General Knowledge
What is the difference between AR & RA?
Registered agent service lets us go on record to represent the entity with the state its operating in.
Annual Report service is a compliance monitoring service where we bill, assemble and file the annual report for the client on a prepaid basis to make compliance seamless
If we receive a "entity status update" case where would this case be filtered too?
The Cleanup Queue
If a client responds to the OFARPF@cscglobal.com email, where will their response show up?
Order Line
Where would I find information regarding penalties/late fees for past due annual reports?
KnowledgeBase
What is our outreach structure? (ie; how many times do we usually reach out to client)
3-5-5
3 Days for the 1st outreach
5 days for the 2nd outreach
5 days for the last outreach
What is the extension to transfer to the service team?
x66108
If you have follow-up questions on a completed service request, please contact the specific Billing representative who processed the request directly rather than submitting a duplicate SR. The assigned rep’s name will be listed on the request.
How would I resend the evidence on an order?
Open order in OF
Click on AR Line
Anytime Actions
Send Mail
Click on the square next to the yellow icon
Click send
Name 3 services (Other than the Annual Report) that are available to be researched through Knowledgebase?
Annual Report - Domestic and Foreign
Assumed Name Filing
Bankruptcy
Certificate of Good Standing
Change of Agent - Domestic & Foreign
Copy of All Documents to file
Dissolution/Cancellation
Domestic/Foreign Amendment
Federal Defendant Suit
Federal Tax Lien
Formation Filing
Name Reservation
Reinstatement
Qualification/
How often should we be checking our "Tasks"?
Daily
When you receive a task in Salesforce, the best way to respond is to:
A. Respond to fulfillment with your reply so they know what's going on with the order
B. Select "awaiting customer response" on task and select a follow up date within the appropriate timeframe to resend or call if no response
C. Send Results and select proceed to close the task out
D. Mark as "Complete" and proceed with the day~
B!
Send your outreach to client and then,
Select "awaiting customer response" on task and select a follow up date within the appropriate timeframe to resend or call if no response from client.
When client has responded they are self-filing to order outreach on an annual filling order, what is the process we go through on the order?
1. Check to see if prepayment was taken
2.AR Line - Anytime Actions- Bulk Cancel
3. fill out form (reason-line-invoice line? NO)
4. Comment a pulse note explaining why order was cancelled for tracking and visibility
Where do we check the "Client Response Received" List?
Manager View in OF
Cash Applications -
Cash Applications should generally only be contacted directly for payment-specific matters such as credit card clawbacks, failed ACH payments, or similar payment processing issues.
Name 3 Quick links from the "Links" Bar at the bottom of the page for SF
- Transactional Worklist
- ServiceNow
- Knowledge Base
- Invoices & Payments
-GSM Knowledge Base
-Group Info
-Entity Management
-Company Records
-CLS Service TeamsBot
-Calendar Events
I have a payment discrepancy on an OF order; where should I sent my request to?
Billing
Any issue involving an invoice, invoice adjustment, refund, balance correction, or billing discrepancy should first be submitted as a Billing service request. Billing is the primary support team and will coordinate with Cash Applications if needed.
What is the process for when a client responds with new information for their entity to AR outreach?
- Submit SR to update entity information
- Comment SR and new info on Order in pulse notes for visibility
- Ensure that if there is an existing task you have answered it and moved it to complete so that it doesn't hold up the order.
-check that both the order in OF and the order in SF are reflecting the same status of "in progress"
How long do refunds take to process after canceling the Order in OF?
up to 30 days to return to account they were pulled from. (can only be sped up with SR submission)
When responding to payment taken in the ARPF Helpchat, what should we check before leaving an order after updating?
Check to see if the AR line has not moved properly. Ensure that the line says;
"Please file the order line with the appropriate state website"
Rather than
"Additional Data requests to client"
by selecting "Yes" - "Submit" on AR line
in the "additional information" section there is a place to leave a "visitors note" on the case.
True or False?
True
Name 3 alternate agent names for CSC
The Company Corporation – TCC - DBA incorporate.com
CorpAmerica – CAM - Merged into CSC 2/2/2024
Corporate Agents – CAI - Merged into TCC 5/2/2017
Account Street – AST - Dissolved 2/6/2018
Lexis Nexis - Merged into CSC 2/2/2024
Corporation Service Company – CSC
The Prentice Hall Corporation System, Inc.
United States Corporation Company
If receiving a client response outside of order fulfillment, how would you attach this email to the order?
1. Attempt to forward the email/response into order fulfillment by using the email Ofarpffilings@cscglobal.com (make sure to include the Order line or AR-ID Number in the Subject line)
How do I send a client an invoice if the invoice is corrupted?
You would submit and IT ticket and try to get a new file created to send to client
-Phone number
-Entity's status with state
-CSC is agent
-CARD ON FILE IS CORRECT.
What is the name of the Lightning Template Folder we often use when responding to clients in salesforce?
Incorporate.com ARPF LEX