Configuring Shared Branch Settings (1)

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Shared Branching Credit Union Configuration


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Access this screen by selecting Tool #814: Shared Branch Configuration.

  • For complete information on shared branching agreements, configuration options, posting shared branch transactions, and handling settlement, refer to the booklet, CU*BASE Shared Branching.

This is the first of two screens used to set up some of the parameters needed to allow two credit unions using CU*BASE to share branches, allowing members from one credit union to do business at another credit union's location(s).

CU*BASE Shared Branching is intended for member account inquiry and counter (teller) transactions between online CU*BASE credit unions. It also serves as a very convenient disaster-recovery plan even if you choose not to allow normal day-to-day transactions.

  • IMPORTANT: This configuration feature should be used only by a knowledgeable CU*BASE representative after a “Shared Branching Authorization” form has been completed and signed by both credit unions.

A record must be created for every credit union with whom you have a shared branch agreement, regardless of whether both credit unions allow their members access to the other. (For example, if you have a partnership where another credit union allows its members to visit your branches, but you do not allow your members to use their locations, a record will still need to be created for that partnership, to define the G/L interface.)

Type or select the credit union number for the shared branch partner, and use Enter to proceed to the second screen.