Updating ARU and Online Banking Access

Screen ID: 

Screen Title: 

Panel Number:

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UPIN-02

Update Audio/Online Banking Access

3723

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Access this screen after entering an account number on the previous screen or by selecting Go! in front of "Online Banking (activate, change PIN/password; view password history)" on the initial Member Personal Banker screen.

Get the member's perspective with this online banking video: Online Banking Overview (More videos below!)

Helpful Resources

Learn how to complete tasks related to online services.

Screen Overview

The top section of this screen can be used to update a member's access privileges to either system. The second section allows you to reset a member’s online banking password or audio banking PIN, monitor the date her or she first accepted the Online Banking Use agreement (logon banner), and lets you view or maintain the member's Personal Internet Branch (PIB) Profile. You can also reset the answers to a member's online banking Security Questions and display the member’s online banking username from this screen.

After making the appropriate selections (see below for a description of all options), enter a Reason and then use Enter to save.

Tips for Setting Up a New Membership

If accessing this screen as part of setting up a new membership, use F10-PIB Configuration to create a PIB Profile for this member. The first screen that appears will allow you to verify or change the member's email address, then the PIB Profile configuration screens will appear.

Tips for Handling Member Password Resets

What are the special requirements for a password for It's Me 247 online banking?

This screen can be used to change a member’s password to the credit union defined temporary password. All resets on this screen are active for 24 hours. After this period of time the member will not be able to access online banking and will be required to call the credit union for another password reset.

This password reset may have already been done via one of the entry messaging screens (for invalid reset or non-use or temporary password expiration, but a credit union employee can also change a password to the credit union temporary password on this screen. To change a member’s password, first verify the member’s identity using Verify Member. Be sure to follow your credit union policy. Then check the first check box in the Change Password area – “Reset a password to..”. What the password will be changed to (the temporary password) will appear in this reset statement the screen. You will also be required to enter a reason for the password change. Use the images\magnifyingglasslookup_shg.gif to select the appropriate reason code. Then press Enter. A confirmation window will appear once again displaying the temporary password as well displaying when the 24 hour window will expire.

Refer to the booklet It’s Me Strategies for Controlling Member Access for a recap of these screens.

Resetting Security Question

To reset security questions, use the Reset Security Questions button. Use Delete (F16) to confirm the deletion of the answers to the questions.  Learn more about recommendations for resetting security questions.

Viewing or Deleting a Member’s Username

To view or delete the member’s usename, use Display Username to view or delete it. A confirmation button will appear to delete the username. Credit union employees cannot create usernames for a member – the member must create them in the Preferences area in online banking.

Field Descriptions

Field Name

Description

Is the member allowed to access their account using:

Online banking

This checkbox must be checked in order for this member to be able to access online banking. Remove the checkmark to disable this member from online banking only.

  • This feature cannot be enabled unless your credit union has activated online banking globally using the “ARU Configuration” feature. Contact a CU*BASE representative for details.

Audio response

This checkbox must be checked in order for this member to be able to access CU*TALK Audio Response. Remove the checkmark to disable this member from audio response only.

  • This feature cannot be enabled unless your credit union has activated audio response globally using the “ARU Configuration” feature. Contact a CU*BASE representative for details.

Change Password (online banking)

Reset PIN to (temporary password configuration)

Check this checkbox if you wish to reset a member's password for online banking only, using to the credit union’s temporary password configuration (set in the ARU/Online Banking configuration). The next time this member attempts to use online banking, he or she will be required to change this password to a different number immediately after logging in.

Assign a custom password

New custom password

Check this checkbox to manually set up an online banking password for the member. Enter the password where indicated.

This appears when Assign custom password is checked. This should be used only in rare cases where a member asks for a specific password.

  • CU*TIP: This option may not appear, if your credit union has opted to deactivate the ability for CU staff to set custom PINs upon member request. Contact a client service representative for information about using the control.

Date the member last logged into online banking

This field shows the date when this member was last logged into online banking. You can also use this field to reactivate a member that has been “expired” due to a period of inactivity.

  • Password expiration is a CU-defined parameter, set up when activating expanded online banking passwords. Contact a CU*BASE representative if you wish to activate this feature.

Date the member accepted the online banking end use agreement

If this member has logged into online banking and accepted the Online Banking Use Agreement ('logon banner'), this field shows the date on which the agreement was accepted.

Member has a PIB profile

If checked, this member has a PIB Profile in place to control how online banking will behave for the member. Use PIB Configuration (F10) to view or modify this member's Profile, or to create a new profile for this member.

Change PIN (audio response)

Reset PIN to (temporary password configuration)

Check this checkbox if you wish to reset a member's password for audio banking only, using to the credit union’s temporary password configuration (set in the ARU/Online Banking configuration). The next time this member attempts to use CU*TALK, he or she will be required to change this password to a different number immediately after logging in.

Assign a custom PIN

New custom PIN

Check this checkbox to manually set up an online banking password for the member. Enter the PIN number where indicated.

This appears when Assign custom PIN is checked. This should be used only in rare cases where a member asks for a specific password.

  • CU*TIP: This option may not appear, if your credit union has opted to deactivate the ability for CU staff to set custom PINs upon member request. Contact a client service representative for information about using the control.

Buttons

Button

Description

Verify Member (F1)

Use this to move to the Verify Member screen containing personal information, including code word, that you can use to confirm the identity of the member.

Skip (F8)

If this screen appears as part of the process for opening new memberships, use F8-Bypass to skip over this screen and proceed to the next one.

Password History (F9)

Takes you to a online report of the members password changes.

PIB (F10)

Use this to view and/or maintained the member's PIB Profile settings, as well as the member's email address.

Reset Security Questions (F16)

Use this to delete the answers to the member’s security questions. You may also use the Reset Security Questions button on this screen. You will need to confirm the deletion with an additional confirmation screen.

Theme (F17)

Use this to set the default Theme of the member.

Start Page (F18)

Use this to set the default Start Page of the member.

Photo Album (F19)

Use this to set the default Photo Album of the member.

Display Username (F20)

Use this option to view the member’s online banking username. You can also delete the username from this screen. If the username is deleted, the member will need to set up another username the next time the member logs into online banking.

View Promo Inf

This function key is conditional and will only appear if the member is a member of a promotional campaign. Use this to view the details of the campaign.

Additional Video Resources

Logging in to Online Banking for the First Time (no username, no PIB) (member video)

Logging in to Online Banking for the First Time (no username, yes PIB) (member video)

Logging in to Online Banking for the First Time (yes username, no PIB) (member video)

Logging in to Online Banking for the First Time (yes username, yes PIB) (member video)

View more member-facing online banking videos!

Visit the Show Me the Steps video library to view all CU*BASE and online banking videos!

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#UPIN-02.htm