Documentation

Updated
November 21, 2016

Release Summaries

Are you looking for information about future releases? Check out the Release Planning Page Or take a look at training and demo videos from previous releases. 2021 Owner’s View Monthly Recap – April 2021 CU*BASE Release 21.05 Release Summary – May 23, 2021 CU*BASE Release 21.05 Tool Changes – May 23, 2021 CU*BASE Release 21.05 Database… Read more »

Release Planning

Ever wonder what’s coming for CU*BASE or It’s Me 247 online banking or other CU*Answers tools?  This page is intended to help you keep in the loop for things that are in the pipeline or nearing completion.  Just remember that our development cycle is a living, breathing machine and we are committed to remaining flexible and nimble so that… Read more »

Pricing Guides

  Pricing Philosophy Pricing is a tricky business. You can approach it from several different perspectives, ranging from “charge what the market will bear,” to “recover your development costs plus a small profit,” to “give it away and hope for a bigger payoff down the road from the relationship,” to myriad other cost accounting, profit… Read more »

“Tricks of the Trade” Newsletter Series

CU*Answers provides a wealth of education and documentation tools. Although the series is on temporary hiatus, you can still get a lot of great information from previous editions of the newsletter: what resources are available, how to find and use them, and best-kept secrets you maybe haven’t run across before! Documentation: Tricks of the Trade… Read more »

Risk Assessment Center

Share with Your Partners! Have you developed a risk assessment format that you believe works well and satisfies the NCUA requirements? Share your format with your CUSO partners! Submit a copy of your risk assessment or the template you used (clean it up to remove any details you’d rather keep private, of course) to dmoore@cuanswers.com… Read more »

My Favorite Dashboards and Reports Series

These helpful brochures cover over 60 CU*BASE dashboards and reports and over 100 CU*SPY reports! My Favorite Dashboards and Reports Auditing and Compliance Jim Vilker, Vice President, Professional Services, AuditLink, CU*Answers, has picked his top ten CU*BASE dashboards and reports in the My Favorite Dashboards and Reports – Auditing and Compliance brochure. Use this resource… Read more »

Newsletters

Stay current by subscribing to CU*Answers newsletters. You can subscribe to The Education Report, a monthly EOM tasks or statement inserts reminder email, and the SettleMINT EFT newsletter.  Don’t worry, you can unsubscribe at any time. Why not do it today? Sign Up for EOM Task Reminder or Statement Insert Reminders here

Don’t Forget to Register for Year-End Training!

Don’t Forget to Register for Year-End Training!

There’s Still Time to Register for Year-End Training! Like last year, the year-end training is combined for both online and self-processing clients. Approximately 15 minutes at the end of each training will be dedicated to solely self-processor year-end tasks. The deadline to register for our November 20th session is Monday, November 18th.  If you are… Read more »

Jun 16, 2020

Don’t Forget, Your First Year-End Deadline is Friday, November 8

Don’t Forget, Your First Year-End Deadline is Friday, November 8

**This message applies only to credit unions that received the accompanying email** Year-end can be a busy time! Our teams are hard at work preparing for the first deadline, this Friday, November 8. The majority of credit unions have completed their task, however, your credit union is receiving this email as our records show that… Read more »

Nov 6, 2019

October CU*BASE Monthly Monitor Recap

October CU*BASE Monthly Monitor Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the October 2019 edition of the CU*BASE Monthly Monitor Recap! October 2019 Monthly Monitor Recap The CU*BASE Monthly Monitor Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and… Read more »

Nov 5, 2019

2019 Year-End Kickoff – Register for Year-End Training!

2019 Year-End Kickoff – Register for Year-End Training!

It’s Time to Start Your 2019 Year-End Tasks The 2019 Year-End Processing Guides are now available online!  See the links below to review the guides and meet the deadlines.  Printed copies of the year-end guides will be delivered to your credit union in the coming weeks. 2019 Year-End Processing for Online Credit Unions 2019 Year-End… Read more »

Jun 16, 2020

September CU*BASE Monthly Monitor Recap

September CU*BASE Monthly Monitor Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the September 2019 edition of the CU*BASE Monthly Monitor Recap! September 2019 Monthly Monitor Recap The CU*BASE Monthly Monitor Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and… Read more »

Oct 3, 2019

Sunsetting the Experian AS1 Authentication Product

Sunsetting the Experian AS1 Authentication Product

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS CU*Answers has received official notification from Experian that as of October 31, 2019, the Authentication Service Level One product, known as AS1, will be sunset and no longer available. Please contact your Experian representative if you wish to learn more about their alternative solutions. If you have any questions… Read more »

Oct 2, 2019

CU*BASE GOLD 19.10 Coming Soon!

CU*BASE GOLD 19.10 Coming Soon!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Another CU*BASE Release Is Coming!  Mark your calendars for the date below, when you will receive CU*BASE GOLD Version 19.10: Online credit unions: October 20 Site-Four partners: October 20 Self-processing credit unions: November 10 Release Documents 19.10 Release Summary 19.10 Database Changes 19.10 Tool Changes Note for self-processing credit… Read more »

Sep 25, 2019

August CU*BASE Monthly Monitor Recap

August CU*BASE Monthly Monitor Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the August 2019 edition of the CU*BASE Monthly Monitor Recap! August 2019 Monthly Monitor Recap The CU*BASE Monthly Monitor Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and… Read more »

Sep 5, 2019