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Category: Account Maintenance

How to authenticate a customer with a Dormant/Inactive/Escheatment Account?

December 14, 2023
December 14, 2023
Customer Experience, Standard Operating Procedures, Dormant or Inactive Status, Quality Assurance, Business Rules
Dormant Account, Inactive Account, Authentication for Dormant Account, Escheatment Account Authentication

What is required to change an address on an account? – Client Procedure

December 11, 2023
December 13, 2023
Customer Experience, Standard Operating Procedures, Account Maintenance, Demographic Change
ADDRESS CHANGE, Demographic Change, Client Procedure, Physical address change

How to change a birthdate on an account? – CX Procedure

December 11, 2023
December 14, 2023
Customer Experience, Standard Operating Procedures, Account Maintenance, Demographic Change
Demographic Change, CX Procedure, Birthdate, Birthday, Change Birthdate

How to change the Social Security Number on an account? – CX Procedure

December 11, 2023
December 14, 2023
Customer Experience, Standard Operating Procedures, Account Maintenance, Demographic Change
Demographic Change, SSN, Social Security number, Change social security number, Update social security number

How to add a seasonal/alternate address to an account? – CX Procedure

December 6, 2023
December 14, 2023
Customer Experience, Standard Operating Procedures, Account Maintenance, Demographic Change
ADDRESS CHANGE, seasonal address, alternate address, add an address

How to change an address on an account? – CX Procedure

December 6, 2023
December 14, 2023
Customer Experience, Standard Operating Procedures, Account Maintenance, Demographic Change
ADDRESS CHANGE, Demographic Change, CX Procedure

How to change a physical address on an account? – Client Procedure Mobile App

December 6, 2023
December 14, 2023
Customer Experience, Standard Operating Procedures, Account Maintenance, Demographic Change
ADDRESS CHANGE, Demographic Change, Client Procedure, physical address, change address

How to change a physical address on an account? – Client Procedure OLB

December 6, 2023
December 14, 2023
Customer Experience, Standard Operating Procedures, Account Maintenance, Demographic Change
ADDRESS CHANGE, OLB, Client Procedure, Physical address change, physical address, Change address on an account

What is required to change an address on an account? – CX Procedure

December 6, 2023
December 14, 2023
Customer Experience, Standard Operating Procedures, Account Maintenance, Demographic Change
ADDRESS CHANGE, Demographic Change, mailing address, Address, CX Procedure, seasonal address

How to change/update an email address on an account? – Client Procedure OLB

December 5, 2023
December 5, 2023
Customer Experience, Standard Operating Procedures, Account Maintenance, Demographic Change
Email Address, Demographic Change, OLB, Client Procedure, update email address
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