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BPM
CRM
PORTAL
New Terms
Miscellaneous
100
This is the # of types of Business partner will we be able to create in CORE.
What is 3?
100
Once this is switched to a statement it can never be reversed back.
What is a passbook?
100
This is where you would go to close an account.
What is Portal?
100
This the new term for a hold on funds in an account.
What is Prenote.
100
This can be paid in real-time online?
What is Mastercard?
200
This type of business partner is opened when creating a joint account.
What is a Group?
200
This is a existing form used when me meeting with a client to understand their needs which is now built into the system.
What is the Discovery Needs Worksheet?
200
These are the fees that are collected in Portal.
What is non-system generated fee?
200
The new term for a BCF Hold.
What is a Issuer/Clearing Hold?
200
Exsisting cheques will work for this long after the CORE go live date.
What is 2 years?
300
When creating a business partner the following alert will appear if any of the information overlaps with an existing BP.
What is Duplicate Message?
300
This link within CRM allows you to view all of the Business Partners holdings and account numbers.
What is Total Commitment?
300
This will now be possible both in Portal and Online.
What is Transfer to another FI?
300
The new term for a referral.
What is a Lead?
300
These are available now for personal training and refernece for process within CORE.
What is a UPerform?
400
These are the five roles required when creating a Business Partner.
What is Contract Partner, Correspondence Recipient, MasterContract Holder, Sold-to-Party, Account Holder
400
The length of time a customer has to reset there pin at the ABM when we have requested a change.
What is 4 hours?
400
A Deposit account history formerly done in CSA is now done under this Tab.
What is Banking Services?
400
The new term for Override.
What is Workflow?
400
This is the length of time your OLD statements will be viewable on online banking after the go-live date.
What is 30 days?
500
Sections of information relevant to the Business Partner.
What is Assignment Block?
500
These are opened in CRM but updated in Banking Services.
What is a Registered Investment and Fixed Date Deposits?
500
Portal is the _______ entry for all applications except CSA.
What is Single Point?
500
The new term for Temporary Overdraft.
What is a Seasonal Limit?
500
This will be possible after the launch of CORE.
What is Vacation?