New Customer onboarding checklist - ATS / Switch
- Success Imakuh
This page contains the checklist for Monitoring, Business and Technical Support, before a new customer is fully onboarding
MONITORING
contact - @Success Imakuh
S/N | items |
| Importance |
|---|---|---|---|
1 | Add response interchange to all panels | Watchtower -DCIR Panel, | Required |
2 | Ensures a choice support model is signed off | Follow up with project delivery to populate choice model on customer page | Optional |
3 | Add VPN monitoring for new partner bank | Slack Int. | Required |
4 | Functional Tests on DCIR Portal / Monitoring Portal | DCIR Portal | Required |
5 | Confirm new entity is replicated to reporting DBS (Hera / metabase) |
| Optional |
TECHNICAL SUPPORT
contact - @Oladapo Onayemi
S/N | Items | Responsible |
|---|---|---|
1 | Configure Rule Packs and Auto Config | TSE |
2 | Populate escalation metrics and customer contact information | TSE |
3 | Deploy Monitoring solution with solution and document credentials on password page | TSE |
4 | Create Settlement / reconciliation team / 1 on Monitoring Team member on DCIR portal | TSE |
5 | Organise 30 minutes handover session to monitoring team before full load is turned on. | TSE |
BUSINESS (MONIEPOINT)
contact - @Chidera Molokwu
S/N | Items | Responsible |
|---|---|---|
1 | Confirm Settlement and Disputes on test transactions | @Chidera Molokwu |
2 | create new partner bank on required moniepoint DBs | @Oladipupo Sholotan |
3 | SLA signed with super agent | Project Team - Project Delivery to follow up @Emmanuella Edeh |