What can we do?
(eSol)
(eSol)
True or False
We update phone numbers
False
We can release channels after using atlas to update the phone number or email
True or False:
We can unlock customers who forgot their password?
True
True or False:
We can use a customers RACF to search them in compass?
False
Customers dont have a RACF
What are the 2 methods we can search a customer up in Compass?
FULL Social or FULL Account Number
Everything we do in CIF EM works as if the customer is doing it (Actions we take actually occur)
False CIF EM is just an emulator
Do we have access to use it for CIF EM if atlas isnt working?
Yes we can, but only if atlas doesnt work first
How can we access Atlas eSol?
On the Know Me screen, click on Manage Account Center
True or False:
Compass is used to search billpay and zelle accounts?
False
We use CST to access Zelle and Billpay
What is the Customer Profile tab used for? (First Tab)
To verify the customers
Name (First and Last)
Social
DOB
Email
Address
IF the account is suspended or active
How do you make CIF EM appear as if on a mobile device using the browser
You shrink your browser size down so its taller rather then wider
Who do we transfer to if there is a Temp lock on the acct?
Web Support
Can we see a customers password in eSol atlas?
No we cant only the User ID
True or False:
We can use Compass to see a customers Linked bank accounts
True
What is Account Ownership tab used for? (3rd tab)
Check what banks have been linked
How those banks were linked
Have they been verified
Are they suspended
Bank account info
Where can a customer go to access the banks they have set up or to add a new one?
Login
Select acct
Select Transfer
Select Manage External Accounts
Who do we transfer to if theres a Strong Auth Lock without a TMX deny?
Web Support
Can we send temp password in atlas eSol?
Yes you can, just make sure they are 2nd lvled and you read the password disclosure
True or False:
Compass allows you to add and delete a customers linked banks?
False
We cant make any changes in Compass
What is found under Transaction Summary Tab? (5th tab)
shows certain recent transfers the customer initiated on Discoverbank.com or through an application for initial funding. You can select any search criteria and click Submit to view the status of a transfer, which is referenced under the Transaction Status section
Can a customer use the mobile app to verify trial deposits?
No they have to use the website
Go into manage external banks and click verify trial deposits
Who handles Perm Lock TMX deny?
BFU
True or false:
We can cancel a customers online account access?
True and False
We should only use this button when a customer requests for access, however we want to make sure we utilize all proper channels first before we resort to cancelling access.
True or False:
Compass only works if your desk is facing North?
False
You can also face East, South and West as long as youre connected to the internet and know your login info it should work. Just never face Weast
(East I thought you said Weast)
Who do you email if an external bank acct was denied?
ebanksme@Discover.com
Denied/Exception Denied Deposits Procedure
What color socks was I wearing in the 2nd question?
lol
How can a customer access their statements?
Grey
lol
Once logged in and in the acct in question
Select Statements and forms from the menu option