Applications Menu

This section describes how you access the TPV application via the Applications menu and defines the TPV functions you can perform via this access method.

1. On the Applications menu, click Customer Management > Third Party Verification.

2. To view TPV Requests, click TPV Request Search. This displays the Third Party Verification Request Search window.

   

   The Third Party Verification Request Search window contains the following input fields.

   Note

   Wildcards are not permitted for any of the text input fields.

   TPV Request ID	If you want a specific TPV Request returned in your search results, enter the TPV Request ID assigned to that request. Note TPV Request ID is a unique ID the IDI platform assigns to a TPV request upon submission of that request into the system.
   Customer Name	If you want TPV requests that contain a specific Customer Name, enter the desired Customer Name.
   Account Number	If you want TPV requests that contain a specific Customer Account Number, enter the desired Customer Account Number.
   Service Number	If you want TPV requests that contain a specific Service Number, enter the desired Service Number.
   PVN	If you want TPV requests that contain a specific PVN, enter the desired PVN. Note PVN is a unique number the independent third party assigns to a TPV request, upon receipt of that request from the IDI platform. The third party returns this number to the IDI platform, in its response indicating successful receipt of the TPV request (prior to customer verification).
   Order ID	If you want TPV requests that contain a specific Order ID, enter the desired Order ID. Note Order ID is the order number the IDI platform assigns to a TPV request, upon receipt of the third party’s response indicating successful receipt of that TPV request (prior to customer verification).
   From Request Date	If you want TPV requests that were submitted to the third party for verification on a specific date, enter the desired date in this field and the “To Request Date” field. If you want all TPV requests that were submitted on or before a specific date, enter the desired date in the “To Request Date” field and do not specify a date in this field. If you want all TPV requests that were submitted on or after a specific date, enter the desired date in this field and do not specify a “To Request Date”. If you want all TPV requests that were submitted to the third party for verification during a specific time frame, enter the first date to be included in the search results in this field and the last date to be included in the search results in the “To Request Date” field.
   To Request Date	If you want TPV requests that were submitted to the third party for verification on a specific date, enter the desired date in this field and the “From Request Date” field. If you want all TPV requests that were submitted on or before a specific date, enter the desired date in this field and do not specify a date in the “From Request Date” field. If you want all TPV requests that were submitted on or after a specific date, enter the desired date in the “From Request Date” field and do not specify a date in this field. If you want all TPV requests that were submitted to the third party for verification during a specific time frame, enter the first date to be included in the search results in the “From Request Date” field and the last date to be included in the search results in this field.
   From Verification Date	If you want TPV requests for which responses were received from the third party on a specific date, enter the desired date in this field and the “To Verification Date” field. If you want all TPV requests for which responses were received on or before a specific date, enter the desired date in the “To Verification Date” field and do not specify a date in this field. If you want all TPV requests for which responses were received on or after a specific date, enter the desired date in this field and do not specify a “To Verification Date”. If you want all TPV requests for which responses were received during a specific time frame, enter the first date to be included in the search results in this field and the last date to be included in the search results in the “To Verification Date” field.
   To Verification Date	If you want TPV requests for which responses were received from the third party on a specific date, enter the desired date in this field and the “From Verification Date” field. If you want all TPV requests for which responses were received on or before a specific date, enter the desired date in this field and do not specify a “From Verification Date”. If you want all TPV requests for which responses were received on or after a specific date, enter the desired date in the “From Verification Date” field and do not specify a date in this field. If you want all TPV requests for which responses were received during a specific time frame, enter the first date to be included in the search results in the “From Verification Date” field and the last date to be included in the search results in this field.
   Request Status	Failed - Submission of TPV request to independent third party failed, due to technical reasons. In Process - TPV request accepted by independent third party for processing - waiting for verification response. Completed - Verification response received from independent third party – third party contacted customer. Expired - Verification response received from independent third party - third party was not able to contact customer. No Response - Task plan timed out waiting for verification response from independent third party or CSR marked in-process TPV request as “No Response”. Not Completed - The request has not been completed. Used only when the third party vendor is VoiceLog.
   Submitted By	Unique ID assigned to user that submitted TPV request to the IDI platform.

1. Enter the desired search criteria and click Search. This displays the Third Party Verification Request Search Results window. Only those TPV Requests that match the specified search criteria are returned in the search results.

   Note

   If no search criteria are entered, all TPV requests are returned in the search results.

   

   For each TPV request returned in the search results, the Third Party Verification Request Search Results window displays the following information:

   Request ID	Unique ID assigned to the TPV request when the CSR submitted that request into the system.
   Customer	Name of the customer associated with the TPV request.
   Account Number	Customer account number associated with the TPV request.
   BTN	Billing telephone number associated with the TPV request.
   Request Date	Date the TPV request was submitted to the third party for verification.
   Verification Date	Date the system received a TPV response from the third party for this request.
   Status	See Request Status in Applications Menu.
   Order ID	Order ID assigned to the TPV request, upon receipt of the third party’s response indicating successful receipt of that TPV request (prior to customer verification).
   PVN	Unique number the independent third party assigned to the TPV request, when it received that request from the IDI platform. Third party returned this number to the IDI platform in its response indicating successful receipt of the TPV request (prior to customer verification).
   Response File ID	Unique number the IDI platform assigned to the TPV response file that contained the verification results for this TPV request.
   Submitted By	Unique ID assigned to the user that originally submitted the TPV request to the IDI platform
   Last Modified By	Unique ID assigned to the user that last modified this TPV request.

• From this window, you can perform the following functions:

  • View the details of a specific TPV request.

  • Resubmit a failed TPV request.

  • Mark an in-process TPV request as “No Response”.

  • View the customer details for the customer associated with a particular TPV request.