Yes! Here's a list of just a few of them: Stuff members will love: Favorite accounts - Which accounts they want to see front and center when they log in. Favorite features - Features they want to see along with their favorite accounts, like quick transfer, eStatements, and bill pay. Member messaging - Neat little scrolling ads that pop up to alert members about messages they've received, documents ready for eSignature, password change reminders, and 1Click offers. And our favorite new   More...

Since the system will be unable to respond with a balance, it will also be unable to log the text message against the member's account number, which means it cannot be included when fees are tallied. So although the member may still be charged by their mobile phone provider for text messages they send, they will not be charged the usual text message fees by the credit union via CU*BASE (nor with the credit union be charged for that item).

In this case, the issue may be caused by an application or setting on the phone . Check to see if the number (46247), or short code messages are being blocked by the texting application on the phone. NOTE: This may happen more often with Android phones as the manufacturer and provider may customize base applications with proprietary versions. If the member is still not receiving text banking messages after contacting their provider about blacklisting and confirming their application or phone   More...

The new phone # database introduced in the 18.07 release includes both a Mobile phone checkbox as well as a Can sent text messages to this number checkbox. There’s also a place to enter free-form comments on each individual phone number. Also remember to take advantage of the existing marketing opt in/opt out flags . You could even use all of these elements in tandem with a special Tracker Type/Memo Type combination that specifically records a member’s written consent. Another idea  More...

If the system cannot respond with their actual balance for any reason, it returns the same content as if they had used the HELP text message.

Using Report Builder (Tool #100), you can use the table (file) MASTPH, which stores member and non-member phone numbers and settings. The column (field) MTPATM shows whether or not the Allow Text Messages option is checked (Y) or unchecked (N).

There is a limit to what a text message can display, so all we can send is a simple message that alerts the member of a REG D violation with the savings account.

Some states require that in addition to any text banking fees you must state that message and data rates apply. This requirement applies even if you offer it as a free service. (Different states require additional language. Follow your credit union policies and procedures.) You can enter this text in the Mobile Text Introduction screen accessed when configuring your text banking service. Use Tool #569 Online/Mobile/Text Banking VMS Config , select Text Banking from the list, and check I w  More...

Keywords are not case sensitive. For example, you can type either help or HELP or even Help and you'll get the same result. BAL Reponses to BAL include the available balance on three savings accounts/and or checking accounts. Member Text: BAL Text Response: xxxxxxxxxxxxxxx:$-9,999,999.99, xxxxxxxxxxxxxxx:$-9,999,999.99, xxxxxxxxxxxxxxx:$-9,999,999.99. Reply HELP for help. Msg Data Rates May Apply. If multiple memberships are enrolled with the same phone, the response will ask you to specif  More...

The most common reason that a member is not receiving their text banking verification code is that they are blacklisted by their provider . To resolve this, the member needs to contact their cellular provider and have the block removed.

The database that stores members who are enrolled for text banking is completely separate from the phone number database (MASTPH) used to record all of the member’s contact numbers. Remember that the Mobile flag is for reference, and also used to send mobile numbers to some EFT vendors. To update the text banking numbers, the member will need to log into It’s Me 247 desktop or mobile web banking, select Go Mobile then use the Text Banking “Enrolled Phone Numbers” feature  More...

Here are the steps to help answer the FAQ of “Why did I receive this message?”: Navigate to CU*Spy In the top search field, type PCMMSG Use the date range fields if necessary to specify how many days worth of Member Reach Daily Message Reports you need to look through, based on when the member received the email. In the Search for field, type in the email address, the account number, or the member’s last name, whatever will be easiest for you to locate this member. Click the   More...

Misc. Member Account Forms are configured using Tool #261 Configure Misc. Member Accounts Forms. Choose F9-Edit Paragraphs to edit text that appears on your forms.

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 is on purpose. Remember that It’s Me 247 text banking must be able to receive a text request from any phone for a member of any credit union across the entire network. So these numbers are actually stored in a central file that includes enrolled phone #s for members of all CUs, along with key indicators that funnel the incoming call to your credit union and the member’s specific account. (That’s why a member has to provide a membership nickname, in case they have accounts   More...

Message Types are utilized by CU*BASE to determine what action is to be taken for this transaction. The original message type is the incoming message received by CU*BASE from your vendor. Depending on the Message Type received by CU*BASE, the system could perform any of the following type of transactions (this is not an all inclusive listing): Balance Inquiry Request for Authorization of Transaction Advice of Authorization (Vendor/VISA/MC approved) Transfer of Funds Request Reversal of Transac  More...

The following directions explain an easy way to copy and paste text from a CU*BASE screen to another application, such as a phone client, label editor or spreadsheet. Navigate to the screen that has the text. For a phone number, you might go to the Inquiry screen. Cick and drag your mouse in a rectangle around the text you want to copy. This will snip the text and copy it to your clipboard. Place your mouse in the application and paste it there. The paste feature is accessed different way  More...

No. These do not need to be checked for the phone number to be used for MFA; however, the member must select a number that can accept a text message. While these labels do not matter for MFA, remember they are still important for other areas of use by CU*BASE. The “mobile phone” indicator in CU*BASE is informational only and is only there as a guide, for example for Call Center staff. Many EFT vendors also use this, so it may be included in your card maintenance to your vendor. The   More...

This can happen if you have the Launch ProDOC when logging in option turned on in your Preferences (click the Preferences button or use F5 while on the CU*BASE Home page), if the workstation you are using does not actually have ProDOC installed. ProDOC is installed locally, but your CU*BASE GOLD preferences are attached to your CU*BASE employee ID, which means they are used no matter which device you are using to log in. Usually that's a good thing, but if you happen to use a workstation  More...

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...

A program error message displayed when attempting to print either your DAILYXX or PRINTXX reports is usually because the writer to which you are attempting to print the reports has not been started. The detail of the program message will state that the Writer XX is not Active. The printer will need to be connected/re-connected before you can proceed with printing your reports. outq, OUTQ

Great question! Recently, 2 more message delivery reports have been created: 1. eAlerts/eNotices - PALTEMAIL 2. e-statements - PESTMTN2 These reports, along with the PCMMSG delivery report for Member Connect messages, can assist a credit union with identifying the reason why a member might not have received an expected email or how many members you are trying to send emails to that have an invalid email address. All 3 reports are automatically generated when mass emails are sent through the CU*  More...

Here are some ideas of things to remind members: If an online banking username was set up, the account number can no longer be used to log into the account. (If the member cannot remember the username they set up, after verifying their identity use Tool #14 Member Personal Banker > Online Banking/ARU (activate, change PIN/password; view password history) > Display Username to delete the username. Your member number is the main account number that identifies your relationship with the cred  More...

Since your credit union's website can be the online banking login page, by putting either a budget or the direct login widget on the page, we suggest you place the TurboTax banner on your credit union's website. Since the OBC is a shared resource, we do not have the ability to add custom banners on the OBC. (Xtend does do custom Member Reach messages on the OBC page, but that would only allow for text, no images.) Likewise, because It's Me 247 online banking is a shared resource,   More...

When eStatement messages are complete there are two things that happen: 1. A 'Completion Summary Report' with successes/exception/totals is created. The call letters for this report are LFMLOG. 2. A record is written out to the CUFMNT File (see example below) and if you don't see this record, it has not run yet. MNTPGM = PESTMT MNTOLD = MSG: ESTMT EMAIL SENT TO AUTO MNTNEW = CORPID: 01 #SENT:(Your Credit Union #) You can view this record using Tool #159 Audit CU F  More...