Add PIN/PW Reset Reason Code
These steps explain how to add reason codes for online banking pin and password resets performed by both credit union staff and members.
-
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.
-
These codes appear on the PIN/Password Member History Inquiry, which lists PIN and password changes.
-
If you ever need to delete a reason code starting with "D," you won't be able to as these are CU*BASE-defined codes that are hard coded into the CU*BASE system.
-
Launch Tool #268 Configure PIN/PW Reset Reason Codes.
-
Click Add on the PIN Change Reason Master Maintenance pop-up.
-
Enter a one- or two-digit code in the Reason Code field on the PIN Change Reason Master Maintenance pop-up.
-
Enter a new reason description in the Reason Description field.
-
Check the Set as Default box if you'd like to set that reason as the default whenever a member's PIN/password is reset.
-
Click the forward arrow.