Phone: Member Lookup

Screen ID:  Screen Title:  Panel Number:

IPHONE-01 Phone Operator Member Lookup 4437

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Access this screen by (Shortcut: phone) or by clicking (F2) at the top of the CU*BASE home page. 

Check out the video related to this topic: Searching by Name - Part II (More videos below!)

Helpful Resources

Why did my member get charged an NSF or ANR fee?

Screen Overview

This screen is the first of several screens used for Phone Operator (sometimes referred to as “Phone Inquiry” or “Phone Software”). Enter the member's base account number and use Enter to continue to the Account Processing screen showing all open accounts for that membership.

If Employee Security is activated, this screen will not ask for the Employee ID and password.

• A “Privacy controls are on” box will also appear in the upper right hand corner if Privacy Controls are on for the user (see privacy configuration.) This box will indicate if the user is configured for masking (asterisks may appear on this screen and the screens that follow), configured for questions (either code word or out of the wallet), as well as the workstation configuration.

• If an account is highlighted, this means that is may require special handling. Delinquent accounts are highlighted. Additionally, your credit union can select to highlight other negative balance accounts and base share accounts below par through the configuration settings on the Teller/Member Services Workflow Controls.

Searching for an Account

Learn more about using the search fields (also used on the Global Search screen)

To look for an account, enter a name or other criteria using the Search Criteria fields, then use Enter to look for items that match. Once the search list appears, you may select the account and use Enter or Select, or type the account number (be sure to clear any remaining search criteria) and use Enter to proceed. (The required digits for the SSN is configured in your credit union privacy configuration.)

• When a name is entered, accounts will be displayed in alphabetical order. When a number is entered, such as a credit card number, the accounts display in numerical order.

• If you select a member and the “Show only accounts for this SSN/TIN” option, your search will change to an SSN search, and you will view only accounts where a person associated with this account (including beneficiaries) has that SSN/TIN. Selecting “Show only accounts where this SSN/TIN is primary” also changes the search to an SSN search and limits the selection further to only accounts where the Primary on the account has this SSN.

Searching for an Account Using a Credit/ATM/Debit Card Number

Use Card # search field if you need to find a member account. Enter the last four digits of the card. If you enter number 6542, the system will display all accounts with an online credit card or ATM or debit card that ends in 6542. For security purposes, only the last four digit of the card number show on this screen.

Go Back to a Previously-Used Account

If you want to access a membership you used recently, click the lookup next to the Account base field. The Your Most Recent Accounts Accessed pop-up window will appear. NOTE: If auto security is not activated, you will first need enter your Employee ID and password in order to use this feature.

Field Descriptions

Field	Description
Employee ID	If auto security is not activated, you will be asked to enter your Employee ID and Password. The password will appear as a series of asterisks (****) when entered.
Account Base	The base account number for the member, if known.
Last name	Enter the member's full or partial last name to search for the account.
First name	Enter the member's full last name and full or partial first name to search for the account number.
DBA name	Enter the full or partial "doing business as" name to search for an account.
SSN/TIN	Enter the number of digits as configured in your credit union’s privacy configuration). NOTE: The SSN/TIN shown in the results will always be masked except the final four digits, regardless of your privacy configuration.
Card #	Use Card # search field if you need to find a member account. Enter the last four digits of the card. If you enter number 6542, the system will display all accounts with an online credit card or ATM or debit card that ends in 6542. For security purposes, only the last four digit of the card number show on this screen.
Account	Enter an account number to view people associated with that membership.
Employee #	Enter the member's employee number (if used) to search for the account number.
Reference	Enter the employee's reference number or text, if used.

Additional Video Resources

Check out these additional video resources!

View more Phone Operator videos.

Visit the CU*BASE video library.