This document provides an overview of the ATM and debit card maintenance screens in CU*BASE. It discusses the three main entry screens used for card maintenance and how to access the account view and card view screens. It then answers eight frequently asked questions about how to perform various card maintenance tasks, such as ordering a new card, reordering an existing card, changing a card's status, closing a card, and viewing card activity history.

1. Daily ATM/Debit Maintenance
through CU*BASE
A Preview of
ATM and Debit Card Maintenance Screens
Prepared June 24, 2009
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2. Introduction to the Entry Screens
This section will cover the three entry
screens for ATM/Debit card maintenance
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3. A New Menu – Online ATM/Debit Card Processing – MNATMD
Use the new Online ATM/Debit
Card Processing menu
(MNATMD) for card
maintenance.
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4. The ATM/Debit Maintenance Entry Screen (MNATMD #1)
Use MNATMD #1-ATM/Debit
Card Maintenance to move to
the entry screen.
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5. 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).
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6. The ATM/Debit Maintenance Entry Screen (MNATMD #1)
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.
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7. ATM/Debit Maintenance – Account View
Here we are on the Account View The cards for the
screen. In this case we have account we entered
entered an account number in the (open and closed)
entry screen. appear on this
screen.
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8. ATM/Debit Maintenance Screen – Account View
From the Account View
screen select a card from the
list and use the Options to
perform maintenance.
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9. 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.
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10. 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.
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11. 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.
You cannot order or
re-order cards via the
Inquiry option.
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12. Frequently Asked Questions
Question 1: How do I order a new card?
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13. Question #1: How do I order a card?
After entering the
account in the entry
screen, use F6-Add
Card to order a card.
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14. 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.
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15. 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.
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16. 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.
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17. Question #1: How do I order a card?
The Relationship account is used
to determine scoring for Tiered
Services and Marketing Clubs.
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18. 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.
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19. 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.
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20. Question #1: How do I order a card?
Use F3-Backup to return
to the card order.
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21. Question #1: How do I order a card?
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.
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22. Question #1: How do I order a card?
Use F5-Add Update to
complete the card order.
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23. Frequently Asked Questions
Question 2: How do I reorder (reissue) a card?
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24. Question #1: How do I reorder (reissue) a card?
Here we are on the Accounts
View screen.
Select the card and use If we were on the Card
the Reorder Card/PIN View screen, we would
option. use F10-Card/PIN order.
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25. 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.
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26. Frequently Asked Questions
Question 3: How do I create a card
without the primary member’s name on it?
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27. Question 3: How do I create a card without the primary name on it?
If you are issuing a new issuing a
If you are card for
new card for
someone other than the primary
someone other than
member on the account, simply
the primary member
change the personal information
on this on the account,
screen.
simply change the
personal information
on this screen.
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28. Frequently Asked Questions
Question 4: How do I issue the member
a specific card number?
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29. 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#.
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30. 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.
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31. Frequently Asked Questions
Question 5: How do I change the
status of a card?
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32. Question #5: How do I change the status of a card?
From the Account View
screen, use the Change Status
option.
Or from the Card View screen,
use F9-Change Status.
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33. 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.
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34. 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.
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35. Question #5: How do I change the status of a card?
Use F5-Update to complete
the process.
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36. Frequently Asked Questions
Question 6: How do I close a card?
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37. Question 6: How do I close a card?
Or from the Card
View screen use F16-
From the Close.
Account View screen use
the Close option.
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38. Question 6: How do I close a card?
Review the card information.
Then use F5-Close Card to
completely close the card.
Once you close the
card, it cannot be
reactivated.
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39. Frequently Asked Questions
Question 7: How do I see all the cards
issued to a member account?
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40. 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.
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41. Frequently Asked Questions
Question 8: How do I view all of the
activity on a specific card?
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42. Question 8: How do I view all of the activity on a specific card?
From the Account View screen, Or from the Card View
select the card and use the screen, select
History option. F22-Activity.
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43. 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).
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44. 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.
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45. 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.
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