Inquiry Type Guidance

When you create an inquiry, additional fields appear based on the selections you make. Use this glossary to learn more about each inquiry group and view examples of using each inquiry type. When you finish, return to Creating an inquiry to complete the task.

Inquiry groups
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Project/Implementation:
Service:
Solutioning/Enhancement:
Service options
InquiryPoint offers the following Services, based on the product you select. Select the link to view comparisons with similar options and examples designed to help you select the correct option.

Each product includes unique inquiry categories and options. InquiryPoint does not display every option with every selection. All options appear here for reference only.

For more information regarding Card Services options, see Card Services Inquiry type guidance.

We are making updates to the inquiry menu and template pages. If you need an option that you cannot find, please use the feedback option at the bottom of this page. In your feedback, indicate the option that is missing.

Account / System Maintenance

Administration

Block Routing Number

Branding Request

Citrix

Errors Messages

Fraud - Updating Email Contact

In-House Client

IP Change

New Workstation

Parameter Change Request

Parameter Maintenance

Product Configuration

Proof

Report Request

Request to change Out of Network Settlement Account

Request/Audit/Escrow/MISC

Server Upgrade

Util

Vendor Scheduled Client Maintenance

Workstation Upgrade

Account Maintenance

Account Data Change

Activate / Cancellation

Add/Change GL Account

Additional Location

Adds/Changes

Application/Register

BIN Update/Issue

Cancellation

Cash & Logistics

Decrease Limit

Device Manager

EMV Enablement

Entitlement

General Account Updates

Increase Limit

Installation

Legal Updates

Parameter Change Request

Reinstatement

Screen Groups/Screen Overlay

Tax ID Update

TLP

Update Email Address

Update Mailing Address

Application Functionality

3rd Party Issue / Inquiry

3rd Party Vendor Inquiry

Abandoned Property

Account

Account Analysis

Account Maintenance

Account Origination

Accrued Interest Balancing

ACH Origination

ACH Returns

Agreements / eAgreements

AH_CLEAR Balancing

Alert Question / ATM Monitoring

Alerts

All Core Deposit Related Functionality

Allocation

Allotments / Preauthorizations

ATM / POS

Architect

Ascensus / IRA Direct Express

Audit Confirms

Auditing

Authorities

Authorization (SAF)

Automic

Balancing

Bank

Bankruptcy

Batch

Batch Cashbox EL Outage

Bill Payments

BPM

BRM Import File

Broadcast Messages

BSA / BIM Extract

Budget

Budgeting

Case Documentation Question

Case Manager

Cash Recycler

Cash Recycler / Cash Dispenser

Cashbox

Chargeoff Processing / Shadow Accounting

Check Holds

Check Imaging

Check Ordering - Harland & Delux

Citrix

Client Portal Issue

Code

Codes & Lists

Commercial Center

Company

Construction

ConvergeIT

Core API / Upload / On-line Banking

Core Logic

Credit Bureau Reporting / Metro II

Credit Card Module

CTR

Customer Manager

Dealer

Deferred Fees

Deferred Fees / Cost

Dep & Loan Trial Balancing

Deposit Chargeoff

Deposit Chargeoff Balancing

Deposit Notices

Deposit Product and Settings (Reg D,E)

Deposit Report

Digital Insight

Direct Post

DNA App

DNAApps - Application based

Docusign

Dormant/Inactive

Dynamic Messaging

eBAM

Electronic Analysis

Email Alerts

Error / Outage

Escheat Process

Escrow

ETM / ITM

Event Notification

Exception

Exception Management

External Accounts

FCRM

FCRM File Build

Field Location Question

File Processing i.e.. SWIM, ACH

Fiserv IP

Fraud Risk Solutions

Full Service Credit

GL Import

GL Proof Variance

Help with a report, filters, calculations

How to Access Reports

How to Submit a Case

I32

Inclearing Balancing

Inclearing Returns

Incoming ACH

Institution

Interest Parameters and Rate Schedules

Interface(s)

Internet Banking / MemberDirect

Investor

IRS File Processing

Late Charges

Lease Security

Letter

Loan Billing

Loan Modification / Loan Renewals

Loan Origination

Loan Reports

Lockouts / Warning Flags

Master Line

Meridian Link

MM_GLINT Report

Monthly Process

MS_Aries Balancing

NCR

Negative Reclassification

Network Participation

New Account Wizard

New Branch

Nexus

Notices

Notices / Statments

Notifi

Notifications

Office Integrator

Official Check Balancing

Official Check Printing & Logos

Official Checks / Batch Checks (data)

Parameter Maintenance

Participation Loans

Payment Posting / Processing

Payroll Manager

Penalties

People & Signers

Pep Plus

Person / Org Records / Wizards

Positive Pay

Pre-authorized Transaction / Allotments

Premium Overdraft

Pricing

Printer install and configuration

Product "How To"

Product "How To" - 3DSecure

Product "HowTo" - CardTracker

Product "How To" - Case Tracker

Product "How To" - EnFact

Product "How To" - Rule Manager

Product Configuration

Product Creation / Product Changes

Product Performance

Purge Request

Purging

Rate and Payment Changes

Receipt Printing

Regulatory

Relational Profile

Relationship Pricing

Release

Remote Deposit Capture

Report

Report - Custom

Reports

Reports - Missing/Run/Re-send

Reports - Missing/Run

Reports-Missing/Run/Resend

RePricing

Request / Order

Retirement Processing/IRA

Risk Segment Change Request

SAF Servers

SAF SSL Renewal- Cert troubleshooting

Safe Deposit Box (SDB)

Sales Performance

SAOD

Security

Settings

Shadow Accounting

Sign On

Single Sign On Issue

SINS / Simple Insurance Processing

Skip / Extend Payments

Smarter Pay

SQL-Script Request

Stack Trace Error

Statement Processing

Statements

Supervisor

Swaps

Sweeps

SWIM Files

System Error

System Options

Tasks & Schedules

Tax Processing

Teller Deposits

tMagic Reconciliation

Transactions

Upgrade or Install

Utilities

Validation Rules

Verant ID Scanning and Sig Pads

Verification Module / eFunds / ChexSystems

WireXChange

Wisdom

WMF / PCL / PDF forms

YE Updates / Processing

Zelle / ESF

Billing

Fee Inquiry

Statement Inquiry

Boarding

Additional Location

New Account

Business Track

Password Reset

Report Inquiry

Training

Troubleshooting

User Setup Inquiry

Clover

Email Update

Purchase

Reprovision

Troubleshooting

Compliance

Association Release Inquiry

Attestation of Compliance

Audit

Data Retention / Backup Restore

Disaster Recovery

PCI

Request for Service Organization Controls

Contract / Billing / Invoice

Billing

Billing / Invoice or Fraud Reclamation Invoice

Billing Inquiry

Compliance Inquiry

Contract / Fees

Contract Inquiry

Contract Question

Custom Work Order

Customer Request

Invoice

Professional Services Quote

Purchase Additional License(s)

Statement

Education/Training

Client Request

CMS TranSend

Compliance Changes

Concerns/Escalation

Credit Risk

CS TranSend

File Tracking / Messaging

Formal/Virtual Training

Fraud

Future-dated Request

Operational Review

Parameter / Spec Review

Parameter Review

Report Review

Sandbox

Spec Review

System / Tools

Test Credit Union

User Guides & Training

XChange

Entitlement

>Add

American Express

Debit/EBT

Discover

Gift Card

Remove

Telecheck

Update

WEX/Voyager

Equipment

Add Software

Billing

Purchase

Replacement

Return

Troubleshooting

VAR request

Equipment Support

Archive Scanner

>ATM

Browser

Cash Recycler

Device

Disaster Recovery

Disk Warnings

Firewall

IMM

Instant Issue

New PC Setup

Operating System Of Device

Other

Print Passthru

Printer

Printer / IMM

Receipt Printer

Scanner

Scanner / Printer

Server

Signature Pads

Sigpad

TCR / Coin

Teller Deposits Scanner

>TTY

VPN

Workstation Support

File Transmission

Alerts

Files

Reports

Scheduling

Transmission Re-Run/Re-Send

File Transmission / Report Delivery

Alerts

BSA / BIM Extract

Change Report Distribution

Changes to GL cubes

FCRM File Build

File

File / Notice Delivery

File / Report Delivery

File Delivery

File Delivery Issue

File Delivery/Missing File

File Transmission

File/Report Delivery/Re-Sending due to failure

Files/Programs

Fraud Report Distribution

Incoming File / Report Delivery / Processing

Incoming/Outgoing Failure/Rejected

Missing File/Deadline Re-send/Restage

Missing Report (requiring rerun)

New Transmission

Report Assistance

Report Delivery

Report Delivery / Re-Sending due to failure

Reports - Adhoc

Request to Run Report Manually

Schedule Report - New

Scheduling / Unattended Processing Setup

Scheduling Request

Scheduling/Unattended Processing Setup

Set-Up

SIR (Scheduled Integrated Teller Reports)

Tidal Processing

Transmission Re-Run / Re-Send

Unattended Processing Failed

Funding

ACH Reject

Checking Account Change/Update

Debit Withdrawl Inquiry

Deposit Inquiry

Dispute Inquiry

PTS Reject

Reconciliation

Risk Inquiry

Product Request/Question

Add Product / Enhancement

Audit Question

Back Office Processing

Certificate Renewal

Certification Renewal

Crystal Report Request

Custom Work Order

DNAapp Install

DNAapp Upgrade

Document to be Coded

Documentation

Enhancement

Enhancement/Custom Work Order

Escrow Run

FIDM

Form Update / Change

Future-dated Request

Hide Credit Bureau Report

IIS reset

IP Verification

Job change/run

Limits

Manual Application Entry

Member Number Change

ODBC Connection

Parameter Change

Precision Release

Precision Releases

Print/Render

Product "How To"

Product Enhancement

Project / Change Request

Publications/Documentation

Questionnaire

Report Delivery

Report Request

Request/Order

Request/Order - Branding Request

Request/Order/Report Request

Software Release

Software Release/Hot Fix/Download/License

Software Release/Patch/Download

Software Release/Patch/Download/License

Software Releases

Software Releases/Download/Licenses

Software Releases/Patches/Download/Licenses

Software Releases/Patches/Downloads/Licenses

Specifications

Supply Order

System Configuration

System Configuration/Spec Changes

Tax Load

Teller Processing

Terms of Service Inquiry

Test Area Upgrade / Refresh

Unclaimed/Abandoned Property processing

Upgrades

Year End Processing

System Request

Annual Audit

Application Outage

Audit

Audit and Penetration Testing

Audit Confirmations

Audit Penetration Testing

Audit Question

Data Retention/Backup/Restore

Data Retention/Backup-Restore

Database Rollback

Disaster Recovery

File Transfer

Integration with Other Fiserv Application

IP Change

Request for SAS

Request for SOC

Scheduler/Unattended Processing Setup

Security Vulnerability / Reports

Security Vulnerability/Reports/SOC

Security Vulnerability/Reports/SOC

Security Vulnerability/SOC/Audit Report

Testing

White-Listing IP Address

Tax Processing

Application Error

Application Error / Outage

Application Outage

Corrections

Fiscal Tax Processing

Forms

IRA Processing

IRA Processing / Ascensus

IRS Processing

Other

Reports

Reports-Missing/Run/Resend

Tax Forms

Year End

Year End / IRS Processing

Technical Issue

API / Configuration / Environment

Application Error

Application Error / Outage

Application Error/Outage

Application Outage

ATM Down/Technical Issue

Cardholder Activation/Authentication Issue

CD-ROM

Certificate Renewal

Collections Outage

Configuration / Environment

Credit Union Down / Circuit Issue

Data Space Issue

Database Connection Issues / Server Related

Disaster Recovery

Enrollment Issues

Error Message

Failed Transaction

Installation

Installation / Configuration / Environment

Installation/Configuration/Environment

Integration with other Fiserv / 3rd Party Applications

Integration with Other Fiserv Application

Mobiliti Outage

NetBranch Outage

Outage Report

Release / Upgrade

Report

Server

Server Issues - Inhouse

Shared Branching Outage

Software Install Issue

Software Release / Patch / Download / License

Troubleshooting

Unable To Access

Workstation

Transaction Research/Request

ACH/Payroll

Balancing

Balancing / Reconciliation

Balancing Inquiry

Balancing/Adjustment

Balancing/Transaction question

Cancel a Claim

Card Management

Card Monthly Reissue

Card Order Status

Correction/Reversal

Credit Refusal Needs Added

Customer Does Not Recognize Sender

Denial / Approval Question

Device with Fraud

Discrepant Activity

Disputes / Single Point Corrections

Export Issue

Fraud

Fraud - Derive Credit Request

Fraud – Investigations (post transaction)

Fraud - Remove Exception Denial

Fraud - Scams

Fraud - Suspension Removal

Fraud Occurrence

General Ledger Out of Balance

General Reconciliation Assistance

GL Balancing

Holding Funds / Dead Transfer

Instant Issue

LOI Request

Manual Transaction Refund Inquiry / Request

Missing Card Order

Missing Funds - Client General Ledger

Missing Funds - Customer

Non-Fraud - Funds Disputed

Non-Fraud - Funds Not Received

Non-Fraud - Good Faith Attempt

Non-Fraud - Refusal of Funds

Non-Fraud - Wrong Payment Location

Payment Sent to Wrong User/Token

Question on IE57/IE65/IC10/Other Report

Reg E data

Reissue/Replacement Card Order

Release Profile From Hold

Request for Full Card Number

Request Recording

Restricted Card Question

Restricted Hold

Restricted Token (Research/Restrict Request)

Restricted Token (Un-Restrict Request)

Reversal Request

Reversals

Reviews of Transaction Detail

Rush Card Order

Settlement Out of Balance

Share/Loan Recalculation

Status of a Case

Stop/Cancel Card Order

Suspended Profile

Teller Balancing

Teller Deposits

Token Moved in Error

Transaction Confirmation

Transaction Corrections

Transaction Corrections / Reversals

Transaction Details

Transaction Handler Issue

Transaction Journal

Transaction Not Processing

Transaction On Hold

Transaction Over Limit

Transaction Research

Transaction Speed

Transaction/Adjustment Question

Transactions

Transfer Rejections

Travel Exemption

Unknown General Ledger Credit/Debit

Workflow

User Access

Add / Delete Citrix User

Add User

Add/Delete User

Add/Delete User

Add/Delete/Unlock User

Add/Delete/Unlock User

Add/Inactivate User

Adjustments

Associate Deposit Review Queue

ATM Deposit Review

Borrower Technical Error

Citrix Access

Citrix Connection

Citrix Dashboard Access

Citrix Portal

Client Central / WC3

CUnify Web Administration

Delete User

Enhanced Authentication

Global Settings

InterAct Web IP Address Issues

InterAct Web Password Reset

IP Address Issue

License File Password

Modify User

MoveIT Password

New Compass Admin ID

OnDemand

OnDemand Password Reset

Online Banking Password Reset

Password Reset

Password Reset/Unlock

Reset Validation Attempts

Review Client setup

Review User Setup

SCM / Premier Access

Sign On Error

SMS Verification

Status of Token Order

Token Reassignment

Token Replacement

Token Reset

Unlock Account

User Access

User List Request

User Modification

User Privileges

Validating Email / Phone

Web Access

Workstation / Teller Issue