VoiceBanking -call in 833-681-3989Set upavailablebalancealert Verify contentof the alertscontaindesiredinformationQuickaccessmenu -transferFrom Home Page,verify all accountsshowing are theappropriate accountsby comparing withCentral ProductionsVerifyPositive/NegativeBalancesCheck images areappearing fromtoday, last monthand random daysgoing back 24months.Set uptransactionalertTransfers - Verifythe accountsin the 'to'and 'from' dropdown lists arecomplete andcorrectVoiceBanking -CreateTransferVerifyprefunding innavigator forexternaltransfersSet uphistoryalertVoiceBanking -VerifyBalanceExpand atransaction witha check imageicon and atransaction witha depositVoiceBanking -Verifypostingof transferTest all transfersInternal/External(outgoing)DDA to DDASAV to DDASAV to SAVAll combinations youhave Test loan paymentform - PaymentReductions, InterestReduction, andRegular PaymentLegendPay- Setup a singletransferSet upinsufficientfunds alertSelect a listedaccount. Confirmaccount detailspage populateswith date, time,amount, balancefieldsLegendPay-verifyingpostingSet upcurrentbalancealertVoiceBanking -VerifyHistoryVerify alltransactions arereflected inonline banking bycomparing toNavigator orstatementVoiceBanking -call in 833-681-3989Set upavailablebalancealert Verify contentof the alertscontaindesiredinformationQuickaccessmenu -transferFrom Home Page,verify all accountsshowing are theappropriate accountsby comparing withCentral ProductionsVerifyPositive/NegativeBalancesCheck images areappearing fromtoday, last monthand random daysgoing back 24months.Set uptransactionalertTransfers - Verifythe accountsin the 'to'and 'from' dropdown lists arecomplete andcorrectVoiceBanking -CreateTransferVerifyprefunding innavigator forexternaltransfersSet uphistoryalertVoiceBanking -VerifyBalanceExpand atransaction witha check imageicon and atransaction witha depositVoiceBanking -Verifypostingof transferTest all transfersInternal/External(outgoing)DDA to DDASAV to DDASAV to SAVAll combinations youhave Test loan paymentform - PaymentReductions, InterestReduction, andRegular PaymentLegendPay- Setup a singletransferSet upinsufficientfunds alertSelect a listedaccount. Confirmaccount detailspage populateswith date, time,amount, balancefieldsLegendPay-verifyingpostingSet upcurrentbalancealertVoiceBanking -VerifyHistoryVerify alltransactions arereflected inonline banking bycomparing toNavigator orstatement

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