Core Banking
$ystem
And
Paid Check
Verification
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Initial
Login
Procedures
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What is the Core Banking System?
The North Carolina Department of State Treasurer (NCDST) has installed a new core
banking system (CB$), replacing the old legacy systems that have been utilized for over
20 years. The new consolidated core system provides the accounting for all budget
codes, disbursing accounts, STIF accounts and depository bank ledgers. The system
also replaced NCDST’s old General Ledger and participant accounting programs.
Additionally, CB$ provides NCDST’s various customers (agencies, universities,
community colleges, and local school systems) with a web-based online banking
component.
Web Address: https://www.ncdstbanking.com/cbs/
What computer requirements are needed to access CB$?
1) Access to the Internet
2) Current version of a "browser" that supports 128-bit Secured Socket Layer (SSL)
encryption capability Acceptable browsers are Microsoft Internet Explorer version
5.01 with Service Pack 2, or higher, and Netscape version 4.75 or higher.
3) Appropriate "viewer" software. The Tiff Surfer browser plug-in may be downloaded
by clicking: http://www.treasurer.com/DSTHome/FinOperations/CBSTroubleshootingTips.htm.
Scroll down and click on tiffsurf.exe.
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1. Logon to https://www.ncdstbanking.com/cbs/
2. Enter logon id and password.
- The logon id will always be UNCCXXX1. XXX represents user’s initials.
- Use password that was in email from CoreBankingP@treasurer.state.nc.us
3. Click on START.
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At this point, the user will be prompted to change his/her password. Please read the
password guidelines carefully. The password must have at least 1 upper case letter,
1 lower case letter, & 1 number. Ex. Banking1
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Verify that the password change was successful. Click on Continue.
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After a successful logon, a welcome message and the Bulletins screen will display.
The menu items available to the user are shown on the left hand side of the screen.
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Image
Retrieval
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IMAGE RETREIVAL
Click on Warrant Number in the sub-menu on the left under the Image Retrieval
menu.
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Select DSB:UNC AT CHARLOTTE 3000112 from the drop-down list. Enter
warrant (check) number. Click on submit.
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If the check has not paid, the following message will display. If the payee is
present, send a completed, notarized affidavit and Session Summary Log (see Other
Features) to the Recon & Control Office.
If an affidavit must be mailed, send a completed Affidavit Request Form and
Session Summary Log to the Recon & Control Office.
The individual should be instructed if they recover the check in question, not to
cash the check, and to notify the Reconciliation Clerk immediately.
Upon receipt of the completed and notarized affidavit, a stop payment will be
processed on CB$. On the 3rd working day after the stop payment is received from
the DST, the appropriate dept (A/P, Payroll, or Student Accounts) will be notified
that the check can be reissued.
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If the check has paid, the following information will display. From this screen a
check can be printed or emailed. Click FRONT or BACK to display the check
image. It will take a few minutes for the image to display.
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To print the check, click on the Printer icon and then click OK. Repeat for back of
check.
To email the check, while holding down the ALT button, press the PRINT
SCREEN button. Open a New Mail Message screen and paste the image. Repeat
for the back of the check.
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Forgery Instructions
If an individual indicates that the signature on a check is a forgery, the following steps
should be taken:
1. Complete the Affidavit Request Form and send to the Recon & Control Office.
2. Upon receipt of the completed and notarized affidavit, a letter will be mailed to
the DST indicating that a University check has been forged.
3. When the recovered funds have been sent to the University, a check will be
reissued to the individual. *** Please note: This can be a very lengthy
process. In some cases, taking 3 – 4 months to resolve. ***
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OTHER FEATURES
Session Summary Report
Click on Session Summary Report in the sub-menu on the left under Security. The
session summary is a record of the transactions you performed during this session.
(This is the report that needs to be printed and included with the affidavit for stop
payments.)
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Change Password
Click on Change Password in the sub-menu on the left under Security. Enter the
information in the form and click on Change Password.
Passwords are case sensitive
Passwords must contain at least 1 upper case character
Passwords must be a minimum of 8 characters
Passwords must contain at least 1 numeric character
Passwords may not contain special characters ($%#)
Passwords cannot be the same as the last 3 passwords
Passwords must be changed every 45 days
Passwords may be changes at any time by the user
Passwords cannot be reset by NCDST
Contact Connie Bixler at cgbixler@email.uncc.edu for password resets
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Logout
Click on Logout in the sub-menu on the left under Security. The system logs you off
and displays a session summary.
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