Coconut Scheduling
Members can choose this type of appointment interaction in Coconut, including in-person, phone, or video
What is a meeting type?
This acronym refers to the one-time code sent by email to verify a member's identity.
What is OTP (One-Time Passcode)?
This platform is used for Dialogues, Weekly Check-Ins, and performance reviews
What is 15Five?
This payment system is commonly used for direct deposit and electronic payments
What is ACH (Automated Clearing House)?
This system is used primarily to research Web Branch activity and troubleshooting information
What is Platform?
Appointment times can now be booked in these increments instead of a two-hour window.
What are 15-minute increments?
This security service helps determine whether a login attempt is being made by a human.
What is reCAPTCHA?
These plans help employees identify growth opportunities and career goals
What are Individual Development Plans (IDPs)?
ACH transfers generally may take up to this many business days to complete
What are 3 business days?
Staff should never do this within Platform because of audit and compliance requirements.
What is modify, change, or delete information?
These notes should be used for employee-only information and never contain member-sensitive data
What are Internal Notes?
Members have this amount of time to respond before Web Branch automatically logs them out.
What is 60 seconds?
This performance tool provides measurable expectations and progress tracking for MSC employees
What is the MSC Scorecard?
Consumer ACH disputes must typically be submitted within this many days of the statement date
What is 60 days?
This transfer service allows members to send money to another UWCU member without sharing account numbers
What is Money Link?
During your first login, you should select this option to ensure the revised homepage appears
What is "Try a new version of the Clients page"?
A member may receive an OTP after doing this with their browser cookies
What is clearing browser cookies?
This is the first formal step in the progressive discipline process
What is a Documented Verbal Warning?
To place an ACH stop payment, the transaction must be scheduled at least this many business days in the future
What are 3 business days?
Members use this form when traveling outside the state they live in to help prevent card issues
What is the Traveling Member Form?
This field should contain the member's preferred name so communications display correctly
What is the First Name field?
This feature is disabled in Digital Banking to help protect account security
What is browser password saving?
An employee reaches this point level before receiving a verbal attendance warning.
What are 9 points?
These specialists are the only team able to submit an ACH Research Request
Who are the Web Line specialists?
This alternative authentication tool can be printed and used instead of a text message or phone call for VerifyU
What is a VerifyU Key?