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Work Order Time Message
Account Opening 10/13/17 18:53:00 EST W-9 document has been rejected. Please upload the correct version of this file
Work Order Time Message
Account Opening 10/13/17 18:53:00 EST W-9 document has been rejected. Please upload the correct version of this file
Work Order Time Message
Account Opening 10/13/17 18:53:00 EST W-9 document has been rejected. Please upload the correct version of this file
ACCOUNT OPENING
YOUR CASE MANAGER
Case Manager

Susan Dalgleish

Product Associate (212) 555-1212 s.dalgleish@citi.com
YOUR REQUEST

4 Checking Accounts 2 Money Market Accounts 2 Savings Accounts 1 CD Accounts Requested On: 12/31/17

Case Manager
Client Request
CURRENT PHASE: DOCUMENTATION
75%

3

DAYS

12

HOURS
Completion
Elapsed Time
CASH MANAGEMENT
YOUR CASE MANAGER
Case Manager

Susan Dalgleish

Product Associate (212) 555-1212 s.dalgleish@citi.com
YOUR REQUEST

4 Checking Accounts 2 Money Market Accounts 2 Savings Accounts 1 CD Accounts Requested On: 12/31/17

Case Manager
Client Request
CURRENT PHASE: DOCUMENTATION
25%

2

DAYS

05

HOURS
Completion
Elapsed Time
CASH MANAGEMENT
YOUR CASE MANAGER
Case Manager

Susan Dalgleish

Product Associate (212) 555-1212 s.dalgleish@citi.com
YOUR REQUEST

4 Checking Accounts 2 Money Market Accounts 2 Savings Accounts 1 CD Accounts Requested On: 12/31/17

Case Manager
Client Request
CURRENT PHASE: DOCUMENTATION
50%

1

DAYS

10

HOURS
Completion
Elapsed Time

Online Banking

Next Step

Lesson 5: Section 2
Adding new employees to your account

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ACH WCM

Next Step

Lesson 1: Section 4
Creating entitlements

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ACH Block/Filters/Positive Pay

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