TSYS
AUTHENTICATION
Advice
PROCEDURES
MISHMASH
100

Previous Statements Screen

IAPS

100

What screens do we look at before authenticating a POA?

CIF MCOM and CIF EASN

100

Limited Time Bonus Offer Conditions Aeroplan Infinite card 

Spend $7,500 within the first 180 days

100

What is the procedure I use when I need to verify my customer?

Credit Card - Authentication Procedure 

100

Customer asks how they can see all their aeroplan points

Contact aeroplan. 

200
Pending Transactions Screen

ICAU

200

Our customer wants to give the phone to his son to speak with us about the account. What do we need to do before the phone is handed over to the son? 

Read the "Third Party Permission" disclosure under "Speaking to Multiple Parties During a Call" procedure

200

Dollar value of TD Cash Back Infinite offer 

$500

200

Customer has a USD visa card and wants to know their PIN

Credit Card - PIN Maintenance

200

Customer called in because they blocked their pin on their CASH BACK visa. What do we do?

Refer to branch with 2 pieces of ID 

or 

go if they know their PIN can go to ATM 

300

complete history of any maintenance on the account

IAED

300

Bonnie from Staples is calling in to do a merchant verification.  What information(s) can you confirm with her?

She must ask at least 2 of the following information :

Name of the customer (or business name)

Address on file (can also be noted in pega)

Telephone number

300

How many reward points can you earn on the TD rewards Visa 

Up to 15,152 TD Rewards Points

300

Customer calls in and is trying to make a purchase online but their card keeps getting declined. You determine there is a block on the card- what procedure should you follow?

Loss Prevention - Credit Card - Card Blocks: Fraud/No Fraud/Lost or Misplaced

300

How are the points calculated when we are redeeming our TD Travel Points through Book Your Way Travel?

$250 TD Points = $1 in Travel Value

400
BOAT History / How the balance of the card is split (Purchases v Cash)

ITCH

400

What are the Gateway steps for using the Easyline IVR to verify a customer?

SOFTPHONE -> IVR -> Enter the customer's Access Card number and hit OK.  -> cx punches in phone code -> If successful IVR will say OK  

400

which product Earns 6 TD Rewards Points for every $1 spent when you book travel by phone or Online through Expedia For TD

TD Platinum Travel Card


400

Customer did not receive a new credit card with a new expiry date due to a SR status. What procedure do we follow to reissue a new card for them?

  1. Credit Card - Reissue / Reinstate Credit Card
400

When do we go to the VBAP screen on HOST ?

To remove ATM access for a credit card during the lost and stolen procedure steps 

500

Redemption History

IAHR

500

What are the four ways to high risk verify a Mobile Auth customer?

  • VoicePrint Match
  • Successful PhoneCode
  • One-Time Passcode (Auth Hub)
  • Mobile Authenticated question
500

which product Earns 1 Aeroplan Point for every $1.50 spent on all purchases made with this card.

TD Aeroplan Visa Platinum Card


500

What are the 4 essentials steps to check before you accept a credit limit increase for a customer?

1) High Risk

2) KYC

3) check CIF MCID

4) Read the blue bold consent

500

When removing a CW18 on MPTI, what status do we put instead? *BONUS 100 if you tell me how many days the new status goes on for

CW03 *3 days

M
e
n
u