CitiDirect Card Management System (CCMS) Bulk Maintenance
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1 2011 GSA SmartPay Training Conference CitiDirect Card Management System (CCMS) Bulk Maintenance Product Development
2 A Winning Hand: Solutions, Savings and Sustainability with GSA SmartPay The 13 th Annual GSA SmartPay Training Conference, Las Vegas
3 House Rules All Audiences To ensure the best possible learning experience for participants, please adhere to the following house rules: Turn cell phones and pagers to vibrate Hold questions to end of session (unless encouraged otherwise) Ensure your participant badge is scanned to receive CLP credits For each course Must leave room and re-enter You will not receive CLP credits for Mini Sessions Take advantage of opportunities to provide feedback Please select the Citi Q&A icon on any Citi PC at the conference Answers to be ed after the conference within 60 days 3
4 Goals and Objectives This course is designed to assist you in achieving the following objectives: Assist Program Administrators to better understand the Bulk Maintenance feature in CCMS. Demonstrate the advantages and limitations when making updates to multiple accounts in one step. 4
5 Introduction Bulk Account Maintenance online in CCMS allows the user to update multiple accounts from one screen. Changes to accounts done via Bulk Account Maintenance are NOT performed in real time. The changes will be exported via a file to the processor and the final change will be reflected in CCMS the following business day. The Bulk Maintenance functionality is configurable and can be turned off at the client level by request. Points to remember when performing Bulk Maintenance include: A maximum of 3000 accounts can be selected at one time to update online. Selection of 100 accounts or less will be processed immediately and sent to the processor Selection of more than 100 accounts requires additional processing time. Processing time is dependent on the amount of data being changed, but the final change will be reflected in CCMS the following business day Accounts that are locked due to processing pending requests and lost/stolen accounts will not be considered for bulk maintenance. Bulk Account Maintenance can also be performed by filling in the provided Citi excel template and upload it into CCMS. The Bulk Account Maintenance spreadsheet is available from the Assistance menu under Guides. The Header page provides helpful hints. 5
6 Accessing Bulk Maintenance The Bulk Account Maintenance feature is accessed by selecting the Card Management menu and then selecting Account Management/Bulk Account Maintenance sub-menus. 6
7 Searching Accounts Users can update a maximum of 3000 accounts online at one time. An underlined hierarchy indicates additional hierarchies and can be accessed by clicking on the link to display the lower hierarchy levels. The number of accounts is listed next to each hierarchy node. The number is the total of accounts at that hierarchy level and below. As the user descends the hierarchy tree, the system displays the number of accounts at that level and below. 7
8 Selecting Accounts to Modify Select the hierarchy level(s) of the accounts to be maintained by checking the box next to the hierarchy name(s). All accounts at those hierarchy levels and below will be selected for maintenance. 8
9 Exclude Selected Accounts If all the accounts are to be modified, click the continue button and the bulk maintenance screen will be displayed. All accounts in the selected hierarchies will be modified. If only some of the accounts are to be modified, select the exclude accounts button. This will allow the user to select only the appropriate accounts. 9
10 Exclude Selected Accounts When the user selects the exclude accounts button, a list of all the accounts within the selected hierarchies are displayed. All the accounts have a check mark to indicate they are selected for modification. Only 100 accounts are displayed per page. If the user is performing maintenance on more than 100 accounts, the user will have to page to see each set of 100 accounts. 10
11 Narrowing the List of Accounts If only a few of the accounts require maintenance, the user can unselect all accounts on the page by removing the check mark next to the account number column. This will uncheck all the accounts on the displayed page only. The user can then check the boxes next to the accounts to maintain. 11
12 Modifying The Accounts When all the accounts for maintenance are selected, click on the continue button and the bulk maintenance screen will be displayed. 12
13 Bulk Maintenance Fields The demographics and controls fields that can be maintained are displayed. Note: Convenience Checks only display for Purchase Card programs. The user selects the check box next to the field(s) to be updated, enters the value(s) and clicks the submit button. Changes made via Bulk Account Maintenance are NOT performed in real time. However, if 100 accounts or less, then a file with changes will be exported immediately to the processor. If more than 100 accounts, then the file is sent later. Regardless, the final changes will be reflected in CCMS the following day. 13
14 Confirmation If less than 100 accounts were requested for maintenance, then the system will immediately process the accounts and a confirmation screen will be displayed. If there were any accounts that did not update, the system would display the list of accounts and the reasons. 14
15 Checking the Status of Bulk Maintenance Submissions If more than 100 accounts were requested for maintenance, then additional processing time is required and a link to the status of the requests will be displayed. Click the link to display the results. To view the status at a later time, a status link is provided on the Bulk Account Maintenance search screen. 15
16 Bulk Account Maintenance Request Log The request log will display all maintenance requests and their status. Click the Completed Successfully or Completed with Errors link to see the completed accounts or any errors that occurred. 16
17 Deleting Status Information All previous bulk account maintenance requests will be listed. Once the request is in a status of completed, a check box will be displayed in the delete column. To delete any of the maintenance requests, select the check box next to the request(s) then click the delete selected button. 17
18 18
19 Reminders All Audiences Thank you for attending! Visit the Citibank Welcome Center Level 3 Foyer West National Industries for the Blind will have a display of products Conference Slide Show come see yourself shine! Visit the Citibank One-on-One Lab Lido 3101 A/B Visit the Citibank Mini Sessions Lido 3001 A/B Citi Q&A Link Tell us your thoughts 19
20 Schedules available at the Welcome Center All Audiences 20
21 Interactive Training Events DoD DoD Travel Citi offers on-site training at no cost for agencies meeting the required minimum participant level of 20 or more as set forth in the GSA SmartPay2 Master Contract. Regional Citi Training Locations Norfolk, VA Washington, DC Visit to view and register for these sessions Upcoming Training Visit to view and register for these sessions On-site at your base or installation 20-participant minimum Visit and under Resources to download the On-site Training Request Form Distance Learning Video Conferences Please us at and a Citi training coordinator will work with you directly for on-site or Distance Learning sessions. 21
22 Interactive Training Events - GSA GSA Citi offers Computer Based Training (CBT) via the Citi Commercial Card Learning and System Support (CLASS) in CitiManager. Visit home.cards.citidirect.com and from the Web Tools Tab select the CLASS link Please contact your Account or Client Manager if you are interested in setting up a training session. Training can be conducted at a Citi Training Location, On-site at your office or via the Web. Regional Citi Training Locations Norfolk, VA Washington, DC 22
23 Terms & Disclosures IRS Circular 230 Disclosure: Citigroup Inc. and its affiliates do not provide tax or legal advice. Any discussion of tax matters in these materials (i) is not intended or written to be used, and cannot be used or relied upon, by you for the purpose of avoiding any tax penalties and (ii) may have been written in connection with the "promotion or marketing" of any transaction contemplated hereby ("Transaction"). Accordingly, you should seek advice based on your particular circumstances from an independent tax advisor. Any terms set forth herein are intended for discussion purposes only and are subject to the final terms as set forth in separate definitive written agreements. This presentation is not a commitment to lend, syndicate a financing, underwrite or purchase securities, or commit capital nor does it obligate us to enter into such a commitment. Nor are we acting in any other capacity as a fiduciary to you. By accepting this presentation, subject to applicable law or regulation, you agree to keep confidential the existence of and proposed terms for any Transaction. Tuesday, July 28, 2009 Prior to entering into any Transaction, you should determine, without reliance upon us or our affiliates, the economic risks and merits (and independently determine that you are able to assume these risks) as well as the legal, tax and accounting characterizations and consequences of any such Transaction. In this regard, by accepting this presentation, you acknowledge that (a) we are not in the business of providing (and you are not relying on us for) legal, tax or accounting advice, (b) there may be legal, tax or accounting risks associated with any Transaction, (c) you should receive (and rely on) separate and qualified legal, tax and accounting advice and (d) you should apprise senior management in your organization as to such legal, tax and accounting advice (and any risks associated with any Transaction) and our disclaimer as to these matters. By acceptance of these materials, you and we hereby agree that from the commencement of discussions with respect to any Transaction, and notwithstanding any other provision in this presentation, we hereby confirm that no participant in any Transaction shall be limited from disclosing the U.S. tax treatment or U.S. tax structure of such Transaction. We are required to obtain, verify and record certain information that identifies each entity that enters into a formal business relationship with us. We will ask for your complete name, street address, and taxpayer ID number. We may also request corporate formation documents, or other forms of identification, to verify information provided. Any prices or levels contained herein are preliminary and indicative only and do not represent bids or offers. These indications are provided solely for your information and consideration, are subject to change at any time without notice and are not intended as a solicitation with respect to the purchase or sale of any instrument. The information contained in this presentation may include results of analyses from a quantitative model which represent potential future events that may or may not be realized, and is not a complete analysis of every material fact representing any product. Any estimates included herein constitute our judgment as of the date hereof represent potential future events that may or may not be realized, and is not a complete analysis of every material fact representing any product. Any estimates included herein constitute our judgment as of the date hereof and are subject to change without any notice. We and/or our affiliates may make a market in these instruments for our customers and for our own account. Accordingly, we may have a position in any such instrument at any time. Although this material may contain publicly available information about Citi corporate bond research, fixed income strategy or economic and market analysis, Citi policy (i) prohibits employees from offering, directly or indirectly, a favorable or negative research opinion or offering to change an opinion as consideration or inducement for the receipt of business or for compensation and (ii) prohibits analysts from being compensated for specific recommendations or views contained in research reports. So as to reduce the potential for conflicts of interest, as well as to reduce any appearance of conflicts of interest, Citi has enacted policies and procedures designed to limit communications between its investment banking and research personnel to specifically prescribed circumstances Citibank, N.A. All rights reserved. Citi, Citi Arc Design, CitiDirect, Citimanager, Citibank Custom Reporting System, Citibank Electronic Reporting System, are trademarks and service marks of Citigroup Inc. or its affiliates and are used and registered throughout the world. In January 2007, Citi released a Climate Change Position Statement, the first US financial institution to do so. As a sustainability leader in the financial sector, Citi has taken concrete steps to address this important issue of climate change by: (a) targeting $50 billion over 10 years to address global climate change: includes significant increases in investment and financing of alternative energy, clean technology, and other carbon-emission reduction activities; (b) committing to reduce GHG emissions of all Citi owned and leased properties around the world by 10% by 2011; (c) purchasing more than 52,000 MWh of green (carbon neutral) power for our operations in 2006; (d) creating Sustainable Development Investments (SDI) that makes private equity investments in renewable energy and clean technologies; (e) providing lending and investing services to clients for renewable energy development and projects; (f) producing equity research related to climate issues that helps to inform investors on risks and opportunities associated with the issue; and (g) engaging with a broad range of stakeholders on the issue of climate change to help advance understanding and solutions. Citi works with its clients in greenhouse gas intensive industries to evaluate emerging risks from climate change and, where appropriate, to mitigate those risks.
24 2011 Citibank, N.A. All rights reserved. Citi, Citi and Arc Design and CitiDirect are trademarks and service marks of Citigroup Inc., used and registered throughout the world.
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