| A | B |
|---|
| Client Association | Enables the entitled user to switch their view of CitiDirect to that of the client |
| Library Lookup Button | Bolded down arrow to the left of a field |
| Base Currency | Used to calculate FX rates for the CitiDirect client |
| Client Preferences | The way to save information and how often to save information is accessed here. |
| Categories | Grouped Functions, such as "Report" and "Transact" |
| Internal Client | A client that SUPPORTS CitiDirect users |
| External Client | A client that USES CitiDirect |
| Service Classes | Associated with a Category, only ones a user is entitled to will display |
| Solution Package | Groups of products and services |
| Activation Category | Used to set parameters of CitiDirect platform |
| Client Set-up | Phase 1 of Activation |
| Client Customization | Phase 2 of Activation |
| Access Control | Phase 3 of Activation |
| Client Definition | The first step of the CitiDirect Activation process |
| Account Management | Used to assign account numbers to a client |
| Citibank Contacts | Displays internal Citibank personnel for the Client |
| Payment Activation | A step in the Activation process unique to WorldLink |
| Flow Maintenance | Payment parameters are set here |
| Access Profiles | User Access Profiles are built here |
| User Profiles | Service Class under which individual users are created |
| Client ID Number | Hover your cursor over the Client Name to see it |
| Secured Password Access | Used to view low-risk functions on CitiDirect |
| SafeWord Card Access | Used to view high-risk functions on CitiDirect |
| Client Configuration | "Allow Simplified Security" setting can be found here |
| SSL | Secured Socket Layer |
| sMime | Security type used in Email programs |
| CRC | Cyclical Redundancy Check |
| CitiDirect Libraries | Used to store recurring information |
| Intake Forms | The forms used to gather client data |
| Library Maintenance | The Service Class under which Libraries can be maintained in CitiDirect |
