To create a card application, go to Persons > Search. Select the person you want to create an application for. On the Person details page, from the left-hand pane, under the Cards section, select Card applications.
On the Card applications page that opens, click Create application. You can create a new card or a supplementary card application for a debit or credit card.
If you are creating a new card application, select the Application type as New card and enter the following parameters:
Card product*
List
Select the card product from the list of existing debit and credit card products. Note: Only the card products with the ACTIVE status are listed.
Price list*
List
Usage group*
List
Limit group*
List
Account owner*
By default, the account owner is the person you have selected. Note: If you are creating a credit card application, you must also select a servicing account associated with the account owner. A servicing account is an account associated with the person, where the repayments are paid.
Servicing account*
List
Select an account for card servicing.
Cardholder* First name on card* Last name on card* (max 26 characters for the first and last name in total)
Text/Search
Enter the details of the cardholder. You can click the search button to select the name of the cardholder. You can also select a person different from the account owner by clicking the search button. Make sure that the cardholder you want to select is registered in the person module.
Order plastic
Checkbox
Select this option if you want to order a physical card. Note: This section is displayed only if the card product you have selected has the Physical product type and the card delivery method is selected as courier or post.
Shipping details
This section is displayed only if you have selected the Order plastic option. Enter the address and contact details. You can select the fast delivery option if you need to.
Credit details
This section is displayed only if you are creating a credit card application.
Allowed authorisation types
You can edit the list of allowed authorisation types. Keep in mind that the displayed authorisation types belong to the usage group that you have selected previously.
Limits
You can edit the limits of the limit types that are displayed. Keep in mind that the displayed limit types belong to the limit group that you have selected previously.
When you have entered the details, click Submit.
Select the Application type as Supplementary card.
Select the main active card associated with the person.
Enter the details of the cardholder. You can search for another person by clicking the search button.
The billing address cannot be edited.
Select if you want to share the transaction limits with the main card. If the limits are not shared, then each card uses its own limits.
Click Submit when you are done entering the details.
Select the price list associated with the card product. For information on price lists, see .
Select a usage group for the card application. For information on usage groups, see .
Select a limit group for the card application. For information on limit groups, see .
The interest options that are displayed depend on the selected credit product. For details about the fields, see .
