Section 9:
PartnerCare:
Client Connect
Intuit Financial Services University
Bill Pay Certification Training
Bill Pay Certification
Client Connect - Objective & Overview
The Client Connect website is Fiserv's secure client extranet for CheckFree
RXP documentation, information, and reporting.
By the end of this section, you will learn:
 how to use Client Connect to obtain information and run reports
NOTE: Contact Intuit Financial Services' Service and Support after the bill
payment product is live to set up Client Connect access. An email with a
temporary password after the set-up is completed will be sent. Login must
occur within 48 hours or the password will expire and the login ID will be
invalid. A password change is required upon first login.
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Home Page
To access CheckFree Client Connect go to https://clientconnect.checkfree.com
The Home page consists of several small portals of information. You may
choose to minimize each portal or expand one portal to the full screen.
Each portal also contains a ‘?’ link which provides help specific to that portal
when clicked.
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Home Page - Portals
My Favorite Reports - add your frequently used reports for faster access.
Reports can also be deleted from this list.
Products / Service Resources - provides links to CheckFree RXP product
documentation. Please note that this documentation is produced by Fiserv,
not by Intuit Financial Services, and may therefore be inconsistent with the
product as it is offered by Intuit.
Reminder - provides any important news or reminders from Fiserv regarding
important report updates or upcoming events.
E-bills Available Through CheckFree - provides the latest listing of
available ebillers within the CheckFree RXP Web Bill Pay product.
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Additional Screens
The following options are available from any page within Client Connect:
Edit My Profile – edit contact information and select the types of
communications to receive from Fiserv
Change Password – change password for Client Connect
Need Help? – opens a window providing high-level help for navigating the
Client Connect site. A link to the Table of Contents is also provided.
Sign Out – to sign out of the Client Connect site
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Reports
There are 3 portals on the Reports screen:
Reporting News - important reporting updates from Fiserv. Users can
also find the VAR Reporting Product Guide in this portal, which provides
details of the content and layout of the individual reports available.
My Favorite Reports - This portal is identical to the one offered on the
Sponsor Home page and allows users to add their frequently used
reports for faster access. Users can add reports to this portal when
viewing a report. Reports can be deleted by clicking the Edit link at the
top of the portal and deleting the reports you no longer wish to view.
All Reports – Daily and Monthly reports are available (the Weekly tab is
not functional).
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Report List
ClientConnect provides some reports daily while other reports monthly. Click
on each report type to see the specific reports available. NOTE: Some
reports do not apply to Intuit Financial Services financial institutions. See the
VAR Client Reporting Product Guide in Client Connect for more details on
each report.
Daily Reports
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Daily NSF
Enrollment Detail
Inactivation Detail
Payments Made over $4000
Monthly Reports
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Account Transfer Trend by Month**
Activity Statistics - E-bill Payments
Activity Statistics -Number of Payments by Amount and Type
Activity Statistics –Subscriber Transmissions**
Activity Statistics - Subscribers by Number of Payments
Billers by E-bill Volume
Graphical Trend - Average Amount of Payments per Subscriber
Graphical Trend - Average Number of Payments per Subscriber
Graphical Trend - Number of Payments
Graphical Trend - Payment Research Case Volume
Graphical Trend – Subscribers Activated and Inactivated
Graphical Trend - Total Subscribers
Inactivated Subscribers
Payment Transaction Trend by Month
Reasons for Customer Care Cases by Channel
Reasons for Customer Care Inquiries by Channel
Service Activity Summary
SLA – Claims Resolution
Top 25 Payees - Payment Research Case Volume
Top 25 Payees – Payment Volume
Uncollected Fees
**Do not apply apply to Intuit Financial Services financial institutions
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Sample Report
Reports can be printed, downloaded or saved as a favorite for faster
access in the future.
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Reports Management Console vs. Client Connect
Subscriber Billing Reports in Management Console compared to Client
Connect Reports:
Feature
Subscriber Billing
Client Connect
Timeframe
monthly
daily, monthly
Report retention
13 months
daily – 14 days
monthly – 3 months
Available
by 10th business day
daily – by 11am or 12
pm Eastern
monthly - some by 5th
business day, all by 8th
bus. day
Accuracy
100% accurate because for
billing purposes
may not totally correlate
with SB data because
different timeframes
Purpose
billing
Business analysis
perspective
Report creation
admin creates desired reports
reports are already
created for you
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Practical Applications
Which report interface (Subscriber Billing or Client Connect) would you
choose to find the following information:
1.
Verify your Intuit Financial Services’ bill
2.
Top 25 payees
3.
Number of NSFs for a specific consumer for a particular month
4.
Number of NSFs for all consumers for a particular day
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