Keystone Basics
Hip, hip, Hooray we will be so happy for this date to come?
What is June 1, 2026?
This code is like the express lane for member-to-member transfers—quick, simple, and always on the move!
What is TR?
This Keystone script is like pressing the “start” button on a rollercoaster—once you run it, the MACU Visa workflow takes off!
What is MACUVISA”?
It’s Keystone’s family tree for accounts—expand a branch and you’ll discover everything from Distribution Records to account relationships, all neatly organized for you!
What is the Relationship Tree?
From File Maintenance, click this tab to see changes with old vs. new details.
What is History (in the File Maintenance Update Record tab)?
It’s MACU’s shiny new engine—out with Symitar, in with this member-focused core that’s all about making banking smoother and smarter!
What is “Keystone?
It’s the digital scoreboard for card transactions—formerly known as ATM Dialogue, now it’s where you catch all the action.
What is the Network Log
This Keystone process is like planting a new money tree—just use this and watch a fresh savings or money market share sprout up for your member!
What is Create-Secondary savings/Money market
Flip the view from “money stuff” to “member stuff” with this secret dropdown switch.
What is the Relationship ↔ Standard view selector?
Need the deep dive on a single transaction? Expand the row and click this unique identifier.
What is the Transaction Serial number?
In Keystone, this little message is like a sticky note with attitude—popping up to say, “Heads up! Something important is happening in this account!”
What is a note
This Keystone script is like the “magic wand” for loan rates—run it, and voilà! The member’s rate is adjusted in a flash.
What is RG RATE.ADJ?
No, no, no......Stay out of your teammates accounts by running this script.
What is Employee-Privacy
Need FICO and OFAC at a glance? Say “goodbye account details, hello life details” and open this view.
What is the Standard view?
Don’t print that on‑screen history—it shows the account number. Use this instead for member copies.
What is “View & Print Off‑Cycle Statements”?
This is Keystone’s version of a financial command center—if you want money to move, this is where you go!
What is the Transaction Work Area?
If you want to skip the lines and go straight to the card action, this reviewer is your backstage pass!
What is Card Transaction Reviewer
This Keystone feature is like a financial safety net—set it up, and your checking account gets backup from savings whenever it needs a little extra support!
What is Linked account protection
Want to light up every record tied to an account like a holiday tree? Click this link and watch the highlights appear.
What is “Find a Record”?
Type a member’s account number and watch the search switch from By Name to Person by Account Number automatically.
What is the Transaction tab search behavior?
Receipts live here too—open the share, hover the gear, and choose this when a member wants proof.
What is Print a Transaction Receipt / Receipt images?
This two-letter code is your ticket to making loan payments in Keystone—just post it, and the member’s loan gets a little lighter!
What is PA?
This Keystone setting is like drawing a line in the sand—choose it, and only ACH and checks get the overdraft green light!
What is Set Overdraft Preference
This is the post‑like‑listed magic: the placement of transfers here decides their execution order.
What is the Distribution Transfers list order?
Keystone replaced icons with these, so you can open multiple accounts in parallel and bounce between workflows.
What are tabs (multi‑tab navigation)?