Dex 1.43


  • 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


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


  • 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.

Dex: 1.42

All Tabs

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


•            search the hierarchy by Organization ID

•            search the hierarchy by Location ID

•            search the hierarchy by Federal Tax ID.


•            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.


•            add additional columns to the transactions data grid.

•            customize additional columns across the Dex data grids.


•            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.


DEX 1.41


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

•             Void transactions in bulk: ready (in progress)


•             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.”


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


•             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.”


•             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


•             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.


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



  • 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


  • 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)



  • 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.


  • filter by chargeback reversals in the funding log



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



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


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


  • 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


  • 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)


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


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


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


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


  • 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


  • simplified webhooks  Datagrid


  • 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


  • 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

Dex -1.36


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


  • 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




Funding :

Users now have the ability to search the Funding data grid by Location ID.


To make it more convenient for the user now can view Bank Card for each of their Location.The card will call “Bank Accounts”


Users have the ability to view the location under the organization when adding a customer.


A new status “Accepted has been introduced”

When a dispute is Accepted by a user the status should be updated to Accepted. This Status Differentiate between Dispute Accepted by Merchants vs Dispute rejected by Vantiv.


User will be able to to see if the application was manually or auto-decision from the data grid.





DEX -1.33


  • API Keys:
    • In addition to REST API, dex keys now work for Forte Checkout as well
  • Location: (Existing UI changes) :
    • New Search field has been added. Now you can search by Location Id
    • We have removed the filter for  Location ID and added a new filter called “Services”
    • Brand new columns to Locations Data Grid
  • Customers
    •  Now you can view routing number and bank name Payment method e-Check
  • Transactions
    • We have added new transaction data grid with export and filter capabilities
  • New Schedules tab:
    • You can now Search schedule by “company name”
    • New Filter and Export schedules
    • We have added new schedule data grid:
      • Add new schedule
      • Edit Schedule details
      • Suspend active Schedule
      • Activate suspended  Schedules
      • Permanently Delete Schedule






Dex -1.32


The dex Convair release is now live, here’s what you can now do:


  • Export schedules from data grid – CSV format
  • view schedule and schedule items details 
  • filter schedule items by status