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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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What is Audit Link?
The Audit Link service consists of three interrelated business activities. The first is an overall analysis of the credit unions needs, hot buttons, and recent audit or examination findings. This analysis is designed not only to tailor the program for the More...
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How do I look up OFACs that have been overridden?
Every OFAC scan that is overridden has a specific Tracker memo type that is generated when the override occurs. This memo type is OO (letters, not zeroes) and is configured to appear in the audit tracker. Use Tool #664 Print Member Trackers to generate a More...
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What does it mean on the first Abnormal Activity transaction pattern configuration screen when you elect to include only shared branch transaction, only RDC transactions, or only P2P transactions?
When one of these options are selected, only those transaction types will appear in the results dashboard. You may select only one of these checkboxes (e.g., you may not select to include only shared branch transactions and only RDC transactions). When one More...
- Why does my credit union need Station Control for CBX?
As we transition from CU*BASE GOLD to CBX, we are shifting from an application that runs directly on a workstation to a more modern, browser-based solution. Previously, CU*BASE GOLD relied on command-line arguments and local temporary files to interact wit More...
- How do I tab between fields in CBX?
You can tab between input fields by using the Tab key on your keyboard. In GOLD, the graphic overlay allowed for using the + key on the numeric keypad; this feature is not currently supported in CBX.
- How do I copy/paste from CBX?
Copying and pasting from CBX is as simple as dragging your cursor over the text/field you want to copy, then moving to the destination and either using CTRL+V (your keyboard's shortcut to paste) or right-clicking and selecting Paste from the option men More...
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What are the requirements for a "from" email address in CU*BASE? How do I change my "from" email addresses?
Credit union FROM email addresses are closely regulated and monitored within CU*BASE. As a mass email sender, and as an entity that sends on behalf of the network of credit unions, CU*Answers must meet standards of compliance set forth by email service pro More...
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How many credit union clients does CU*Answers have?
As of May 2025, CU*Answers and its cuasterisk.com network partners provide services to 382 credit unions in 44 states, representing 2.87 million members.
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What reporting options do I have for MemberPass?
MemberPass is a third-party authentication integration with CU*BASE that allows credit union staff to validate a member’s identity using their cell phone. Use Report Builder and the following files for more information: VMBPENRMST - MemberPass Enrol More...
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Who is Xtend?
Xtend, Inc. is a CUSO with a select group of credit union leaders independent of CU*Answers. Xtend consulting is about creative services, access to marketplaces that may be outside the scope of smaller credit unions or even CU*Answers, and the sharing of More...
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How do you get to CU*Answers from the airport in Grand Rapids?
We are located approximately 1/2 mile east of the intersection of 28th Street SE and Kraft Avenue in Grand Rapids, Michigan. The Gerald R. Ford International Airport [ GRR ] (formerly Kent County International Airport) is located near the intersection of More...
- Does CU*BASE support Risked Based Lending strategies?
Yes, CU*BASE supports risk based lending. CU*BASE provides tools for pricing loans as based upon the Credit Score/ Paper Grade received. A credit union should check with its applicable credit bureau(s) for Decisioning Products available to facilitate this More...
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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 he More...
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How do I reset an Epson TM-T88III printer in order to clear its memory?
Note: this procedure also works with Carswell printers. (1) Turn the printer off. (2) Hold the FEED button while turning the printer back on. (3) Continue to hold the FEED button until the error light starts flashing. (4) Clear the paper by pressing the FE More...
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If our tax forms are uploaded to "It's Me 247", how will members who are not enrolled in eStatements receive their tax documents?
Regardless of whether a member is enrolled in eStatements, the member will receive a paper copy of their tax documents in the mail, provided they earned enough dividends (or paid enough interest) through the tax year to qualify for a tax form. The present More...
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I just got a new laptop and when I try to log in to CU*BASE GOLD it takes several minutes, and then I get an error message, "Cannot Connect() to server."
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 More...
- What is CU*Forms?
CU*Forms is a web application that allows credit unions to build their own form templates that staff can use to prepare documents for signing. Once documents are prepared, members may sign with Topaz signature pads and/or eDOCSignature’s eSign. The t More...
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There is no "View Check" link next to the member's check(s). What can I do?
Verify that check viewing is turned on for the CU. You can check by making sure there is a code in the Check Image ID field in Online Banking Configuration (Tool #5456). If the Check Image ID field is blank, either the correct value was somehow removed More...
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There is a "View Check" link next to the member's check(s), but the member does not receive a check image back when clicking on it. What can I do?
Have the CU use their back office connection to the Check Image Processor to pull an image of the check in question and send it to you. Carefully check the information on the image (MICR, Tracer #, check #, amount, etc.) against the information in CU*BASE More...
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I have a member that is asking for a Corporate Check image from ten years ago.
For CU*Answers Item Processing Clients, we only keep 7 years of images before they are purged off the system.
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What is the CU*CheckViewer?
CU*CheckViewer is the tool that lets credit union employees view images of cleared checks online, either from a link in CU*BASE or via a web-based tool. Members can also view these images via links in the It's Me 247 online banking system. Refer to the o More...
- How do I research why a loan did not report to the Credit Bureau?
Here are seven things to review if you are trying to research why a loan did not report to the credit bureau. Look to see if the loan is flagged not to report to the credit bureau: Access Tool #20 Update Account Information (shortcut: acct) for the acc More...
- Where can I get information regarding the escrow analysis?
Refer to the Escrow Processing with CU*BASE booklet for more information on the escrow analysis. Also schedule virtual or on-site Mortgage training for more details. See link below to access the CU*Answers store to request a training.
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What is the retention period on ISO files?
Our full ISO files have a retention of at least 45 days. That retention is subject to change based on changing system resource needs. (The retention of the full files is at our discretion and can be changed without notice, but it will always be at least as More...
- What are the cuasterisk.com network requirements?
General Requirements CU*BASE GOLD, CBX, and the associated cuasterisk.com software suite ( Station Control , ProDOC, SearchLink, etc.) require that the following networks be routed to the cuasterisk.com network (typically via a CU*Answers Cisco router): Fo More...
- CBX Station Control Deployment
Download the Software Note: Our network requirements have been updated and can be found here . Please verify with your IT vendor that these changes have been put into place before attempting to download Station Control. You can download CBX from this link More...
- How do you go about "pinging" an IP address?
To ping a network device, you will need to open a command prompt: In Windows 7, click on the Start button and type cmd (without the quotes) then press Enter. In Windows 10, type the following into the Windows Search box: cmd , and when the result ap More...
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