Introducing an integration between CU*BASE and the QualiFile risk assessment feature by ChexSystems.
CU*BASE can streamline how your MSRs use QualiFile to assist with decisions about approving new accounts and memberships. This integration simply takes the data you enter onto CU*BASE screens when opening a new membership or account and sends it to ChexSystems (no re-keying!). After the QualiFile scan is run, a notification of Pass, Fail or Partial Pass is sent back to CU*BASE (this notification will be recorded in an Audit Tracker note). The MSR then clicks a link and types in a special temporary password to display the QualiFile results report in a secure web browser session.
Scans can be run:
- Before opening sub-accounts such as a checking or sub-shares
- When applying for a loan
- While opening new memberships
