Dex

Dispute

Default Dispute Subscription on for All merchants (Dispute Read and Update Permission)

• Merchant accepts an Invite to Dex automatically subscribe them to the New Dispute notification .
• For all existing merchant turn their subscription on for the New Dispute notification

Dispute module will have wells as a processor along with Vantiv

Dex Registration:

• Dex now supports email verification and provide option for mobile phone verification during the registration and forgot  password process.

User:

• Users to get access to Dex-Sandbox when they are invited to dex-Live.(User accepts a production invite; the invitation should also give users sandbox access )

• When a user is being invited to dex-Live environment – “Note: By accepting an invitation to Live environment you will also have access to the sandbox as well.

• When user is deleted from an organization, subscriptions associated with the user for that organization will be removed.

Transaction:

• Ability to Print receipt via transaction detail page

Payfacs:

• Ability to filter the Payfac data grid by status.

Application:

• Ability to get from a merchant organization to the corresponding merchant application.

Dispute:

• Ability to filter by Credit card bin

• Ability to sort the grid by the received date.

Sandbox:

• View mock data in following modules:
  • Transactions
  • Funding
  • Users
  • Customers
  • Schedules
• Ability to Refresh Data
  • This action allows mock data to return to its original state
  • Will remove any ad-hoc entries entered by the user

Transactions:

• Ability to add a new transaction from a previous transaction.

Invitations:

• Dex invitation to corporate merchants has been updated with a new template.

Schedules:

• Users can now view deleted schedules and scheduled items.

Customers:

• Users can edit the Phone number and email address of existing customers.

Locations:

• SWP Settings:

• Enable/ disable the SWP settings on a location: products and Services tab
• view SWP code
• click test code button to open SWP page
• TS: Copy and test SWP code outside of dex.
• edit the SWP settings on a location:
  • Main tab
  • Style tab
  • Billing tab
  • Shipping tab
  • Order/Payment tab
• TS: create a validation builder for my SWP settings.

• Account Updater:

• View Account Updater settings in dex
• Enrollment: enable/ disable Account Updater in dex.
• Enrollment: edit Account Updater settings in dex: day to run

Users

• assign additional reseller roles in sandbox (Same roles as live)

Transactions

• view the response code and description of a credit card transaction.
• not view “Void in Progress” bar if there is an error with void action.

All Tabs

•            keep search criteria entered in the search box and filters if switching modules in dex

Organizations

•            search the hierarchy by Organization ID

•            search the hierarchy by Location ID

•            search the hierarchy by Federal Tax ID.

Locations

•            view the AVS settings of a location.

•            edit a location’s Address Verification Settings (AVS).

•            see clear warning and select accept before regenerating.

•            regenerate FTP password.

•            force a password for the FTP.

•            force a password for the Real-Time Password.

Transactions

•            add additional columns to the transactions data grid.

•            customize additional columns across the Dex data grids.

Disputes

•            see due date that is set on government disputes to 10 days from 20.

•            not move back a disputes record type to a prior value.

•            have disputes due date  reset if the record type updates.

•            see combined fields on the datagrid like: Original Transaction Date and Original Amount into the Original Transaction column.

•            not have won and lost as terminal status for disputes.

•            see when disputes are in fulfilled status

•            not accept disputes where the record type is Inquiry

•            have color of the Accepted status updated from green to red.

Transactions

•             Resubmit a transaction: CC (settled), Echeck (funded, rejected)

•             Void transactions in bulk: ready (in progress)

Organizations

•             Billing accounts will be hidden for merchants

•             If the Reseller organization does not have an Enterprise created, and you select “Add to Enterprise”, dex displays message: “There are no Enterprise Organizations created under this Reseller Organization.”

Users

•             Bulk Invite: invite multiple users across organizations at the same time using csv file for users at 10000 level with right permissions

Locations

•             View and edit a location’s Card Verification Value (CVV) settings of a location.

•             Generate the legacy credentials from location’s Credentials tab (Transaction processing password and old API login ID and secure transaction key)

•             If you select a location to move which does not have an Organization with a matching Federal Tax ID within the hierarchy, dex display message: “The selected location(s) does not have a corresponding organization with a matching Federal Tax ID.”

Customers

•             New eCheck card style (looks like a check) in the Payment Methods Tab

•             Ability to see the actions buttons on modals upon big screen resolution

Disputes

•             Authorized Enterprise users will be able to view and manage disputes.

•             Users will have less delays when uploading docs

•             Risk will be able to send Dispute documentation to Vantiv via FTP.

Developer

•             Authorized Enterprise users will be able to generate API credentials if they switch home account from an Enterprise to a Merchant Organization

Organizations

• New bank account summary section: assigned activities and locations for approved/added bank account
• New reseller Hierarchy section for Reseller Organizations
• See the date a document was uploaded
• When creating a new Organization, a new dropdown is now available indicating if an Organization already exists when creating merchant Org with same Fed ID,
• After successfully creating a new Organization, the Organization and location information is displayed  on the summary

Locations

• View the TID (Transmitter ID) associated with the MID (location)
• View and edit a location’s Forte Verify settings (matches VT settings)
• View and edit a location’s Address Verification Settings (AVS) –  Card services only: Postal Code Mismatch, Street Number Mismatch (matches VT settings)

 

Disputes

• See the date a document was uploaded
• see the current history card as Chargeback Data
• see disputes in: exception and recalled statuses (new for merchant and Resellers)
• Last 4 Of Card column is renamed to Payment Details.
• see the card brand and last four digits of card in payments details
• see adjustment type of PARB in Adjustment Type filter
• see details tool tips when user hovers over the action code
• change the status of a dispute at any time. Exception: accepted and recalled statuses disputes cannot be changed
• accepted disputes will no longer move to won or lost
• view record type/dispute type on datagrid and details card: inquiry, chargeback or chargeback 2
• submit documents when Dispute is updated from Inquiry to chargeback, or from chargeback to chargeback 2
• submit for review (action) when Dispute is updated from Inquiry to chargeback, or from chargeback to chargeback 2.
• submit disputes type inquiry for approval
• see flag for when a dispute Record Type changes
• hover over icon display tool tip to get more details about the dispute Record Type changes
• see status updated to expired when status is Documents Needed, type inquiry, and has not been updated within 31 days
• view the history of a dispute
• New Data grid Filters and filter options:
  • New filter funding mode.
  • New filter Record type
  • New status Fulfilled on the dispute status filter
  • New filter option VCR (Visa Claims Resolution) for action codes filter
  • Less filter options for the action code filter: DRFT, RTVL

Rate Plans

• new UI: new display

Merchant Applications

• see what date a document was uploaded.

Funding

• filter by chargeback reversals in the funding log

 

Schedule

• create a schedule, create customer when creating a schedule.
• create a schedule, select customer and add a new payment method when creating a schedule.

Users

• reset the password using email only (new)
• invite merchant-level user with “Dispute manager” role
• invite Reseller-level user with “Sales Rep” role

Transactions

• filter the transactions data grid by:
  • Authorization Number
  • Settlement response code.

Webhooks

• datagrid upgrades
• new webhooks detail view
• new webhooks create and edit modals
• disable webhooks option

Merchant Applications

• log in as sales rep:
  • create and view my applications
  • not view other applications

Rate Plans

• rate plan logo updated
• log in as sales rep:
  • create and edit my rate plans
  • not view and edit other rate plans

Organizations

• log in as Forte:
  • view the details for my Add Bank Account ticket – from Bank Accounts tab if it is in review status
  • Create new Gateway Merchant Organization
  • Create new Reseller Organization
• log in as Reseller:
  • Create new Gateway Merchant Organization:
    • new Fed ID
    • same Fed ID
    • Canadian info and TRN

My Profile

• view general information
• view own role and permissions (simplified format)
• edit personal info
• change password  (action)

Transactions

• new general information section
• new card for details, history and receipt tabs
• new billboards for relevant info

Funding

• Clicking on any Funding row entry will open a slider (Modal) on the right
• view General information (General tab)
• view related transactions

Disputes

• new general information card on the left
• view related transaction
• new tabs inside details view: items needed, history, comments, …etc

Customers

• new general information card on the left
• new tabs inside details view: paymethods, Schedules, Addresses
• view related transactions button

Schedules

• new general info card
• link to customer
• new schedule items details section
• View related transaction (completed items)
• View related PM and additional info (completed items)
• edit and delete schedules (scheduled items)
• new billboards for relevant info: last transaction, next transaction, completed summary

API Credentials

• new general information card on the left
• new details view: roles and permissions displayed
• update name of API key set
• copy Access ID, generate new Secure Key

Webhooks

• simplified webhooks  Datagrid

Organizations

• new general information card on the left
• new tabs inside details view: contacts, bank accounts, attachments, settings, history
• click to edit details on the cards

Locations

• new general information card on the left
• new tabs inside details view: products and services, bank accounts, bill pay, controller/ owners
• click to expand more details on the cards
• links to merchant Org and parent reseller org

Merchant Applications

• new general information card on the left
• new tabs inside details view: attachments, comments, verification checks (Internal only), underwriting, pricing, owner
• new billboards for relevant info: received date, updated, assignee

Transactions

• Filter by the full bank account number in transactions: Account Number
• Filter by Order Id and Customer ID.

Locations

• View a locations pricing and billing settings
• See if a location is on a funding hold: banner
• View a locations controller/owner(s) information.

Online APP

• Have changes when ownership structure selected is gov or public: default No-PG MSA selected
• See compliance changes to Application: Controller updated to Account Controller, and new account controller verification
• Canadian TRN and address are supported in Application