CU PolicyPro model policy content includes a series of Key Fields to assist with customization of the model policies. Key Fields are bits of information which are important to completing the policy, but will vary from credit union to credit union. An example of a Key Field would be the maximum amount allowable in a teller’s drawer.

Not every policy has Key Fields, and some policies have many Key Fields. A full list of the Key Fields, which includes the location of each Key Field, the Key Field number, and a brief description of the Key Field, can be found in the Key Fields Guide document.

Within the content, a Key Field is a small piece of code. The Key Field code is typically a number enclosed in double brackets (e.g., [[2400–1]]). The first number of the Key Field correlates to specific policy numbers, making them easy to find throughout the Manual.

Segment 4 of the New User Training will walk you through Key Fields and how to define them in the online policy management system, or click here for written instructions.

If you have additional questions, please contact the CU PolicyPro Support staff at policysupport@cusolutionsgroup.com.