Course curriculum

  1. 1

    • Welcome to Trulioo Onboarding Program

    • How to use the Thinkific course

    • Key Contact in Service Delivery

    • Trulioo Acronyms and Abbreviations

    • Trulioo Knowledge Repositories
  2. 2

    • Introduction to Trulioo

    • How identity verification is shaping the future of fintech and digital finance with Zac Cohen

    • Driving Global Growth for the Organizations

    • Introduction to Trulioo Identity Platform and Workflow Studio

    • Introduction to Trulioo Services

    • Introduction to Service Delivery

    • Access and Tools Setup

    • Introduction to Trulioo Revenue Tools

    • Introduction to Your Role

    • Trulioo Datasources Matrix (Schedule A)
  3. 3

    • Supporting Clients via Freshdesk

    • What is Freshdesk? (For new agents)

    • Basics of Ticketing

    • Basics of Ticketing [PDF]

    • Understanding the Ticket List Page

    • Understanding the Ticket List Page [PDF]

    • Time Saving Tricks for Agents

    • Time Saving Tricks for Agents [PDF]

    • Advanced Ticketing Part 1

    • Advanced Ticketing Part 1 [PDF]

    • Advanced Ticketing Part 2
  4. 4

    • Trulioo Admin Portal (Legacy, TACOS)

    • Tableau

    • Saleforce
  5. 5

    • Trulioo User Management

    • User Password Reset
  6. 6

    • Data Source Vendor Notice and Status Page
  7. 7

    • Consumer Disputes & Data Subject Rights (DSR)
  8. 8

    • Datasource's Additional Credentialing

    • Trulioo Customer Due Diligence
  9. 9

    • Reviewing Transactions

    • Daily Monitoring Kick-off

    • Troubleshooting Tools
  10. 10

    • What is Incident Management

    • Incident Management

    • Create GST Best Practices

    • GST Escalation
  11. 11

    • Final Steps and Key Takeways