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Reports Console perspective (new) Items

Provisioning Settings

Type:    Form

Description: Provides access to the provisioning profiles creation and management options.

Items:

Provisioning List

Includes the list of provisioning profiles associated with the selected portfolio.

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Profile Code

Code of the provisioning profile that belongs to this portfolio. References: Provisioning Settings.Code

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Profile Name

One of the provisioning profile names that are connected to this portfolio. References: Provisioning Settings.Profile Name

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Create Date

Date when the provisioning profile was created. References: Provisioning Settings.Create Date

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Active

Indicates whether the record is active in the system. References: Provisioning Settings.Is Active

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Provisioning Modify

Allows to modify the selected provisioning profile. Opens Form: Settings

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Delete Provisioning Settings

Removes the selected provisioning profile from the system.

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Add

Allows to add a new provisioning profile to the portfolio. Opens Form: Settings

Settings

Includes settings that allow creation of a new provisioning profile or modification of the selected one.

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Save

Saves all changes on the form.

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Close

Closes the form without saving any changes.

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Additional Fields

Allows to enter business information that will be associated with the selected provisioning profile.

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Portfolio Code

Code of the provisioning profile that belongs to this portfolio. References: Provisioning Settings.Portfolio Code

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Create Date

Date when the provisioning profile was created. References: Provisioning Settings.Create Date

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Active

Indicates whether the record is active in the system. References: Provisioning Settings.Is Active

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Code

Code of the provisioning profile that belongs to this portfolio. References: Provisioning Settings.Code

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Profile Name

One of the provisioning profile names that are connected to this portfolio. References: Provisioning Settings.Profile Name

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URL

URL address that enables provisioning on the provider's portal. References: Provisioning Settings.URL

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Username

Name associated with this provisioning profile user account. References: Provisioning Settings.User Name

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Password

Password associated with this provisioning profile user account. References: Provisioning Settings.Password

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View Value

Allows to see or modify the entered password. Note: User should re-enter personal password for additional authentication to view the value.

Business

Includes various business information associated with the provisioning profile.

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Company Id

Name of the merchant used in business information. References: Provisioning Transaction.Business Info Business Name

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First Name

First name of the primary business owner. References: Provisioning Transaction.Business Owner Primary First Name

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Last Name

Last name of the primary business owner. References: Provisioning Transaction.Business Owner Primary Last Name

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Street 1

Street1 of the company's mailing address. References: Provisioning Transaction.Business Info Street 1

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Street 2

Street2 of the company's mailing address. References: Provisioning Transaction.Business Info Street 2

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City

City of the company's mailing address. References: Provisioning Transaction.Business Info City

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State

State of the company's mailing address. References: Provisioning Transaction.Business Info State

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Country

Country code of the company's mailing address. References: Provisioning Transaction.Business Info Country Code

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Zip Code

ZIP/postal code of the company's mailing address. References: Provisioning Transaction.Business Info ZIP Code

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Phone

Phone number of the primary business owner for discussing any processing issues. References: Provisioning Transaction.Business Owner Primary Phone

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Customer Service Phone

Service phone of the customer used for discussing any processing issues. References: Provisioning Transaction.Business Info Customer Service Phone

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Email

Email address of a company. References: Provisioning Transaction.Business Info Email

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Merchant Category Code

Code of the associated category of the merchant. References: Onboarding Business Info.Merchant Category Code

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Account Number

Number of the deposit account assigned by the bank. References: Onboarding Business Info.Deposit Account Number

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Routing Number

Routing number of the bank deposit account. References: Onboarding Business Info.Deposit Routing Number

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Max Transaction Amount

Maximum allowed amount of transactions. References: Onboarding Business Info.Max Transaction Amount