CS RESOLUTION CODES | PRODUCT NAMES | ESCALATIONS | MYSTERY | DAILY DOUBLE |
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What is "Data Explained/Validated (No Escalation)"?
You tied out data for a client on your own.
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What is "Research Insight"?
A client calls about GICS in Research Insight
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What is "*is_msa_cs"?
For MSA stock reports, this is where we initially send data to be validated.
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What is "Aux 2 (Research)"?
The AUX code you use if you are researching your questions from your case?
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What is "Case Comments"?
This section is used to note why a case should be deleted.
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What is "Data Verified"?
FR confirmed data was correct for a company.
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What is "Other"?
A client calls about Outlook Online.
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What is "*is_sdca_cs"?
For GICS add requests, this is where we initially escalate to.
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What is "Aux 6 (Daily Dept Admin)"?
The AUX code you use if you are researching someone else's questions from their case?
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What is "Competitor Comparison"?
This Action Code is used when a client compares our data/product to Bloomberg.
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What is "S&P Network/Site/Page Issue"?
The MarketScope Advisor page is down.
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What is "Other"?
A client calls about finding Xpressfeed data definitions.
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What is "[email protected]"?
The address to have as a cc: so the escalation email attaches back to your case.
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What is "Assign to other consultants"?
You do this with your open cases when you go on vacation.
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What is "Type=Data"?
The only Case Type that requires the companies/data items questioned/incorrect fields to be filled out.
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What is "Created Expressions/SQL Query"?
You created an SQL query for Xpressfeed.
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What is "Vendor"?
A client calls about the WRDS Xpressfeed product.
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What is "*is_global_data_cs"?
The initial group you escalate to for global data questions.
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Who is "Timothy Shea"?
This client must be responded to in regards to Businessweek.com requests.
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What is "3 times"?
The number of times you should try to contact a client with an answer.
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What is "Production Error"?
Monthly prices are missing for 100 companies on the latest RI database.
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What is "Xpressfeed"?
A vendor, Factset, calls about Xpressfeed.
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What is "*is_pss_cs"?
If prices are missing in XF but not in MDM, this is where you initially escalate to.
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What is the "Libraries tab"?
The tab in SFDC where the new 2014 SFDC Training Manual is located.
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What is "11:30-1:30"?
You should never AUX out during this time without manager approval.
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