Master CU Parameter Configuration (5)

Description

For CUs that use It's Me 247 Bill Pay (Fiserv), this field stores the version number of the Fiserv software, and is included in batch file transmissions to Fiserv. (Fiserv can use this information to assist subscribers and to derive the Software Specification ID. Must contain one of the valid values provided by Fiserv during implementation.)

Not used for It's Me 247 Bill Pay (iPay).

• NOTE: This is stored in this configuration rather than the CU Master Profile (CUMSTRPF, where other bill pay controls are stored) because CUMSTRPF is mostly intended for use when processing multiple credit unions in a batch (like FIDM or stand-in processing, for example), so the program can tell which CUs use it without doing an override to SYSCTL in a particular FILExx library. We only need to know bill pay version when we are enrolling a member or otherwise already working with members in a credit union’s file library.

This controls the standard “Insured by” logo and/or statement that will appear at the bottom of all online banking pages (use the lookup to choose from configured logos). If the credit union is NCUA-insured, enter NCU. Other logos must be coordinated via a custom programming request.

This also controls what logo is used on eStatements.

Finally, this also indicates which regulator the system sends to FinCEN CTRs.

• NCU indicates NCUA

• ASI indicates IRS to FinCEN

Checking this box will cause an archived photo ID to automatically launch in a separate window (on the Verify Member screen only) if the "Photo ID on File" check box is checked for the membership.  More information on this feature, tips and troubleshooting are available on this topic.

This is a credit union-wide setting.  Unchecking this box will turn off the auto-launch of the ID.  Once deactivated, the "Verify My ID" button must be clicked in order to view the ID.

Checking this box will allow the "Get A Document/Image From Vault" button to be presented on the Time-Out window.

Once activated when an employee clicks the button, a browser will be launched and will automatically log the user into idocVAULT.  No entry of username or password is needed.  The user then enters their search criteria.  The user will only be able to view images or documents you have permissions to view.  

When an employee uses this option, a basic user profile is created in idocVAULT. The naming convention for this profile uses the employee’s CU*BASE username, “_cua,” and your credit union number. (John Smith using our test library would be johns_cua860.)  If your credit union has already created profiles for an employee, you may need to adjust the permissions of this new profile.  

• For assistance with this feature, in-house Imaging Solutions clients and clients with a vendor other than eDOC Innovations should contact CU*Answers Imaging Solutions at imaging@cuanswers.com.  

Controls activation of imaging vault configuration screens.  Contact Imaging Solutions for assistance with this feature.

This is where the credit union identifies its alternative reporting entities.  This provides the ability to report to the IRS under an alternate entity (name, address, etc.) other than the credit union.  This allows partners that report under their own subscriber number/Payer TIN to function like a “credit union” on CU*BASE. 

Use the Select button to select from the entities configured.

The entities are then linked to specific loans by assigning the entity to a loan configuration.  Loans going forward (after the change to the category is made) that are created with this loan category will be reported to the entity that is selected.

Designed to allow Self Processors to control the number of days they archive their daily report files.

 eDocument Type / Vendor

• These eDocument controls are in the process of being phased out now with the introduction of the new configuration tools we’re calling Smart Links.  Refer to this release summary for more details.

This section controls the vendor with whom your credit union has interfaced for access to electronic document images, such as scanned driver’s licenses, e-Statements, e-Receipts, and the like.

Use the fields under the “Vendor” column to specify the code for your chosen e-documents vendor (use the lookup to choose from a list of valid codes).

In each of these, check the Edit checkbox and use Enter to proceed to the Configure e-Document Interface screen and set up IP addresses and other settings specific to that type of document. (For easier navigation, be sure to place a checkmark for ALL of the necessary types before using Enter to proceed.)

These controls are currently not used and are now being phased out.

Used with the My Virtual StrongBox feature.  Contact Imaging Solutions for assistance with this feature.