Verifyprefunding innavigator forexternaltransfersLegendPay- Setup a singletransferTransfers - Verifythe accountsin the 'to'and 'from' dropdown lists arecomplete andcorrectVerify contentof the alertscontaindesiredinformationExpand atransaction witha check imageicon and atransaction witha depositSet uptransactionalertTest all transfersInternal/External(outgoing)DDA to DDASAV to DDASAV to SAVAll combinations youhave Verify alltransactions arereflected inonline banking bycomparing toNavigator orstatementLegendPay-verifyingpostingVoiceBanking -call in 833-681-3989VoiceBanking -VerifyHistoryVerifyPositive/NegativeBalancesCheck images areappearing fromtoday, last monthand random daysgoing back 24months.Set upinsufficientfunds alertSelect a listedaccount. Confirmaccount detailspage populateswith date, time,amount, balancefieldsSet upcurrentbalancealertVoiceBanking -VerifyBalanceFrom Home Page,verify all accountsshowing are theappropriate accountsby comparing withCentral ProductionsQuickaccessmenu -transferVoiceBanking -CreateTransferSet upavailablebalancealert VoiceBanking -Verifypostingof transferTest loan paymentform - PaymentReductions, InterestReduction, andRegular PaymentSet uphistoryalertVerifyprefunding innavigator forexternaltransfersLegendPay- Setup a singletransferTransfers - Verifythe accountsin the 'to'and 'from' dropdown lists arecomplete andcorrectVerify contentof the alertscontaindesiredinformationExpand atransaction witha check imageicon and atransaction witha depositSet uptransactionalertTest all transfersInternal/External(outgoing)DDA to DDASAV to DDASAV to SAVAll combinations youhave Verify alltransactions arereflected inonline banking bycomparing toNavigator orstatementLegendPay-verifyingpostingVoiceBanking -call in 833-681-3989VoiceBanking -VerifyHistoryVerifyPositive/NegativeBalancesCheck images areappearing fromtoday, last monthand random daysgoing back 24months.Set upinsufficientfunds alertSelect a listedaccount. Confirmaccount detailspage populateswith date, time,amount, balancefieldsSet upcurrentbalancealertVoiceBanking -VerifyBalanceFrom Home Page,verify all accountsshowing are theappropriate accountsby comparing withCentral ProductionsQuickaccessmenu -transferVoiceBanking -CreateTransferSet upavailablebalancealert VoiceBanking -Verifypostingof transferTest loan paymentform - PaymentReductions, InterestReduction, andRegular PaymentSet uphistoryalert

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.


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