Horizon XE
These are the two ways we are able to search an account in Horizon
What is? Social Security Number / Account Number
This status is used to indicate there are technology issues with your system.
What is? RMTS (Remote Troubleshooting)
This is the main number we use to look up a customer in Q2
What is? Social Security number/ TIN
This is the name of the space we input the card number.
What is PAN
When accessing BillPay what do we press to see what the customer sees.
What is? SWTS
You should only access Horizon Classic to do this when working in XE.
What is? Verify Completed Work.
This is the area where a user can see how many calls they have received and compare to others.
What is? Agent Report
If an OLB account is disabled on Q2 what must you look for before being able to reactivate the account?
What is. A note in Horizon from Bank Protection.
When a debit card is Hot what must we always make sure is done in Intercept?
What is? That the ABU is opted out.
Besides BillPay what other system can we access within CST
What is? Zelle
This is the main tab used to view and interact with different accounts in a user's profile.
What is Relationship Summary/Customer Accounts
This symbol is used to show if a customer has called in and been verified with a specific piece of information in the contact box.
What is? A checkmark
These are the names of the tabs on Q2 where you can see the accounts the customer has access to.
What is Internal/External Account Tabs
If a card has been Temporarily blocked due to fraud but did not generate a case number, who do we contact.
What is? Contact Bank Protection
These are the two ways a payment can be sent.
What is? Electronic/Check
This is only needed if a temporary PIN is generated in Noble.
What is? Another form of verification
When putting a customer on hold this option will go away on the top bar
What is? Transfer
When updating a customer's Secure Access Code phone number you don't need to fully verify if?
What is? If the correct number is already in Horizon.
What number are we not allowed to share with the customer when it comes to Q2
What is? Secure Access Code
A new Bill Pay user will not have access on the mobile app until the Bill Pay has been active for this amount of days.
What is 60
An ID number can be this, and we are still able to accept it
What is? Expired
When a personal customer calls in and this is not present in the contact box it means we need to fully verify even if everything else is correct.
What is? Customer Name
This is the amount of attempts customers have to guess their username for us to verify.
What is? 2
If an admin needs to give someone else permission on an account where in the website would they go?
What is? Admin tools- Manage users- Assign Rights.
To cancel Bill Pay services only a MyOps case ticket must be submitted with this subcategory
What is? Deposit Maintenance