EZswitch Questionaire (Pre-install Considerations) Go Back EZswitch Questionnaire (Pre-install Considerations) Provides other setup details for new (and upgrading) EZswitch installs. Bank Name*Pre-installation ConsiderationsIs a router used for the online connection to the ATM/EFT network on the bank’s network? Yes No Are the ATM/debit cards defined on your core banking system (e.g. Precision) the most current and up to date? Yes No Are the ATM/debit cards defined on your ATM/EFT network’s system the most current and up to date? Yes No Will you have a dedicated Windows Server (2016, 2019, or 2022) deployed for the CSFi web applications? Yes No Will you have a dedicated Windows server deployed for the SwitchView PC and CSFi G4 web-based application (this can be either physical or virtual)? If yes, please fill out the ‘G4 Web-Based Application’ section below. Note: If CSFi has provided you with an ESXi server, the answer here is ‘Yes’. The Windows 2012 server will be deployed on the ESXi server. What version of ESXi are you using?ESXi 6.0ESXi 6.5ESXi 7.0ESXi 8.0Another Version of ESXiUsing another hypervisor solutionNot using a virtual server at allNeed to know which version of ESXi you are using in order to build the appropriate VM Server. Transaction Processing OptionsDo you accept “no envelope” cash and check deposits? Yes No Should deposits be extracted for posting to the core banking system (e.g. Precision) at end of day? Yes No If an envelope is used, the default is NO (do not pass the deposits to the core banking system for posting). If cash and check are deposited without an envelope, normally the cash deposit is sent to the core banking system for memo posting (immediate credit) and IS included in the posting file at end of day. The check deposit is not normally sent for memo posting and is NOT included in the posting file. Do you charge cardholder access fees when your cardholders perform transactions at foreign ATM’s? Yes No Has the core banking system (e.g. Precision) been provided with bank-owned ATM definitions to properly manage surcharges? Yes No If a transaction is performed internationally and a currency conversion fee is assessed, do you currently pass that fee along to your customers? Yes No How many times a day will you provide EZswitch® with a positive balance file (PBF)? Once Twice Three or more The default is to build a file for EZswitch® once per day.Does the bank offer overdraft or line of credit? Yes No