Configure Member Statement Messages

Screen ID:

Screen Title:

Panel Number:

UTSSTM-01

2990

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Access this screen by selecting "Configure Member Statement Messages" on the entry Tiered Service configuration screen.

Refer to the CU*BASE Tiered Service Levels Implementation Guide for details setting up a program and important tips on setting up an effective Tiered Services program for your credit union.

Use this screen to define how the Tiered Service messages should read on your member statements. When done, use Enter to save changes and return to the entry Tiered Service configuration screen

NOTE: You can also select to promote your Tiered Service Rewards Program by adding a Tiered Service Rewards Points section at the end of the statement. This section includes its own optional header and a listing of Reward Points activity for the statement period.

Field Descriptions

Field Name

Description

Participation Points

Use these fields to customize the first line that appears on the statement, showing the member’s earned points and new level for the coming month.

If no changes are made, the default message will be used instead.

Tiered Service Level Statement Messages

Use these fields to define a second line to appear on the statement below the participation points. The system will automatically print the appropriate statement that matches the new level earned by the member for the coming month. Use this line for a brief “congratulations” or to highlight a special reward the member will begin to see throughout the coming month.

NOTE: Each statement message can be up to 100 characters long; text will automatically wrap on the screen and will be put together exactly as entered using one line on the printed statement.

These messages are optional; you may choose to omit a message for any or all of the levels as desired.