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 - this amount is important to the policy but could be different for different credit unions.

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 in the LIBRARY under “System Documentation”. 

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. 

For any policy that contains a Key Field, the Key Fields are listed directly below the content area.  There is a link to the Key Field database editing window, a listing of the content entered for the Key Field, and a description of the Key Field.  

Tip:  if the “Contents” of the Key Field is the Key Field number, the Key Field has not yet been defined.

Click here for written instructions on working with Key Fields.  You can also watch the New User Training Video Segment 4 which covers understanding and editing Key Fields (starts at 3:04).

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