2017 Features Released Marsha Sapino AAP, BSACS AuditLink Assistant Manager marsha.sapino@cuanswers.com

Employee Security Enhancements 17.03 March 19, 2017 Tool #327 No more cryptic Ys and Ns! Releases will not change employee settings

Employee Security Enhancements continued… Employee Security Maintenance and Employee Profile screens get a facelift See comments Search for employee ID by name Assign many tools to a single employee or many employees to the same tool Record employee start dates No more menus! Assign a tool or remove a tool and feel confident the employee can’t access it somewhere else

Employee Security Enhancements continued… New Job Classification Feature - Optional On the Home Page the Recommended Tools toolset button lets users see how their access privileges match up to the access recommended by our AuditLink security consultants. Security officer must first assign one of the standard job classification codes to each employee profile via tool #327

Adjusting Authority to Inquiry Maintenance Tasks 17.05 May 21, 2017 Added security controls that prevents unauthorized staff from making account changes while in Inquiry-only screens Staff without File maintenance privileges in the Special Security section of the Employee Security tool, are no longer able to view the options to reset online banking questions, PINs, or passwords, or update a member’s Reg E opt in/opt out flag.

17.10 October 22, 2017 New File Maintenance Function and Reports Account Security controls added to Direct Mail Posting to restricted accounts Automated BSA/SAR reporting

New File Maintenance Functions Tool #159 Audit File Maintenance Inquiry (CUFMNT) is easier to read We’ve added more file maintenance data Critical monitoring tips from AuditLink Use the filter buttons on the new inquiry dashboard to filter out the fields that AuditLink recommends are “critical” Click Column/Field Select All Critical Hit Enter

Automated BSA/SAR Reporting Tool #633 Print BSA/SAR Activity Report can now be set up to print automatically No more manually running this report monthly! Select desired date range Save Settings Name report Select Monthly and what day Current or Previous month