ATM/Debit Card Maintenance - Card Level

Screen ID:

Screen Title:

Panel Number:

UPANCARD-03

ATM/Debit Card Maintenance

3354

Access this screen by selecting Maintenance on the Card Maintenance screen. This screen is used both to maintain and view a selected card. If this is accessed via the Card/OTB Products Inquiry screen, the numbers will be masked.

Helpful Resources

Visit Show Me the Steps for easy instructions on how to use CU*BASE to complete tasks related to ATM/debit/credit cards.

Screen Overview

This screen allows you to view and change the settings for a specific ATM or Debit card.

For more information about performing daily maintenance on ATM/Debit cards refer to the Daily Maintenance of ATM and Debit Cards manual. Step by Step instructions for common tasks are included.

Temporary Limit Changes (1-15 Days)

Often, members wish to make large dollar purchases only to be stopped by the daily limits put in place for their ATM/Debit card. To temporarily update your member's daily purchase limit, first Check Limits must be enabled in the BIN Configuration. Limit validation must be done at the core to ensure the process will work as intended. Please contact the SettleMINT team for more information regarding Limit Checking.

If your BIN has enacted Check Limits, access your member's ATM or Debit card via Tool 11 and select Maintenance.

To Change Limits for a Period of Time

Use the fields under Daily Limits to adjust your member's limits as needed. Use Add to Daily $ Limit to add an amount to the member's daily limit. Note that when using the Add to Daily $ Limit field, you must also enter a date in the Until Start of Day On field, but you don't have to update the remaining $ fields - CU*BASE will update that when using Enter to confirm. Dates can be up to 15 days in the future.

You can also update the Daily Limit # of Transactions, but you must also update the # Remaining for Today to reflect the change.

After adjusting the limit information and adding a date, use Enter to confirm. A confirmation screen will appear with items checked that will change.

On the day selected in the Until Start of Day On field, the member's limit will reset to normal upon the member's first transaction of the day - no need to return to this screen and readjust limits. Note that until a transaction is attempted on any following day, the Remaining amount will also still show the modified amount.

To Change Limits for the Current Day Only

If changes are made only to the Amount Remaining for Today field, the member would receive a temporary increase for only the day maintenance was performed. Upon the first transaction on any day other than the day the Remaining limit was changed, limits will automatically be reset. The Remaining amount would then revert back to the normal amount, per typical limit reset procedures.

After adjusting the limit information use Enter to confirm. A confirmation screen will appear with items checked that will change.

Field Descriptions

Field	Description
Supported Features
Deposits Allowed	This checkbox indicates whether this card is allowed to perform this function (check for allowed). This field is used when determining whether or not a member is authorized to perform this type of transaction. IMPORTANT: This information is not passed on to the vendor when changes are made and so this change must be also be updated both in CU*BASE and through your vendor’s administrative software.
Withdrawals Allowed	This checkbox indicates whether this card is allowed to perform this function (check for allowed). IMPORTANT: This information is not passed on to the vendor when changes are made and so this change must be also be updated both in CU*BASE and through your vendor’s administrative software.
Transfers Allowed	This checkbox indicates whether this card is allowed to perform this function (check for allowed) IMPORTANT: This information is not passed on to the vendor when changes are made and so this change must be also be updated both in CU*BASE and through your vendor’s administrative software.
POS Purchases Allowed	This checkbox indicates whether this card is allowed to perform this function (check for allowed) IMPORTANT: This information is not passed on to the vendor when changes are made and so this change must be also be updated both in CU*BASE and through your vendor’s administrative software.
POS Returns Allowed	This checkbox indicates whether this card is allowed to perform this function (check for allowed) IMPORTANT: This information is not passed on to the vendor when changes are made and so this change must be also be updated both in CU*BASE and through your vendor’s administrative software.
Daily Limits These fields control the dollar amount and number of transactions that a member is allowed per day with their plastic.
PIN Online PIN Offline	These are the limits for PIN transactions. Online refers to when the vendor and the core are transmitting information back - this is the typical daily limit. When a vendor is offline and not communicating with the core, possibly for vendor maintenance or an issue, CU*BASE will use offline limits. If the core is offline for any reason, the vendor will use the offline limits set at their platform.
SIG Online SIG Offline	These are the limits for SIG transactions. Online refers to when the vendor and the core are transmitting information back - this is the typical daily limit. When a vendor is offline and not communicating with the core, possibly for vendor maintenance or an issue, CU*BASE will use offline limits. If the core is offline for any reason, the vendor will use the offline limits set at their platform.
Normal Daily $ Limit	These limits apply to the member's normal daily activity limits.
Add to Daily $ Limit	Use this field to enter a dollar amount to add to a member's daily limit for a temporary increase. You must also enter an end date in the date field.
Until Start of Day On [MMDDYYYY]	Enter a date for the limits to revert back to normal daily limits. The limit will reset when the member makes the first transaction on that day. This date can be from 1-15 days in the future.
Total Daily $ Limit	This field shows the total daily dollar limit, which is normal limit + any additional daily limit increase amount.
Amount Remaining for Today	This field shows the amount remaining for a member's card for the day. You can use this field as well to adjust a member's remaining limit for just the current day. This field will also adjust automatically when a limit change expires.
Daily Limit # of Transactions	This field shows the number of transactions allowed daily for the member. You can update this field, but you must also update the remaining # for the day.
#Remaining for Today	This field shows the number of transactions remaining for the member for the day. This field also resets when a member makes their first transaction for the day.

Buttons

Button	Description
Change Status	This allows you to change the status of the selected card. Refer to Question: A cardholder has lost his or her card. How do I change the status of the card, for example to mark it as a “hot” card? in the Daily Maintenance of ATM and Debit Cards manual..
Card/PIN Order	Use this option to reorder a card or a PIN for the selected card. Refer to Question: My member’s card is worn and I need to reorder (reissue) him or her a replacement card. How do I do this? in the Daily Maintenance of ATM and Debit Cards manual..
Accounts	Select this option to view or select the accounts associated with this card. Refer to the Question: My member is the primary account holder and wants to get a brand new ATM/Debit Card. How do I order him or her a card? in the Daily Maintenance of ATM and Debit Cards manual..
Close	Select this option to close the card permanently. Refer to Question: I need to close a card that is no longer needed. How do I do this? in the Daily Maintenance of ATM and Debit Cards manual..
Counters	Select this option to see the number of times this card was used.
Activity	Select this option to see a listing of the activity on this cards. Refer to Question: How do I view the activity or on a specific card? in the Daily Maintenance of ATM and Debit Cards manual. to view some of these screens.