A NAICS code is how many digits?
Six
What documentation is needed to update a CIF key with a checking or savings account?
An updated signature card
What are the two types of profiles you can create in MDM?
Person and Org
Please name 3 different requests that can be submitted through the CDO database.
Create power ID, officer correction, customer correction, hierarchy management, merge duplicates, move customer account, add purchase card, un-que power ID
There is a petition out now to get the NBA logo changed to this NBA Superstar's silhouette. (This person tragically passed last February)
Kobe Bryant
True or False: If a power ID is showing as an I type in power 1, I can reactivate it by changing it to a P or an O.
False
What does EBN stand for in CIF?
Escrow Beneficiary
Name an example of a source system key.
CIF (cif key), PWR (power ID)
What is the minimum amount of requests required to submit a spreadsheet?
15
How many Grammys does Beyoncé have all together?
28
True or False: Loans with the same obligor can be split up onto different power IDs.
False. All loans with the same obligor must remain together.
CCA F-N, DDA O-N, CML O-N
Can I add this CIF key to power 1 to generate a power ID?
No, Power 1 won't recognize the credit card that Jim is the F-N on.
Where does the legal address feed from?
CLP
What are the 7 different options at the top of a request?
Request options, Assign/ Reassign, Request more info, mark not complete, mark pending, mark complete, send to trash
After McDonald's stopped carrying this beverage, there was enough of an uproar to crash their email, so they're bringing it back.
Hi-C orange
Is it possible to merge a business and personal power ID if they're both prospects?
No, business and personal profiles can never be combined.
I would like to change the name on a power ID with a CIF key from Pittsburgh Racing Co to Pittsburgh Racing Company. Please walk me through the process you take to get this completed.
Mark the request not complete and let the requestor know that Co is an accepted abbreviation, that is approved by legal.
Name three different tax identifiers.
SSN, EIN, FTN
Explain the approval process for an officer 1 correction.
Either the old officer OR the old officer's manager need to approve, then the new officer AND the new officer's manager must approve.
Concerning her 1949 nude calendar photos this actress said It's not true I had nothing on; I had the radio on
Marilyn Monroe
Walk me through an account movement for an account in CIF.
If an account is marked as O-N, will it show on their online banking?
Yes
What happens if I combine a CIF record that power 1 won't recognize and a power 1 record?
If a CIF profile that power 1 won't keep is combined with a power profile, both profiles will fall off the system after the weekend refresh since power 1 won't ever keep that CIF key.
True or False: There are 9 different types of spreadsheets that can be imported through the CDO database.
True. (Officer 1, Officer 2-5, Prospect, NAICS, NPR, Link, Unlink, Merge Duplicates, and account movement.)
True