Fox
What link document to use to determine cm payment due date?
payment due date change procedures
Where can you find the total cm credit line amount?
orion> f1
Where is the post statement located?
if the external status says : FRAUD where do you xfer the call to
CPS
What should you do if the cm has a verbal password on the account?
Verify the password before assisting cm
Where is the cash available amount found at?
Orion>f1
What link document will you use to help you navigate name change for the cm?
Name Change Procedures
If cm statement is " not on hold" what does this mean?
mailed statements
Which button do you use to help cm get a pay in full quote?
orion> f1> pay in full button
What does a deactivating card do for the account?
This process only deactivates the CARD, not the entire ACCOUNT.
If the cm needs to freeze the account, what link document will you use to help you with this process?
Freeze/ Unfreeze Account Procedures
What is the cut off payment time for a discover IT card?
What does a no renew card status mean?
cm will not receive a new card upon expiration date
How old does the authorized user have to be in order to be added to the account?
15 years old
What link document do you use for decline transactions codes?
Declined Authorization Procedures
Where to navigate to check for DP? To determine if cm is enrolled in DP?
orion> f1> payment section> payment button
How to add a secondary user to the account?
How to activate a card?
orion> f4> activate button
If cm needs paperless statements how do we help?
cm must go online or use the app to enroll into this
What link do you use to give you navigation on removing a name off the account?
CM card declined due to code >
"0D" what does this mean
PLASTIC NOT ACTIVATED
What link document to use to help with the L/S process?
Lost/ Stolen Accounts Procedures
What link document will tell you what the authorize user MAY and MAY not do?
Authorized User Privileges Base Document
What happens if a 3rd party calls in to make a payment?
3rd party must use OWN personal bank info only not PCM
Send terms/ rewards/ conditions/ card member agreement/ privacy policy/ queue to CSU Services/ set for 3 days out/ add text to memo/ subject ( welcome kit)