Vendor Interfaces We’re Working On

Want to keep up with what we’re working on and learn more about how interface projects work?  Join the Conversations on Integrations mailing list and attend an upcoming event!

This page will be used to list some of the more noteworthy interfaces we are working on via the Developer’s Help Desk.  This is not an exhaustive list, and projects are constantly being added, cancelled, and changed, so stay tuned!  And if you don’t see the vendor or product you’re interested in, remember to search in the Store – we might already have something ready you can buy today!

Vendor Description Project # / CU Champion
Auto Financial Group (AFG) Order today in the store!
Ascensus See separate recipe
Capital Tax File export/import process to update property tax data in CU*BASE escrow records. #61511 / Neighborhood Mortgage Solutions (NMS)
CO-OP Call Center Call center integration into CU*BASE, including member search, balance and history inquiries, payments and transfers. #58373 / RVA Financial
Copper Wealth Management SSO link from It’s Me 247 online banking. #61220 / Union Pacific – Streamliner (CU*South)
CryptoFI See separate recipe
DigitalFI / TalkDesk Allows the TalkDesk call center application to pull data from CU*BASE to allow member to make account and balance inquiries, hear transaction history, and perform transfers. #60850 / Northern Hills FCU
FedNow® See separate recipe
Glia Link from online banking and the mobile app for authenticated web chat and co-browsing (screen share) capabilities. #59925 & #60345 / Illinois Community CU
MemberPass® See separate recipe
MessagePay Includes back-end communication of savings and loan information to MessagePay and transaction posting from MessagePay to CU*BASE. #58544 / Kauai FCU
#60182 / Northern Hills FCU
McQueen Financial Services New automation for the downloads we have traditionally done from CU*BASE to McQueen, including monthly CECL data and quarterly ALM data. Includes new CU*BASE configuration for CUs to choose the timing for the downloads. #61923
Prizeout Online banking module allows members to transfer from a CU checking account to create a digital gift card using the Prizeout digital marketplace. Includes regular member data exchange with Prizeout, online banking SSO, and back-end posting process. #61081 / Element FCU
ProPay API integration with ProPay to query member data from CU*BASE; nightly batch file for posting payments to members #59673 / DayMet CU
REPAY API-based solution for posting loan payments, SSO from online banking #59245 / Partnership Financial CU
RTP® See separate recipe
Zelle® See separate recipe

New Tool for Creating Files for Third-parties!

Another related project we’re working on (#62000) is to create a new “unique identifier” cross-reference table. This will create a table within each credit union’s CU*BASE file library that contains the membership number and a randomly-generated, unique alphanumeric identification code. This will be updated during end-of-day for any new membership accounts added (or closed) during that day.

NOTE: This identifier will NOT be incorporated into any existing CU*BASE processes (screens, reports, statements, etc.); however, CUs will be able to use this information in queries as they like. CUs can also also request that this be used when transmitting data to third parties via custom file exchanges. Status as of January 2024: This is a custom project requested by Isabella Commmunity CU, currently in QC testing. Once testing is complete we will choose a release date to deploy the new table and daily update process to all CUs. Any CU who wishes us to include this identifier in an existing or new custom third-party file exchange will need to submit a DHD project request for the change.

January 18, 2024