FIS Bill Pay Certification Training Table of Contents

Intuit Financial Services University FIS Bill Pay Certification Training

(Due Date model)

Topic Section

Overview 1

Activation & Maintenance 2

Consumer Experience 3

Payment Processing 4

Management Console Reports 5

Customer Service Tool- Admin 6

Customer Service Tool- Research 7

FIS Bill Pay Certification TrainingTable of Contents

Proprietary and Confidential

Bill Pay Certification

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Section 1: Overview

Overall Objective: Learn how to use and manage FIS Bill Pay in order to launch and run an effective Bill Pay program at your financial institution.

Specifically, you will learn: FIS (Fidelity Information Services) terms and payment processing

details how Bill Pay is activated and how administrators process and maintain

Bill Pay eReg records the features and functionality of FIS Bill Pay & Presentment the reporting available in Management Console how to support Bill Pay with the Customer Service Tool (CST)

Course Objectives

Intuit Financial Services University FIS Bill Pay Certification Training

(Due Date model)

Section 1:Overview


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Section 1: Overview

General Terms to Know

• IFS – Intuit Financial Services

• Host (also known as Data Processing Vendor or core processor)

• Bill Pay Processor (also known as Bill Pay Vendor)

• FIS – Fidelity Information Services (formally Metavante)


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Section 1: Overview

Bill Pay Terms to Know

• Payee – any person or business that the consumer can make a payment to

• Payee Database - a list of payees that have an established relationship with FIS

• Due By or Deliver By Date – the date that FIS will deliver the payment to the payee

• Manual Payment – a single, one-time payment that requires the consumer to enter an amount and a Due By date

• Automatic Payment – a payment set up by the consumer with specific payment instructions to be applied to all payments for a specific payee

• Expedited Payment – a single, one-time payment set up by the consumer for next-day (electronic) or overnight (check) payment (You must contract with IFS for this feature.)

• Bill Presentment (e-bill) – an electronic version of the consumer’s statement/bill with the payee

• File – the ability to keep an e-bill for history purposes without the consumer having to make a payment via Bill Pay

• Funding Accounts – checking accounts used to fund a consumer’s bill payments

• eReg record – an Intuit Financial Services file that contains a consumer’s profile information used to activate and maintain Bill Pay for the consumer


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Section 1: Overview

There are three platforms that you'll learn about in this training course: the front end of bill pay, CST, and the Management Console.

Here you see features available to your consumers in the front end and the sites your administrators use to manage bill pay: CST and Management Console.


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Section 1: Overview

Technical Requirements

• The screens of Bill Pay are designed to support a resolution of 1024 x 768 pixels or higher.

• You must enable Java in your browser.

• You must enable cookies in your browser.

• You must have 128-bit encryption in your browser. (Note: All current browsers are 128-bit encrypted.)

• A list of support browsers and operating systems are found on the Client Site (www.diclientsite.com) under the “Client Support” Troubleshooting Browsers Supported section.

Documents

FIS Bill Pay Certification Training Table of Contents