Salesforce
The other term for Salesforce
What is Account Manager?
These are 3 menus in PTS which routes us to different functionality of each tab.
What are Customer Services, Risk Management, Reports?
This report shows the details when the Cardholder accessed their account online.
What is IP Audit Details?
The very first button to click on MIKA that will auto fill the Review Screen with all case details that belong to the parent case.
What is Get SF Data?
This is the reference / transaction status to use when checking the transfer source and viewing more details of the transaction.
What is Auth?
Give at least three different ways to find a customer from Salesforce.
What are Account Key, Activation Pin, Card Number, Card Reference Number, Customer Details, Customer Key, Direct Deposit Number, and Social Security Number.
This information is needed to open an account in PTS.
What is Card Number?
This report shows the details when the Cardholder accessed their account through the IVR.
What is QWCC Details?
This is the button that serves as an option to click if for any reason one child case did not pull over.
What is Add Transaction?
A piece of information needed to pull up the cardholder's account from Visa Resolve Online.
What is Card Number?
The three types of adjustments we will only use in Salesforce.
What is Dispute Chargeback Credit, Immediate Resolution Credit and Standard Writeoff?
This houses all transaction made on the card, such as merchant posted debit/credit and merchant authorization history (approved/declined).
What is Transaction History?
This is the link to click in order to pull-up any reporting from Scully.
What is Auth Detail Research by Card Reference Number?
These are the two details from MIKA Screen that are not automatically prefill after getting all the SF Data?
What are Full Merchant Credit and Merchant Call Out?
The other term for transactions with MOTO/ECI indicators 5 or 6.
What is MOTO 3D?
The process in issuing credit to closed accounts
What is creating a Refund Check Research ticket?
You can easily search for the transaction in PTS using this code.
What is approval code?
This is how you save or export the Scully report.
What is clicking the diskette icon and selecting Excel (.xls)?
This is the button to select in order to return to the Case Summary page to see the dispute resolution for the child case.
What is Home button?
These are the response code indicators for posted merchant credits in VROL.
What are 00 and 10?
This is how you close a claim with multiple transactions.
What is closing the child cases individually before closing the parent case?
The indicators for posted and pending transactions in PTS.
What is ∅ and ◘ for Posted and ± for Authorization?
Give all six reports found in Scully.
What are Account Details, Transaction Details, IP Audit Details, QWCC Details, Non QWCC Details, Associated Cases by SSN.
This section allows you to make edits and make changes to the transaction answers for each child case.
What is Update?
These are MOTO/ECI indicators for transaction with chargeback rights or MOTO Non-3D.
What are MOTO 1, 2, 3, 4, 7?