API Overview

Merchant Boarding User Guide
- Recent Revisions to This Document
- VISA Platform Connect: Specifications and Conditions for Resellers/Partners

Introduction to the Boarding Registration Service
- Requirements
- Understanding Accounts and Organizations
- Understanding Organization IDs
- Configure a Single Merchant
- Configure Multiple Merchants
- Configure Multiple Merchants with an Extended Hierarchy

Product Templates
- Template Components
- Products

Using Templates
- Retrieving Templates
- Add Templates
- Editing Templates
- Deleting Templates
- Setting the Default Template

Product Boarding Template Reference
- Account Updater Templates
- Card Processing Templates
  - Configuring a Card Processing Template
  - Processor-Specific Fields
- Customer Invoicing
- ACH Templates
- Fraud Management Essentials Templates
- Gift Card Templates
- Payer Authentication Templates
- Pay By Link
- Secure Acceptance Templates
- Token Management Service Templates
- Unified Checkout Integration
- Virtual Terminal Templates

Create Organizations
- Create a Merchant Account
  - Add Merchant Account Information
  - Set Up the Transacting Organization and Products
- Add an Additional Transacting Organization to an Existing Merchant Organization
  - Configure the Transacting Organization and Products

Searching for Organizations
- Search Results
- Sorting and Filtering Search Results
- Viewing an Organization's Hierarchy

Managing Organization Information
- Viewing and Editing an Organization's Business Details
- Viewing and Editing an Organization's Processor Details

Updating an Organization's Products
- Adding a Product to an Organization (Version 2)
- Modifying a Product for an Organization (Version 2)
- Removing a Product from an Organization (Version 2)

Changing an Organization's Status

Product Enablement and Configuration
- Enablement-Only Products
  - Add an Enablement-Only Product to an Organization
- Alternative Payments
  - Add Alternative Payments to a Merchant Account
  - Add Alternative Payments with Self-Enablement to an Organization
  - Add Alternative Payments to an Existing Organization
  - Modify an Alternative Payment Methods Configuration for an Organization
- Payer Authentication
  - Add Payer Authentication to a Merchant Account
  - Add Payer Authentication to an Existing Organization
  - Modify a Payer Authentication Configuration for an Organization
- Token Management Service
  - Token Vault Management
    - Token Requestor IDs
    - Configure the Token Vault Settings Using the Business Center
    - Configure the Token Vault Access Using the Business Center
  - Add TMS to a Merchant Account
  - Add TMS to an Existing Organization

Switching Merchants

Sending a Registration Email

Extend the Hierarchy
- Hierarchy Example
- Adding a Structural Organization to an Existing Merchant
  - Adding the Structural Organization
  - Creating a Transacting Organization and Products

Product Boarding Template Reference
- Account Updater Templates
- Card Processing Templates
  - Configuring a Card Processing Template
  - Processor-Specific Fields
- Customer Invoicing
- ACH Templates
- Fraud Management Essentials Templates
- Gift Card Templates
- Payer Authentication Templates
- Pay By Link
- Secure Acceptance Templates
- Token Management Service Templates
- Unified Checkout Integration
- Virtual Terminal Templates

ISO Standard Currency Codes

Reason Codes

On This Page

`Fraud Management Essentials` Templates

On the General Settings page, select options for each of the following:

`Fraud Management Essentials` Template General Settings Options
Section Name	Field Name	Available Options / Details
Payment Processing	Settlement	Disable Settlement Enable Settlement Enable with settlement selected by default
Decision Reject	Authorization Reversal	Disable authorization reversal option Enable authorization reversal option Enable with authorization reversal option selected by default
Local Currency	Local Currency	Select the local currency from the list.

On the Rule Configuration page, configure the options for each of the following:

`Fraud Management Essentials` Template Rule Configuration Options
Tab Name	Field Name	Available Options / Details
Score Threshold	Score Threshold	Score between 50-69 Score between 70-94 Score between 95-100 Each threshold has an enable/disable check box. Each score can be adjusted to user specifications.
Standard Rules	AVS Mismatch	Monitor, Review, Reject, Disable
Standard Rules	AVS Partial Match	Monitor, Review, Reject, Disable
Standard Rules	AVS Not Verifiable	Monitor, Review, Reject, Disable
Standard Rules	CVV Mismatch	Monitor, Review, Reject, Disable
Standard Rules	CVV Not Verifiable	Monitor, Review, Reject, Disable
Standard Rules	Invalid Address	Monitor, Review, Reject, Disable
Standard Rules	Billing-Shipping Mismatch	Monitor, Review, Reject, Disable
Standard Rules	Billing-IP Mismatch	Monitor, Review, Reject, Disable
Standard Rules	Shipping-IP Country Mismatch	Monitor, Review, Reject, Disable
Regional & Country IP Address Rules	Decision	Review, Reject, Monitor
Regional & Country IP Address Rules	Region	Regions include: Asia, Europe, Africa, Oceania, Central America/Caribbean, Arctic/Antarctica, South America, North America, Middle East
Regional & Country IP Address Rules	Countries	Check the All box for all countries in a region or select individually listed countries.
Velocity Rules	Decision	Monitor, Review, Reject
Velocity Rules	Field	Email, Total count, Device, Shipping Address, Account Number, IP Address
Velocity Rules	Value	Input Value for Transactions in Field
Velocity Rules	Time Range	Range of time the rule is valid for.
Threshold Rules	Decision	Monitor, Review, Reject, Disable
Threshold Rules	Rule - Min Order Amount	Order Amount minimum amount
Threshold Rules	Value	Input order dollar amount
Threshold Rules	Decision	Monitor, Review, Reject, Disable
Threshold Rules	Rule - Max Order Amount	Order Amount Maximum amount
Threshold Rules	Value	Input order dollar amount

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