How would you complete a "DI" task VS a "DO" Task?
Demo Import = Confirming accounts are being updated as outlined by DI mapping
Demo Output = Confirming accounts that meet criteria outlined by DO mapping are present on file to client
Define "AM"
Account Manager
Lexis Nexis Fields
DU349
When using Report Writer, what is considered the "OH S#!$" button?
What needs to be uploaded to Synergy when pushing a task forward?
Workbook
What is the technical name of a "PI" task?
FACS - Debtor Payments - Paid Client
Project Plan
A grouping of Tasks - Keeps all tasks combined
Static Client Information Field
DU915 OR DU901
What does the contact code of "TRNA" translate to?
TELEPHONED RESIDENCE NO ANSWER
What is the act of moving a task to the previous phase define as?
a "Kickback"
Letter strategies would fall under this functional area
FACS - Account Flow Modification/Implementation
Client Master
Everything the client includes when sending us business (includes contract).
Define field DBASGDTI
DATE ASSIGNED (to the current DBCOLID)
What year was CCS founded?
1966
Task phase that's prior to the UAT phase?
Live Audit
Provide the # of days to review Live Audits for Daily, Weekly, Bi-Weekly and Monthly Audits.
Daily: 30 days
Weekly: 60 days
Bi-Weekly: 90 days
Monthly: 120 days
SFTP
Secured file transfer protocol - How clients drop info / files
Field that provides the "Address Change Date"
VLADDCM1
Translator
When emailing concerns / questions to TEAM regarding a task, these two vital pieces of information need to be included
1.Task description
2. The developer
List all information that needs to be provided by the PM when sending a "1st Placement File Review Task" email?
What Does "FACS" stand for?
Flexible Automated Collection System
What is 4.3.1 in FACS used for? And what Window would be entered?
1. Obtaining the "Client Group"
2. Window: 121
The field "32-C.6" shows what in FACS?
Collector notes
What is the work around when a workbook is too large to attach in Synergy?
After manually moving the workbook, paste the file path of the "Completed" task folder where the workbook was moved to