MS
Orion
MSG chat
Canned
Link
100

what does a "NORENEW" card status mean?

cm card is active, but will not receive a new one upon expiration date

100

How do I determine if cm is APR eligible?

F1> APR button> top right corner> apr eligible button

100

T/F the code for wallet mobile activation is valid for 30 minutes

False> 40 Mins

100

cm is on the web an needs to know how to remove AU what can do you use?

line 102

100

what like do you use for to explain the variable APR to the cm 

Prime Rate/Floor Rate Base Document

200

what is the letter for APR?

letter 100587

200

Where do I go to do a cash advance into checking for the cm?

F1>access cash button
200

What is the last thing you need to do when completing a message?

add label & notate in orion

200

cm wants to know their full account numbers what can do you send?

line 152

200

What link do you use to find a near by ATM for a cm that is traveling? 

Cash ATM Locator U.S.

300

How do you complete a reversal for rewards, if cm changed their minds

Orion> F5> rewards redemption> locate reward>right click reversal> choose option cm changed mind

300

How do I access eSolutions from orion?

F1> Header section>intranet button>eSolutions

300

what do you do if you see this memo "SECURITY CODE x STARTED NO VALID CHANNEL"

xfer cm to CPS

300

cm is requesting information about their Home loan how do you handle this

line 577

300

What link do you use to find out the cm due date for a new account that doesn't have the payment due date listed?

Payment Due Date Changes Procedures

400

What is the procedure for the cm who needs to update the SSN?

xfer to CPS , has frontline should never make changes to the SSN

400

What is the navigation complete a stoppay?

f3> cbr+rfrl form> stoppay radio button

400

if a cm asks you to un-enroll them from email alerts can you?

YES we can

400

cm is on the web and wants to know how they can view their statements

line 562

400

What link document do you use for the AU to say what they can and cannot do on the account?

Authorized User Privileges Base Document

500

How do you delete a BT frontline?

ORION>f6> bt information> right click>choose delete option

500

What is the navigation to send a welcome kit?

send card member agreement

send Privacy policy

send terms

send CBB rewards

500

How long do you have to send first response to cm?

How long do you have to reply to cm?

What do you say at the end of the chat?

first response> 2 mins

reply> 4 mins

end of chat> Did this address your concerns?

500

cm wants apply for secured credit card, AND they are on the mobile, they want to pay with their CBB.  what cans do you send?

Line 530 & 493

500

what link document do you use if you see these memos?
"SECURITY CODE x STARTED

  • SECURITY CODE x UNAVAILABLE
    • System outage
  • SECURITY CODE PROCESS CANCELLED BY CM
  • SECURITY CODE x DENIED
  • SECURITY CODE x QUEUED FOR MANUAL REVIEW

Stronger Authentication - Online Code Validation/ OOB Procedures