Best Practices
The following Best Practices are intended to facilitate accurate, efficient, and secure communications, and ensure compatibility in technology and software for both CU*Answers clients and our vendor partners.
These are intended to be guidelines to allow for smooth and accurate processing. Although exceptions are sometimes made, we will not compromise on issues that involve security and safety of our network and the critical data it protects. For protocols, equipment or connectivity that deviate from these guidelines, be aware that you may incur additional programming and setup costs in order to ensure our strict security requirements are met.
Because technology is constantly changing and evolving, so will these guidelines. For CU*Answers clients, always check here first when considering a new vendor or interface. Choosing a vendor that already adheres to these guidelines will save your credit union time and money and make for a smooth implementation.
For lists of vendors for specific interfaces, such as ATM switches, OTB vendors, or loan form providers, please see Project Management.
- Single Sign On (SSO) Integrations with CU*Answers Tools
- Single Sign On (SSO) integrations allow a member (or CU employee) to authenticate once, and from there click a simple link to access separate websites and tools without the need to remember or type user names and passwords over and over again.
- Release of Unencrypted Credit Union Member Information
- Guidelines to address situations where a client requests release of unencrypted member information (such as monthly reports or statements) via any medium (such as CD-ROM, diskette, plain-text email, printed reports, etc.).
- Changing CU*CheckViewer
Passwords
- Guidelines for the password that is used to gain access to the CU*CheckViewer application and view electronic images of cancelled member checks.
- Internet Connection Strategies
- Getting maximum benefit from CU*Answers' rich new web-enabled products.
- Integrating Third Party Applications
with CU*BASE GOLD
- These guidelines are designed to assist credit unions who would like to link CU*BASE GOLD to third-party applications.
- Secure Document Exchange with It’s Me 247
- Pertaining to the exchange of, or request for, secure documents between It’s Me 247 and third-party IP vendors or home banking providers.
- Communications Protocols For File Transmissions
- For Files from Third-Party Vendors (Drafts, ATM, Payroll, etc.)
- Supported Media Types
- For CU*BASE Conversions and Other Vendor Interactions
- File Format Specifications For Files From
Third-Party Vendors
- (Drafts, ATM, Payroll, etc.)
- CU*BASE Network, Hardware, and Training
Specifications
- Preparing Your Network For CU*BASE GOLD and requirements for training sites
- Credit Union Responsibilities for
Preparation of Deposits
- For CU*Check Direct Deposit Processing Services
- Using the CU*Answers Shuttle Secure File Transfer System
- Using the Shuttle system to facilitate the exchange of sensitive financial information with CU*Answers.
- CU*CD Password Guidelines
- Rules for creation of passwords in order to maintain a high standard of security.
- Recommended CU*BASE Security Access for Neighborhood Mortgage Solutions (NMS)
- Guidelines for CU*BASE Employee Security settings that CU*Answers recommends for interactions with a third party servicer, in this case Neighborhood Mortgage Solutions (NMS).
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