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Replan/Merges Restriction Pledge Important People Owl
100
What is VAST
The name of the back-end system used to process a Replan
100
What is CRAVE
The name of the system used to add or remove Restrictions
100
What is IIG/IIS
The name of the group that handles pledges for institutional accounts
200
What is the Upgrade Recovery Tool
The CRAVE tool to reinitiate a merge
200
What is Maints
Where we should be sorting Client Initiated Restrictions
200
What is an MSG
The additional authorization needed to release a pledged account
300
What is 2 Days
The number of days to suspend a Merge work object after completing all necessary checks
300
What is Universal
The only type of Restriction requests we should be getting sorted to us
300
What is Secured Party
The client is referred to as the Account Owner while the bank is referred to as this
400
What is ACTU
The name of the screen in BETA to check if a VBA account is open in the back-end
400
What is SHFRZ
The VAST screen function used to check if a fund has a restriction on it
400
What is a BPM
The name of the system used to generate a release letter
500
What is PLXFER
The VAST screen function used to move all of the funds into one plan when doing a Replan
500
What is Universal Sells/Withdrawls
The type of restriction added to pledged accounts
500
What is Lamborghini
In the example describing what a pledge is, Ivana is attempting to get a loan for this type of car




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