After logging intoCSR assist, verifyyou can seeappropriateaccounts forseveral customersVerify anapprovedrecurringtransactionseries canbe cancelledLarge customer(s):CSR assist on alarge customer in toensure accountinformation loads in areasonable amountof timeVerify you cancancel aPREFUNDINGtransactionand thattransaction doesnot processnext day Confirm checkand depositimages areavailable inaccount detailsVerify you canlog in to CSRassist usingan existinglogin IDVerify balance(positive/negative),transactionformatting, andpage totalsVerify thecancelledPREFUNDINGtransaction doesnot processnext dayAfter logging intoCSR assist, verifyyou can seeappropriateaccounts forseveral customersVerify anapprovedrecurringtransactionseries canbe cancelledLarge customer(s):CSR assist on alarge customer in toensure accountinformation loads in areasonable amountof timeVerify you cancancel aPREFUNDINGtransactionand thattransaction doesnot processnext day Confirm checkand depositimages areavailable inaccount detailsVerify you canlog in to CSRassist usingan existinglogin IDVerify balance(positive/negative),transactionformatting, andpage totalsVerify thecancelledPREFUNDINGtransaction doesnot processnext day

CoA Commercial 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. After logging into CSR assist, verify you can see appropriate accounts for several customers
  2. Verify an approved recurring transaction series can be cancelled
  3. Large customer(s): CSR assist on a large customer in to ensure account information loads in a reasonable amount of time
  4. Verify you can cancel a PREFUNDING transaction and that transaction does not process next day
  5. Confirm check and deposit images are available in account details
  6. Verify you can log in to CSR assist using an existing login ID
  7. Verify balance (positive/negative), transaction formatting, and page totals
  8. Verify the cancelled PREFUNDING transaction does not process next day