New TPV Request

In order to submit new TPV requests, you must have TPV > New enabled in your Permission Profile (Application/CostGuard Client/Customer Management/TPV/New).

To create a new TPV request, you must first view a specific customer. Then, select TPV Requests from the Actions menu or click the TPV Requests icon provided in the application toolbar (as described earlier in this chapter). The TPV requests associated with that customer are displayed in the Third Party Verification Request Search Results window. From here, you can create and submit a new TPV request.

1. Right-click anywhere within the search results and select New TPV Request.

   

   This displays the New TPV Request window.

   

   The New TPV Request window contains the following input fields, which the system populates with the contact information that is stored in the system’s database for this customer. A blank input field indicates no information exists in the database for that particular data item.

   First Name	Customer contact’s first name.
   Last Name	Customer contact’s last name.
   BTN (required)	Customer’s billing telephone number – telephone number third party uses to contact customer for verification purposes.
   Street 1	Customer contact’s street address.
   Street 2	2nd line of customer contact’s street address, if applicable.
   City / State / Zip	Customer contact’s city, state, and zip code.
   Last 4 digits of SSN	Last 4 digits of customer contact’s social security number.
   Date of Birth	Date of birth is not stored in the system’s database, therefore, this field is blank.
   Fax	Customer contact’s fax number.
   Email	Customer contact’s email address.
   Language	Customer contact’s language.
   Verification Items	3 check boxes that indicate which items need to be verified (at least one must be checked): Local Service Local Toll Long Distance All 3 boxes are checked by default.
   Service Number	List of this customer’s active service numbers, whose basic service type is Equal Access. At least one must be checked All service numbers are checked by default.

2. Edit the information in this window, as desired.

   Note

   Editing the pre-populated contact information does not change the contact information that is stored in the system’s database. This only changes the data sent to the independent third party in the TPV request.

3. Uncheck any Verification Items that do not apply to this TPV request. Make sure that only those services that require verification are checked.

4. Uncheck any service numbers that do not require verification.

   Note

   If different service numbers require verification of different Verification Items, you must submit separate TPV requests for each unique combination. Example – To verify Local Service for all service numbers and Long Distance for only one of the service numbers:

5. Create one TPV request to verify local service for all service numbers. Make sure all service numbers are checked and Local Service is the only Verification Item that is checked.

6. Create a second TPV request to verify long distance for the service number whose long distance is changing. Make sure this service number is the only number that is checked and Long Distance is the only Verification Item that is checked.

7. Click Submit to initiate the TPV request.