New, modified, and deleted service requests may require authorization based on Flow Control requirements. Service Requests may be authorized from the Authorization Req'd Tab or the Service Request Detail Form. When rejecting Payer Initiated reversals, you must enter a Rejection Code.
From the Authorization Req'd Tab:
To access Direct Debits Services, click Direct Debits Services on the CitiDirect navigation bar. The Direct Debits Services Summary Form appears.
Click the Authorization Req'd Tab. All service requests with an "Authorization Required" or "Authorization Required for Delete" status that you are entitled to authorize appear. Note: If you created, modified, or deleted an service request, you cannot authorize it.
Select a service request. To select multiple requests, drag the cursor down sequential lines or hold the CTRL key as you click to select individual lines that are not sequential.
Click Authorize.
–OR–
Click Delete to delete the service request. A Reason dialog box appears. Enter a reason for deleting the service request, and then click OK. Note: If multiple service requests were selected, the same reason will apply for all service requests. If the same reason does not apply, select and delete each service request individually.
From the Service Request Detail Form:
To access Direct Debits Services, click Direct Debits Services on the CitiDirect navigation bar. The Direct Debits Services Summary Form appears.
From the Authorization Req'd Tab, select the service request you want to authorize. To select multiple service requests, drag the cursor down sequential lines or hold the CTRL key as you click to select individual lines that are not sequential.
Click Go to Details. The details of the first selected service request appear on the Direct Debits Request Detail Form.
Review the service request details and click Authorize. If multiple service requests were selected, the next selected service request appears.
If you do not want to authorize a request, click Next to view and authorize the next selected service request. When the detail form contains the details of the last selected request, click Authorize or Next to return to the summary form.
–OR–
Click Delete to indicate that the service request must be repaired. A Reason dialog box appears. Enter a reason for repairing the service request, and then click OK. Note: If you are deleting a Payer Initiated reversal, you must click the drop-down arrow in the Rejection Reason field end select a rejection code.
Notes:
To return to the summary form at any time, click Return to Summary.
For information on the Other Options available, click here.