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Announcements
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1.
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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2.
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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3.
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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4.
What special characters are allowed in online banking passwords, security question answers, and personalized security questions? Which ones are not allowed?
For an additional level of security or to fulfill complex password requirements, members may add special characters to their passwords. They may also add special characters to their security question answers. Some members may even use the feature that allows them to create their own security question, and they may elect to include special characters in that as well (for example a question mark). Allowed special characters are listed below. Some characters have special significance to certain More...
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5.
My member gets a Social Security (SSA) deposit via ACH. We use an ACH distribution to pay the member’s loan payment, but the loan payment was not made. Why did this happen and what benefits are there to using an Automated Funds Transfer (AFT) instead?
Prior to the 16.10 release, the SSA began using multiple Company IDs, and it was recommended that credit unions consider using Automated Funds Transfers (AFTs) to handle distributions. Beginning the 16.10 release a new cross-reference system will be implemented that will automatically funnel all incoming company IDs from the Social Security Administration and treat them as if they came from one, consistent company ID we’re referring to as the “Primary ID.” With the changes ma More...
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6.
Is there a way to code a member's account in CU*BASE so that it is excluded from membership tapes/files that are sent third parties like Liberty Mutual or CUNA?
There are two ways to accomplish this: The first way is to use the Marketing Opt-Out flags on the member's MASTER record. Introduced in the CU*BASE 9.2 release (August 2009), these are two flags that can be checked to exclude the member from third-party marketing communications and/or CU-related marketing commnunications. See the Opt Out link below to read more about the use of these flags. When creating a database file using Member Connect tools, or the CU*BASE List Generator, or even t More...
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7.
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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8.
What if I still want to use my own method for calculating my savings and loan projections but want to store the budget in CU*BASE?
You can use a third party tool to work your asset and liability projects and the associated income and expenses. Just remember that you can only upload the income and expense figures into your budget. The upload tool does not support uploading resulting balances for asset and liability G/Ls.
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9.
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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10.
What are the differences between an online ASP and in-house e-document strategy?
The differences ultimately come down to control and cost. The online ASP system is the fastest, simplest, most inexpensive way to get started with an e-documents strategy for your credit union. With online ASP you offload the back-end service management headaches to CU*Answers. We manage, backup, secure, and patch/upgrade the eDOC servers and databases and these processes fall under our SAS 70 and third party security audits. The online ASP system consists of electronic storage of receipts, loan More...
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11.
If I have changed my Social Security (SSA) ACH Deposits to use the Automated Funds Transfer solution, should I now consider changing back to ACH deposits?
Prior to the 16.10 release, the SSA began using multiple Company IDs, and it was recommended that credit unions consider using Automated Funds Transfers (AFTs) to handle distributions. Beginning with the 16.10 release a new cross-reference system will be implemented that will automatically funnel all incoming company IDs from the Social Security Administration and treat them as if they came from one, consistent company ID we’re referring to as the “Primary ID.” With the chang More...
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12.
How do I use CU*BASE tools to keep track of the beneficial owners on my business accounts and other memberships?
Using CU*BASE to Comply with New Rules for Tracking Beneficial Ownership FinCEN has issued new rules under the Bank Secrecy Act that require financial institutions to identify and verify the identity of the beneficial owners of all legal entity members (corporations, etc.). Under the final rule, credit unions are required to have written procedures to identify and verify beneficial owners of legal entity members who open new accounts on or after May 11, 2018. In addition to identifying and coll More...
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13.
Explain how the Secondary Names (SECNAMES) file works to store joint owner names, especially in cases where a membership doesn't really have "joint owners" per se (like a Representative Payee).
The Secondary Names (SECNAMES) file stores instructions that link a membership account to another member or non-member record. The file stores links to joint owner names and beneficiary names for all non-IRA account types. (IRA beneficiaries are stored in a completely different file because they are linked to an IRA Plan Type, not specific individual sub-accounts.) The file also stores a third type referred to as miscellaneous owner which can be used for any purpose you wish. The most co More...
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14.
On our loan credit insurance and/or debt protection posting reports, we see exception descriptions that are abbreviated. What are their meanings and did the premiums/fees post or were they rejected?
These message indicators appear on the CU*BASE loan insurance premium posting report (TCUNAS2 / TCUNAS3) and the Debt Protection Fee posting/exception reports (TCUNAD2 / TCUNAD3). By looking at the reports, you can tell if a premium / DP fee posted or not based on the exception. LOAN INSURANCE MESSAGES ADD SIGN There is joint coverage on this loan. There is either no 'additional signer' record, or the birth date for the additional signer is missing or invalid. JT TO SG There is joint cov More...
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15.
What precautions should I take when adding distribution records for a member who has more than one deposit coming in from the same institution but for different household members, for example Social Security deposits?
Special care should be taken when adding distribution records for a member who has more than one deposit coming for the family from the same institution. Take the time to research the member ACH records using the ACH inquiry screen, and if there isn't enough information on this screen, go to CU*SPY and find the PACXTB report to review the ACH detail. For example, the Smith family receives three ACH payments for Social Security benefits: one for the husband, John, one for the wife, Mary, and More...
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16.
When does CU*Answers receive the ACH files that are available throughout the day?
The FRB produces six sets of files each business day on weekdays, Monday through Friday, except for Federal Holidays. CU*Answers posts the files as follows: CU*Answers receives the first and sixth set of files overnight and posts them by 8:30 AM ET. As this posting is a combined posting, two Receive reports and one Posting report are produced. CU*Answers receives the second set of files by noon and posts by 1:00 PM ET. Same-day credits must be posted with this file. CU*Answers receives the thir More...
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17.
When "It's Me 247" online banking is offline for maintenance, what's the rule of thumb for when members will see a splash page explaining what is happening, and when they won't?
The answer depends on which network component is offline. The host in this case refers to the iSeries that runs CU*BASE member files and processes your member data. The online banking server refers to the equipment and programming that runs It's Me 247 online banking itself (there are actually multiple servers). If only the CU*Answers host is offline (online clients) - We can use the online banking servers to display a standard splash page explaining the situation. If for any reason w More...
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18.
How does the A2A process get started? Once the form is filled out what do I do?
The first step is to make sure your credit union has filled out the three required forms: Sign Up Form, Electronic Payment Service Agreement, and Fed ACH Participation Agreement. There is also a non-disclosure agreement to sign to receive a copy of Magic-Wrighter's SSAE-16 audit results. Once the Client Service and Education team has received the forms from your credit union, they will send the form to our third party processor, Magic-Wrighter. Magic-Wrighter will submit a confirmation with More...
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19.
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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20.
After enabling session encryption, GOLD gives a "T02" certificate error and fails to open.
After enabling session encryption, GOLD may present a Warning T02 error message and not launch. Here is a screenshot of the error: If you encounter this error message, there may be an issue with your workstations local certificate store. We have identified a few possible causes. Typically, your workstation has several expired certificates in the store that are causing conflicts; or your workstation does not have the correct GoDaddy intermediate certificates. Follow the steps below to corre More...
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21.
Can you explain how the system secures funds for debit card authorizations?
The process can vary a bit according to the vendor, but here's a discussion about how it works for credit unions on the CO-OP network, as an example. In most cases, debit card authorizations create a Misc. Secured Shares record on the member's account to hold the funds. When the actual transaction comes in, this record is automatically deleted. (There are exceptions to this rule, such as gas purchases.) A little history: In the past, debit card authorizations would add a hold to an ind More...
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22.
What if I want to add a new primary (sequence 1) phone # for a member while still keeping the existing numbers? I’m getting an error that I cannot use an existing sequence number.
That’s true when adding a brand-new record, but it is possible to re-sequence numbers later once the records already exist, so try this: Use Add and add the new contact number, leaving the sequence # as is After saving, select the new number in the list and use Edit Change the sequence # to 1 and press Enter A warning message will appear; use Add/Update to confirm All remaining phone numbers will be re-sequenced to fit the new one in. TIP: When changing the sequence number for an existin More...
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23.
What is iShield Security?
There are many, many components in the infrastructure that protects your member data, from passwords and daily backups to production redundancy and full-blown DR/BR plans. One important piece of that puzzle involves the protections we put in place to control data moving between the System i and a local workstation. Years ago no one ever imagined an employee popping a thousand member records onto a thumb drive and heading out the door. Today we have entire teams and sophisticated tools to prev More...
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24.
I am not a managed client of Network Services. How do I join my Windows 10 iSweep to my domain and create the necessary folders?
As a result of a January 2018 Windows 10 update, you will need to join your Windows 10 iSweep to your domain. This will be handled internally for Network Services Managed Clients, however, non-managed clients will need to have Network Services work with their IT staff/third party IT company to setup a new local account on the machine in order to join this unit to your domain and complete the additional steps. Configuring Group Policy and Active Directory Active Directory Configuration Open Act More...
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25.
I need help with ordering an online credit card for the co-applicant/secondary person on a Visa account. I just ordered one for the member; how do I order one for the wife, who is listed as a co-applicant on the Visa loan?
T o order an online credit card for a co-applicant on the loan account, you would complete the following steps: Launch Tool #12 Update/Order Online Credit Cards Enter the member number and suffix for the Visa loan account OR If you have the last 4 digits of the primary member's Visa card number, you may enter that instead Use Enter to continue On the next screen you will see a card that has been ordered for your primary member only. On the lower left corner of the screen, choose Add More...
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