Check Out the New Resources Featured in this Edition of Documentation Digest!

Documentation Digest is your go-to knowledge base for questions relating to CU*BASE software, products and services from CU*Answers.  This email series highlights resources that we think your credit union will find helpful, including Help topics, booklets, videos and more!  Click on the links below for a deeper dive into each item, and don’t forget to share these with your staff!

Knowledge Base Topics

  • I understand there are restrictions on who can be added as a beneficiary on a new certificate opened online.  How does this apply to new savings and checking accounts?  Click here to view this NEW topic! (KB 5460)
  • In online banking, why is my member restricted from adding a beneficiary to a new CD even though the person is already a beneficiary on a different CD on the same membership?  Learn more about this NEW topic! (KB 5459)
  • What do federally chartered credit unions need to enter for the transaction description for the “Non-Return fee” (on the NSF and Overdraft Protection detail screen) in order to remain in compliance with the NCUA?  View this NEW topic! (KB 5458)
  • My member deposited a large check deposit.  How do I release the funds across three hold release dates, according to the Reg CC guidelines?  After the initial Reg CC release, I would like to release a set amount after a three-day hold, and the rest after an additional four days.  What do I do to configure this in the system?  Learn more about this updated topic! (KB 4732)

There’s Still Time to Register for the AB_24.06 Analytics Booth Post-Release Training!

There’s Still Time to Register for the AB_24.06 Analytics Booth Post-Release Training!

As a reminder, the AB_24.06 Analytics Booth Release was deployed for Analytics Booth subscribers on Sunday, June 16th! This release includes exciting updates such as: New Trends Data Points Brand-New Ratios Feature Enhanced Alerts Capabilities And more! Want to dive into the full list of features included in the AB_24.06 Analytics Booth Release and learn more… Read more »

Jun 19, 2024

Vehicle Valuation Price Increase Arriving in October

Vehicle Valuation Price Increase Arriving in October

Attention CU*Answers clients: effective October 1st, 2024, pricing for J.D. Power Vehicle Valuations will be increasing. The monthly cost will increase from $55.00 per month to $60.50 per month, while valuation costs will increase from $0.22 per valuation to $0.24 per valuation. These price increases will apply to all clients using the service, including current subscribers. If… Read more »

Jun 19, 2024