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Pub Name Change Policy and Procedure

1. Move the ticket to JSD Global Support and assign it directly to Kat Stealey and include the pub code, before and after title and the date it is to go live by. A sample is below:
   Please complete the name change for (pub) from ______ to _________ by _______ (date) in Support and IRIS.
   It is now time to update and save the name change spreadsheet in Box with the details of the name change- the box path is listed below:
   C:\Box\EPP Shared\Electronic Banking\Advantage\Name Changes
   **If a descriptor override was completed as part of the name change, please also update the new pub spreadsheet as well. Path to that file is below**
   C: \Box\EPP Shared\Electronic Banking\Advantage\New pub codes
   Once Kathryn assigns the ticket back to you and confirms her pieces are complete, If not already provided, confirm the new name of the pub, as well as the due date for the change. 

2. Once the updates in Advantage have been completed, we will want to add the rest of the below parties as watchers and continue to pass the ticket to other teams in the following order- Renewals, Advantage, E-comm. 

JSD Renewals: Unassigned when passed; Michael Ward as

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watcher 

JSD Advantage Support: Unassigned

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when passed and as a

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watcher 

JSD E-Comm: Sarah Smiley when passed; Patrick Nichols as

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watcher 

JSD Electronic Processing: Joe Notari and Sam Hintz as watchers 

TCC: Megan Gill and Kevin Davis as

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watcher 

Middleware: Ryan Sturm as a

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watcher 

Accounting: Pam Comegys as a

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watcher 

*Important* All PubSvs employees involved with ticket need to set as “Watchers” to see internal comments. “Participants” will only see public replies. 

3. When passing the ticket to each team, please use the below script: 

“Hey (team name)

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 Team, 

Any changes needed on your end for (pub code)? 

Thanks” 

4. Once everyone’s signed off, let the affiliate know that everything is good to go. 

a. *If a descriptor override needs to be completed in Advantage, this is up to EPP to complete after the advantage piece is completed. 

i. For assistance on the descriptors, please use the new pub code guide:

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 https://14westit.sharepoint.com/:w:/s/EPP/EeBrtTkbNTFDlt3xheUhV-kBYZbJot3gHZI0ZrLM5BhHEQ?

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The final step of the name change is to email Troy Fuhriman at Kount (Troy.Fuhriman@kount.com) that we would like the new descriptors added to Verifi and Ethoca. Below is a sample email of this:

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e=g6BEgE  

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