Changes to Action Wizards Smart Credit

2 Money Manager – Member Home Action buttons here will bring up the new free form wizard (slide 6)

3 Money Manager – Statement Contact Creditor Action button will bring up the new free form wizard (slide 6). Transaction Issue Action button will bring up the Txn Action wizard (slide 7).

4 Money Manager – Smart Credit Report

5 Changing the titles for ALL wizards *For all pages of the wizard. For example, Account Questions page 1 – 4 Free Form Page/Customer Service General: Customer service question for: Credit Report Questions: Credit report question for: Account Questions: Account question for: Debt Negotiator: Debt negotiation question for: Transaction Issue: Transaction Question for:

6 Free From Action Wizard – pg 1 This free form action wizard will pop up when you click on the action button on: 1)MM on mbr home 2)Contact Creditor on MM statement 3)Credit Report Action button actionType = CUSTOMER_SERVICE_GENERAL

7 Free Form Action Wizard – pg 2

8 Free Form Action Wizard – pg 3

9 Free Form Action Wizard – Action Template re: urgent customer service request - «firstName» «middleName» «lastName» Your account holder «firstName» «lastName» requests urgent assistance on their account as follows: Account ref #:«accountNumber» Additional ref:«firstName»’s phone #: «homePhone» Urgent Request: «REASON» Because this is an urgent matter, please reply to account holder by using RAPID REPLY in the red box below. Thank you for assisting your account holder.

10 Account Questions Wizard Changes Account Questions Wizard: 1)Remove “Transaction or Account Issues” radio button. 2)Remove “Fraudulent Activity” radio button. 3)Change the name of “Update My Account” to “Account Issues”. 4)Add to Account Issues drop down list: oPayment Not Posted oPay-off Amount oRequest Statements oRequest TAX Statement for prior year

11 Account Questions Wizard – pg 1

12 Account Questions Wizard – pg 2

13 Action Questions Wizard - pg 3

14 Action Questions Wizard – pg 4

15 Transaction Issue Options Radio button options: 1)Send details on this transaction 2)Not my transaction 3)Dispute this Fee or Transaction Drop down options oRefund or credit not posted (merchant not responsive) oI did not get the product or service (merchant not responsive) oCancel recurring transaction (merchant not responsive) oDispute transaction (merchant not responsive) oDuplicate Transaction (merchant not responsive) oWrong Amount (merchant not responsive) oWaive this fee

16 Transaction Issue Action Wizard This action wizard will pop up when you click on the Transaction Issue action button on MM – Statement.

17 Txn Exceeding…- (Posted) Action button – ONLY FOR “has posted”. If it is “is pending, not yet posted” then Action button is greyed out with text saying something like “You can only take Action on posted transactions. You will get another Alert once this transaction has posted.”

18 Txn Exceeding…- (TU+)

19 Txn Exceeding…- (Pending) Action button – ONLY FOR “has posted”. If it is “is pending, not yet posted” then Action button is greyed out with text saying something like “You can only take Action on posted transactions. You will get another Alert once this transaction has posted.”

20 Txn Exceeding…- SMS Your recent transaction alert: Date: 7/16/13 Description: Amazon Category: Uncategorized Amount: $ If you have an issue, click here.

21 SMS/ Wizard TBD