1 Daily ATM/Debit Maintenance through CU*BASE A Preview of ATM and Debit Card Maintenance Screens Prepared June 24, 2009
Dec 24, 2014
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Daily ATM/Debit Maintenance through CU*BASE
A Preview of ATM and Debit Card Maintenance Screens
Prepared June 24, 2009
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Introduction to the Entry Screens
This section will cover the three entry screens for ATM/Debit card maintenance
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A New Menu – Online ATM/Debit Card Processing – MNATMD
Use the new Online ATM/Debit Card Processing menu (MNATMD) for card maintenance.
Use the new Online ATM/Debit Card Processing menu (MNATMD) for card maintenance.
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The ATM/Debit Maintenance Entry Screen (MNATMD #1)
Use MNATMD #1-ATM/Debit Card Maintenance to move to
the entry screen.
Use MNATMD #1-ATM/Debit Card Maintenance to move to
the entry screen.
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The ATM/Debit Maintenance Entry Screen (MNATMD #1)
Depending on what you enter here, you will either move to the Account
Maintenance screen (Account View) or Card Maintenance screen (Card View).
Depending on what you enter here, you will either move to the Account
Maintenance screen (Account View) or Card Maintenance screen (Card View).
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The ATM/Debit Maintenance Entry Screen (MNATMD #1)
Enter an account number here to move to the
Account View screen.
Enter an account number here to move to the
Account View screen.
Or enter the Card # (last four digits or entire number) here to move to
the Card View screen.
Or enter the Card # (last four digits or entire number) here to move to
the Card View screen.
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ATM/Debit Maintenance – Account View
Here we are on the Account View screen. In this case we have
entered an account number in the entry screen.
Here we are on the Account View screen. In this case we have
entered an account number in the entry screen.
The cards for the account we entered (open and closed)
appear on this screen.
The cards for the account we entered (open and closed)
appear on this screen.
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ATM/Debit Maintenance Screen – Account View
From the Account View screen select a card from the
list and use the Options to perform maintenance.
From the Account View screen select a card from the
list and use the Options to perform maintenance.
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ATM/Debit Maintenance Screen – Card View
Entering a card number on the entry screen takes you directly to the
maintenance screen for the card you entered - the Card View screen.
Entering a card number on the entry screen takes you directly to the
maintenance screen for the card you entered - the Card View screen.
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ATM/Debit Maintenance Screen – Card View
From the Card View screen, you can use the Function keys to perform the same maintenance you can perform with the Options on the Account View screen.
From the Card View screen, you can use the Function keys to perform the same maintenance you can perform with the Options on the Account View screen.
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The ATM/Debit Maintenance Inquiry/Activity (MNATMD #2)
A similar entry screen is accessed through the Inquiry option (MNATMD #2) This option allows view-only access to
some of the maintenance screens.
A similar entry screen is accessed through the Inquiry option (MNATMD #2) This option allows view-only access to
some of the maintenance screens.
You cannot order or re-order cards via the
Inquiry option.
You cannot order or re-order cards via the
Inquiry option.
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Frequently Asked Questions
Question 1: How do I order a new card?
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Question #1: How do I order a card?
After entering the account in the entry screen, use F6-Add
Card to order a card.
After entering the account in the entry screen, use F6-Add
Card to order a card.
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Question #1: How do I order a card?
You can only access F6-Add Card from the Account View screen. All the other maintenance options are available on
both the Account and Card views.
You can only access F6-Add Card from the Account View screen. All the other maintenance options are available on
both the Account and Card views.
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Question #1: How do I order a card?
This screen lists the BINs available. Select the appropriate ATM
or Debit Card BIN from the list.
This screen lists the BINs available. Select the appropriate ATM
or Debit Card BIN from the list.
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Question #1: How do I order a card?
First you need to associate the funding accounts for the card. These accounts will cover the
card’s transactions. Select F13-Accounts.
First you need to associate the funding accounts for the card. These accounts will cover the
card’s transactions. Select F13-Accounts.
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Question #1: How do I order a card?
The Relationship account is used to determine scoring for Tiered Services and Marketing Clubs.
The Relationship account is used to determine scoring for Tiered Services and Marketing Clubs.
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Question #1: How do I order a card?
You are required to enter a Funding account, the primary account that the ATM or Debit card will use when performing
Signature based and Non-Pinned POS transactions.
You are required to enter a Funding account, the primary account that the ATM or Debit card will use when performing
Signature based and Non-Pinned POS transactions.
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Question #1: How do I order a card?
This funding account must also be entered in the Savings or Checking
account areas. Enter any other accounts,
including Line of Credit accounts funding the
card here as well.
This funding account must also be entered in the Savings or Checking
account areas. Enter any other accounts,
including Line of Credit accounts funding the
card here as well.
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Question #1: How do I order a card?
Use F3-Backup to return to the card order.
Use F3-Backup to return to the card order.
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Question #1: How do I order a card?
Check and make sure the name is correct. Check and make sure the name is correct.
You can change the phone number here if needed, for
example, to allow a member to activate a card via a cell phone.
You can change the phone number here if needed, for
example, to allow a member to activate a card via a cell phone.
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Question #1: How do I order a card?
Use F5-Add Update to complete the card order.
Use F5-Add Update to complete the card order.
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Question 2: How do I reorder (reissue) a card?
Frequently Asked Questions
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Select the card and use the Reorder Card/PIN
option.
Select the card and use the Reorder Card/PIN
option.
Here we are on the Accounts View screen.
Here we are on the Accounts View screen.
If we were on the Card View screen, we would
use F10-Card/PIN order.
If we were on the Card View screen, we would
use F10-Card/PIN order.
Question #1: How do I reorder (reissue) a card?
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Check the checkboxes to indicate whether to reorder the card, resend the PIN, or both.
Check the checkboxes to indicate whether to reorder the card, resend the PIN, or both.
Then use F5-Add/Update to complete the
reordering.
Then use F5-Add/Update to complete the
reordering.
Question #1: How do I reorder (reissue) a card?
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Question 3: How do I create a card without the primary member’s name on it?
Frequently Asked Questions
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Question 3: How do I create a card without the primary name on it?
If you are issuing a new card for
someone other than the primary member
on the account, simply change the
personal information on this screen.
If you are issuing a new card for
someone other than the primary member
on the account, simply change the
personal information on this screen.
If you are issuing a new card for someone other than the primary member on the account, simply change the personal information
on this screen.
If you are issuing a new card for someone other than the primary member on the account, simply change the personal information
on this screen.
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Frequently Asked Questions
Question 4: How do I issue the member a specific card number?
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Question 4: How do I issue a member a specific card number?
Here we have already begun ordering a card. To add a specific card number
to the card, use F21-Unlock Card#.
Here we have already begun ordering a card. To add a specific card number
to the card, use F21-Unlock Card#.
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Question 4: How do I issue a member a specific card number?
This will make the Card number field input capable so that you can enter your
own card number.
This will make the Card number field input capable so that you can enter your
own card number.
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Frequently Asked Questions
Question 5: How do I change the status of a card?
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Question #5: How do I change the status of a card?
From the Account View screen, use the Change Status
option.
From the Account View screen, use the Change Status
option.
Or from the Card View screen, use F9-Change Status.
Or from the Card View screen, use F9-Change Status.
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Question #5: How do I change the status of a card?
Enter an H in this field or use the lookup to select the “Hot (Closed/Stolen) option.
Enter an H in this field or use the lookup to select the “Hot (Closed/Stolen) option.
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Question #5: How do I change the status of a card?
You can also select from a list of Additional codes to further explain the treatment the
card should receive.
You can also select from a list of Additional codes to further explain the treatment the
card should receive.
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Question #5: How do I change the status of a card?
Use F5-Update to complete the process.
Use F5-Update to complete the process.
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Question 6: How do I close a card?
Frequently Asked Questions
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Question 6: How do I close a card?
From the Account View screen use
the Close option.
From the Account View screen use
the Close option.
Or from the Card View screen use F16-
Close.
Or from the Card View screen use F16-
Close.
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Question 6: How do I close a card?
Review the card information. Then use F5-Close Card to completely close the card.
Review the card information. Then use F5-Close Card to completely close the card.
Once you close the card, it cannot be
reactivated.
Once you close the card, it cannot be
reactivated.
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Question 7: How do I see all the cards issued to a member account?
Frequently Asked Questions
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Question 7: How do I see all the cards issued to a member?
We have covered this already! Simply enter the member’s account number on the entry screen. Open and closed cards will be listed on the Account View screen.
We have covered this already! Simply enter the member’s account number on the entry screen. Open and closed cards will be listed on the Account View screen.
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Question 8: How do I view all of the activity on a specific card?
Frequently Asked Questions
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Question 8: How do I view all of the activity on a specific card?
From the Account View screen, select the card and use the
History option.
From the Account View screen, select the card and use the
History option.
Or from the Card View screen, select
F22-Activity.
Or from the Card View screen, select
F22-Activity.
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Question 8: How do I view all of the activity on a specific card?
Selecting this option takes you to a screen listing a record for each transmitted item that
CU*BASE received for the card. Certain transmissions will not be recorded, such as
transmissions that were denied at the switch itself (fraudulent transmissions or
transmissions where the PIN did not match, for example).
Selecting this option takes you to a screen listing a record for each transmitted item that
CU*BASE received for the card. Certain transmissions will not be recorded, such as
transmissions that were denied at the switch itself (fraudulent transmissions or
transmissions where the PIN did not match, for example).
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Question 8: How do I view all of the activity on a specific card?
Select an item from this screen to view the detail of the transmission. A response code other than blank or 00 indicates
an error code, in this case a denied transaction.
Select an item from this screen to view the detail of the transmission. A response code other than blank or 00 indicates
an error code, in this case a denied transaction.
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Question 8: How do I view all of the activity on a specific card?
If we select a specific transaction from the bottom of the screen, we can see all
of the activity that happened as a result of this transaction.
If we select a specific transaction from the bottom of the screen, we can see all
of the activity that happened as a result of this transaction.