US Letter_FIS Generic NoCover.docx
Client Engagement: Standard Request - How To Guide
In June 2021, FIS rolled out a consolidated approach and process for clients to submit and track requests for new project work. As part of this process, you will be able to submit requests for new standard projects or request estimates for project work on demand via the FIS Client Portal. This guide is a quick lift from the Client Engagement Process Guidelines, on How to Submit a Standard Project Request.
Getting Started
A Standard Project Request can be submitted to request a project or services from FIS. Standard Project Requests have a fixed scope and price defined by the product owners. Please visit the Client Portal to view the Client Request Reference Guide for a list of available product and services.
Add Authorized Project Approver – An Authorized Project Approver is the client contact with the authority to approve expenditures for the project estimate request. The Authorized Project Approver permission is provisioned by your FIS Client Portal Administrator. In the event, a user requires the Authorized Project Approver permission, please contact your FIS Client Portal Admin. The admin can add the Authorized Project Approver permission to the user’s profile using Edit Permissions under Entity Administration.
How to Submit Your Standard Request
Standard Request Form and Field Definitions
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| # | Field Name | Description |
|---|---|---|
| 1 | Product* | The FIS product the request is for. Only available products that are contracted will populate |
| 2 | Application/Service | Optional to add other FIS applications/services that are impacted by the request |
| 3 | Category* | The second level of request categorization |
| 4 | Subcategory* | A third level of request categorization |
| 5 | Purchase Order | Free-form text only required if the client requires a Purchase Order per client contract |
| 6 | Short Description* | Free-form text field that is a summary of the request and used as the title of the request. |
| 7 | Detailed Description* | Free-form text field that is a detailed description of the request. |
| 8 | Authorized Project Approver* | The Client Contact with the authority to approve and authorize billing and invoices. This permission is controlled by the Client Portal Administrators to provision to client portal users. |
| 9 | Customer Credit | Yes/No drop down if the client wishes to use a contractual credit to pay for the request |
| 10 | Desired Implementation Date | Date the Client wishes for the project go-live. Note - implementation date will be confirmed by fulfillment team following request submission. |
| 11 | Standard Billing Cost | The rate defaults to the FIS standard bill rate which is pre determined. |
| 12 | Bill To Address* | The Client address where the invoice will be delivered. A bill to address is a combination of the client's physical address and invoice recipient email address. |
| 12.a | Add New Address | If a new Bill To Address is required to meet the requirements above |
Client Engagement: Standard Request - How To Guide
For detailed information about the Client Portal Standard Project Request Process, the FIS Client Engagement Process Guidelines are available from the FIS Client Portal by selecting Support from the left-hand navigation bar and then selecting Client Engagement Process. From the pop up, scroll to the ”FIS Client Engagement Process Guidelines” link under Training Resources. You will find the details about this process under the section ‘Client Ticketing Contact Protocol’.
The FIS Client Portal Education Center offers additional documentation and videos specifically for Ticketing.
Please continue to visit the Client Portal Education Center and Support for continuous updates.