CBX Notes and Reminders

As we approach the end of the calendar year, we also approach the end of support for CU*BASE GOLD, and will observe the formal sunset of the product on January 3, 2026. As we enter the next phase of exclusive use of CBX, please use this page to monitor updates and answer questions.

CBX Updates

October 22, 2025

We have received questions regarding specific tools, features, and functions, and want to ensure that as we move toward the sunset of GOLD access, we are all on the same page and speaking the same language.

Screenshots/Screen Printing

We have no plans to replace the print icon that existed on GOLD screens. However, we do continue to explore the utilization of the screen space, specifically in relation to screen printing for credit unions that use printed screens as verifications. See tips here for taking screenshots in CBX.

Phase Two

We continue to work on items in our Phase Two. Click here to read more about Phase Two.

Using the + as a Field Exit (Tab Key)

We’ve heard your feedback regarding the functionality in GOLD that allowed the + key to be used as a field exit key. Unfortunately, our software vendor does not recognize the + key in that way. We’ve put in a ticket with the vendor to explore the implementation of that option.

Check Ordering Integrations

These are complete!

Exporting

We have developed an API for CSV, Excel, and PDF exports that is currently undergoing testing and implementation. You will soon begin to see the export options appear on high usage tools (mainly dashboards or analysis screens). We must clear additional licensing to offer the “export to Excel” option, but will have that available in production shortly as well.

VAT (Visual Analytics Tools)

Based on feedback, we’ve highlighted several tools that are more integral to building board report packages. You will begin to see on-screen graphs and images shortly.

Custom Tools/Programs

Our teams have verified many of our “shared” custom programs that credit unions are using. Many custom programs require specific access to 3rd party systems or setups that our quality control teams are not able to access. Soon, credit unions that use these tools will receive email notification to request a special verification of those tools, so please watch your inbox for an email and verify these items as soon as possible.

Custom Forms

Please continue to monitor and verify your custom forms, specifically lending forms. We are continuing our verification as well, but as we have many thousands of custom form screens to verify, we appreciate the verification of those who use the forms in their daily work.

CU*Forms and Native Receipts

To clear up confusion, CU*Forms and Native Receipts are not mandatory to use CBX. These are separate engagements with their own active live and sunset dates. We fully encourage users to contact Imaging Solutions to arrange for both of these solutions, however!

End of Support for GOLD

CEOs will soon receive a letter with a mandatory reply to confirm readiness to sunset GOLD. In that letter, and in subsequent emails to all, we will announce that on December 2^nd, we will turn off access to GOLD for an initial 100 credit unions, a group comprised of our board credit unions from all CUSOs, as well as CBX early adopters. On January 3^rd, 2026, access to GOLD will be turned off for all remaining credit unions and we will observe the formal sunset of GOLD. Credit unions in the earlier group will be notified shortly, as well as all remaining credit unions. Note that the access will be removed at the end of that business day, so users attempting to log in to GOLD the following work day will be presented with an error and will be unable to reach the main menu.

September 9, 2025

We have been made aware that some lending custom forms are having decimal issues when printing from CBX, causing potential for data mismatch. We are actively engaged in determining the scope of this issue, as well as a quick resolution to follow. In the interim, please ensure that you are verifying your loan forms thoroughly, or using GOLD for custom loan forms.

>>>> Previous updates can be found below <<<<

CBX and the Beta Stage

While some screens may still require visual refinements or polish, we consider it “done” when it reaches a usable state that meets its core functional goals. This means it’s ready for use, even if there are future improvements planned to enhance appearance or user experience. Our focus is on delivering working tools first, with the understanding that we’ll continue to refine things as needed. With this in mind, we have completed our alpha review and all tools have been marked done. Additionally, we have several credit unions who have converted directly to CBX, and have never accessed CU*BASE GOLD. As we plan to turn off GOLD access for our first group in the next 30 days, we are moving into the beta phase of the CBX product.

Using the Let Us Know Feature

We still encourage users to use the Let Us Know feature in CBX. We will not be able to give specific details about specific reports you submit, but will share general news about tools we’ve been testing, tools we want you to try and tools we want you to hold off on, etc.

While we appreciate everyone’s attention to detail and commitment to improvement, please note that we are not able to respond to every defect report or provide individual updates on the status of all issues. However, we remain committed to transparency and will do our best to keep everyone informed about major developments, key fixes, and significant updates as they occur.

Notes and Suggestions

• Tool #100: While Report Builder functions correctly, we continue to work on refining reports and query.
• Tool #99: All functions to manage queries will work in this tool with exception of “Work With”. Please use Tool #100 to work with queries.
• We have discovered that some of our non-standard highlighting in a list (such as delinquent accounts, or negative accounts in Xpress Teller) is not showing the highlights clearly. We are working on the fix to this and will implement shortly.

Reminders:

• Receipt issues should be directed to Network Services.
• Display Program Error Messages should aways follow the same procedure – stop and contact Client Services.

Previous CBX Updates

CBX Status Updates: May – August 2025

August 26, 2025

As a reminder, printing can be done via browser, by using the Print Screen function to snip the screen, or using the Print function at the top of your browser window. Another reminder as well to verify your custom tools! We are relying on your credit union to verify your own custom tools, as we are not able to genuinely recreate your vendor environment to do so. Additionally, we want to clear confusion that moving to CU*Forms is not mandatory to use CBX – they are two separate projects (meaning,  you can use your current custom forms in CBX!) Have a nice long weekend!

August 19, 2025

We continue to work on the “Let Us Know” submissions, and appreciate the support from clients in the visual QC aspects. Don’t forget about the August 20 login challenge!

August 5, 2025

Work continues on the check ordering API, and we’ll have an update on deployment soon. We are down to the final handful of beta-critical tool sign offs! We successfully launched our first direct-to-CBX conversion this week, just as we start to finalize our GOLD deactivation timeline. More information on that will arrive in the coming months.

July 29, 2025

We encourage users to use CTE! CTE works like normal from the regular CBX login icon, provided users are entering their CTE login information. The caveat is simply that it looks the same as regular CBX in style/color scheme, so be aware when running CTE and CBX sessions at the same time.

July 21, 2025

Don’t forget that this week is the CBX log in challenge, and you could WIN! 10 logged in users will win a $50 gift card, and all logged in users will help us in testing the heavy use, real-world bandwidth that can only happen with our user base participation.

July 18, 2025

The LOS, Tool #2, has been given the all-clear full steam ahead stamp of approval from all of our internal teams. Please use this tool to its full capabilities. Additionally, mark your calendars for Wednesday, July 23 for a CBX system load/session limit test! At 3:30 PM ET, log on to CBX (and stay logged on at least 5 minutes, but 30 would be wonderful).

July 11, 2025

Great news! We’ve completed the work required to continue to use Tool #1375 in CBX as the ongoing file upload/download tool. As of this week, please use this tool in CBX. Additionally, we would like to celebrate that all online credit unions in our network now have access to CBX – a huge milestone as we wrap up the rollout period and focus on upcoming direct-to-CBX conversions, as well as beginning to plan the sunset of GOLD. NOTE: We would like to remind you to verify your custom tools as soon as possible in CBX, as those are each credit union’s responsibility to ensure they are working as intended.

July 2, 2025

We expect that VAT (visual analytics tools) will be implemented in a future version of CBX. As mentioned previously, CTRs and National Shared Branching are available fully now in Teller/Xpress Teller. Out of the beta critical tools, 81% are signed off as 100% complete and fully ready for use. Additional visual refinement may occur in a future phase, but the tools are ready.

June 26, 2025

We continue to work on the check ordering integrations. The solution from GOLD is not possible in the CBX environment, so we are building potential APIs to accomplish the ordering process. We’ll keep everyone in the loop when check integrations have been tested and are available. Otherwise, keep your eyes on Client News for some upcoming updates and opportunities to help test (and perhaps, WIN).

June 17, 2025

Teller updates! Both Shared Branching transactions as well as transactions requiring CTRs are now available in CBX.

June 13, 2025

CBX work continues this week as we also follow along our release schedule timeline to plan for the 25.10 fall release. As we prepare to sunset GOLD at the end of 2025, and continue to focus on CBX, we’re evaluating what projects will also make it through the paces in GOLD for the fall release. We’re excited to see everyone in Grand Rapids next week for the Leadership Conference to talk more about CBX, and all the other things on the horizon!

June 6, 2025

We are at about 90% critical sign off on Tool #2, and expect to reach completion soon. As noted in the previous update, we’ve resolved the issue with photo ID pop, however, the on-screen display in Xpress Teller is on hiatus until we’re able to give it further review. Nothing is missing – the photo ID works like Standard Teller now. As a reminder, we are currently limiting CBX sessions to 4 at a time; opening a 5th session will result in a blank page in your browser. This solution allows us to continue to run multiple sessions of GOLD and CBX without nearing the actual iSeries session limitations.

May 27, 2025

Beginning with next week’s update, we will move CBX update deployments to Tuesday (instead of the current Monday) to better align with other deployment schedules. Due to the holiday, this week’s deployment with be tomorrow, and within it comes the resolution to the Photo ID Pop issues! LOS (Tool #2) continues internal staff critical review, which when complete will encourage full use of all features of the tool.

May 19, 2025

We are continuing to grant CBX access to credit unions across the network, however, we have 5 more waves of transition groups consisting mostly of Site-Four partner credit unions. We anticipate every network credit union will have access by July 7, 2025.

CBX Status Update: March 2025

• We have made some great strides in credit union rollout, with all board credit unions for CU*Answers, CU*South, and CU*NorthWest using CBX – with great success! There is a learning curve as we adjust to in-browser UI, as we expected, but it continues to be a smooth transition from CU*BASE to CBX.
• The next groups of early adopters will be rolling out CBX on March 18th and March 25th. Those credit unions were notified via Client News, so check your inbox!
• Curious when CBX will be available for your credit union? Check out the CBX Availability schedule on the Alerts site (note that you must be on-network to view this page).
• We had almost 300 attendees at our first live CBX demo on March 5. We’re hosting another on March 20, from 3-4:30 PM ET. You can register here, and we hope to see you there. The video recording from the March 5th session is currently in post-production and will soon be posted to the OnDemand video site, in case you aren’t able to attend the live demo.
• We have several new resources to review, a CBX Features Walkthrough (Video), CBX Overview (Video), and Welcome to CBX! (document). The document is a living document and will be updated as new information comes along, so check your email for updates!
• In addition to the standard CBX package of tools, there are over 14,000 custom panels to refine, and our teams are more than halfway through!
• Our CNS teams have been completing router changes for each credit union. Soon, CNS will open tickets for Managed Services clients to install Station Control. Clients that are not part of the Complete Care/Managed Services will need to install Station Control on each workstation prior to their availability date. See more information about Station Control here: Why does my credit union need Station Control for CBX? and CBX Station Control Deployment.

CBX Status Update: January 2025

We are working on creating the official CBX product page that will announce the software to the world, but for now here is a recap of what’s been happening since our last update:

• Alpha testing with Focus and Element has been going great! (To quote one employee, “this looks scarily easy!”)
• Alpha testing with Frankenmuth began on January 9th
• Target is for all CU*Answers board credit unions to be in the alpha group by the end of January, and all Site-4 board CUs by the end of February, then we’ll begin onboarding a group of early-adopter volunteers during March (we’re not really needing any more volunteers at this point, sorry!)
• Will begin doing more regular client communications about progress and rollout plans during February
• Developers and testers have logged over 25,000 hours (yes, that’s almost 3 years’ worth of work!) on the transition of 20,000 screens. Testing and refinement continues every day!
• We have successfully testing rolling CBX production servers to high availability servers and back, a big milestone.

CBX Status Update: October 2024

Speaking just for CU*Answers (CU*NorthWest and CU*South will be setting their own timetable), as of October 2024 here’s where we are. (Remember all of this is subject to change as we continue to refine and test the new interface.)

• Testing of the 20,000 panels has been underway in earnest for several months now.  We are using not only our QC team but many subject-matter experts on our CU*Answers Management Services teams to work our way through the new screens, tool by tool.
• The week of October 28 we rolled out an alpha version of CBX to two of our board member credit unions.  Employees are using CBX and CU*BASE GOLD side by side as they verify the new layout and give feedback to our developers.
• Additional board member credit unions will be added as beta testers later this year.  Beta-testers will also use CBX side by side with CU*BASE GOLD.
• After the first of the year we will set a firm date for transitioning all credit unions to CBX, with the goal of having everyone actively using CBX prior to spring 2025 release.
• By spring 2025 we will also determine and announce a sunset date for CU*BASE GOLD, at which time the old GOLD interface will be taken offline.  Don’t worry, everyone will be given plenty of notice!