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  • 1. What is the benefit of having members use the login pages rather than logging in directly from my website?
    Preview
    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...
  • 2. 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?
    Preview
    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.
  • 3. What are some basic browser troubleshooting steps to take when an issue with a website is encountered?
    Preview
    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...
  • 4. What are the network routing requirements for CU*BASE GOLD?
    Preview
    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: 63.236.240.16/28 63.236.240.48/28 63.236.240.79/32 63.236.240.96/27 63.236.240.128/29 63.236.240.138/32 63.236.240.144/28 63.150.21.96/27 63.239.100.32/28 Required for HA/Disaster Recovery connectivity: 216.111.149.8/30 216.111.149.16/28 216  More...
  • 5. Can I add account number and password fields to my website to log directly into online banking, bypassing the OBC login screens?
    Preview
    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
  • 6. 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?
    Preview
    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...
  • 7. How do I change the background scheme of my CU*BASE GOLD screens?
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    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.
  • 8. 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?
    Preview
    When sending emails to members from CU*BASE, or any emails to members for that matter, it is important to add an 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 monitor). Don’t include extraneous text such as “...and fill out our form to unsubscribe” as some ISPs  More...
  • 9. What is the Internet Retailer Support Center (IRSC)?
    Preview
    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...
  • 10. Can a member complete a Loan Application using Online Banking?
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    Yes, the credit union has a configurable option to allow the loan application to appear in online banking. You can also set up the application to appear directly on your website, and both members and non-members can complete the application and the data will be funneled directly to CU*BASE (no re-keying necessary for your lending staff!). Online Banking PC home banking It's Me 247
  • 11. How do I send 1099C forms to members that are written off or charged off?
    Preview
    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.
  • 12. I've never used Transfer Control in Online Banking or Audio Response before. How do I get started?
    Preview
    Transfer Control means that a member must tell you the account numbers where he or she would like to be able to transfer funds in Online Banking and Audio Banking. (The same transfer control lists is used by both systems.) Remember that these are accounts that will receive funds from the member's own account. If transfer control is activated, a member will not be able to specify an account number when transferring; instead, he will choose from a drop-down list of names (not account number  More...
  • 13. Does CU*Answers offer text banking?
    Preview
    Yes. It's called It's Me 247 Mobile Text Banking. Read the materials below to learn more, including information about charges your credit union will incur and how you can set up fees in CU*BASE to recoup those costs from members. Always refer to the most current Pricing Guide on our website for the most current pricing.
  • 14. 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?
    Preview
    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...
  • 15. My member wants to see how bill pay works before enrolling. Is there a way to show a demo of the iPay product?
    Preview
    Yes there is! We offer two ways your members and staff can become familiar with the iPay product offering. One is an interactive demo where the user can pick and choose the bill pay options they are most interested in. The other is a tutuorial of the bill pay feature. Both links are listed below . EIther of these links can be used in the Related Links section of It's Me 247 or on your website.
  • 16. How do I determine if I have a valid OFAC match?
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    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
  • 17. What are some things I can do to improve the delivery rates of messages I send to members?
    Preview
    T o ensure all your email messages are delivered to members, be sure to include ALL 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 your message uses proper grammar, spel  More...
  • 18. What models of TCDs (Teller Cash Dispensers) are supported by CU*Answers?
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    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...
  • 19. Is it possible to put a log-in widget for It's Me 247 on our credit union website?
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    Yes! Please refer to the link below or contact our Web Services team.
  • 20. Can you customize where the logout button goes in online banking?
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    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, It's My Biz 247 , and online loan app  More...
  • 21. How can I register for CU*Answers training courses?
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    You can register online for any CU*Answers classroom training session or web conference by visiting the education section of our website. Go to http://www.cuanswers.com/client_education.php or use the links below for more information. register signup
  • 22. 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?
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    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.
  • 23. Can you clarify the requirements for displaying the NCUA logo and advertising statement?
    Preview
    The regulation is split between the usage of the of the official sign (740.4) and the advertising statement (740.5) which we use in online banking. Use of the sign is required at a locations and internet sites when deposits are taken or accounts can be opened. The advertising statement does change from time to time as the rules relative to insured amounts are amended. This statement must be used when placing an add in a publication or statement and even that requirement has specific requirement  More...
  • 24. What is the CU*BASE Online Banking solution?
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    CU*BASE utilizes the It's Me 247 Online Banking system. CU*Answers owns the intellectual software rights to It's Me 247, ensuring a regular development strategy that is tightly aligned with CU*BASE delivery features, and a product that offers a consistent presentation theme with the rest of the CU*BASE system for promoting service to members. Online Banking It's Me 247
  • 25. After I log into the IDENTITY CHEK website I receive a message that 'Service is unavailable, call support.' What should I do?
    Preview
    Remember that in order to use IDENTITY CHEK(SM) you must be signed up with Primary Payment Systems to use their service. When you recieve this message please call Concord at 480-624-4360 for the current status of the IDENTITY CHEK service. If you need technical support please visit http://www.concordefsnet.com/support/ContactForm.asp to email their support staff. If you would like to speak with technical support you can also call 877-399-4545. identity check pps
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