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- What are the AnswerBook's knowledge packs?
The AnswerBook's knowledge packs are comprised of broad and understandable personal finance content and calculators. The information contained in the knowledge pack items does not offer advice, but rather provides information relevant to various life event More...
- What does it take to get started with the AnswerBook?
The AnswerBook can be seamlessly integrated with your Web site within a couple of days. The amount of time it takes varies on how you plan to use the product and the number of staff using the product. Your knowledge base is pre-populated with 300 "seed More...
- What are the benefits of AnswerBook?
The AnswerBook was developed specifically to make it easier for credit unions to better educate and serve their members. A side benefit of providing outstanding member service and ensuring that members are educated and in control of their financial well-be More...
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What are the instructions to create an .fdfx companion file for my custom upload to CU*BASE?
Do not use these instructions if you are performing one of the standard uploads such as to DMPIMPORT, FCBUSINESS, FCPERSON, IMPEMAIL, etc. Instead, look for your appropriate .FDFX companion file in C:\cubase\cubase\resources Instructions below are relevant More...
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How long are things such as transaction history, GL and check history, and credit report data retained?
For CU*Answers online clients, effective in March 2017 the standard online retention is 12 months for basic savings and checking accounts, and 48 months for all certificates, IRAs (shares and CDs), HSA share and checking accounts, club accounts (such as va More...
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How can I view basic statistics of my loan applications, such as denied, approved, pending, and deleted?
CU*BASE has a tool that displays application statistics in a handy dashboard format. Tool #472 Loan Queue Activity Tracking allows you to choose a date range and branch to filter the information, with additional filters such as Underwriter Code, Delivery C More...
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When uploading a file I receive the error message saying "MSGFI002 The file could not be found." and lists the path to a .fdfx file. How do I resolve this?
Every upload to CU*BASE via Tool #1375 Data Transfers (Uploads and Downloads) requires a companion file which the system uses to format the data properly. These files must be located on your PC and have a file extension of .FDFX. The standard tables availa More...
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How many credit union clients does CU*Answers have?
As of May 2022, CU*Answers and its cuasterisk.com network partners provide services to 362 credit unions in 42 states, representing 2.8 million members.
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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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What is a CUSO?
A CUSO is a C redit U nion S ervice O rganization that directly provides services for credit unions. These organizations can be wholly owned (owned by an individual credit union) or multi-owned (owned by more than one credit union). These organizations g More...
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I would like to use the CU*Answers facility for a special event. How do I set this up?
We will be happy to have you as our guests! The CU*Answers Learning Center will seat approximately 30 people in a training room-type environment. We can also arrange seating for a smaller group in a roundtable format if desired. We also have a Conferenc 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...
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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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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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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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How do I refresh my signature pad settings (SigPlus.ini)?
The model and connection information for you signature pad is stored in the SigPlus.ini file. This file is located in the C:\WINDOWS directory in Windows XP or newer, or C:\WINNT in Windows 2000/NT. In most cases, the correct SigPlus.ini for your signatu More...
- 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...
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I am interested in using the 1Click Offers feature that allows me to make loan offers to members in online banking. I also hear that these offers (if not taken) are purged monthly. When does this purge happen?
1Click Offers are purged monthly on the 2 nd Saturday of the month. If the 1Click offer is older than 30 days old at the time of the purge, it is purged. This means that 1Click offers may not be purged for a longer period if they are not over 30 days old a More...
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I need specific information about our lending portfolio. What dashboard should I use? Or do I need a Query? When do I use a dashboard versus a Query to get the information I am looking for?
Refer to the resources below for more information. Lender*VP My Favorite Dashboards and Reports brochure AuditLink My Favorite Dashboards and Reports brochure (specifically Loan with Interest Due Above Payment Amount and Loan Portfolio Concentration Risk S More...
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Where can I get help for payment issues with 360-day interest calculation mortgages, interest accruals, and payment & interest corrections?
Refer to the resources below for assistance with these topics. These topics are covered in the virtual or on-site Mortgage training offered by Lender@VP.
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How do I manage variable rate loan changes in CU*BASE?
Refer to the Variable Rate Loan Products booklet below.
- How can I check the network settings on my computer?
This is how to check your current network settings. The procedure varies depending on your computer's Operating System: For Windows 2000 or XP Right -click on the Start button and select Explore . Scroll to the bottom of the left hand pane, then right 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...
- 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 connectivit 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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What is a CUSO?
A CUSO is a C redit U nion S ervice O rganization that directly provides services for credit unions. These organizations can be wholly owned (owned by an individual credit union) or multi-owned (owned by more than one credit union). These organizations g More...
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Who are the owners of Xtend?
As of June 2022, there are 104 owners of Xtend. This ownership comprises 103 credit unions plus CU*Answers, each having purchased 200 shares of stock in the CUSO. Each owner is allowed one vote on issues brought before the group.
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