Yes, I’m interested
Thanks so much for raising your hand!
Your feedback is really important to us. You may already be enabled to use Virtual Assistant if you see Virtual Assistant button at the bottom of your JP Morgan Access® OnlineSM screen. If so, you can jump down to the section below called “How to get started with testing.”
If you would like to participate in our user research, please share a little information about yourself and we will be in touch.
- How to get started with testing?
- Once enabled, Virtual Assistant is already enabled ready for you to start using it
- Interact with it every day by typing questions into the chat window
- Use every feature and try to stump the virtual assistant
- With the knowledge you will gain about AI, you may be positioned to lead discussions around some of your own internal innovations/AI initiatives (think bonus points with your manager, and thought leadership with your organization!)
- How can I share feedback?
- By using the Virtual Assistant. Every message you type into the Virtual Assistant becomes part of a training data set to help improve the AI brain
- By typing “feedback” into the Virtual Assistant, a feedback flow will trigger where you can share your thoughts and opinions with us
- What are some features I can test?
- Wire Status
- Did my $15,500 wire from account 1234 created on 7/10 go through?
- Confirm transaction 3500 - 4000 from acct 1234 between 07/22 and 07/26
- Wire status ref: 5091711081JO
- Status of FED IMAD: 0000A0BCD00C000000
- Transactions (general)
- What is the cut-off time for wires?
- How do I create a wire?
- How do I create a wire template?
- How can I approve, release or reject a transaction?
- How do I make a US ACH payment from a template?
- How do I create US ACH freeform transactions?
- How can I transfer money from one of my accounts to another?
- What is auto-approve/auto-release?
- What is the J.P. Morgan SWIFT BIC Code for the United States?
- Cash Position/Balance:
- What’s my balance for account 1234?
- What’s my prior day balance for account 1234?
- What’s my prior day cash position?
- Access Online Training
- Show me a training video
- I need training on ACH
- I need training on checks
- I want to watch a webinar
- Reports
- I need to run a checks paid report
- Run cash report
- Create an EDI report
- I need to download a report
- I want to see my latest balance and transaction report
- I want to see my latest bank statement
- Show me how to run a report
- What are the steps to customize a report?
- How to schedule a report?
- Can I share my report with another user?
- What report do I run to see who approved a wire?
- How do I view check images in returns and exceptions reports?
- Statements
- I want to see my latest bank statement
- Download billing statement
- View last month’s bank statement
- Run bank statement
- Show me my current billing statement
- Can you explain how to download a bank statement?
- I need to download my billing statement
- I need to know how I can download my bank statements in Excel
- How long will statements remain in the statements inbox?
- Checks
- Where do I go to view the status of a check?
- How do I upload a Positive Pay file?
- What is the cut-off time to review exceptions?
- How to add a user to an exception (positive pay) email notification?
- How to manually cancel a check?
- Administration (For Security Administrators only)
- Can you tell me how I create a new user?
- Help me decide between custom and express user set up
- How do I run an entitlement report?
- Show me the steps to edit user limits
- I need help with creating an account group
- How do I order tokens?
- Can I reuse a token?
- How do I add a Security Administrator?
- Contact Info
- What is the help desk number?
- What is the J.P. Morgan corporate address?
- Wire Status
By participating the Beta Program, you acknowledge and agree that you have read and are bound by Beta Service Terms.