Transaction Source Analysis and Management Tools (Inquiry)

Screen ID:

Screen Title:

Panel Number:

ITRNA-01

Transaction Management and Analysis

2966

Access this view-only screen by selecting Tool #960: View Reg D/Trans Handling Rules.

When the screen is accessed in this manner only the first three Inquiry features will be displayed. Click here to view a maintenance version of this screen with additional options.

This is the first of several screens used for working with CU*BASE Transaction Source Analysis inquiry and maintenance tools.

The Transaction Cost/Weight Factors by Origin/Dividend Application feature displays all possible combinations of transactions that can be performed in CU*BASE, and can be sorted by origin code or by transaction type. Your credit union can also use this tool to assign a cost or weight factor to individual transaction types in order to compare relative costs between transactions, such as teller deposits vs. ACH deposits, etc.
The Reg D. Transaction Policy by Origin/Dividend Application feature lets you view parameters for tracking transaction activity according to Reg. D guidelines.
The Transaction Configuration and Reversal Cross Reference tool is a handy cross-reference to the transaction codes that are used when a CU*BASE transaction is reversed. This can be helpful to better understand the various codes used when performing an Auto Transaction Reversal or a manual Account Adjustment.

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