Implementation Tasks {#payments-acq-intro-implementation} ========================================================= This section describes the tasks that you must complete in order to implement the Visa Platform Connect service. These tasks comprise of the following steps: | Task | Check When Complete | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------| | [Task 1: Create an Internal Project Plan](/docs/vas/en-us/payments/acq/all/na/payments-acq/payments-acq-intro-implementation/payments-acq-intro-implementation-plan.md ""). | | | 1. Contact the appropriate internal business areas and form a project task force. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | 2. Request any needed supporting Visa technical documentation from your implementation manager. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | 3. Distribute and review technical documentation as necessary. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | 4. Review any internal participation considerations. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | 5. Develop a project plan that includes tasks for all departments as needed. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | 6. Share the internal project plan with your implementation manager. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | [Task 2: Fulfill Internal System Requirements](/docs/vas/en-us/payments/acq/all/na/payments-acq/payments-acq-intro-implementation/payments-acq-intro-implementation-internal-req.md ""). | | | 1. Ensure that a BASE II connection is established. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | 2. Establish a Direct Exchange OFD or Extended Access (EA) server connection to support the TC 33.A Acquirer Capture Files, Flexible Authorization Reporting, SMS \& Raw Data Reports, and BASE II transactions. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | 3. Establish support for the Mainframe Edit Package, Release 4.0, or the PC Edit Package. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | 4. Set up Visa Resolve Online. For more information, see [Visa Resolve Online](https://usa.visa.com/solutions/post-purchase-solutions/visa-resolve-online.md ""). | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | [Task 3: Establish Merchant Relationships](/docs/vas/en-us/payments/acq/all/na/payments-acq/payments-acq-intro-implementation/payments-acq-intro-implementation-merchant.md ""). | | | [Task 4: Request and Complete Forms](/docs/vas/en-us/payments/acq/all/na/payments-acq/payments-acq-intro-implementation/payments-acq-intro-implementation-request-forms.md ""). | | | 1. Request a new BIN request form. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | 2. Request the acquirer program enrollment form. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | 3. Request the Flexible Authorization Reporting subscription form. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | 4. Request the merchant enrollment information form. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | 5. Optional: Request the PIN Debit Gateway participation form. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | [Task 5: Complete Internal Systems Updates](/docs/vas/en-us/payments/acq/all/na/payments-acq/payments-acq-intro-implementation/payments-acq-intro-implementation-internal-updates.md ""). | | | 1. Update internal systems as needed for the DEX OFD or Extended Access (EA) server file types. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | 2. Update internal systems as needed to receive and process the TC 33.A Capture (TC33-CAP) file. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | 3. Update internal systems as needed to receive and process the (TC33 Authorization) file. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | 4. Update internal systems as needed to process the SMS \& Raw Data Report. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | 5. Review and update all internal procedures according to your project plan. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | 6. Ensure that all coding changes for your internal systems have been completed according to your project plan. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | 7. Ensure that all coding changes for your internal systems have been internally tested and approved according to your project plan. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | [Task 6: Finish Testing](/docs/vas/en-us/payments/acq/all/na/payments-acq/payments-acq-intro-implementation/payments-acq-intro-implementation-testing.md "") | | | 1. Establish a merchant test account for simulated end-to-end testing. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | 2. Verify the VISA VCMS test environment is set up as requested on the acquirer questionnaire. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | 3. Complete all testing requirements for the TC33-CAP file (required), TC33-ACK file (optional), SMS \& Raw Data Reports. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | 4. Complete all testing requirements for BASE II Draft Data TC 05 and TC 06 transactions. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | 5. Verify settlement and reconciliation reports for transaction counts and amounts and net settlement amounts. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | [Task 7: Establish a Go-Live Date](/docs/vas/en-us/payments/acq/all/na/payments-acq/payments-acq-intro-implementation/payments-acq-intro-implementation-set-date.md ""). | | | 1. Establish a go-live date. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | [Task 8: Manage Merchant Boarding](/docs/vas/en-us/payments/acq/all/na/payments-acq/payments-acq-intro-implementation/payments-acq-intro-implementation-onboard.md ""). | | | 1. Enroll participating merchants. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | 2. Assist merchants in setting up participation. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | 3. Complete and submit the merchant enrollment form. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | 4. Ensure all participating merchants are in compliance with the Payment Card Industry Data Security Standards (PCI-DSS). | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | 5. Ensure all participating merchants are in compliance with the Payment Application Data Security Standard (PA-DSS). | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | 6. Ensure all participating merchants are in compliance with Visa Operating Regulations. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | | [Task 9: Monitor Production Activity](/docs/vas/en-us/payments/acq/all/na/payments-acq/payments-acq-intro-implementation/payments-acq-intro-implementation-monitor.md "") | | | 1. Verify that Visa will plan and perform quiet production to monitor and verify that production activity after the first merchant has been on-boarded. | ![](/content/dam/new-documentation/documentation/en-us/topics/payments-processing/card-processing/payments/images/unchecked.png/jcr:content/renditions/original) | [Implementation Checklist]