Reso 2021-3185 - Laserfiche WebLink

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offering at no extra cost, are able to access past transaction data for a minimum of 36 months throughout the life of the Master Agreement, as required. 3.17 Templates/defaults At the time of account set-up and during implementation, WEX can establish user -defined fields with a State or Agency. User -defined fields can be used for any information or data the State or Agency may wish to capture. For example, as it relates to accounting information, a user defined field can be created for a particular GL Codes or set of GL codes and made a mandatory field as part of the card set-up template a user will have to complete in order to place a card order. This ensures the data will be assigned to it can be reported against. These fields can also be added, removed or edited after the account set-up as well given the user has the appropriate permissions to do so. 3.18 System must allow for user to upload and attach supporting documentation to the transaction in the following formats (at a minimum): pdf, jpg, png. WEXOnline° Receipt Upload feature supports the uploading of supporting documentation to a transaction in the following file formats:.png, .jpg, .gif, and .pdf. Additionally, WEX has the ability to add support for more file types for upload should an agency require it. WEX will work with agencies should there be a file format they may need. 3.19 Contractor will be required to work directly with Participating State to develop effective strategies to address product code errors with merchants. WEX routinely works with merchants, the processing networks, and point -of -sale providers to ensure product code accuracy and address issues. Once WEX becomes aware that there is an issue with a merchant(s), we work with all parties involved to identify the root cause and remediate it. For customers whose tax exemptions may be negatively impacted by a product code error, if WEX is able to definitively validate the product that was actually purchased, WEX will perform a transaction correction to ensure that either the exemption or reported taxes are accurate. WEX also employs other tools, like WEX Fleet ClearView"', to assist both our Merchant Services Team, this team is responsible for working with merchants, networks and point of sales providers to remediate issues like product coding errors, and our customers to actively catch errors in merchant data, like bad product codes. WEX Fleet ClearView'" is a dynamic a suite of powerful, cloud -based analytics solutions that automatically organizes, interprets, and intuitively displays fleet -related information. Critical data is presented in an intentional layout of simple and informative visualizations, helping fleet managers monitor operations, uncover card misuse and potential driver theft, understand trends, benchmark performance, investigate anomalies, and recognize cost -saving opportunities. WEX offers the ClearViewT" Essentials and ClearViewT"" Snap modules as part of our core product offering with extra no charge. Included in the ClearViewT"" Essentials module is a live product code cleansing algorithm fleets can utilize to proactively catch and see corrected product types. Product Code Cleansing: The data scientists on the ClearViewT" Team solved a long-standing, industry -wide issue by designing and developing a proprietary machine learning algorithm, which automatically detects and corrects inaccurate product codes transmitted by fuel merchants. The algorithm can make the following determinations with a 0.3% error rate: • Categorize transactions by Product Group: fuel and non -fuel MASTER AGREEMENT No. 00819 - FLEET CARD SERVICES PAGE 82 OF 138