Unique Member ID (UMI) and Reverse Look-Ups

CBX Can Assign an Independent Unique ID to Membership Accounts

For credit unions who want a way to identify member accounts for use with third-party marketing and other vendors, CBX offers a way that does not require the use of an account number or SSN/TIN. Instead, it is a cross reference so that the file sent to a third party only includes the unique ID, which can then be tied back by the credit union to actual account information in CBX as needed.

The system populates a table within the credit union’s file library that contains a membership number and a randomly-generated unique identifier. A credit union then can request that this unique identifier be used for specific third-party exchanges, and would also be able to access the table using Query for other uses as needed.

• Data in the new table will be updated only once per day, at the end of each day. New memberships created that day would not be assigned an identifier in the new table until that update is complete. Likewise, any memberships closed that day would be updated to include the closed sequence number to match back to closed account files.

Purchase Reverse Look-Ups for Unique Member ID (UMI) in the Store!

A set of two individual queries can be ordered to be used to perform a reverse look-up on a Unique Member ID (UMI). These provide a method to locate the Account Base/membership that is attached to the UMI, for either an Active status member, or a Closed status member. You will receive two queries in your QUERYxx library, for use via Tools 99 or 100. You will also receive a short step-by-step guide on how to use the queries. Learn more in the store: https://store.cuanswers.com/product/reverse-look-ups-for-unique-member-id-umi/