Current's founder and CEO
Stuart Sopp
What is the Tool of Choice for Current?
Morty
When do you consider a Reg E case as not eligible for provisional credit?
If reported 60 days after the bill posting date.
Claims tool where the investigators can manage their claim cases, navigate all transitions from initial investigation down to claim final resolution.
LEAN Adjustment Hub
We cannot use these actions/mistakes by the cardholder as a reason to invalidate a claim.
Customer Negligence.
They are the cardholder's point of contact at all times.
Current Support Team/Onshore
A dispute where EFT transactions are not the issue.
Non Reg-E Claims
Is not considered as a Cancelation dispute when this happens.
Cancelation was requested after the settle date.
In LEAN, this is where you will find the Documents you uploaded for the case.
Docs Tab
We only do this if we gathered all evidence and its not enough to deny or approve a claim.
Chargeback
They provide banking services for Current.
Choice Financial Group
The temporary credit given when we're still investigating a dispute.
Provisional Credit or PVC
Chargeback rights are lost when they are reported after ___.
120 days
Current's requirement/s to be eligible for its Overdrive feature.
Overdriveā¢ is available only on Current Individual Accounts and requires $500 in qualifying direct deposits on Current each month.
After the chargeback was filed and finding out that evidence from merchant was insufficient, this is what we have to do next.
Initiate Pre-Arb.
Current's main customer base.
Teens and Young Adults.
These are Techs and innovations that aims to provide banking services.
FinTech (Financial Technology)
When do we split dispute cases?
This is where you can locate the cardholder's transaction and authorization in Morty.
History Tab
Under Reg E, the cardholder just have to do this to initiate a dispute.
Notify us (or Current).
They ensure that all dispute cases are investigated thoroughly.
Ubiquity Dispute Investigator
Two Examples of Current's Benefits/Features.
Any two of these:
The year Finco Services Inc. (Current) was founded.
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(and for a 3x Multiplier, how much is Current's valuation as of 2021?)
2015, and as of April 2021 - Current is valued at $2.2 billion.
In the Landing Page (LEAN). This shows the queues you are assigned to work.
Worklist
The tab inside LEAN where you go to add notes, and update Reg E Timeframes. and Where is it located anyway?
Cardholder Tab, Upper Right Side.