11.0 Release Training

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11.0 Release Training

• Online Credit Unions April 17, 2011
• CUNorthWest/CUSouth May 9, 2011
• Self Processing CUs May 9 10, 2011

Posted April 8, 2011
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5300 Call Report Ratios

• Delinquent Loans/Total Loans
• Fee Other Operating Income/Average Assets
• Loans/Assets
• Members/Full Time Employees
• Net Interest Margin
• Net Operating Expense/Average Assets
• Net Worth/Total Assets
• Operating Expense/Gross Income
• Return on Assets (ROA)
• Salary and Benefits/Full Time Employees

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Open/Closed Dashboard

• New Style of Dashboards
• Select/View on Same Screen
• New Analysis Tool Get to the Answer
• How does this year compare to last year?
• Compare regular member to indirect member
• Average PPM and Average SPM
• Count and of Email Address
• Membership/Account Checklists
• Provide standardized service-auditing tool

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PDF Exports

• iText Sharp Required
• Over 40 Dashboard and more to come!
• New/Close Membership Dashboard
• Channel Activity Summary
• Collections Dashboard
• Contingent Liability Trend Summary
• Fee/Waiver Dashboard
• Tiered Services Comparison
• NSF Statistics Dashboard

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New Employee Security Tracking Tools

• Security Maintenance File (SECMAINT)
• Dashboard and Report
• New Employee Security Tools

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Adjust 90 Day Delinquency
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Available Balance Information on Secondary
Transaction Description
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Cash Back Calculator
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ATM Surcharge Rebate

• ATM Surcharge Routine
• By Dividend Application
• Qualified Dividends

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Member Navigation in Its Me 247

• Helpful links in e-Notices
• Tiered Services Enhancements

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E-Alerts Enhancements
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Certificate Enhancements

• Principal Distribution Certificates
• Bump Rate Certificates

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Opt In/Opt Out

• Moved Allow member from OPER
• Customized Text

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On Demand FinCEN Scan

• Now in CUBASE
• Upload privileges needed

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Additional Screen Changes

• Collections Summary
• ATM/Debit Sort

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ProDOC

• Smart Scanning
• Dual CUBASE/ProDOC Sign-on
• Naming convention used - johns_cua0860 with
  Teller permissions
• Make edits to permissions as needed, clean up old
  user IDs
• Items archived under this ID
• Going forward single sign-on generate ProDOC ID,
  but password system generated. Use Admin to
  reset password if needed for archive (including
  archived loan/membership forms)

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And more

• Enhancements for Deposit Item Fees
• Shared Branch Configuration Inquiry/Phone
  Operator separation
• Secondary transfer description on both accounts
  via online banking transfer
• Credit unions can select to never expire online
  banking passwords

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And more

• Controls for ending ballot early
• Lowest and highest statistics Teller Activity
  Day of Month
• View-only loan configuration screens
• 360 rules for ACH payments
• Collections Summary Inquiry shows total
  delinquent accounts

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And more

• SECNAMES EOM file
• Remitter on corporate check stub
• Online banking username from Phone and Inquiry

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Questions?

• How can I share this information at my credit
  union to further train staff?

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Digging Deeper

• Resources available
• http//www.cuanswers.com/client_reference.php for
  CUBASE reference materials
• http//www.cuanswers.com/client_reference_itsme.ph
  p for Its Me 247 reference materials
• http//www.cuanswers.com/doc/gold/gold.htm for
  CUBASE GOLD online help

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Thank you for attending!