificates. From the next rate menu, you will see a More...
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14.
How do I determine if I have a valid OFAC match?
To determine if you have a valid OFAC match, follow the ‘due diligence’ steps on the Department of Treasury website at http://www.treasury.gov/about/organizational-structure/offices/Pages/Office-of-Foreign-Assets-Control.aspx
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15.
How do I send 1099C forms to members that are written off or charged off?
When a collection account is charged off it may qualify for a 1099C to be sent to the member. Qualifications are detailed on the IRS website. Access Tool #922 Update 1099-A, C and MISC Tax Form Data to enter or modify information to be printed on a 1099-C form for a particular member.
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16.
What models of TCDs (Teller Cash Dispensers) are supported by CU*Answers?
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...
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17.
What are the requirements for the signature line on my email messages?
To remain compliant with CAN-SPAM rules and to ensure all your email messages are delivered to members, you must include the following: Clearly identify the credit union name, address, phone number, and member service email address in the body of the email. Clearly identify the purpose of the email in the subject line. (See SAMPLE MESSAGES below.) Make a web-friendly Signature Line message. (SEE SAMPLE SIGNATURE LINE MESSAGE below. ) Clearly state why the member is receiving the email. Ensure y More...
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18.
Do I need to have an unsubscribe link in the communications I send to members? What is the benefit over having them call my credit union or reply to the email?
When sending emails to members from CU*BASE, or any emails to members for that matter, Google, Yahoo, and likely many other major tech companies that deal with email traffic require that the email include what they call a one-click unsubscribe link. Having the member reply to the email or call a number decreases the delivery rates of your message and makes it more readily marked as spam. Simply have the link say, Unsubscribe and link it to an external opt-out website (that you will need to More...
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19.
I need an explanation of open file shares on the iSweep appliance.
One item that is sometimes flagged on internal security scans is that the iSweep appliance has some writable network shares and that the network shares do not have authentication. This is required for operation of the ProDOC application. Here is a quick look at how the shares are used: Upon launching, the ProDOC application needs unauthenticated read access to the Control folder share. This allows ProDOC to authenticate against the iDOC Vault website, and this folder also contains all of th More...
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20.
I am interested in ordering some of your "It's Me 247" home banking and CU*TALK audio response marketing brochures. How much do they cost and who will bill my credit union?
Marketing material lists and samples can be found at the Marketing Website: http://marketing.cuanswers.com/materials.php Click on the “Order material” button then fill in quantity, customized information, shipping instructions, etc.
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21.
Are there any features being sunset when the new look for "It's Me 247" is released?
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...
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22.
How is the configuration of Credit Union Non-Business Days (Tool #243) affected by 7-day processing?
The non-business days configuration, which includes Federal holidays, is used only when calculating the release dates on check holds placed at the teller line or elsewhere. It is not related to 7-day processing. NOTE: Holds are released according to the release date on the individual Uncollected Funds record, regardless of whether daily processing is run on Sunday or not. If an Uncollected Funds record has a release date that falls on a Sunday, the hold is released on Sunday. This will work t More...
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23.
How can I personalize my CU*BASE home page?
To customize the appearance of your CU*BASE homepage, use the Preferences (F5) button (the star) on the home page. From there, you can customize the look and action of your home page in the following ways: Activate auto security when logging in Launch ProDOC when logging in Which tools to show when logging in (All My Tools, My Favorites, All Available Tools) When displaying favorites, choose to show My Groups, my CU Groups, or Both Sort tools by favorite sequence, tool number, or tool titile More...
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24.
How do I format an address correctly in CU*BASE to adhere to Metro 2 standards?
CU*BASE Standards for Names and Addresses for Metro 2 Credit Reporting With the implementation of new Metro 2 standards for reporting member credit data to the national credit bureaus, following are some tips for entering names and addresses, including military addresses, properly into CU*BASE. The bureaus have given notice that any names or addresses not adhering to these standards will be rejected and not posted to the bureau's database. (Keep in mind that for online credit unions, a high More...
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25.
Any tips on how to recognize a fraudulent check over the teller line? What is a fractional?
Tips for Recognizing a Fraudulent Check What is a Fractional? A fractional is used to determine the financial institution of the share draft if the MICR line is ever damaged or torn off: 2 digit city and state prefix pre-assigned by “Accuity” (in the example, the prefix is 25 – see red below) Digits 5-8 of the routing number and transit number indicating the institution identifier (in the example, this is 5678 – see blue below.) First 4 digits of the routing and transit n More...
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