Latitude
CAL
AUTH Look Up Tool
Statement Viewer
OnBase
100

Where can Latitude be accessed? 

VMWare icon on the desktop

100
Where can CAL be accessed?

MyNet

100

Once you have click on Cardweb Portal in MyNet what drop down do you hover over to get to auth lookup? 

Account Services

100

Where can Statement Viewer be accessed?

MyNet

100

What does the OnBase system allow us to do? 

Allows us to send, track, monitor, sort, print, and secure multiple forms and documents with a couple of mouse clicks. 

200

What credentials do you used to login ? 

LAN Credentials 

200

If Merrick or Nexus what will you select? 

You will select the Merrick radio button.

200

What is Key Swipe Indicator?

Additional details for how a transaction was processed

200

What is the purpose of statement viewer?

We are seeking to establish a history or pattern in transactions with the merchants being labeled fraud

200
What two purposes are utilized in OnBase for Disputes Testing? 

• Retrieving a Document 

• Creating a New Document

300

What happens once you login and click work 

A new pop-up will appear. This is Latitude

300

For all other clients you will select...

CWS button

300

What is Auth #? 

All approved and pending transactions have a unique code

300

What is the only field you will out in statement viewer? 

Account number. 

300

What are two Security Forms we will use?

• Adjustment Request Forms 

• DR Contact Form

400

What does the 'Promise" screen display?

Scheduled payments on account

400

What do you click to open the account details 

Double click on the line entry.

400

What is POS Entry/Mode? 

how the transaction was processed

400

How many statements should you open at a time?

NO more than six.

400

Where can you located previously created docs in OnBase? 

Document Retrieval

500

What happens when you click on Info Will Display?

Additional information pertaining to the account / cardholder will be shown. 

500

After opening the account details what does the bottom selection display?

The information reported out to the Credit Bureaus and the date of each reporting.

500

What is Add. Reason Code? 

AVS, was the address verified and what part f the address was verified

500

What are some things we are looking for in statement viewer? 

 • Date of first transaction 

• Dollar amounts

 • Number of transactions

 • Indications of trial offers (low dollar amount followed by high dollar amount) 

• Location (if we can’t establish history with a particular merchant, we may still be able to establish that CH makes transactions in the immediate vicinity)

500

What can you click to easily find the correct document using search criteria? 

“Dispute Resolution Documents (RWF) or Adjustment Request Form”