Follow SOP credentialing for Non-regulated data and if customer passed credentialing, proceed with approving the application.

Send email blurb at the conclusion of credentialing (Approved) indicating no permissible use.

Order a 60-day Usage

True

False

No need to ask for documents proving the name change. Proceed with Name Change process.

Review Bar Card for existing account and secure Name Change form.

No need to ask for business documents proving the name change.

This an Entity Change. Rip documents his findings on the application and follows the process for Entity Change.

Jamie proceeds to withdrawing the application and pushing to No Public Records access.

Jamie creates a CPR Downgrade activity in CRM.

Withdraws both the address change and CPR applications, pushing to NPR, downgrading the whole account.

Jamie send the Close FYI Email to Sales for no customer response.

Address has been confirmed as co-working space.

Government industry states that they will use our data to determine eligibility for financial assistance their office offers.

Phone bill received shows different fonts and erasures on the contract term dates.

Customer was unable to return the locking door remedy back within the deadline provided.

Customer was unable to complete the portal within the 2 weeks deadline even after several follow ups.

No response from Sales/Customer regarding the requested the lease agreement to proceed with the address change request.

Admin did not qualify according to credentialing policy and has been proven via research as the owner of the company.

TRUE

FALSE