Employee Security - Special Security

Screen ID: 

Screen Title: 

Panel Number:

n/a

Update Employee Special Security

2765

Click to magnify

Field Name

Description

Open Accounts

This flag is no longer used. (Employees who should not open memberships or accounts should not be granted access to the menu commands/speed sequences that perform those functions.)

Close Accounts

Check this flag to allow access to closing memberships and accounts. If this is left unchecked, the Close Memberships/Accounts run sequence will not include the following options: Close Accounts, Close Memberships, Redeem Certificates, Post Dividends to a Single Account, and Member Overdraft Protection.

File Maintenance

Check this flag to allow access to membership file maintenance from within other programs. If this is left unchecked, the following features will not be available when using the Open/Update Memberships/Accts feature to update existing member information: Membership information and Sub-account maintenance.

This flag also controls access to the F14-Name & Address feature in Inquiry and Phone Operator, used to update a member's name and address information.

Teller Override

Check this flag to allow access to the Teller Override command from within teller posting only. It does not restrict access from the Member Transaction Override command found on the Head Teller menu (MNHTEL), or via the Speed Sequence.

SEE ALSO: Controlling Menu and Speed Sequence Access

Maintenance Tier 2

Check this flag to allow access to specific fields when performing membership/account information maintenance. If an employee has access to maintenance, this feature can limit which fields can be maintained.

This flag must be checked in order to perform maintenance on the following fields:

Shares, Share Draft/Checking, and Tax Share Accounts - Dividend Application, Uncollected Amount, Accrued Dividend, G/L Acct #, Regeneration Starting Date, Secured Balance, Last Accrued Date, 1st Date Negative, Negative Balance Limit / Locked

Certificates - Application, CD type, G/L Account #, Dividend Accrual Date, Dividends Accrued, Dividend Calc. Type, Current Dividend Rate, Last Roll Balance

Loans and Lines of Credit - Loan Category, G/L Account #, Delq. Fine Group, Scheduled Payment, Next Payment Date, Delq. Fine Amount, Partial Payment, Interest Rate, # of Times Delq., Delq. Fines YTD, % Calc. Date.

Master Membership Information - Incorrect address, Insider/employee type, Check hold status, Allow shared branch trans, Exclude from dormancy, Proxy ballots, Dividend withholding, Electronic deposit hold group, Certification of SSN, Statement mail group.

Time Cards

Check this flag to authorize time card supervisory override in the time card functions.

Loan Underwriting

This flag is used to control this employee's ability to mark a loan as approved using CU*BASE Underwriting Codes.

SEE ALSO: Underwriting Codes Configuration

Loan Interviewer/Processor

This flag is used to control this employee's ability to process loan applications and create loans in CU*BASE. Although this flag is also used by Underwriting Codes, it works independently as well, so any employee that needs to set up loan applications and accounts must have this flag turned on.

SEE ALSO: Underwriting Codes Configuration

Open Loans

This flag is no longer used. Use the Loan Interviewer/Processor flag instead.

Unpost J/E

This flag is used in the Unpost Journal Entry processing as the second level security check. Check this flag only for employees that are authorized to validate an unpost command.

Phone Inq

Check this flag to allow access to the F2-Phone Inquiry feature.\

·      If this is left unchecked, be sure to contact a CU*BASE representative about requiring employee ID and password when Phone Inquiry is used.

View Credit Reports

Check this flag to allow access to archived credit reports (stored in CU*SPY) via the loan account inquiry Delinquency window and Additional Signers Detail inquiry screens.