This button is used to retrieve a list of customers for easy inquiry.
What is Memorized?
100
NON
What is the status indicating the account application is incomplete?
100
This button allows you to adjust the account relationship or account title.
What is the CIF button?
100
Also known as the tattle-tale page.
What is Maintenance?
100
Account Maintenance status
What is RCL?
200
Customer profile, Internal, TIN Tax Reference, Financials, Reporting, and Alien Information.
What are CIF inquiry tabs?
200
This darkside page function is used to determine the length of a field in StreamLine.
What Sequence/Size?
200
This is the button used to add AFTs, Sweeps and Messages to an account application.
What is Optional?
200
CIF page functions: Profitability and Marketing Info
What are page functions we are not using?
200
True / False: You can upload an account that has been recalled?
What is False?
300
When viewing a CIF profile, the following can appear where: Alert msg, Joint customer name, New today, and Has protection account.
What are Remarks field in the CIF Inquiry Account table?
300
StreamLine menu option to get a blank sig card.
What is Print Blank Laser Forms?
300
Darkside page function used to find an application that you already uploaded.
What is Display All?
300
NAICS code questions:
A) Year we use and
B) How many digits in the NAICS code we use?
What is 2007 and 6?
300
This screen appears when you change the IS THIS A NEW ACCOUNT? field to NO.
What is the Reason For Revision?
400
Though you can create a CIF record in SilverLake, there are (at least) two reasons why you should not. What are they?
What is StreamLine runs ChexSystems, Yellow Hammer, and produces account documentation (i.e. sig card, etc.)?
400
TIN used for trust accounts or DBA accounts if the entity does not have it's own TIN.
What is 777777777?
400
This button is used to go directly to a screen in an application without having to re-visit all screens.
What is SubType?
400
This is how you enter data in Yellow Hammer gray fields.
What is double-click and select from pop-up list?
400
This page function needs to be clicked when changes are made to the relationship table in order for the sig card to reflect those changes.
What is Update Doc/CIF link?
500
This CIF menu option was used to add or remove signers on an account.
What is Change Additional Names & Relationships?
500
It's what POD Beneficiary Information is used for.
What is designating beneficiaries (ITFs) instead of using CIF records?
500
Identify the difference between the COPY button and using the radio button at the end of account opening to open additional accounts for the same customer.
What is COPY allows you to create a new account application with the same platform type (product code) and the radio button allows you to create a new app with a different product code?
500
This character needs to be added before a name in order to remove the name from the account title?
What is an asterisk (*)?
500
BEFORE producing the updated sig card in StreamLine, this needs to be done.
What are the actual account relationship/title changes (and other maintenance) in SilverLake?