Intake Overview
OCC
CFPB
BBB
Market Escalations
100
To handle all case creation, assignments, and intake operations for all products
A. What is the ECCR Intake Creator's role? B. Why a unified ECCR Intake Team was created? C. Why we need a team? D. What is ECCR's main role?
100
CAGNET
A.which application Intake employees select within the OCC Portal? B. which application Intake employees will select on their computers? C. What is the OCC Portal main entrace called? D. Which computer application you find on the ECCR sharepoint?
100
Conduct rule-making, supervision and enforcement for Federal consumer financial protection laws
A. What is one of the ECCR intake creator's responsabilities? B. What is the Intake Team's primary responsability? C.What is one of the CFPB responsabilities? D. What is one of the steps done within the CFPB portal?
100
Rebuttal
A. The CFPB will re-open the original complaint as a B. The OCC will re-open the original complaint as a C. The BBB original complaint is a D. The BBB will re-open the original complaint as a
100
Commit 1
A. In which system an Intake Case Creator will enter the OCC non default complaints? B. In which sytem an Intake Case Creator will enter the Market Escalations? C. In which system an Intake Case Creator will find the Market Escalation correspondence? D. In which system will an Intake Case Creator will navigate most of the time?
200
Access Source channel for correspondence, reviews for ECCR criteria, Create case in systems of record, Prepare for Case Assigner.
A. What is the Case Assigner's Role? B. What is the Workflow coordinator's role? C.What is the Intake Manager's role? D.What is the Case Creator's Role?
200
Consumer Correspondence and Case Notes
A.Which two steps the Intake Case Creator will review in CAGNET? B. Which two steps the Intake Support will review in CAGNET? C. Who is the OCC? D.Which items a Workflow Coordinator complete in the OCC Portal?
200
Complaint Form on the CFPB Portal
A. Which form an ECCR intake assigner completes in the CFFP portal? B. Which form an ECCR intake creator completes in the CFPB portal? C.Which HR form will a manager complete in the CFPB portal? D.Which form a customer completes in the CFPB portal?
200
Click Here to Acknowledge
A. Which is the first step an intake employee will complete in the BBB website? B. Which is the first step a Resolution Specialist will complete in the BBB website? C. Which item is blue int he BBB website? D. Which is the first step done when acknowledging a case in LAMP?
200
Search for Existing Commit Cases
A. Which is the first step prior to creating a case in Commit 1? B. Which is the first step after creating a case in Commit 1? C. Which is the first step in Lotus Notus? D. Which is the first step to find a complaint?
300
Policy and Procedures
A. What is the number one application you will use when looking for an account? B. Which is the online resource an Intake employee can use when he/she has a HR question? C.Which is the online resource an Intake employee can use when creating a case? D.Which type of complaint you handle the most?
300
A Merrill Lynch complaint that contains a loan number beginning with 707 or 710
A. Whicy type of inquiry will be returned to the OCC? B.Which type of compaint will be returned to the OCC? C. Which type of reopen will be returned to the OCC? D. Which type of question will be returned to the OCC?
300
Active, Under Review and Archive
A. Which are the three tabs in the CFPB Portal? B. Which are the three tabs in the OCC Portal? C.Which three areas will an intake creator complete in the CFPB Portal? D.Which are the three forms will an intake creator complete in the CFPB portal?
300
06-Scans/ folder
A. In which folder will the intake creator save the BBB correspondence? B. In which desktop folder will the intake cretor save the BBB correspondence? C. In which folder will the intake creator save the CFPB correspondence? D. In which folder will the Resolution Specialist save the BBB correspondence?
300
Create a new Commit 1 case
A. If the case in commit 1 is close, which step will the intake creator do next? B. If the case in Commit 1 is open, which step will the intake creator do next? C. If the case in Commit 1 is open, which step will the intake assigner do next? D.B. If the case in Commit 1 is closed, which step will the intake assigner do next?
400
Siebel
A. Which system does an intake creator use to create card related complaints? B.Which system does an intake creator use to create mortgage related complaints? C. Which system does an intake assigner use to create mortgage related complaints? D.Which system an intake creator will use most of the time?
400
ECCR criteria not met
A. How will the intake creator update the case in the OCC Portal? B.Ho will the the intake assigner update the SharePoint site if the complaint is returned to the OCC? C.What's the number one reason an intake creator will create a case? D.How will the intake creator update the SharePoint site if the complaint is returned to the OCC?
400
Standalone Complaint
A. What type of complaint is a CFPB initial complaint? B. What type of complaint is a CFPB reopen? C.What type of complaint an intake creator finds the most in the CFPB Portal? D.Which status will an intake creator select in the CFPB portal?
400
A request to close the BBB complaint due to an active regulatory complaint in process
A. What verbiage is on the email an intake creator will send from the Escalate ECCR mailbox if there is a regulatory Siebel SR? B. What verbiage is on the email an intake creator will send from the Escalate ECCR mailbox if there is a regulatory request? C. What verbiage is on the email an intake assigner will send from the Escalate ECCR mailbox if there is non-regulatory Siebel SR? D. What verbiage is on the email an intake creator will send from the Escalate ECCR mailbox if there is non-regulatory Siebel SR?
400
Market Escalation/Vendor and Complaint tracker
A. For Escalation Option, which selection will the intake creator select? B. For Escalation Source, which selection will the intake creator select? C. For High Level Description, which selection will the intake creator select? D. For Case Notification Option, which selection will the intake creator select?
500
Performs inventory management activities, risk management activities and management.
A.What is the Intake Support role? B. What is the Intake Support manager role? C. What is the Case assigner's role? D. What is the Intake operation manager's role?
500
HL ECR
A.Which assignee an intake creator will select for Home Loan Products? B. Which assignee an intake creator will select for card Products? C. Which assignee an intake creator will select for deposit products? D.Which assignee an intake creator will select for U.S. Trust Products?
500
Correspondence from CFPB
A. What verbiage will an intake creator enter in the comments sections of the attachement? B. What verbiage will an intake creator enter in the comments section in Siebel? C. Which activity is created for CFPB in Siebel? D. Which option will an intake creator select for Complaint Source Detail?
500
BBB inquiry received
A. What is the comment an Intake Case Creator will enter in Commit 1? B. What is the comment an Intake Case Creator will enter in the entity tab? C. What is the comment an Intake Case Creator will enter in comment field int he attachment line? D.What is the comment an Intake Case Creator will enter in the comment tab in Siebel?
500
#RPA
A. What needs to be entered at the beginning of the text in the description field? B. What needs to be entered at the beginning of the Regulatory Risk comment box? C. What needs to be entered at the beginning of the Notes/Coments field? D. What needs to be entered on all comments if Regulatory Risk is identified?
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