VSCE
Project E
Client Resources
General Knowledge
Advanced Knowledge
100

"Restricts" spend permitted for any MCC.

What is No Action.

100

Dedicated team to support clients, post onboading.

Who is Trailblazers?

100

This resource guide helps clients set up any of the 6 MCC groups. 

What is How to Order a Card.

100

Bank intervention is required to change the limit on this.

Corporate Account.

100

This is where you can find details about autopay.

What is MAMM?

200

This report supports the process of creating custom reports.

What is data analysis report?

200

Clients will receive these to support completing their end to end onboarding.

What are automatic email nudges?

200

This resource guide helps clients determine whether they are actually intended to just block a card or need to report a card as lost or stolen.

What is How to Close a Card?

200

This cannot be ordered by the client in Next Logic. Bank Intervention is required.

What is a replacement card?

200

This is not allowed as a name on the credit card.

What is a generic name?

300

Online access will be blocked at this point.

What is 2 months of inactivity?

300

Commercial Card Clients are considered complex as such their products and solutions will not be part of this on LD1.

What is cut-off.  (rather a transition period or multi-month migration process)

300

This resource supports popular account management system for commercial clients.

What is how to download your transactions into Quick books?

300

Required to support third party integration to an expense management system.

What is bank ID.

300

This is freed up when a payment is made to the cardholder account?

That is corporate account limit?

400

Restricted access to analysis and trending for the entire card program.

What is Dashboard License.

400

These are two roles that the client will interact with prior to onboarding call. 

Who is  Ambassador and Migration Project Manager?

400

This is where clients can find information about the 24 card controls.

What is the Program Admin Manual?

400

Payments can be made here to open "room to buy".

What is individual card?

400

It’s a way a different system other than expense management systems where client can feed transaction data into.

What is an account management system?

500

Identifies cardholder information including but not limited to employee IDs and phone numbers.

What is the Card Details report?

500

What role will Commercial Card Client not interact with that all other clients who are migrating will?

Who is the Product Onboarding Specialist?

500

This is a document to share with clients to help their cardholders with card activation.

What is Key Information to Share with your Cardholders?

500

This represents a legal obligation for the client to pay. 

What is a billing statement?

500

Not permitted when an employee leaves the company and client needs to give a new employee a card.

What is transfer card to another employee?