AIS Flashcards
Customer Status Bar
Is displayed on each inquiry screen on top
Customer Status Bar contains 14 items
Customer name
SFPP account number
Office
Account of record
Status
Due Date
Total install
Last amount billed
Billing mode
Last noticed sent
Total amount due
Total acct balance
Account search
Help center
The bulletin displays,
important messages regarding an account and should be on one of the first thing you review on the account
What messages can be displayed on the bulletin board?
Bill Review/ Bill Pending
payment Review/ Payment Pending
Payment reversal pending
Return payment applied
Revised bill request
Unapplied payment present
REC MO resubmitted in progress
Date of most rent note
Agt remarks in queue
Open work items exist
Bill Review/ Bill Pending
indicates there is a bill in queue that must be manually processed by a rep. Bill Pending indicates the bill in queue was manually processed by a rep today.
Payment Review and Payment Pending
Payment Review: there is a payment in queue that must be manually processed by a rep.
Payment Pending: the payment in queue was manually processed by a rep today.
What does payment reversal pending mean?
Indicates a payment reversal was processed today.
Return payment applied
Indicates a returned payment was applied to the account today.
Revised bill request
Indicates a rep has requested a revised bill today.
Unapplied payment present
Indicates there is a payment that has not processed on the account.
REC MO resubmitted in progress
Displays when a recurring payment was resubmitted due to a returned check.
Date of most rent note
Displays the MM/DD/YYYY of the most recent common note entered on the account.
Agt remarks in queue
Indicates a remark from the agent is coming.
Open work items exist
There is a work item that has not been processed. Selecting on the hyperlink will open WLM to show all open work items on the account.
Combine hyperlink
initiates the combine process when one or more policies are being moved from an existing SFPP account to another existing SFPP account. Although typically done within the same region, the Combine does work outside the region as well.
Region to Region/ Split hyperlink
initiates the split process used to move one or more policies from an existing SFPP account to a new SFPP account within the same region or to another region. The current billing account is referred to as the original (losing) account. When the new(gaining) account is established the policy balance(s) are cleared on the existing SFPP account through 320 suspense account by the system.
What12 links are in the left navigation pane
Account summary
Policies
Transaction history
Bills & Payment
Account Details
Mailing Information
Agent information
Common notes
Communication
Footprint
Retention
Scrub Remarks
What can you see in Account summary
Recent transaction & Current Policies
What can you see in Policies
Current Policies (active/total)
Actions link
move money link
add policy link
create account ledger entries link
What can you see in transaction history
Reference Account/ Office
Next/ Previous
Transaction History
What 9 things can you see in Bills & Payments
1 Estimate Revised Bill/ Estimate next bill
2 Billing on-line system (BOS)
3 Non-paycancelation
4 Next/ previous
5 Process Date column
6 activity column
7 source
8 amount
9 paid/ due date
What can you see in account details
close account/ reopen account
suspend account
staus/ due date/ billing mode
key dates
bill review set for/ payment review set for/ refund review set for
orgin date/print bill/ e-bill
What can you see in Additional accounts
displays all SFPP accounts assosiated with an account holders Enterprise Client Identification number
What can you see in mailing information
Privacy Information
mailing information
What can you see in agent information
change agent
agent information
staff members
What can you see in common notes
create work item
create common note
common notes/ audit notes
What can you see in communications
create letter/ memo
iSE-IT
communication history
What can you see in Footprint
date
time
user ID
What can you see in breakdown
create breakdown
iSE-IT
breakdowns currently in process
history breakdowns
What can you see in retention
add request
retention history
What can you see in scrub remarks
1 recent remarks (30 days)
2 text to be scrubbed
3 type of SPI
4 Process/ reset
When is a 52- transaction ran w=and what does that indicate?
Once a policy is removed or canceled and it indicates a credit transaction.
