March Monthly Monitor Recap. Enhancements. Web Enhancements. EFT Modifications
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1 Monthly Monitor Recap March 2017 The CU*BASE Monthly Monitor Recap is designed to keep you informed on an ongoing basis of feature improvements, vendor enhancements, and other miscellaneous changes to CU*BASE and our other core software products. This specific Monthly Monitor Recap covers programming changes implemented during the month of March. Enhancements Payveris P2P Fraud Blacklist added to It s Me 247 Desktop and mobile New menu navigation and security Modification to screens to allow menu navigation changes to work properly Changed multiple update functions to follow account security for maintenance access Expanded the data fields in the FinCEN file to allow for scanning of additional data Added the transaction reversal program to obey account security configuration Enhancements to the data capture components for My CU Today Plus reporting Web Enhancements Migrated the My CU Today environment to an updated framework Created a validation method for an empty estimated payment amount in the It s me 247 application Removed the dependency of the branded loan application logo from It s Me 247 Desktop and made a new process EFT Modifications Updated the codes on CU*BASE to match the codes at Star to better handle charge backs Modification to correct errors and false denials when the account number from vendor is greater than 12 characters Correction to the way the last name is populated when entering the card order screen for credit cards Modified the recon loan file and archive process to handle a dual vendor configuration correctly Remove lock to file from the purge card program
2 43949 Updated BIN reactivation process for Credit card bins to prevent reactivating BINS when no loan categories are attached Modified credit card posting program to properly translate a 59 fraud code Modified usage of incremental authorizations to all merchant types for Mastercard GOLD Screen Modifications Modification to OPER screens to direct to the appropriate help documentation Change to BIN screen to OPER styling GOLD tip added to AFT maintenance screen Modification to screen to allow URL to point to GOLD help Added screen title for the participation loan analysis report Changed the function key on the AFT transfer code to read Update Added the verbiage from budget screen for comparing budget or actual Internal Modifications Eliminated the error when working with CUXREF maintenance and entering without entering data Update the restore function to allow for libraries with no SYSCTL Changed transmission process for Metavante Add 1099 MISC to the tool allowing the creation of a test file for IRS Obsoleted some programs and removed reference for them in programs Added a new call for the ACH post for a single ACH company to allow it to be added as a new tool in the new navigation Eliminated the power down option in the BOD screen Modification to look at IBMi system name for CUSC/FSCC start up programs and eliminate hard coding of IP addresses Modification to CUSC program to handle partial receive of incoming messages Added a message to the BOD process for resetting ATM/debit daily limits and transaction counts
3 Safeguards to Avoid User Error Added warning message to statement insert control if year doesn t match current calendar year Tightened the edit to assure that the user cannot enter an invalid ATM service charge code in the tiered service configuration Modifications Eliminated occasional error in Inquiry when OTB loan card number is less than 3 characters. This also corrects a scrolling issue for multiple OTB loan accounts displayed in inquiry Adjustments made to properly support the My CU Today Plus System Modified IRA information report LIRA to print the ending balance when run for prior year Corrected the display of the transfer day field for AFT records on 360 interest calc mortgage loans Modified the export from Where your Members Borrow to remove SSN/TIN and include Creditors name, payment, frequency, term and estimated APR Modification to connect Tri-merge via a web address rather than an IP address Change in the file name used in the SAGE statement file builds Change to prevent new card orders on suspended BINs Modification to the vendor notice selection to avoid error when more than 9999 records selected Modification to avoid issue with printing blank forms Correction to the loan selection used for the CUNA loan participation file Modified phone check fees from IRA account to populate as nonreportable in the TRANS file Modification to FNMA investor file to ensure that new loans are included in the first activity file after creation Change to draft re-post program to write the proper date format to the NSF transaction file for business date Modification to all updated payment DAY to be saved during the loan request process Modification to various programs to consistently use the appropriate lease/balloon flag in loan records Elimination of the WMail and WCalendar programs
4 43500 Modification to the AFT maintenance to not edit for an HSA code when the from account is a line of credit Added back highlight on AFT screen when record is delinquent Modified work/view loan application to eliminate isolated issue where some loans were not displaying Updated the format of the CUFMNT record when changing transfer amounts on AFT records Modification to loan application to allow for additional signer designation in ADSL file Validation of rules in patronage dividend configuration and elimination of possible errors when processing Modification to correct lock on menu when phone op is called using the F2 key (Release 17.03) Changed account security records with blank to No to avoid unnecessary edit messages in the maintenance screen (Release 17.03) Change to improve the process of retrieving acknowledgement from FinCEN for CTRs Change to Verify BSA screen to show the correct member name when creating tracker when a membership has been closed Change to show the appropriate date on the List exceptions/returns report when run from a ROBOT option Modification to the Learn from Peer online banking security activity to allow a larger volume of member counts and assets Change to allow multiple users to access the club maintenance program without getting an error Modified the employee profile update to properly populate branches and corp IDs when not excluded Updated denial notice reporting agency address for MicroLender Retailer Direct Updated the misc forms to correct an occasional discrepancy on the APY printed for a certificate Modification to tax order form to allow no IRA processing when all IRA accounts have been closed in prior years Corrected mid-day OTB sweeps for Cumanet Modification to member certificate form to allow imaging process to occur in a timely fashion Modification to the denial notice to add proper edits for entry for the reason denied Modification to write new employee maintenance to SECMAINT and put in edits to avoid IDs saved for data center employees (Release 17.03) Modification to national shared branching to obey limits for purchases
5 44575 Corrected the print default on the budget variance financial statement to use the configured printer for the workstation Change tax order form maintenance to bypass edits to allow deletion of a record Correction for an issue with the employment start date in online applications sometimes creating an error
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