WorksheetsCIF 20/20 JAC Review Game!!!
Total questions: 35
Worksheet time: 18mins
What was your Favorite Class at the JAC?
All of Amy's Classes
XP Classes
EOY
Enhancements
Which is not a benefit of Field and Screen Editor?
Control who sees what fields and screens
You can create Templates
You can customize your what you see on Customer & Account Inquiry
Add, delete, and move fields and screens
Which tab was created in the Field & Screen Editor session?
NSF/OD Summary
Teller
Account
Availability
You can not Hide Folders from view in Folder Properties in Screen and in Screen Editor in User Maintenance.
True
False
How would I create a Hyperlink to a Related Function for a Field?
Go to Folder Properties
Within Field Values
Field Display Options
Add a Field
Can you edit Bank Parameter, Account History Search, and Account Maintenances Fields?
Yes
No
Headers can be given properties that will hide them and the included fields without hiding the entire tab.
True
False
When editing the Customer Tab, which Module and Code would you select?
Demand, Default
Customer, Summary
Customer, Default
Customer, Common
When adding a New Field, if I wanted to show 2 field values side by side which field type would I choose?
Date Calculation
Calculated Concatenation
Banner
String Concatenation
Which where the CIF 20/20 Instructors?
What is the most asked question on Escrow?
What is Escrow?
How to Run Analysis?
Aflac?
How many days before the Analysis date it is recommended to run Escrow Analysis?
10-15
50-100
30-45
Does CIF 20/20 have a option to send a Escrow Cancelation Notice?
Yes
No
Who is this Instructor?
Jason Weaver
Amy Cossey
Reggie Harris
What are types of Pilot Groups used to roll out Xperience?
Admin, Backoffice, Long term
IT, Front Line, Short term
All the Above
Which are training options to learn about Xperience?
ELearning’s
Train the Trainer
2 Day WebEx
All the above
What is Amy’s Second Favorite “F” word?
Food
Fun
Favorite
Financial Institution
Set Xperience to work for Who?
JHA
Your Bank
Your Users
Shadow Accounting is used for Loans you never get payments on?
True
False
What status does a loan have to be to be placed on Shadow?
5
8
1
7
What Trancode is used to make a payment on a Shadow Loan?
81
10
15
573
Document Merge Prompts can be added to any Interactive Document in Xperience to prompt users for information to be provided?
True
False
System Documents are tied to specific buttons in Xperience, like Activity and Payoff Statements.
True
False
The EDIT MERGE DOCUMENT drop-down option that is available in Customer & Account Inquiry allows you to edit a document using which program?
Adobe PDF Writer
Synergy
Microsoft Word
Photoshop
The MERGE DOCUMENT option in Customer & Account Inquiry creates a document in which format?
Microsoft Word
Adobe PDF
Microsoft Excel
Inkscape
The documents within Document Merge can be accessed through multiple locations in Xperience?
True
False
A merge document cannot contain Prompts, Tables, Images, and information from the Core System:
True
False
A Interactive Document in Document Merge can only have four prompts:
True
False
In the CIF 2020: Using Document Merge Session, John’s Bitmoji in his Power Point Presentation was wearing a sport’s jacket that was this color:
GREEN
TAN
BROWN
BLUE
What change was made to the word plug when working with Merged Documents?
You can now mask a value.
You can now display the field and file names.
You can now create a new field and add it to your document.
You can now hide blank fields.
What field is now populated when refreshing beneficial owner information from a CIF?
The owner name
The owner address
The owner date of birth
The owner tax ID
What new statement was added for bankruptcy loans?
LN6284
LN6286
LN6283
You should not send statements to bankruptcy loans.
When should you set up your 2019 system processing calendars?
By November 15, (Oct 22 – Nov 14 with the guidance of
a JHA Trainer 😉)
It is best to wait till Dec 31, as the calendar might change.
Why do we need a calendar?
What reporting was automated for 2018?
IRA Reporting for 5498’s.
Postponed and late rollover contributions.
Repayments of qualified reservist distributions and designated disaster distributions.
The allocable amount for box 10 of the 1099R.
What MAJOR spelling change was made to almost every tax form?
For Payer was changed to For Trustee/Payer
They added the word ‘within’
Account Information was changed to Account Number
Internal Revenue Service was changed to IRS
