VoiceBanking -VerifyBalanceExpand atransaction witha check imageicon and atransaction witha depositSet uptransactionalertVoiceBanking -call in 833-681-3989From Home Page,verify all accountsshowing are theappropriate accountsby comparing withCentral ProductionsSet upavailablebalancealert Test loan paymentform - PaymentReductions, InterestReduction, andRegular PaymentSet uphistoryalertSet upcurrentbalancealertTransfers - Verifythe accountsin the 'to'and 'from' dropdown lists arecomplete andcorrectVerify alltransactions arereflected inonline banking bycomparing toNavigator orstatementVoiceBanking -VerifyHistoryVerifyprefunding innavigator forexternaltransfersSet upinsufficientfunds alertCheck images areappearing fromtoday, last monthand random daysgoing back 24months.Select a listedaccount. Confirmaccount detailspage populateswith date, time,amount, balancefieldsVoiceBanking -Verifypostingof transferLegendPay-verifyingpostingVoiceBanking -CreateTransferVerifyPositive/NegativeBalancesQuickaccessmenu -transferLegendPay- Setup a singletransferTest all transfersInternal/External(outgoing)DDA to DDASAV to DDASAV to SAVAll combinations youhave Verify contentof the alertscontaindesiredinformationVoiceBanking -VerifyBalanceExpand atransaction witha check imageicon and atransaction witha depositSet uptransactionalertVoiceBanking -call in 833-681-3989From Home Page,verify all accountsshowing are theappropriate accountsby comparing withCentral ProductionsSet upavailablebalancealert Test loan paymentform - PaymentReductions, InterestReduction, andRegular PaymentSet uphistoryalertSet upcurrentbalancealertTransfers - Verifythe accountsin the 'to'and 'from' dropdown lists arecomplete andcorrectVerify alltransactions arereflected inonline banking bycomparing toNavigator orstatementVoiceBanking -VerifyHistoryVerifyprefunding innavigator forexternaltransfersSet upinsufficientfunds alertCheck images areappearing fromtoday, last monthand random daysgoing back 24months.Select a listedaccount. Confirmaccount detailspage populateswith date, time,amount, balancefieldsVoiceBanking -Verifypostingof transferLegendPay-verifyingpostingVoiceBanking -CreateTransferVerifyPositive/NegativeBalancesQuickaccessmenu -transferLegendPay- Setup a singletransferTest all transfersInternal/External(outgoing)DDA to DDASAV to DDASAV to SAVAll combinations youhave Verify contentof the alertscontaindesiredinformation

CoA Retail Test Script - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Voice Banking - Verify Balance
  2. Expand a transaction with a check image icon and a transaction with a deposit
  3. Set up transaction alert
  4. Voice Banking - call in 833-681-3989
  5. From Home Page, verify all accounts showing are the appropriate accounts by comparing with Central Productions
  6. Set up available balance alert
  7. Test loan payment form - Payment Reductions, Interest Reduction, and Regular Payment
  8. Set up history alert
  9. Set up current balance alert
  10. Transfers - Verify the accounts in the 'to' and 'from' drop down lists are complete and correct
  11. Verify all transactions are reflected in online banking by comparing to Navigator or statement
  12. Voice Banking - Verify History
  13. Verify prefunding in navigator for external transfers
  14. Set up insufficient funds alert
  15. Check images are appearing from today, last month and random days going back 24 months.
  16. Select a listed account. Confirm account details page populates with date, time, amount, balance fields
  17. Voice Banking - Verify posting of transfer
  18. Legend Pay- verifying posting
  19. Voice Banking - Create Transfer
  20. Verify Positive/Negative Balances
  21. Quick access menu - transfer
  22. Legend Pay- Set up a single transfer
  23. Test all transfers Internal/External (outgoing) DDA to DDA SAV to DDA SAV to SAV All combinations you have
  24. Verify content of the alerts contain desired information