Processing CU Parameter Configuration (4)

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Screen ID: USTR-04
Screen Title: System Configuration Maintenance
Panel Number: 5641
Accessed by Tool Number: 5435 (shortcut: PROCPARM)

 

This is screen 4 of 7 used to configure information about how your credit union’s files are to be processed by CU*BASE. Use Enter to save and continue to the next screen. Return to screen 3 of 7

 

IMPORTANT: Online credit unions are not able to access this screen. If you would like any of these settings to be changed for your credit union, contact a CU*BASE Client Service Representative. self-processing credit unions should also consult a Client Service Representative for advice before making changes to these settings. Remember that some features used in a service bureau environment are not appropriate in the in-house environment.

Field Descriptions

Field Name

Description

Correspondence to Member

Share CD renewal notice

This field is no longer used. It is typically set to N = Notice.

  • As with any field that is not actively used, testing should be done if intending to change the current value.

Share draft overdraft

This field is no longer used. It is typically set to N = Notice.

  • As with any field that is not actively used, testing should be done if intending to change the current value.

Share draft NSF

This field is no longer used. It is typically set to N = Notice.

  • As with any field that is not actively used, testing should be done if intending to change the current value.

Delinquency notice

This field is no longer used. It is typically set to N = Notice.

  • As with any field that is not actively used, testing should be done if intending to change the current value.

Insurance expiration

This field is no longer used. It is typically set to N = Notice.

  • As with any field that is not actively used, testing should be done if intending to change the current value.

Account error correction

This field is no longer used. It is typically set to N = Notice.

  • As with any field that is not actively used, testing should be done if intending to change the current value.

Print CD certificate Form

This flag is no longer used. It is typically left unchecked (N).

  • As with any field that is not actively used, testing should be done if intending to change the current value.

CU*TIP: Certificate Forms are now handled by configuring and printing Misc. Member Account Forms.

CASS certification used

This flag is used to activate CASS Certification for your member addresses. Refer to the CASS Certification Procedures booklet for complete information.

  • Once this flag is turned on, you will no longer be able to update the 4#digit ZIP+4 field on any master or alternate address record. Changes made to the 5-digit ZIP Code will cause the ZIP+4 field to be cleared until the next time CASS certification is done.

Bank Reconcilement

Type

This field is no longer used and is typically set to D or M. (It is not used for auto check recon any longer.)

  • As with any field that is not actively used, testing should be done if intending to change the current value.

NOTE: If your credit union is set up to use Automated Check Reconciliation (where corporate checks come in with the member share draft file), special logic will be added to your custom draft translate program and we’ll set up a Corp Check Reconciliation ID in the Member Share Draft/Checking Configuration feature.

Printer Setup (Mark if used)

Freeform checks

The functionality of this flag is not currently warranted. It is typically checked (Y).

As with any flag that is not actively used, testing should be done if intending to change the current value.

Check printer

The functionality of this flag is not currently warranted. It is typically checked (Y).

  • As with any flag that is not actively used, testing should be done if intending to change the current value.

Corporate checks

The functionality of this flag is not currently warranted. It is typically checked (Y).

  • As with any flag that is not actively used, testing should be done if intending to change the current value.

Stub message

This flag is currently unused. It is typically left unchecked (N).

  • As with any flag that is not actively used, testing should be done if intending to change the current value.

Auto # generation

The functionality of this flag is not currently warranted. It is typically checked (Y).

  • As with any flag that is not actively used, testing should be done if intending to change the current value.

Treasury checks

The functionality of this flag is not currently warranted. It is typically left unchecked (N).

  • As with any flag that is not actively used, testing should be done if intending to change the current value.

Miscellaneous

Mask OTB CC number

If checked all but the last four digits of the OTB credit card are displayed on the Member Plastics/OTB Products screen (as well as the detail screens accessed via this screen.  If unchecked, the entire card number will be visible when these screens are accessed via Inquiry only.

Learn more:  Why are the credit card PANs masked?  How can I unmask the entire number?