1 Daily ATM/Debit Maintenance through CU*BASE A Preview of ATM and Debit Card Maintenance Screens...

transcript

Daily ATM/Debit Maintenance through CU*BASE

A Preview of ATM and Debit Card Maintenance Screens

Prepared June 24, 2009

Introduction to the Entry Screens

This section will cover the three entry screens for ATM/Debit card maintenance

A New Menu – Online ATM/Debit Card Processing – MNATMD

Use the new Online ATM/Debit Card Processing menu (MNATMD) for card maintenance.

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.

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).

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.

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.

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.

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.

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.

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.

Frequently Asked Questions

Question 1: How do I order a new card?

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.

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.

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.

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.

The Relationship account is used to determine scoring for Tiered Services and Marketing Clubs.

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.

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.

Use F3-Backup to return to the card order.

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.

Use F5-Add Update to complete the card order.

Question 2: How do I reorder (reissue) a card?

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.

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?

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?

Question 3: How do I create a card without the primary member’s name on it?

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.

Question 4: How do I issue the member a specific card number?

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#.

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.

Question 5: How do I change the status of a card?

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.

Enter an H in this field or use the lookup to select the “Hot (Closed/Stolen) option.

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.

Use F5-Update to complete the process.

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.

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.

Question 7: How do I see all the cards issued to a member account?

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.

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.

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).

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.

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.

1 Daily ATM/Debit Maintenance through CU*BASE A Preview of ATM and Debit Card Maintenance Screens...

Documents