11 0 Release Training Online Credit Unions April

11. 0 Release Training Online Credit Unions: April 17, 2011 CU*North. West/CU*South: May 9, 2011 Self Processing CUs: May 9 & 10, 2011 Posted: April 8, 2011

5300 Call Report Ratios § § § § § 2 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 16

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PDF Exports § i. Text 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 41

New Employee Security Tracking Tools § Security Maintenance File (SECMAINT) § Dashboard and Report § New Employee Security Tools 42

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Adjust 90 Day Delinquency 59

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Available Balance Information on Secondary Transaction Description 72

Cash Back Calculator 73

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ATM Surcharge Rebate § ATM Surcharge Routine § By Dividend Application § Qualified Dividends 82

Member Navigation in It’s Me 247 § Helpful links in e-Notices § Tiered Services Enhancements 83

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E-Alerts Enhancements 87

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Certificate Enhancements § Principal Distribution Certificates § Bump Rate Certificates 96

Opt In/Opt Out § Moved “Allow member” from OPER § Customized Text 97

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On Demand Fin. CEN Scan § Now in CU*BASE § Upload privileges needed 99

Additional Screen Changes § Collections Summary § ATM/Debit Sort 100

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Pro. DOC § Smart Scanning § Dual CU*BASE/Pro. DOC Sign-on – – 103 Naming convention used - johns_cua 0860 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 Pro. DOC ID, but password system generated. Use Admin to reset password if needed for archive (including archived loan/membership forms)

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 104

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 105

And more… § SECNAMES EOM file § Remitter on corporate check stub § Online banking username from Phone and Inquiry 106

Questions? § How can I share this information at my credit union to further train staff? 107

Digging Deeper § Resources available – http: //www. cuanswers. com/client_reference. php for CU*BASE reference materials – http: //www. cuanswers. com/client_reference_itsme. php for It’s Me 247 reference materials – http: //www. cuanswers. com/doc/gold. htm for CU*BASE GOLD online help 108

Thank you for attending! 109