SDDDs Accounts KDUNN
Skip Tracing and Account Management Quiz
Test your knowledge on skip tracing and account management through our comprehensive quiz! This quiz is designed to assess your understanding of the processes involved in managing customer accounts effectively.
Key areas covered include:
- Skip tracing protocols
- Account conversion requirements
- Customer portal fun
ctionalities - Account types and attributes
When does the system utilize Skip Tracing?
When there is returned mail for an NOCP
Anytime a toll bill is gereated
When there is returned mail for both statements and NOCPs
The BOS never uses skip tracing
What are the required fileds to convert an unregistered account to a prepaid account?
Name of account holder, telephone, address and payment info
Name of Account holder, address,email and payment info
Name of account holder, telephone and address , payment ( only if customer wants auto replenishment)
Name, telephone, address and pass number
How does the BOS accomadate customers that would like to carpool for free but have incompatible metalized windshield ?
Flex pass, sending an email request for credits to account
A license plate pass earmarked with a metalized windshield attribute. Refunds may be requested via online or by a CSR
The BOS does not accommdate customers with metalized windshields
License plate pass earmarked with a metalized windshield attribute hower, only a CSR may issue the credit
BOS logs regular returned mail as follows: A. Places a return mail flag on account B. Sends a communication via new channel (email, phone or SMS) C.Creates tracking item in account history D. Performs a skip tracing to find the correct mailing address
A, B
C,D
A ,B and C
A, C and D
The Customer Portal Access provides information pertaining to?
The overview of customer account in the BOS
The customer pin info for ivr
Shows default " Not Set" and " Set " in terms of whether or not customer has online access
Online Access and the customer's last login time stamp
The Transaction Tab located on the default screen includes info relevant to the CSR function?
True
Flase
Which panel allows the user to assign or reset the customer's IVR PIN?
Account Cycle Panel
Security Panel
Flags Panel
Balance Panel
FASTLane uses all the following functions to support data entry except ?
Real time email format validation
Real time address format validation
Real time telephone number format validation
Email confirmation field
The system dispalys two numbers for passes under the Pass Panel.
True
False
How many steps does the Account Creation Wizard have?
Five
Three
Six
Four
What is one of the conditions that must exist in order to use backwards nagivation in he Account Creation Wizard?
None. The user can go backwards at any given time
Existing page has been saved
Existing page has been validated and saved including all prior pages
Existing page has not been completed or validated
Which of the following is not an available account type?
Prepaid
Pay as You Go
Pay By Plate
Invoice
The customer account type Individual does not require an account contact ?
True
False
What attribute if any is available for Individual accounts?
Military/ Veteran
Student
None
Sales Tax Exempt
What additional info is required to setup a Commerical Account?
Two contacts
Company name and two contacts
Company Name , Tax identification number and at least one contact
Tax Identification Number
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