Online security
What type of token are customers in the BOH segment eligible for?
Soft token only
When a customer calls in and wants to link their accounts online, what would be your first step?
Offer self service using nav tools
Article #88720
Profile & Settings: Manage Linked Accounts (Business only)
and
Article #92083
Profile & settings: Manage Linked Accounts (Business only)
Who painted the ceiling of the Sistine Chapel?
Michelangelo
What link would you choose to view the customers subscribed alerts?
Pacman tool
Where can we direct a customer to on chase.com to see helpful self service videos?
What securities does the customer need to have set up before we can raise the wire limit to $500k?
SecureID, IPsecurity and Dual control
When linking a Business account to a log in. How many digits should the CIS be?
20
What gas do plants absorb from the atmosphere?
Carbon dioxide
What system do we use to help place a comment when removing a fraud status?
memo maker
What requirements have to be met when ordering a token for a banker.
The banker is assigned to the profile
They have the approval letter from business.banking.production.support
What 3 things must we confirm are matching on both profile before we can process a linkage?
DOB,SSN, Name
What desert is the largest in the world?
Antarctic Desert
Where can we see the comments placed in admin tool when removing a fraud status?
View history
What navtool can we use to help a customer raise their wire limit?
Article #41728
Manage Transaction Limits: Increase/Decrease Daily Limits - Business
Customer want his work from home employees to have IP security set up, which level would he be set up under?
User level
After completing all the steps to close a Platinum account on a GEM profile, what is your next step?
Updating the primary CIS and delinking the Platinum account.
What is the term for a word that is similar in meaning to another word?
Synonym
What are the steps to authenticate sub users?
Follow authentication prompts in Customer Assist
Confirm Authorized User's Chase Online user ID
Ask user to provide their security code
What is another name for an excel file that a customer would download transactions into?
CSV
What other service other than dual control can cause pending approvals?
Daily limits for subusers.
Business LOC is setup online under a 10 digit CIS, what are the steps to set it up?
Refer to banker. Chase.com/meeting
What is the most spoken language in the world?
Mandarin Chinese
When a subuser has been added, how long it take for them to self service for codes add payors/payees/recipients for wire transfer? something like that
15 days
What resource would you use when a customer needs to download transactions into excel?
Article #41825
PFM / Aggregators: Download Activity (