The Card details page is where you can view specific information related to a particular card and initiate operational actions associated with it.

You can perform operational actions related to the card in three different places.

• The buttons at the top of the page let you perform the most common card operations, such as activating or closing the card and accessing additional similar card operations.

• Links within the page content enable changes to card usage and limit groups.

• The content menu is an entry point for viewing and editing the more complex card features not fully visible on the card details list.

More detailed instructions for these actions can be found in the following sections.

Custom booking refers to the functionality to manually create card transactions in case of bank errors, or to record transactions which can’t be initiated by the system or by the customer.

To access the Search custom bookings page:

1. Click Cards > Search > Cards, and select the card whose details you want to see.

2. Then select Custom booking from the content menu.

On the Search custom bookings page, you can search the custom bookings that are initiated for the card and create a new custom booking.

Create a new custom booking

Click New custom booking to create a card transaction.

The parameter details are as follows:

• The Direction field refers to incoming or outgoing card transactions.

• Select a Transaction type from the list of options. The options displayed depend on the Direction of the transaction that you have selected.

• The Value date rule field refers to the date on which the transaction takes place. The Value date rule can be set as:

  • Approval date - The date on which the transaction is approved.

  • Entered date - The date on which the transaction is entered into the system.

• The Available balance field displays the amount available on the card.

• Enter the Amount and select a Currency from the drop-down menu for the custom booking.

• Enter the description in the Details field.

• You can select the option to Apply fee for the custom booking if required.

When the API requests are sent to Nets in the card creation process or for any other updates, the Card process steps page displays all the steps initiated for the card.

You can access this page from Cards > Search > Cards, and select the card whose details you want to see. Select Process steps from the content menu.

The following screenshot shows a sample Card process steps page:

For error cases, click Details to view further information about the process step. The Dead letter details pop-up box opens and you have the option to retry or discard the step. You can also access the failed process steps from the dashboard of the BackOffice.

If any of the process steps has an error, the card status remains in the intermediate state IN_CREATING. If all the process steps are successful, the card status moves to the next allowed status - VIRTUAL, OPEN, or ACTIVE.

You have the option to order a plastic card after the application is completed and the card has been activated.

To do this:

1. Search for the card by clicking Cards > Search > Cards.

2. Select the card number you want. The card details page opens.

3. If the plastic card has not been ordered, the Order plastic option is displayed.
4. Enter the address details and click Submit.

When multiple card price lists are allowed per card product, you can replace the one assigned to a debit card, gift card, or prepaid card to ensure the most relevant pricing is applied.

To replace card price list for debit card, gift card, or prepaid card, follow the steps below:

1. Go to Cards > Search > Cards.

2. Search for the card for which you want to replace the price list.

3. Select the card number to see the Card details page.

1. In the modal that opens, enter the required details:

In this chapter, you will find information on how to replace the current card limit group with a different option that is allowed by the card product. Here, "replace" refers to changing or substituting one limit group with another.

Complete the following steps to replace the card limit group:

1. Go to Cards > Search > Cards.

2. Locate the card for which you want to replace the limit group.

3. Click the Card number to open the Card details page.

1. The Change limit group modal opens with the current limit group prefilled.

2. Select the new limit group from the drop-down list and enter the start date from which it will be applied.

Managing card limits and settings is essential to regulate card usage and maintain spending within authorised limits.

In this section, you will find instructions on how to replace card limit and card usage groups, update card limit amounts, and change card settings.

In this chapter, you will find information on how to replace the current card usage group with a different option that is allowed by the card product. The usage group specifies which card services are permitted based on the type of authorisation. Here, "replace" refers to changing or substituting one usage group with another.

Complete the following steps to replace the card usage group:

1. Go to Cards > Search > Cards.

2. Locate the card for which you want to replace the usage group.

3. Click the Card number to open the Card details page.

1. The Change usage group modal opens with the current usage group prefilled.

2. Select the new usage group from the drop-down list and enter the start date from which it will be applied.

Here are the parameters for the card limit amounts.

This guide shows how to update card limit amounts. The new limits take effect immediately.

To update card limit amounts, follow these steps:

1. Go to Cards > Search > Cards.

2. Locate the card whose limit amounts you want to update.

3. Click the Card number to open the Card details page.

4. Select Card limits from the content menu.

5. The Change card limits page opens and displays the currently effective limits.

1. Update the required limits, then click Save to confirm your updates.

Here are the parameters for the card limit group modal.

Here are the parameters for the card usage group modal.

From this page, you can enable or disable authorisation types and adjust additional settings. All updates are applied immediately.

Update card settings

To update card settings, follow these steps:

1. Go to Cards > Search > Cards.

2. Locate the card whose settings you want to update.

3. Click the Card number to open the Card details page.

4. Select Card settings from the content menu.

5. The Change card settings page opens and displays the currently allowed authorisation types and additional settings, based on the active usage group.

1. Adjust the preferred settings by enabling (selecting) or disabling (deselecting) the particular option, then click Update to save your changes.

You can access the Card renewal page from Cards > Search > Cards, and select the card whose details you want to see. Select Card renewal from the content menu.

Keep the following points in mind for card renewal:

• A card renewal fee can be applied when required.

• The renewed card is assigned a new PAN.

• The same PIN can be used for the renewed card.

• Upon activating a renewed card, the old card is closed automatically. If not closed, the expired card is closed automatically by the system at the end of expiry.

• The renewed card will inherit the design of the old card.

• The renewed card will have the default expiry as defined for the card product.

• The customer and the bank employee can change the design and the delivery address of the renewed card.

Settings for card renewals

The card renewal process starts automatically according to the values defined in the system property. There are 4 properties defined for this in Administration > Settings > System property. Select the Cards option from the content menu and you can edit the values for the following parameters:

• CARD_RENEWAL_MONTHS_AFTER_LIMIT - Number of months after card expiry when card renewal is allowed.

• CARD_RENEWAL_MONTHS_BEFORE_LIMIT - Number of months before card expiry when card renewal is allowed

• CARD_RENEWAL_PROCESS_FINISH_MONTHS_BEFORE - Number of months before card expiry when the card renewal process is finished automatically.

• CARD_RENEWAL_PROCESS_START_MONTHS_BEFORE - Number of months before card expiry when the card renewal process is triggered automatically.

The following screenshot shows the System property page for cards:

To renew a card manually, the following conditions must be met:

• The card must be active.

• The card must be renewable. See the card details to know if the card is set as renewable.

• If you are renewing before the card has expired, the number of months currently remaining before the card renewal is allowed must be less than the number of months defined (CARD_RENEWAL_MONTHS_BEFORE_LIMIT).

• If you are renewing after the card has expired, the current month must be equal to the number of months after the card expiry when card renewal is allowed (CARD_RENEWAL_MONTHS_AFTER_LIMIT).

A card renewal process can be in one of the following states:

• Waiting

• Approved

• Rejected

• Finished

Here are the parameters for the allowed authorisation types and additional settings.

Allowed authorisation types

Additional settings