Using Insider/Employee Type Codes: Step by Step
An Insider/Employee Type Code (often referred to as just an “employee type”) is used to flag member accounts which belong to employees, family members, board directors, etc., in order to control employee access to those sensitive accounts.
The purpose of this code is to make it easy to assign similar access controls to a group of accounts, to be honored across the board by all Employee IDs. Exceptions to that rule can be made on an individual employee and account basis.
For example, you might create a code 02 “Board Member” to assign to all of the memberships owned by your credit union board of directors, with access set up so that no employees could perform maintenance or inquiry on those accounts. Then you would make an exception (override the default settings) for a couple of your key employees, such as a head teller and a department manager, so that they could perform inquiries and maintenance as needed, by adjusting the individual account security for those employees, for the board member accounts.
Step by Step Procedure
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Start by creating the employee type codes using the Insider/Employee Type configuration. This lets you define what the codes mean and what access is allowed, by default, to accounts where the code has been assigned. Click for a list of processes affected by these settings.
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Next, assign a code to all accounts which belong to employees, family members, etc. This may be done by using the Update Membership Information feature.
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Finally, access the CU*BASE Employee Security feature select Update Account Security to adjust (override) security settings for individual accounts based on Employee ID. Click for a list of processes affected by these settings.
Processes Affected by Employee Type Security Code Settings
If an Insider/Employee Type Code has been assigned to a membership account, and there are no overrides (exceptions) for the individual employee/account, only the following systems will honor the settings on the Employee Type Code:
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CU*BASE Feature |
Controlled by this Employee Type Code setting... |
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Allow inquiry |
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Allow inquiry |
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Allow maintenance |
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Allow maintenance |
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Allow posting |
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Both Allow inquiry and Allow posting (i.e., if either is off, this feature is unavailable) |
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Allow Inquiry |
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All maintenance |
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All maintenance |
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All maintenance |
Processes Affected by Account Security (Override) Settings
Whether or not an Employee Type Code has been assigned, if the Update Account Security feature has been used to adjust security settings for an individual employee/account, only the following systems will honor the settings on the override record (in the ACTSEC file):
This applies to the following tools:
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CU*BASE Feature |
Controlled by this Account Security setting... |
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