ATM Card/PIN Order

Screen ID: 

Screen Title: 

Panel Number:

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UPANCARD-06

Card/PIN Order

3357


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Access this screen by selecting a card on the ATM/Debit Card Maintenance-Account Level screen and selecting "Reorder Card/PIN" (or by selecting "Card/PIN Order" (F10) from the ATM/Debit Card Maintenance-Card Level screen). This screen is also accessed after selecting "Add Card" (F6) from the ATM/Debit Card Maintenance-Account Level screen

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.

Visit Show Me the Steps for easy instructions on how cancel ATM or debit card order to prepare to close a card (same-day only).

Screen Overview

Use this screen to order or reorder a card or a PIN for your member.

Refer to Questions:

My Member is the primary card holder and wants to get a brand new card – how do I order him a card? and #2: My member’s card is worn and I need to reorder (reissue) him or her a replacement card How do I do this? and  #10: How do I prepare to close a card the same day it was opened in the Daily Maintenance of ATM and Debit Cards manual.

Use Add/Update (F5) to complete this edit or order. Use Accounts (F13) view the accounts associated with the card.

Instant Card Issue

Flat un-embossed (non-raised) plastics can be printed at your credit union for immediate use by your member.  Members can select the PIN number for these cards. This product requires a specialized printer with software provided by Datacard Group. Step by step instructions on using Instant Card Issue can be found in the Instant Card Issue booklet.   (NOTE:  A PDF booklet will open when you click on this link.)

Once you have added the funding accounts using Accounts (F13), press Enter and then use Instant Card Issue (F14) to access the Instant Issue Employee Access screen.  This will allow you to access the Instant Card Issue screen to order a card in this manner.   ("Instant Card Issue" (F14) will only appear if the BIN is configured for Instant Card Issue.)

Field Descriptions

Field Name

Description

Card Number

BIN portion of PAN selected by credit union employee. Card portion of number is either auto-generated or left as input capable depending the BIN configuration.

Card Sequence #

5 character number

Description

Card Type Description from BIN configuration.

Relationship Account

Account number entered from Attached accounts screen.

Line 1 Name

If member number entered will bring in the Primary account holder information. Can be changed.

  • When ordering a card, enter a caret symbol (^) to indicate the separator between first name, middle initial, and last name. Use Enter to view how the name will appear embossed on the card. Do not use this symbol to indicate a space. Example: MARY BETH O DONNELL - enter MARY^B^O DONNELL or MARY BETH^O DONNELL.

  • Middle names must be 1 initial when ordering a card.

  • If no carets are used, CU*BASE will display a warning message along the bottom of the screen, alerting you to the issue with the name.

  • The caret (^) symbol is created when holding down SHIFT and pressing the number 6, on most standard QWERTY keyboards.

  • Carets do not pertain to Business Names.

Line 2 Name

This is reserved for use with platforms that will accept a two line card embossing through the ATM/Debit batch maintenance sent nightly. The usage of carets also applies to Line 2 name.

  • A few vendors support this through online processing. Please check with the vendor to see if it supports this process or not before using.

Max Size = XX

This number is configured in the BIN configuration as the maximum number of characters allowed to be embossed on the card. CU*BASE will display the number of characters used in the embossed name when Enter is pressed to refresh the member name appearance on the card. If too many characters are used, CU*BASE will display a warning message along the bottom of the screen. This number is based on vendor requirements.

Appearance on the Card

After entering the member names to emboss, press enter to refresh this field to display how the member name will print on the card. You are able to retype a member name and press enter to refresh as many times as you need to get the card up to standard.

Expiration Date

Date shown is calculated by using the number of months to expire information from the BIN configuration.

Order Card

If checked, CU*BASE will send the card order nightly with the batch transmission.

Order PIN

If checked, CU*BASE will send the card order and PIN order with the batch transmission.

Send maintenance

If checked, CU*BASE will send the card maintenance nightly with the batch transmission.

  • If the order was made same-day, click the lock symbol that appears directly next to this field to make the field input capable.  

  • Refer to the Show Me the Steps link at the top of this page for instructions on cancelling ATM or debit card orders (same day only).

Service charge group

Service Charge Group controls which transactions the member will be receive a fee for, including number of free transactions and amount of fee.

Card Stock

This field will only be visible if your vendor supports the sending of card stock. Card stock options are configured by the card stock configuration (associated with the BIN), and can contain multiple stock options if this is available with your vendor.

Emboss style

Indicates whether the emboss style will be raised on non-raised emboss.  If either is allowed by the BIN, then select the correct emboss style.

Design/image code

Design image codes can only be printed on card stock that supports the printing of images.  Learn more about printing a design on a card here.  

SSN

The system populates the Primary Account holder SSN, but this number can be changed if the card order is for other cardholders (will send and store the SSN for the cardholders in the card files).

Phone Number

The system populates the Primary Account holder Home Phone. This information can be changed if the orders is for other cardholders (will to send the vendor different phone numbers in the card files).

PIN Daily Online Limit

This field is used to define what the maximum amount of funds the credit union will allow this member to take for PIN transactions daily while credit union is online with CU*BASE.

PIN Daily Offline Limit

This field is used to define what the maximum amount of funds the credit union will allow this member to take for PIN transactions daily while credit union is offline with CU*BASE.

SIG Daily Online Limit

 

This field is used to define what the maximum amount of funds the credit union will allow this member to take for SIG transactions daily while credit union is online with CU*BASE.

SIG Daily Offline Limit

 

This field is used to define what the maximum amount of funds the credit union will allow this member to take for SIG transactions daily while credit union is offline with CU*BASE.

PIN Daily Online Limit (Transactions)

This field is used to define what the maximum number of transactions the credit union will allow this member to take for PIN swipes daily while credit union is online with CU*BASE.

SIG Daily Online Limit (Transactions)

This field is used to define what the maximum number of transactions the credit union will allow this member to take for SIG swipes daily while credit union is online with CU*BASE.

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.

 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#UPANCARD-06.htm