Platform
Products
Central/Corporate
Tools
Key Terms
100

You can edit an existing Quick Tip by using this tool

What is Q2 Config

100

This is the table you would change when user's are having issues enrolling in bill pay

What is the Third-Party Data table

100

A user is having issues with microdeposits. What were they trying to do?

What is link an external account

100

You are needing to see where an error occurred during a user's session. Where would you go?

What is QTools

100

These are the three bill pay vendors

What is iPay, Checkfree, and FIS

200

In an Account's Details, 'Available Balance' is an example of a what?

What is HADE

200

This is the fundamental difference between mRDC and RDC

What is RDC is on desktop, mRDC is mobile

200

This dashboard is only available for Corporate Banking

What is Policy Dashboard

200

This is where you would go when you are needing to some guidance on a topic

What is Confluence

200

This is what users accept when accessing any feature for the first time

What are disclaimers

300

Alert me when an external transfer is authorized' is an example of what?

What is Security Alert

300

Autoenrollment forms live where

What is the Wedge

300

ACH Transactions are officially processed once the CSR does this

What is run the Process Wizard

300

This is where you go when obtaining credentials for logging in to Q2 Central

What is IDX

300

This is what is needed when a feature an FI wants is not supported currently

What is an RFQ

400

What is the name of the table you use when determining if a feature is an SSO?

What is Navigation Nodes

400

These are the three connections used with Intuit products

Web Connect, Express Web Connect, Direct Connect

400

If a report does not live in Q2 Central, the CSR must do this

Request a custom report

400

There is a major event going on. Where do you go to see if the alerts are aging out?

What is Q2 Slab

400

This is the team responsible for working high priority cases

What is RRT (Rapid Response Team)

500

HQ logs live in which drive within the Host Data Box

What is E Drive

500

These are crucial for troubleshooting Intuit cases

What are OFX and CONN logs
500

This is how CSRs can communicate with end-users in online banking

What is Secure Messages

500

You know where the logs live, but you are not wanting to sift through multiple logs in the folder. What do you use?

What is Astrogrep

500

This is created when a service seems to be not working for multiple users across multiple FI's.

What is an MI