Clash of Classifications
Clients who maintain this minimum household amount (non-IRAS) are eligible for Reserved Living and Giving
What is $1,000,000.00 Or One Million
This platform allows us to view offers and navigate clients through redemptions
Prior to escalating enrollment issues, this should first be checked within 3D
What is Household Eligibility or Household Value
This resource provides 1:1 sessions to agents to promote the growth and success of our LOB.
What is Peer to Peer
These types of E*TRADE clients are eligible for RL&G
What is Platinum (1/2 point) and/or Private (1/2 point)
This is the required format to log into Reserved Admin
What is Firstname.LastName@ms.com
This email distro is used for escalating issues in-house that require attention from our higher-level support team
What is CSC_Reserved
As mentioned in the "CSC Guide", excluding clients who are eligible through E*TRADE/households, who else is considered eligible for RL&G
Who are Employees
This "access" is gained at the $10,000,000+ household value
What is Signature Access
This tool allows you to review client registration and email details, ensuring the necessary permissions are in place for access/eligibility
What is the Reserved Admin
If a client wants to return an item or cancel a reservation, they would contact the ___ for support?
Who is the Partner
In order to sign up for a 1:1 peer session, a completed application must be sent to this email
What is "P2PDigital"
True or False: A View Only Role individual is not eligible for RL&G
FALSE: Eligibility includes ALL household members
Clients must use this specific email address type for password resets and logging into offer site
What is the RCCP email address
This department is responsible for re-sending the reserved registration links
What is from the CSC (or "us")
As mentioned on the "CSC Guide", these are the methods the client can use to register for RL&G
What is Directly On The Reserved Website and/or from (registration) link
This household value prompts the "Salesforce Reserved Greeting" to reserved clients
What is $2,000,000.00
This option helps us regain access to the Reserved Admin site after misplacing what essential login detail
What is forgot password (1/2) and password (2/2)
Cases are never escalated through Salesforce; instead we escalate via this desktop application
What is Outlook/Email
A client has just reached the eligibility requirements for RL&G. How long can it take to update the client as "eligible", and are we able to escalate this process?
What is up to 30 days. We can escalate using the 3dr escalation page