Have You Updated Your Tracker Retention Settings Yet?

Update 2/12/2020: Please note that the automated Tracker purge has been postponed until further notice. 


As announced in the 19.05 CU*BASE release and the 19.12 CU*BASE release, beginning March 21, 2020 and continuing monthly for CU*Answers online credit unions, we will begin purging tracker conversations that are outside of the configured retention schedule. We recommend configuring your retention schedule now so that you are prepared when the purge begins.

What Do I Do?

First, decide the desired retention period for each of your tracker types. For more information on the minimum and maximum limits, visit online help (https://help.cubase.org/cubase/#UTKLRT-02.htm). In CU*BASE, select Tool #277 Configure Tracker Types, select the tracker type and ‘Change’ to edit the retention period. Be sure to review each of your tracker types, and that’s it!

What if I Do Nothing?

When the retention selection was turned on, retention periods were defaulted to the maximum length allowable by specific tracker type. If you choose to not edit the retention period on your trackers, these conversations will still be purged based on the default selection. Remember that we are no longer allowing you to keep unlimited trackers for the Audit (AT), Notice (NT), and Sales Tracker (ST) Types!

What if I Want to Archive Trackers?

Currently, archival opportunities are available for credit unions with a CU*Answers Data Warehouse. Credit unions with an active data warehouse will see additional options to purge only or archive then purge. If you do not have a data warehouse, the Asterisk Intelligence team is happy to assist! Visit the CU*Answers store to get started: https://store.cuanswers.com/product/data-warehouse-library/

One More Thing…

Got a lot of old trackers and you’re eager to get started? We will be selecting a small group of beta credit unions with trackers of varying volume to begin purging early next month. If you would like consideration for this first batch of purges, contact Bob Colburn, bcolburn@cuanswers.com. We will contact your credit union if you are selected.

How Do I Request Upload/Download Permissions for CU*BASE?

How Do I Request Upload/Download Permissions for CU*BASE?

Need to grant upload/download permissions in CU*BASE to one of your employees?  Or need to review which employees currently have the ability to perform these actions? Visit the CU*Answers store today and complete a request form.  You will need to provide the following when submitting the request: Authority needed Employee name CU*BASE User ID Signature… Read more »

Aug 10, 2022

Conversations on Human Resources – A CU*Answers Collaboration Group

Conversations on Human Resources – A CU*Answers Collaboration Group

CU*Answers is excited to announce our new Cooperate Resource Group focused on Human Resources!  This group will provide a collaborative platform for individuals throughout the network to connect on various matters such as: Recruitment strategies Policy sharing Job description assistance Wellness initiatives Benefit plan designs and cost-saving ideas HRIS providers And more! The Cooperative Resource… Read more »

Aug 9, 2022

Join Us for Asterisk Intelligence Week, Hosted in Las Vegas, Nevada!

Join Us for Asterisk Intelligence Week, Hosted in Las Vegas, Nevada!

Join the Asterisk Intelligence team for several educational events, hosted at the Innovation Center in Las Vegas, Nevada! Between Monday, September 12th and Wednesday, September 14th, we will be hosting on-site training at the CU*Answers Innovation Center.  Then, on Thursday, September 15th, we will be hosting a series of webinars.  During these courses, we will… Read more »

Aug 9, 2022

MOP (Membership Opening Process) 2.0 is Available for Credit Unions to Launch Today!

MOP 2.0 includes the following updates for your credit union: New updated look/feel of your credit union MOP site, including a new background header image that your credit union can include while a member is applying. State filtering – your credit union can now limit what states members are opening their memberships through MOP. eSign… Read more »

Aug 8, 2022