General Upgrade
Will ACH and wire templates migrate?
Prior to using a template, confirm payment templates are reapproved and display 'Approved' in the status column instead of 'Entered'.
For International Wires - Templates that contain a BIC Code will be in repair status and will need to be re-entered/approved prior to use.
For Wire Payments - A beneficiary address is required for both domestic and international wires.
All required fields are clearly identified within the system and marked with a red asterisk (*). Users should ensure that any duplicate address information is removed when manually transferring data from Address Line 1 or 2 (unstructured fields) into structured address fields such as City/Town, State, Postal Code, and Country. This is required to comply with ISO standards.
If you originate free form payments in BankUnited Lynx, please note that these payments will not migrate to BankUnited TreasurySuite. Only payment templates listed under the Payment Templates section are eligible for migration. If you currently use free form payments we recommend saving them as a payment template prior to the upgrade.
Please review your payment templates and ensure that:
Template names do not contain any special characters.
For Domestic Wire and International Wire templates, beneficiary information includes a valid City, State, and ZIP Code.
Templates containing special characters in the template name, or missing any required beneficiary address information, will not migrate and will need to be recreated in BankUnited TreasurySuite.
Data Migration, Users & Access
Will ACH and wire templates migrate?
Prior to using a template, confirm payment templates are reapproved and display 'Approved' in the status column instead of 'Entered'.
For International Wires - Templates that contain a BIC Code will be in repair status and will need to be re-entered/approved prior to use.
For Wire Payments - A beneficiary address is required for both domestic and international wires.
All required fields are clearly identified within the system and marked with a red asterisk (*). Users should ensure that any duplicate address information is removed when manually transferring data from Address Line 1 or 2 (unstructured fields) into structured address fields such as City/Town, State, Postal Code, and Country. This is required to comply with ISO standards.
If you originate free form payments in BankUnited Lynx, please note that these payments will not migrate to BankUnited TreasurySuite. Only payment templates listed under the Payment Templates section are eligible for migration. If you currently use free form payments we recommend saving them as a payment template prior to the upgrade.
Please review your payment templates and ensure that:
Template names do not contain any special characters.
For Domestic Wire and International Wire templates, beneficiary information includes a valid City, State, and ZIP Code.
Templates containing special characters in the template name, or missing any required beneficiary address information, will not migrate and will need to be recreated in BankUnited TreasurySuite.
Login & Security
Will ACH and wire templates migrate?
Prior to using a template, confirm payment templates are reapproved and display 'Approved' in the status column instead of 'Entered'.
For International Wires - Templates that contain a BIC Code will be in repair status and will need to be re-entered/approved prior to use.
For Wire Payments - A beneficiary address is required for both domestic and international wires.
All required fields are clearly identified within the system and marked with a red asterisk (*). Users should ensure that any duplicate address information is removed when manually transferring data from Address Line 1 or 2 (unstructured fields) into structured address fields such as City/Town, State, Postal Code, and Country. This is required to comply with ISO standards.
If you originate free form payments in BankUnited Lynx, please note that these payments will not migrate to BankUnited TreasurySuite. Only payment templates listed under the Payment Templates section are eligible for migration. If you currently use free form payments we recommend saving them as a payment template prior to the upgrade.
Please review your payment templates and ensure that:
Template names do not contain any special characters.
For Domestic Wire and International Wire templates, beneficiary information includes a valid City, State, and ZIP Code.
Templates containing special characters in the template name, or missing any required beneficiary address information, will not migrate and will need to be recreated in BankUnited TreasurySuite.
Payments & Transactions
Will ACH and wire templates migrate?
Prior to using a template, confirm payment templates are reapproved and display 'Approved' in the status column instead of 'Entered'.
For International Wires - Templates that contain a BIC Code will be in repair status and will need to be re-entered/approved prior to use.
For Wire Payments - A beneficiary address is required for both domestic and international wires.
All required fields are clearly identified within the system and marked with a red asterisk (*). Users should ensure that any duplicate address information is removed when manually transferring data from Address Line 1 or 2 (unstructured fields) into structured address fields such as City/Town, State, Postal Code, and Country. This is required to comply with ISO standards.
If you originate free form payments in BankUnited Lynx, please note that these payments will not migrate to BankUnited TreasurySuite. Only payment templates listed under the Payment Templates section are eligible for migration. If you currently use free form payments we recommend saving them as a payment template prior to the upgrade.
Please review your payment templates and ensure that:
Template names do not contain any special characters.
For Domestic Wire and International Wire templates, beneficiary information includes a valid City, State, and ZIP Code.
Templates containing special characters in the template name, or missing any required beneficiary address information, will not migrate and will need to be recreated in BankUnited TreasurySuite.
Reporting, Alerts & Additional Features
Will ACH and wire templates migrate?
Prior to using a template, confirm payment templates are reapproved and display 'Approved' in the status column instead of 'Entered'.
For International Wires - Templates that contain a BIC Code will be in repair status and will need to be re-entered/approved prior to use.
For Wire Payments - A beneficiary address is required for both domestic and international wires.
All required fields are clearly identified within the system and marked with a red asterisk (*). Users should ensure that any duplicate address information is removed when manually transferring data from Address Line 1 or 2 (unstructured fields) into structured address fields such as City/Town, State, Postal Code, and Country. This is required to comply with ISO standards.
If you originate free form payments in BankUnited Lynx, please note that these payments will not migrate to BankUnited TreasurySuite. Only payment templates listed under the Payment Templates section are eligible for migration. If you currently use free form payments we recommend saving them as a payment template prior to the upgrade.
Please review your payment templates and ensure that:
Template names do not contain any special characters.
For Domestic Wire and International Wire templates, beneficiary information includes a valid City, State, and ZIP Code.
Templates containing special characters in the template name, or missing any required beneficiary address information, will not migrate and will need to be recreated in BankUnited TreasurySuite.
Systems, Integrations & Channels
Will ACH and wire templates migrate?
Prior to using a template, confirm payment templates are reapproved and display 'Approved' in the status column instead of 'Entered'.
For International Wires - Templates that contain a BIC Code will be in repair status and will need to be re-entered/approved prior to use.
For Wire Payments - A beneficiary address is required for both domestic and international wires.
All required fields are clearly identified within the system and marked with a red asterisk (*). Users should ensure that any duplicate address information is removed when manually transferring data from Address Line 1 or 2 (unstructured fields) into structured address fields such as City/Town, State, Postal Code, and Country. This is required to comply with ISO standards.
If you originate free form payments in BankUnited Lynx, please note that these payments will not migrate to BankUnited TreasurySuite. Only payment templates listed under the Payment Templates section are eligible for migration. If you currently use free form payments we recommend saving them as a payment template prior to the upgrade.
Please review your payment templates and ensure that:
Template names do not contain any special characters.
For Domestic Wire and International Wire templates, beneficiary information includes a valid City, State, and ZIP Code.
Templates containing special characters in the template name, or missing any required beneficiary address information, will not migrate and will need to be recreated in BankUnited TreasurySuite.
Support, Training & Assistance
Will ACH and wire templates migrate?
Prior to using a template, confirm payment templates are reapproved and display 'Approved' in the status column instead of 'Entered'.
For International Wires - Templates that contain a BIC Code will be in repair status and will need to be re-entered/approved prior to use.
For Wire Payments - A beneficiary address is required for both domestic and international wires.
All required fields are clearly identified within the system and marked with a red asterisk (*). Users should ensure that any duplicate address information is removed when manually transferring data from Address Line 1 or 2 (unstructured fields) into structured address fields such as City/Town, State, Postal Code, and Country. This is required to comply with ISO standards.
If you originate free form payments in BankUnited Lynx, please note that these payments will not migrate to BankUnited TreasurySuite. Only payment templates listed under the Payment Templates section are eligible for migration. If you currently use free form payments we recommend saving them as a payment template prior to the upgrade.
Please review your payment templates and ensure that:
Template names do not contain any special characters.
For Domestic Wire and International Wire templates, beneficiary information includes a valid City, State, and ZIP Code.
Templates containing special characters in the template name, or missing any required beneficiary address information, will not migrate and will need to be recreated in BankUnited TreasurySuite.