Creating a SOC or AoC Request Ticket in CardConnect CoPilot. | Scribe

    Creating a SOC or AoC Request Ticket in CardConnect CoPilot.

    • Malmi Senaweera |
    • 35 steps |
    • 2 minutes
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    SOC audits are usually completed around September and last for a year. There may be a "bridge letter" for any lapses between audits. Please check Hubspot first to see if there is an audit letter from within a year of the request that can be used.
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    Navigate to [https://app.hubspot.com/contacts/2776216/objects/0-5/views/10552360/list](https://app.hubspot.com/contacts/2776216/objects/0-5/views/10552360/list)
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    Click "Sales"
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    Click "Documents"
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    Click the "Search documents" field.
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    Type soc or Aoc.
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    There is a bridge letter and audit from 2023 so I will use those as they are the most current.
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    Click "CardConnect/Fiserv SOC bridge letter 2023"
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    Click here.
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    Click "Create link"
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    Click the "Who are you sending this to?" field.
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    Click here.
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    Click the "Who are you sending this to?" field.
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    Insert the requestors email address. If responding to a ticket you can add directly on the ticket.
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    If the current audit has lapsed, please follow the instructions below.
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    Navigate to [https://copilot.cardconnect.com/copilot/#/merchants](https://copilot.cardconnect.com/copilot/#/merchants)
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    Click the "Search" field and enter MID or organization's name.
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    Click on organization's main MID account.
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    Click "Create Ticket"
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    Click the "What type of ticket are you looking for?" field.