CU Self-Directed Data Floods

This project made it easier than ever for credit union data analysts to pull data from an external source into CU*BASE, both for analysis as well as for manipulating common CU*BASE data elements (commonly referred to as “floods”).

There are two main components:

  1. Creating a new tool that allows a CU to direct their own data routines for common data elements.
  2. Facilitating uploads of common data elements, such as account numbers or email addresses, into generic CU*BASE files.

The second component is a requirement for accomplishing the first part (that is, allowing you to pull in the list of accounts you want to use in your flood), because of the way the IBM i requires data to be uploaded into a file that already exists and is formatted to receive the data.  But it will also facilitate CUs pulling in lists for other purposes, such as Common Bonds or Member Connect functionality, or for use with CU*BASE analysis dashboards.  For example, the Analyze Member Behavior Patterns (a.k.a. “Losing the Love”) dashboard allows a CU to enter a file name in place of using the standard filters to select which accounts will be analyzed.

View the recap from the 2017 Data Investment Symposium

Project status: Included in the 18.07 release

Following is a list showing the first batch of flood types that were included with the 18.07 release.  We already have a list of several other ideas for our next batch. (And yes, UDM (a.k.a. CU-defined custom fields) are on the list!)  Contact Asterisk Intelligence if you have any other suggestions!

  1. Additional Signers Delinquency Level
  2. ANR Limits and Lock Flag (standard)
  3. CD Penalty Code
  4. Due Diligence Flag
  5. ECOA Code
  6. Electronic Hold Group
  7. Freeze Code
  8. Loan Assigned Employee ID(s)
  9. Loan Delinquency Fine Codes
  10. Loan Maturity and Review Dates
  11. Loan Purpose/ Security Codes
  12. Marketing Opt In/Out Flags
  13. Member Branch
  14. New Account Reason Codes
  15. New Member Reason Codes
  16. Photo ID on File Flag
  17. Reg E Opt Out
  18. SEG Code
  19. Statement Mail Group Code
  20. Statement Style
  21. User-defined Code 1, 2
  22. Wrong Email Address flag

For a complete project overview, review the working project specs.

Learn more about data uploads in CU*BASE (excerpt from the 2016 Data Investment Symposium).

Project Updates

  • New flood types for AFT delinquency and payment date controls, and for loan group and update-type variable rate codes.  Status as of 5/21/2019: Project 47445 in production with 19.05 release.
  • CU-directed floods for UDM (Unique Data Management) data.  Project 46522 leverages the same flood engine so that CUs can use it to flood data into their own custom fields via the UDM toolsStatus as of 5/21/2019: Project is still in development, no release date slated yet.

The chef for this recipe is Dawn Moore.

Updated
May 21, 2019

Visit the Kitchen Today for New Information on ACH Exception Processing Enhancements

Visit the Kitchen Today for New Information on ACH Exception Processing Enhancements

On May 9, 2019, a CU*Answers design team met to brainstorm ideas for changes to CU*BASE tools and processing routines.  Our main goal is to make it clearer to end-users how the tools work, including warnings about what to watch out for and tips for avoiding potential pitfalls. As a result of these preliminary conversations,… Read more »

May 14, 2019

Have you checked out the NCUA’s proposed 5300 Call Report changes?

Have you checked out the NCUA’s proposed 5300 Call Report changes?

Have you checked out the NCUA’s proposed 5300 Call Report changes yet?  The changes are targeted for March 2019, and the NCUA wants your feedback! The overall theme is modernization and simplification in order to reduce the reporting burden for credit unions.  Check out the 5300 Call Report Tools kitchen page for a highlight of… Read more »

Feb 15, 2018