CBX logoCBX Notes and Reminders

As you know, our goal with this alpha release is to get CBX into the hands of all our credit unions, to give your teams first-hand experience with the tools for as many months as possible, and to verify that tools are performing similar to GOLD.  This process allows us to learn things we cannot learn in a controlled “lab” environment.  For example, how we post a transaction might work perfectly but the way your team processes the transaction, or with your particular set of configurations, you may see something different.

CBX Remains in Alpha Stage

Remember that the very definition of an alpha is that the software is still in an early, unrefined state and all our credit unions are participating in helping us complete and refine it. (As opposed to a beta, where we’re reasonably confident things are “done.”)  That’s why CU*BASE GOLD is still fully available to you, and GOLD will not be removed until all critical functions are ready for prime time.  We fully expected you to use it whenever you hit a CBX feature that isn’t quite right.

Now that we’re getting close to completing the initial alpha rollout to all CUs, we’ve shifted our attention to compiling and sharing more details about our progress with refinements and functionality improvements. Many screens require ongoing adjustments and refinements, which makes it difficult to provide definitive status updates. That said, we are navigating these complexities and are committed to sharing as many updates as we can while still moving the train forward.

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.

What does it mean when a tool is done?

While a tool 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.

Tools of Note During Alpha

  • Tool #566: We are continuing to work on the check ordering integrations.
  • 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.

Additional Items of Note

  • We no longer have a print icon on the bottom of the CBX screen/toolbar. This is intentional, as it is best to utilize the in-browser Print functions (found under the … at the top of your browser screen).
  • Receipts issues should be directed to Network Services.
  • Display Program Error Messages should aways follow the same procedure – stop and contact Client Services.
  • If you are in a screen without a clear exit, please contact Client Services.

CBX Updates

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.

Previous CBX Updates

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!
Updated
July 29, 2025