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

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