OLB/MOB Features
This is where a member can set up a payment to their utility bill.
Web Bill Pay
A member picking up a preordered cashier’s check.
Cashier’s Check - Disbursement
This is the M2M transfer limit for personal accounts.
$5,000.00
True or false : As long as you click on the prompt you get the member insight
True
This is where a member can pay off an external credit card.
Balance Transfer
A member who updated their phone number.
Other – Change Member Data
This is where MSRs can view the status of their MRC requests.
Case Status Center
These are the two parts an insight is separated into.
Know Me; Show Me
This is where a member can apply for a credit card on the web version.
Open New Account
A member who requested 3 sheets of counter checks
Checking – Temp Checks
This is a courtesy MSRs can provide for a same-day request due to a lost/stolen credit card.
Digital Credit Card Issuance
This is where Member Insights can be accessed in OneView.
Message Center
This is where a member can report their utility bills or rent to build their credit.
Bloom+
A member who needed their access card replaced.
Other – Print Access Card
This is the M2M transfer limit for business accounts.
$12,500.00
These are the three dispositions you can choose from based on the interaction that most accurately reflects how a member responds after an insight has been shared
Accepted, Interested, Declined
This is where a member can see what factors affect their credit score.
Mission: Credit Confidence
A member who requested to waive a NSF fee.
Other – Fee Adjustment
This is where members can view Secure Credit Card holds and Share Pledge Loan holds.
Transaction History > Holds
This is the name of the Big Orange Button for member insights.
BOB