Quick Tips

Catch up with the AI Team’s most recent top projects, new software features we’re using, and advice to help avoid the same pitfalls we and your peers are hitting. Some tips come from our credit union partners and some tips are from our own work that we’d like to share. When new questions come in, or a particularly common project keeps coming up, you might just see some of the solutions posted here!

What data projects are you currently focused on and how can we help? The Asterisk Intelligence team specializes in data analytics and data warehousing for credit unions. Contact us at ai@cuanswers.com.


Quick Tip for Report Writers: Members Who Don’t Use Online Banking

Greetings from the Asterisk Intelligence Team!  Today’s tips are for our fellow query users who are tasked with projects to pull lists of members who are not online banking users.  Annalyn from the Asterisk Intelligence Team has a new blog post sharing thoughts and tips that will help you get…

A Quick Tip for Data Analysts: Analyzing Mobile Deposits

Greetings from the Asterisk Intelligence Team!  Today’s tips are for our fellow analysts who need to work with data on mobile deposits (RDC) – use the information below to start or enhance your efforts to analyze the RDC service’s recent activity. Tips for Analyzing Mobile Deposits: Large Deposits – Monitor…
Updated
May 5, 2020

Are You Ready? Tracker Purges Begin in March!

Are You Ready? Tracker Purges Begin in March!

ATTENTION ONLINE CREDIT UNIONS Monday, March 1st is when the first initial purges of tracker data will begin. Don’t forget, you can review and update retention periods for your tracker types; for more information on the minimum and maximum limits, visit online help. If you choose to not edit the retention period on your trackers,… Read more »

Feb 24, 2021

Join Us Today – Information on the Tracker Data Purge Starting March 1st

Join Us Today – Information on the Tracker Data Purge Starting March 1st

ATTENTION ONLINE CREDIT UNIONS Don’t forget: automated tracker purges begin March 1, 2021!  In preparation for this, we will be hosting a webinar this afternoon on Understanding the Tracker Data Purge: CU*BASE Configurations and Options to Keep the Data.  During this webinar, we will review what data is being purged/deleted, configurations and updates for the… Read more »

Feb 22, 2021

Final Week to Adjust Tracker Retention and Secure a Data Warehouse for Archival

Final Week to Adjust Tracker Retention and Secure a Data Warehouse for Archival

ATTENTION ONLINE CREDIT UNIONS Automated tracker purges have arrived (again)! Last year’s automated tracker purge routine was re-worked and rescheduled, and will now begin March 1, 2021. What is Happening? We will manually purge all tracker conversations that are outside of individual CU-configured retention periods throughout March, based on tracker volume. Then,  in April we… Read more »

Feb 19, 2021

Join Us to Learn about the Tracker Data Purge Starting March 1st

Join Us to Learn about the Tracker Data Purge Starting March 1st

ATTENTION ONLINE CREDIT UNIONS Don’t forget: automated tracker purges begin March 1, 2021!  In preparation for this, we will be hosting webinar sessions on Understanding the Tracker Data Purge: CU*BASE Configurations and Options to Keep the Data.  During these sessions, we will review what data is being purged/deleted, configurations and updates for the process, and… Read more »

Feb 18, 2021

Join Us to Learn about the Tracker Data Purge Starting March 1st

Join Us to Learn about the Tracker Data Purge Starting March 1st

ATTENTION ONLINE CREDIT UNIONS Don’t forget: automated tracker purges begin March 1, 2021!  In preparation for this, we will be hosting two webinar sessions, Understanding the Tracker Data Purge: CU*BASE Configurations and Options to Keep the Data.  During these sessions, we will review what data is being purged/deleted, configurations and updates for the process, and… Read more »

Feb 16, 2021

Two Weeks Remaining to Outline Your Tracker Retention and Archival Policies

Two Weeks Remaining to Outline Your Tracker Retention and Archival Policies

ATTENTION ONLINE CREDIT UNIONS Automated tracker purges have arrived (again)! Last year’s automated tracker purge routine was re-worked and rescheduled, and will now begin March 1, 2021. What is Happening? We will manually purge all tracker conversations that are outside of individual CU-configured retention periods throughout March, based on tracker volume. Then,  in April we… Read more »

Feb 12, 2021

Asterisk Intelligence supports credit unions’ annual CDFI re-certifications

Asterisk Intelligence, a data analytics team at CU*Answers which provides business intelligence consulting, fulfillment, and educational services to credit unions, has recently completed several engagements to assist CDFI-certified credit unions with compiling data for annual re-certification. Credit unions who are certified as a Community Development Financial Institution (CDFI) can receive federal funding up to hundreds […]

Feb 12, 2021

Asterisk Intelligence announces new partnership with Deb Slavens and BlueOx Credit Union

Deb Slavens, VP of IT from BlueOx Credit Union, recently joined the ranks of the Asterisk Intelligence team with the intention of forming a CUSO that is focused on assisting credit unions with their data resources and how they can best use them. This partnership between Asterisk Intelligence, a division of CU*Answers, and BlueOx Credit […]

Feb 10, 2021

Time to Review Tracker Configurations; Tracker Purges Begin in March!

Time to Review Tracker Configurations; Tracker Purges Begin in March!

ATTENTION ONLINE CREDIT UNIONS Automated tracker purges have arrived (again)! Last year’s automated tracker purge routine was re-worked and rescheduled, and will now begin March 1, 2021. What is Happening? We will manually purge all tracker conversations that are outside of individual CU-configured retention periods throughout March, based on tracker volume. Then,  in April we… Read more »

Feb 5, 2021

Asterisk Intelligence debuts KPI Operational Consulting

Asterisk Intelligence, a data analytics team at CU*Answers which provides business intelligence consulting, fulfillment, and educational services to credit unions, recently added Key Performance Indicators Operational Consulting to their bench of professional service offerings. KPI Operational Consulting engagements take a three-pronged approach to manufacturing value: awareness, education, and data monetization. “We want to empower credit […]

Feb 2, 2021