Your Guide to Bill Pay / P2P Configuration on CU*BASE

This topic explains how the bill pay and P2P configuration screens flow together. It also includes extra help topics for setup.

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Move to the section of the topic by clicking one of the links below:

• What tool do I use to see what bill pay/P2P vendors are supported by the system?  Click here
• What tool do I use to see what bill pay and P2P products are supported by the system? Click here
• What tool do I use to view credit union selected bill pay and P2P products? Click here
• What can I select on the detail screen? Click here
• What tool do I use to configure the enrollment/marketing message and service charges? Click here
• What tool do I use to enroll a member in bill pay or P2P? Click here

Level 1: System Supported Bill Pay/P2P Vendors

Level 1 lists the bill pay and P2P vendors supported by the system.  This tool can only be used by the SettleMINT EFT team.

Tool 1952: Bill Payment Vendor Config. (update) / Tool 1965: View Available Bill Pay/P2P Vendors (view-only version)

Bill Pay/P2P Vendor Configuration

• Click here to view the detail screen

Level 2: System Supported Bill Pay/P2P Products

Level 2 system-supported products are built on level 1 vendors.  This tool can only be used by the SettleMINT EFT team. 

Bill Pay

Tool #1950: Master Bill Pay Vendor Config (update) / Tool #1959 View Supported Bill Pay Products (view-only version)

Master Bill Pay Product Configuration

• Click here to view the detail screen

P2P

Tool #1951: Master P2P Vendor Config (update) / Tool #1960 View Supported P2P Products (view-only version)

Master P2P Product Configuration

• Click here to view the detail screen

Level 3: Credit Union Selected Bill Pay/P2P Products  

At the third level, credit unions select the bill pay and P2P products they offer to members from level 2 system supported products.  

Credit Union Bill Pay

Tool #1953: CU Bill Pay Vendor Product Config / Tool #1963: View Bill Pay Products Offered

CU Bill Pay Vendor Product Config (1)

Example

• Click here to view the detail screen (example below)

Example

Credit Union P2P

Tool #1954: CU P2P Vendor Product Config / Tool #1964: View P2P Products Offered

CU P2P Vendor Product Config (1)

• Click here to view the detail screen

Enrollment/Marketing Message and Service Charges

Separate tools are used to configure the enrollment/marketing message and service charge groups for bill pay and P2P products.

Tool #1955: Bill Pay Marketing Msg and Fees Config.

Configure Bill Pay Marketing Message and Fees

Tool #1956: P2P Marketing Msg and Fees Config

Person to Person (P2P) Marketing Message and Fees

Enroll a Member

Separate access points are used to enroll a member in bill pay versus P2P

Tool #14: Member Personal Banker, then "Bill Payment Enrollment"

Tool #14: Member Personal Banker, then "P2P Enrollment

Enrollment screen help topic (Both bill pay and P2P)

Link to ID: https://help.cubase.org/cubase/cubase.htm#Bill_Pay_P2P_Configuration_Guide.htm