Set upinsufficientfunds alertSet uphistoryalertVerify alltransactions arereflected inonline banking bycomparing toNavigator orstatementVoiceBanking -CreateTransferFrom Home Page,verify all accountsshowing are theappropriate accountsby comparing withCentral ProductionsCheck images areappearing fromtoday, last monthand random daysgoing back 24months.Transfers - Verifythe accountsin the 'to'and 'from' dropdown lists arecomplete andcorrectVoiceBanking -VerifyHistoryVoiceBanking -VerifyBalanceLegendPay-verifyingpostingVoiceBanking -call in 833-681-3989Set upavailablebalancealert VerifyPositive/NegativeBalancesVerify contentof the alertscontaindesiredinformationSet upcurrentbalancealertQuickaccessmenu -transferSet uptransactionalertTest all transfersInternal/External(outgoing)DDA to DDASAV to DDASAV to SAVAll combinations youhave Select a listedaccount. Confirmaccount detailspage populateswith date, time,amount, balancefieldsTest loan paymentform - PaymentReductions, InterestReduction, andRegular PaymentVerifyprefunding innavigator forexternaltransfersExpand atransaction witha check imageicon and atransaction witha depositLegendPay- Setup a singletransferVoiceBanking -Verifypostingof transferSet upinsufficientfunds alertSet uphistoryalertVerify alltransactions arereflected inonline banking bycomparing toNavigator orstatementVoiceBanking -CreateTransferFrom Home Page,verify all accountsshowing are theappropriate accountsby comparing withCentral ProductionsCheck images areappearing fromtoday, last monthand random daysgoing back 24months.Transfers - Verifythe accountsin the 'to'and 'from' dropdown lists arecomplete andcorrectVoiceBanking -VerifyHistoryVoiceBanking -VerifyBalanceLegendPay-verifyingpostingVoiceBanking -call in 833-681-3989Set upavailablebalancealert VerifyPositive/NegativeBalancesVerify contentof the alertscontaindesiredinformationSet upcurrentbalancealertQuickaccessmenu -transferSet uptransactionalertTest all transfersInternal/External(outgoing)DDA to DDASAV to DDASAV to SAVAll combinations youhave Select a listedaccount. Confirmaccount detailspage populateswith date, time,amount, balancefieldsTest loan paymentform - PaymentReductions, InterestReduction, andRegular PaymentVerifyprefunding innavigator forexternaltransfersExpand atransaction witha check imageicon and atransaction witha depositLegendPay- Setup a singletransferVoiceBanking -Verifypostingof transfer

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