Special Interest Publications

Who's Who at CU*Answers?

The latest list of CU*Answers staff showing who to call for all your service questions.

These publications cover topics beyond the CU*BASE software and are especially good for credit union leaders and key personnel to help you "pull it all together" and make the most of your relationship with CU*Answers.

A2A Transfer Services
Credit Union Networking Options
CU*Archives Services
Electronic Documents Strategies and Solutions
ID Authentication Services
It's Me 247 Online Banking
Lending Products and Services
My Favorite Reports Brochures
Other CU*Answers Services
Security
Special Services for Self Processing Credit Unions
Tasks & Notifications
Third-Party Relationships

A2A Transfer Services

What do you have to do to make A2A Services available to your members? We have resources that direct you through the process from sign-up to implementation. While you may contact a CSR for help, you may also want to review the documentation first. Listed below are the documents to get you started.

Credit Union Networking

Networking Credit Unions for Growth: A discussion of CU*BASE Multi-Corporate Processing and Other CU Networking Options
Do We Have the Right Blueprint for Designing Collaborative Technology?: A discussion prepared for the Filene Research Institute Large-Scale Collaboration Colloquium in August 2007.
Partnering With You On the Road to a New Future: Collaborative tactics to grow our network aquiring CU*Answers credit union partners. Introduced at the CEO Strategies Roundtable event in December 2006.
A Million Member Perspective: Modeling a Peer-To-Peer Opportunity Network.

CU*Archives Services

Archival Services for Item Processing Credit Unions: Archive any electronic, computer-generated print output onto CD using CU*Answers tools!
Archival Services for Self Processing Credit Unions: Take advantage of the same technology our online clients use to archive CU*BASE reports, statements, and other documents on CD.
Archive Solutions for Michigan Credit Unions from CU*Archives: CU*Answers is happy to announce new CD-ROM Archiving Services for all credit unions in Michigan. Your credit union can now take advantage of the same technology that we use to support our own data processing clients.
CU*CD Data Archival Services: CU*Answers' own in-house solution for archiving CU*BASE reports and member statements on CD-ROM. Open the CU*CD User Guide.
CU*SPY Long-Term Archival: A CU*SPY Server at Your Credit Union: How your credit union can extend CU*SPY to make it work as a long-term archival system for reports and member statements.
Request a Copy of a Statement from Microfiche: Submit this form to our CU*Archives team if you need to obtain a printed copy of a member statement from microfiche.

Electronic Documents Strategies and Solutions

Choosing Your Electronic Document Vault (brochure #1 in a 3-part series): You know you want to go green, but how do you get started? It all begins with a vault choice. This brochure will explain not only what a vault is, but what choices are available to you as a credit union that is a part of the cuasterisk.com network. So you can decide what vault is right for you. NOTE: This brochure includes a matrix showing a side-by-side comparison of the CU*Answers ASP packaged e-documents solution (referred to as CU*Spy) versus the eDOC Innovations online and in-house solutions.
Your Day-to-Day Electronic Forms Experience (brochure #2 in a 3-part series): You're considering implementing e-Forms at your credit union and want to learn more about the process. This booklet covers the hardware needed, changes to your processes, and how you will access your archived forms. Ready to get going? This booklet will also tell you who to contact to get started.
Programming Your Forms in CU*BASE (brochure #3 in a 3-part series): You have your equipment, your staff is mobilized and ready to go...now it's time to get those forms programmed so they can be produced from CU*BASE and archived in the CU*Spy vault. This document explains how it's done! (Also visit http://lendervp.com/tools/forms/ to fill out and submit our setup forms.)
eDOC Innovations e-Receipt and Photo ID Capture System: The eDOC Innovations/CU*BASE system is an innovative new way to manage your credit union's electronic documents backed by a secure ASP network.
eDOC Innovations Electronic Receipts User Guide: Read more to learn about eDOC Innovations e-Receipt system.
eDOC Innovations Electronic Photo ID Capture User Guide: Read more to learn about eDOC Innovations Photo ID Capture system.
e-Receipts and Photo ID Capture Quick Reference: Use this handy Quick Reference for use with the e-Receipts and Photo ID Capture system.

Lending Products and Services

Introducing 247 Lender: Saying “yes” is a 24 by 7 requirement with today’s credit union member. 247 Lender is a CUSO-owned decision model that lets you give automated approvals 24 hours a day, 7 days a week.
Credit Reporting for Members: It’s as easy as 1-2-3!: Use this form to specify how your data should be reported to the national credit bureaus. Save $$ if you report to three or more bureaus each month!
CU*BASE Online Credit Card Processing: A brief outline of the features and tools of the new integrated credit card processing system added to CU*BASE during the spring of 2005.
More Lending Services through Lender*VP: Visit the Lender*VP Website to learn more about Retailer Direct, Lender on the Road, Lender*RE, and more.
Importing Credit Scores Into Your CU*BASE Member Database: Custom programming services available from CU*Answers and Lender*VP to update your member credit scores using a file from your credit bureau.

Other CU*Answers Services

AnswerBook for Credit Union Members

Learn how you can use the power of the AnswerBook to give your members 24x7 self-service support while reducing your support and training costs.

CU*Answers Web Hosting Services

Information about web hosting services for your credit union's web site. CU*Answers-hosted sites are available to all credit union staff through CU*BASE GOLD, without requiring separate Internet Access.

CU*Answers Web Services

A full line of CU*Answers Web Services, including web page evaluation and development, web site marketing, web statistical reports and ongoing web site support services.

CU*Answers SiteControl

A full featured content management system. Manage your entire web site leveraging powerful CU*Answers tools and services.

It’s Me 247 Branding

Personalize It’s Me 247 with your credit union's own logo.

CU*OnTheRoad

Discussions about CU*Answers CU*OnTheRoad Remote Access Services, which will allow a secure and convenient method for CU*Answers credit unions to gain access to CU*BASE from a remote site.

Monitor: A Project Management Utility by CU*Answers

Learn about the new software tool you can use on the web now to monitor the status of your projects with CU*Answers.

Notice Printing Services

CU*Answers can laser-print your member notices via CU*BASE, then fold, insert, and mail them directly to your members on a daily basis.

Planning for Your CU*BASE Credit Union Merger

If your credit union is thinking about a merger with another credit union, start your planning here. This packet of materials contains information critical to your success. In addition to pricing information, included are questionnaires with key information our Client Service and Programming staff needs in order to plan for merging your member data, as well as to coordinate interactions with third-party vendors and other resources. The following files are in PDF format. Dated 8/4/03

Shuttle Secure File Transfer Services

Shuttle is an Intranet-based application that provides a secure and convenient method for CU*Answers clients and staff to exchange sensitive files via the Internet or WAN networks.

Text Layout and Design Services

Have you been thinking of new ways your credit union could use the configurable laser print features CU*BASE has to offer, but find you just don’t have the time? Learning the configurations, laying out the text, lining things up, and testing everything can be time-consuming. Let our Client Service Staff help!

Complete Care Program SMB

WESCO Net’s Complete Care Program for SMB’s is a unique end-to-end technology management solution that forever frees you from the technology hassles and bottlenecks that so often encumber the agile business.

DataBP - IRONCLAD BACKUP & DISASTER RECOVERY SOLUTIONS

You know you have to backup your data but it’s a headache managing tape. There are numerous online and tape-free alternatives, but who should you trust with your critical data? Look no further than WESCO Net, the same company hundreds of credit unions trust every day to secure over $5B in data assets.

Server Assurance Plan

Server Assurance is a comprehensive service designed to ensure that your critical data servers (fileservers, e-mail, database, etc) are configured properly, monitored around the clock, and kept up to date and within manufacturer guidelines.

Unified Threat Management Solutions

Your network is always under attack and those attacks are constantly evolving. Traditional firewalls are not able to adjust to the rapidly shifting threat profiles of today’s sophisticated attackers. Protecting today’s networks demands a new approach. WESCO Net’s Unified Threat Management Solution is a robust and agile network security package engineered to deliver the utmost protection for your network while eliminating high cost and complexity.

Tasks & Notifications

Memo Sent to Credit Unions Oct 9, 2009: Read the memo regarding the need to submit the Certification of Move Update Compliance PS form 6014 annually.
Sample PSForm: Use this form as an example of how to complete PS form 6014.
Blank PS Form: You may complete this blank form PS form 6014 and send it to your mail vendor.

Security

Client Support Security Policy: For online credit unions. A discussion of how CU*Answers Client Service Representatives and other support staff work with your credit union data. Includes a generic CU*BASE Access Security Policy form your credit union can use.
Client Support Security Policy - Self Processing: For self processing credit unions. A discussion of how CU*Answers Client Service Representatives and other support staff work with your credit union data. Includes sample CU*BASE Access Security Policy forms your credit union can use.
CU*Answers Data Security Policy: The CU*Answers Data Security Policy covers controls related to external access to key hardware systems, including iSeries systems and microcomputers (PCs), as well as internal security software on each hardware system, used to control sign-on privileges and authority. Please contact a Client Service Representative if you would like a PDF or printed copy of this policy.
CU*Answers Disaster Recovery and Contingency Plan: CU*Answers comprehensive disaster recovery plan, including a sample credit union disaster recovery guide.
Call for more Information.
ISDN Backup "Ensured Availability" Testing Services: What good is a hot standby if you can’t always count on it? CU*Answers has designed a program of regular testing and reporting of your ISDN fail-over line to ensure its availability when you need it most.
Managing E-Commerce Risk: A "template" for addressing NCUA Letter 00-CU-07:NCUA's Information Systems & Technology Examination Program
This document contains CU*Answers internal policies regarding the NCUA letter, and can be used by credit unions in developing their own response and policy.
Call for more Information.

Special Services for Self Processing Credit Unions

Splash Page Manager for Self Processors: Splash Page Manager is a web-based tool to display alert messages to your members, for when you are running daily or month-end processing or performing maintenance on your iSeries. These messages are managed by the credit union and turned on and off by a credit union representative.
Defense DB: Database Encryption for Self-Processors: Defense DB provides encryption of the ATM/debit card and credit card data that is stored in your CU*BASE database files.
Defense MD: Encrypted Tape Backups for Self-Processors: Defense MD allows you to securely encrypt data that you are currently putting on magnetic tape. (Open the instructional document.)
I-Plan: A comprehensive support plan for our In-house processing partners: I-Plan is a comprehensive support plan that combines the automated analysis resources available on the iSeries with the technical expertise of our CUSO staff.

Third-Party Relationships

Automated Forms Solutions: Convert virtually any paper document used by your credit union into an efficient computer-integrated form that works with CU*BASE member data. Brought to you by DocMerge, a trusted CU*Answers partner.
Downloading Data from CU*BASE to Raddon: CU*Answers has worked directly with representatives from Raddon Financial Group to develop a system where CU*BASE member data can be downloaded for use by Raddon tools.
Patriot Compliance Verification System (PCVS): An effective solution for the "Patriot Act".

ID Authentication Services

A discussion about the interface between CU*BASE and Experian's Authentication Services Level One (AS1) for online identity verification. Contact Lender*VP for more details.

AS1 Overview Flyer - Product Highlights and Pricing
AS1 Signup Form

It’s Me 247 Online Banking

We like to keep your members up to speed on enhancements coming, so we have a special page on the Online Banking Community for what's coming down the road. Visit the OBC.

Miscellaneous Resources
Tools for your marketing team and other resources: