QSAM Fundamentals
What does QSAM stand for?
Quality System and Monitoring
What is the purpose of the MARS SharePoint Intake Site?
It is the SharePoint portal where all QSAM maintenance requests are submitted, tracked, and resolved by the maintenance team.
What is the current-generation card framework that replaced the legacy PSR (Non-3.0) cards?
QSAM 3.0 Cards
Which role is responsible for initiating and implementing changes to QSAM cards and attributes?
The Maker
What is the very first thing a new team member needs to do to perform data maintenance tasks in QSAM if they have never accessed the system before?
Submit a request for QSAM Production and UAT Data Maintenance access via Citi Marketplace.
What is the primary purpose of QSAM as a system of records?
It is a system of records for Credit and Collections Quality Execution, allowing feedback on samples, remediation, and validation of efforts.
What are the four phases of the MARS Intake & Process Flow, in correct sequential order?
1. Request Submitted, 2. Intake Review, 3. Maker Action, 4. Checker Validation.
What is a key difference between QSAM 3.0 cards and Non-3.0 cards regarding the creation of new cards?
All new cards must be created as QSAM 3.0 cards, and no new Non-3.0 (PSR) cards are created.
Which role is responsible for independently validating and approving changes made by the Maker?
The Checker
A Maker has just finished building a new QSAM 3.0 card in the UAT environment and clicked 'Ready to Generate'. What is the immediate next step in the process?
Notify the Checker that the card is ready for validation.
Name one of the two environments in which QSAM operates.
UAT (User Acceptance Testing) and Production
What is the Service Level Agreement (SLA) for completing all 3.0 QSAM maintenance requests?
Within 11 business days of a valid, complete intake submission.
What are QSAM Attributes, as defined in the training?
Structured data elements used to score Regulatory and Procedural processes.
What is the standard credential password that must be applied consistently to all scoring guides to restrict unauthorized editing?
qsam15
You should build and test new cards directly in the Production environment. True or False?
False (New cards should be built and tested in UAT first).
What are the two key user roles governing changes within the QSAM system?
Maker and Checker
During the "Intake Review" phase, what happens if there is missing information on an intake request?
An email is sent to the requester for clarification.
What is the purpose of the UAT environment in the QSAM card lifecycle related to changes?
The UAT environment is for staging and validation of all QSAM changes before they go live, and it is the starting point for any Maker action.
According to MARS Error Categories, what type of error is "incorrect font usage" or "inconsistent spacing"?
Formatting Errors
The Maker and Checker roles can be performed by the same person to streamline the process. True or False?
False (The Maker and Checker roles must be performed by different individuals for segregation of duties).
Name one of the key reports available in QSAM's reporting capabilities.
Card Maintenance Report, Card Maintenance History Report, Attribute Analysis, or Dashboard Summary.
Name two types of requests that are handled by MARS.
New card creation (3.0 and Non-3.0), Card modifications and decommissions, Attribute additions and changes, Scoring guide creation and updates, Card entity updates, or Agent Action Required Task Assignment
What is the status of a QSAM card that is "permanently retired" and cannot be reactivated?
Decommissioned
If a Checker identifies issues in a Maker's work that require correction, what is this iterative process called?
Revision Loop
What is the "Production Critical Point" warning for Checkers when validating Production changes?
Errors in Production carry higher impact than UAT, and the Checker must ensure the Production card exactly matches the tested and approved UAT version before generating.