Uploads and Downloads to OTB Vendors

This project management process revolves around the uploading or downloading of data associated with "Off Trial Balance" features of the platform. This may include the upload and download for VISA/MC, externally serviced real estate loans, or other externally service member investment products. This process always begins with you contacting your servicing vendor prior to beginning the process with CU*Answers to determine their costs and interface constraints. Reference doc in reference libray under O.

Announcements & Status

There are currently 2 projects in programming.

Process Timelines

Process Task	Approximate Time
Days to Review & Bid Request	14 Days
Average Time for Programming	2 Weeks
Average Time for Testing and Implementation	1 Week

Pricing

On-Line Credit Unions

Processing Fee:

$100 per month

Programming Fee (includes future updates if required by your vendor):

Existing vendor - $500 custom programming and setup fee
New vendor - custom quote ($1,000 minimum)

Self-Processing Credit Unions

If file transfers and vendor interaction are processed by the credit union:

Programming Fee:

Existing vendor - $1,000 custom programming and setup fee
New vendor - custom quote ($1,000 minimum)

If file transfers and vendor interaction are processed by CU*Answers:

When file transfers are processed through EBN and CU*Answers Operators perform the transfer functions, normal on-line processing and programming fees (above) apply.

*An additional charge of $350 will be applied for flooding of accounts if requested.

Principal Contacts at CU*Answers

Beth Skinner, ext. 121
Diane Kilgore, ext. 115

Existing Vendor Relations

Certegy
PSCU
FDR
EDS Cross Roads

How Do I Manage This Project?

If you ever decide to change a process for a current set up, or you would like to add an interface altogether, you can begin by contacting CU*Answers.

You will need to consider the following areas:

Current contracts
Vendor costs
Review the CU*Answers existing vendor list
Research if new cards will be required, recurring costs involved, and any required due dates

Next, you will want to follow the life cycle steps:

Contact CU*Answers about the project
CU*Answers will review the project and submit price quote to you
You will review the quote and return the Project Authorization to CU*Answers
Project sheet is created and assigned to a CU*Answers resource
You and/or your vendor will be contacted with any questions, if needed
Project is tested
Project is implemented

Contact Us
http://www.cuanswers.com/
Copyright © 2002 - 2013 CU*Answers • Privacy Notice
CU*BASE® is a registered trademark of CU*Answers.

Related Sites:

DISCLAIMER:

This website and included materials are intended, but not promised or guaranteed to be current, complete, or up-to-date and should in no way be taken as an indication of future results. All information is provided "as is", with no guarantee of completeness, accuracy, timeliness or of the results obtained from the use of this information, and without warranty of any kind, express or implied, including, but not limited to warranties of performance, merchantability and fitness for a particular purpose. In no event will CU*Answers, its related partnerships or corporations, or the partners, agents or employees thereof be liable to you or anyone else for any decision made or action taken in reliance on the information provided or for any consequential, special or similar damages, even if advised of the possibility of such damages.

Any views and opinions expressed on this web site are those of the authors and do not necessarily reflect the official policy or position of CU*Answers or any of its affiliates.

Through this website you are able to link to other websites which are not under our control. We have no control over the nature, content and availability of those sites. The inclusion of any links does not necessarily imply a recommendation or endorse the views expressed within them.