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    CardConnect Final CC 5

    Uploaded by

    Juan Pablo Marin
    This document contains 20 multiple choice questions testing knowledge about CardConnect systems and policies. The questions cover topics such as which system to use to find a full card number, account minimum fees, common causes for ACH rejects, timeframes for funds availability, and where to find a merchant's MPA in CoPilot.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd

    CardConnect Final CC 5

    Uploaded by

    Juan Pablo Marin
    178 views3 pages
    This document contains 20 multiple choice questions testing knowledge about CardConnect systems and policies. The questions cover topics such as which system to use to find a full card number, account minimum fees, common causes for ACH rejects, timeframes for funds availability, and where to find a merchant's MPA in CoPilot.

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    CardConnect Final CC 5.docx

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    This document contains 20 multiple choice questions testing knowledge about CardConnect systems and policies. The questions cover topics such as which system to use to find a full card number, account minimum fees, common causes for ACH rejects, timeframes for funds availability, and where to find a merchant's MPA in CoPilot.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    178 views3 pages

    CardConnect Final CC 5

    Uploaded by

    Juan Pablo Marin
    This document contains 20 multiple choice questions testing knowledge about CardConnect systems and policies. The questions cover topics such as which system to use to find a full card number, account minimum fees, common causes for ACH rejects, timeframes for funds availability, and where to find a merchant's MPA in CoPilot.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 3

    CardConnect Final

    1. What system will you utilize if a 9125, 7130, or 5440 MID calls in for a full card number?
    a. CoPilot
    b. Access One
    c. Merchant Manager
    d. TSYS

    2. How do you determine whether to create a Retention Ticket, Tier II Support Ticket, or refer the
    merchant to their Agent when requesting a Rate Review?
    a. Notes
    b. Tickets
    c. Blue Box in CoPilot Account Summary Page and/or Sales/Code
    d. Attachments

    3. For a cancelled account, you are unable to locate Statements in CardPointe. Where are you able
    to find statements for cancelled accounts without going into a platform specific system?
    a. CardPointe Virtual Terminal
    b. Customer ID in CoPilot
    c. Unable to view statements for cancelled accounts
    d. Statements tab in CardPointe

    4. For 9125 TSYS MIDs, under what tab or section do you find the Bank Account Information?
    a. Charge Records
    b. Auth Log
    c. Deposit Summary
    d. PPM – Portfolio Pricing Manager

    5. What transaction types will be shown in CardPointe Desktop? (choose all that apply)
    a. B
    b. R
    c. T
    d. S

    6. If a Sales Rep calls in with questions about purchasing a Clover Device, where should the Sales
    Agent be transferred?
    a. CardPointe Support
    b. Clover Help Desk
    c. Sales Office
    d. Clover PreSales Line

    7. What is the turnaround time for a DBA name change?


    a. Same day
    b. 2-3 business days
    c. 1 business day
    d. 3-4 business days

    8. If a merchant calls in after hours and wants to cancel their account which of the following will
    you complete?
    a. Create a ticket
    b. Tell them to call back during normal business hours
    c. Have them contact the Agent
    d. Call 484-654-9665 and leave a voicemail

    9. When is the Account Minimum Fee assessed?


    a. This fee is assessed when a merchant does not meet the minimum requested processing
    fees in a given month.
    b. This fee is assessed every month
    c. Once the merchant closes the batch
    d. Annually

    10. Which of the following are common causes for ACH rejects? (Choose all that apply)
    a. Closed Bank account
    b. Duplicate Transactions
    c. Credit card refund
    d. Insufficient funds in the checking account to cover fees
    11. The transaction amount, merchant type, and card type can all be a determining factor on the
    Interchange Program a transaction will qualify for.
    a. True
    b. False
    12. Which screen in CoPilot will give you more information regarding a funding hold?
    a. Transaction Tab
    b. Account Boarding Tab
    c. Tickets Tab
    d. Funding Exclusion
    13. What is a normal timeframe for a merchant to receive funds after a transaction is initially run?
    a. 24 – 48 hours
    b. Immediately
    c. 1 – 2 business days
    d. 24 – 48 hours from the time the transaction are batched out (excluding Holiday’s and
    weekend)
    14. For a north MID with a standalone terminal what system would you use to see an open batch?
    a. TSYS
    b. Merchant Manager
    c. BusinessTrack
    d. FDPOSM
    15. Which system would you use to locate a full card number for an Omaha merchant?
    a. BusinessTrack
    b. CardPointe
    c. Merchant Manager
    d. Access One
    16. What is the correct email address we can give to the merchant when they request to send
    additional information to the Risk Department?
    a. [email protected]
    b. Cardconnect.com
    c. [email protected]
    d. Cardpointesupport.com
    17. What month is the Annual Fee billed?
    a. January
    b. July
    c. December
    d. October
    18. What month is the PCI Annual fee billed?
    a. January
    b. July
    c. December
    d. October
    19. Are we able to see what type of notifications a merchant can receive from CardConnect?
    a. True
    b. False
    20. In CoPilot which tab will we click on to see the merchant’s MPA?
    a. Notes
    b. Tickets
    c. Attachments
    d. Account Boarding

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