PIN Change Reason Master Maintenance

Screen ID:

Screen Title:

Panel Number:

UPINRSN-01

PIN Change Master Reason Maintenance

5680

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Access this screen by selecting Tool #268: Config PIN/PW Reset Reason Codes.

Helpful Resources

Visit Show Me the Steps for easy instructions on how to use CU*BASE to add a PIN/password reset reason code.

Screen Overview

This screen allows you to view, configure, and delete the reason codes used to inform you of the reason for (Online Banking, Audio Response and PIB) password and PIN changes. These codes are selected by credit union employees in CU*BASE (Member Personal Banker), by members using Online Banking and Audio Response and by automated processes in Online Banking and Audio Response.

Hard coded into the CU*BASE System are several CU*BASE defined codes that inform of the reason for the change. Additional credit union defined codes can be added to the CU*BASE codes which include the following by selecting Add (F6). Credit union defined codes begin with the letter U and can be deleted. Codes that begin with a D are CU*BASE defined codes. These codes cannot be deleted.

The default codes is indicated by an asterisk (the original default is D02-Reset by CU). This code automatically populates as the reason codes for changing PINs and passwords on the Update Audio/Online Banking Access screen. Select the codes and select Edit to change the default setting. If no default is selected, the teller will be required to enter one on the Member Personal Banker screen.
These codes appear on the PIN/Password Member History Inquiry which lists PIN and password changes.
Check out the Learn from a Peer Dashboard that includes data about how your password and PIN change history compares to other credit unions. Considering changing the required length of your password or to requiring complex passwords? Look at the password resets that were required by a credit union of a similar asset or membership size.

CU*BASE Defined Reason Codes

Code	Description	Definition
DO1	Invalid signons	The member has disabled his or her password or PIN with too many incorrect attempts. Applies for online banking, IVR or PIB.
DO2	Reset by CU	This is the default originally set by CU*BASE, although the default can be changed. The credit union has changed the password or PIN to the last four digits of the member's social security number.
D03	Disabled by CU	The credit union has disabled the password or PIN by turning it off with checkbox options in Member Personal Banker (applies to online banking and IVR).
D04	Changed by CU	The credit union employee keyed in a new password or PIN for the member in CU*BASE.
D05	Changed by Mbr	Member keyed in a new password in online banking.
D06	Reset by Mbr	The member clicked the “I forgot my password” link in online banking. This disables the password. In this case, this creates a “reset” which is generally followed by a “force change.” See description above.
D07	Mbr Changed/ARU	If the member has the credit union reset the PIN to the last four digits of his or her social security number, the member is then forced to change the password on the phone as opposed to changing it online. When the member makes the change in IVR, this option will be recorded. Or the member decides to change his or her PIN via the phone with the phone option to make the change.
D11	30 Day Warning	When thirty days have past without the member changing their password, members are presented an automated “soft” warning message that will them encourage them to change their password more frequently, without making it mandatory. This appears on the Account Summary page above the listing of accounts. The member then can either ignore the message, change their password or choose to be reminded again in 30 days. This code is used when the member is presented the warning message.
D12	Mbr Declined	When thirty days have past without the member changing their password, members are presented an automated “soft” warning message that will them encourage them to change their password more frequently, without making it mandatory. This appears on the Account Summary page above the listing of accounts. The member then can either ignore the message, change their password or choose to be reminded again in 30 days. This code is used when the member choose to be reminded in 30 days.