MAY 2019​​
Features and Enhancements

Please lend your voice to the Working Groups via email, Basecamp or in person during our monthly calls. Participation is key to building the best CUSO and technology. We hope to see you all soon!
 
Working groups include:
  • Accounting
  • Operations/Compliance
  • Lending/Collections
  • IT
  • Marketing

New Features

​[CORE-146]  Account Level Loan Calculator Update
Two additional fields used to collect applicable credit union fees and amortize them into payment calculations are added to the Loan Payment Calculator. Access to the calculator is available from the Member Summary>More>Loan Calculator.
​[CORE-29] ACH STOP PAYMENT FROM MEMBER HISTORY
ACH Stop Payments can be created by double clicking the ACH item in the history detail located in the Member Summary.  Item Details prefill for user with the exception of “number of days for stop” and “comments”. These fields are required and must be completed by the user in order to complete action. 
[CORE-37] EXPANDED ONLINE BANKING PERMISSIONS
Transfer Authorization rules for online banking are expanded to include:
  • View Only
  • Transfer To
  • Transfer From
  • All
PLEASE NOTE: ONLINE BANKING VENDORS MAY NOT USE CORE FOR TRANSFER AUTHORITY RULES.  
 
[CORE-32] Enhanced Accounts Payable Invoice Limits
Dollar amount limits are enforced for individual users attempting to pay invoices. In the event an invoice exceeds the user’s limit, the Accounts Payable invoice requires approval via “Invoice Approval” by a user with higher limit authority.
Dual Approval of Invoices and Teller Limits must be configured to utilize this feature. 
[CP-2] Fidelity Real Time debit and credit card processing integration
 
[CORE-359] Cards at Once Integration
Contact CUProdigy if you wish to learn more about this integration.
 
[CORE-307] Fedline Command ACH integration.
Please contact CUProdigy to establish Fedline relationships for incoming/outgoing ACH files.
 
[CORE-225] eDOC  Imaging and eSigning Integration.
Please contact Prodigy for additional information. Additional Service fees apply.
 
 [CORE-137] Multiple Entity Address and Seasonal Address Scheduling
Multiple address records can be stored for each individual entity.  Address types stored:
  • Mailing
  • Physical
  • Seasonal
Each entity must have one active address. Inactive addresses may be stored with no limit to the number of records created. In addition to the ability to add and store multiple addresses, addresses may be designated as “Seasonal”. Seasonal addresses have a defined time period. During the defined period, the seasonal address will be considered the primary mailing address for the entity until the defined expiration date; at expiration the address marked as Mailing and active will be used. If no Mailing address has been defined, the Physical address will be considered the mailing address of the member.
​
Seasonal addresses will be analyzed with EOD and updated accordingly based on the start and end date defined for the seasonal address record. 
[CORE-39] Create Payment Record from Loan Application Step  
A new step titled “Payment Method” has been added to Loan Type Maintenance. Payment Method will allow you to create a pending Auto Transfer, ACH Origination or Payroll Distribution record. The record will take effect on the member account once the loan has been funded.  This step must be added to workflows in Loan Type Maintenance.
 
[GT1408] Fiserv Wisdom Accounting platform integration
 
[CORE-143]  Fidelity Live Services Balancing

General Updates

  • [CORE-382] Corrections made to First Data Card Maintenance File to allow for joint card holder records to be accepted.
  • [CORE-384]  Added a closing tag to the HTML call “Pending Credits” within the Standard WSDL to better communicate pending credit data to online and mobile banking vendors
  • [CORE-151] Updated First Data Card Maintenance file to return a null value if there is no email address on file for a member.
  • [CORE-150] Remote Override Report updated to include both remote and station level overrides granted each day. See example report in Appendix.  
  • [CORE-147] Payveris Good Funds Integration- Incorrect account numbers will be forced to exception out as “Member Number Not Found”
  • [CORE-387] Add call for Base Rate from Loan Type Maintenance to the Standard Loan Application WSDL for use in online loan application rate quotes.
  • [CORE-386] Update Standard WSDL so that member passwords will not be checked if the Third Party Vendor record for “Check Member Password” is not set.
  • [CORE-385] Update WSDL to support unencrypted card number data to be used to add a block to a card from online/mobile banking
  • [CORE-364] Add email address updates to the CO OP AP4 Card Maintenance File
  • [CORE-155] Credit Score Import Report. When credit score update files are uploaded, a report will be generated communicating changes to members and exceptions.
  • [CORE-149] Enhanced Teller Limits functionality to recognize cashed checks and enforce cash out teller limits to the end user.
  • [CORE-148] Updated Teller Limits functionality so that On Us checks will no longer be considered a check that may fall within Check Hold limits criteria set in Teller Limits.
  • [GT1413] A new setting in General System Configuration allows credit unions to disable the “Joint on All Deposits” option as a selection when a joint owner is being added to an account.
  • [GT1396] GL Summarized Entry Detail Report has been updated to include Member Number, account number and transaction message.
  • [CORE-236] Updates to the Marquis MCIF file to include Account Opened By information and exclude accounts where the entity was responsible for a charge off account. 

Hot fixes

  • [CORE-157] Corrected issue where teaser rates attached to variable rate loans were not being expired in error.
  • [CORE-154] Corrected issue where new station configuration record was setting print location to a default of Branch 0. Station Config will recognize location and set print branch to the appropriate record.
  • [CORE-136] Corrected issue causing payment table changes to not be recognized when a rate has changed for a loan.
  • [CORE-174] Corrected issue causing ACH distributions to not obey updates to variable payment changes and calculate according to the Full Payment, Half Payment or Quarter Payment designation.
  • [CORE-168] Corrected issue with CD/CL premiums not being properly collected with the payment made subsequent to the premium being added.
  • [CORE-173] Corrected issue where the Member Code “Block ACH Withdrawals” was causing ACH distributions to exception out as a blocked withdrawal and then posting both the distribution and the remaining deposit to the distribution account when force posted.
  • [CORE-172] Corrected issue where manual CPI processing was incorrectly creating payment buckets for the adjusted payment beyond the specified date set by the processor.
  • [CORE-223] Created a method within the standard WSDL to pad account numbers to 14 characters when using the “look for Restriction” call to protect from errors when a vendor does not send the account number through with the appropriate account number format.

Appendix