PIB Mass Default Update Option

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PPIBUPD-01

PIB Credit Union Default Profile Mass Update Options

3156

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Access this screen by selecting Tool #378: Flood PIB Default Profile Changes.

Helpful Resources

Visit Show Me the Steps for easy instructions on how to use CU*BASE to update your default PIB settings.

Screen Overview

This screen contains three buttons, which allow you to view a report and/or Flood Changes from your Default PIB Profile to All Members. This option will allow you to make batch adjustments to existing PIB profiles and/or view a report of the members affected by the change. The mass update will affect members who have accepted the default profile by going into PIB and setting up an account or by a credit union employee setting up a PIB account for a member, but who have not customized their PIB profile.

To generate a report or make change to the credit union default PIB profile you must first make change to the profile itself in Tools 569: Online/Mobile/Text Banking VMS Config. It is recommended that you first run the report option to see which members are affected. Then when you are ready, run the mass update, and the changes you have made will be transferred to your members who currently have accepted your Credit Union Default PIB profile.

Description of Options

Option

Description

Print audit report. Compare members default with CU default

Choose this button to move to the screen that allows you to print a report containing the members that would be affected by this change.

Perform a mass update to all members currently using the CU default

Choose button to update your members. No additional screen will appear. The update will happen automatically.

Both, print audit report and perform mass update

Choose this button to move to the screen that allows you to print a report containing the members that would be affected by the change. Press Enter and you will also update the members by this change

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#PPIBUPD-01.htm