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Internal Applications Request Form

Use this form to submit Feature and Idea Requests to the Heartland Internal Applications teams.

Portico Automated Account Updater

No description provided
Impact - Which group does this impact? Sales
Delivery Date Dec 31, 2021
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    • Ashley Downs
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      |
      Dec 10, 2021
      • RM selects the equipment within Atlas

        • Atlas needs to make a call to Logistics to see if ETS Multi-Use Tokenization and or PayPlan is a certified feature.

          • If so, Atlas will have a pop up / question on if Portico Automated Account Updater is wanted.

            • If yes, the RM would need to select the token method (ETS / PayPlan).

              • If only one token method is certified, that should be the only option shown.

            • Once the token method is selected, the RM would get a prompt to enter in the fees for Setup, Monthly and per update fee.

            • At the end, the merchant should have the option to esign, removing the need to manually download a setup form and collect a signature.

            • At this point, this information should be compiled into a document form.

            • We are not asking for instant boarding, just streamlining the paperwork process.

      This adds a servicing component that will have to add a new check in OMS that atlas can call

    • Admin
      Kyle Russell
      Reply
      |
      Oct 25, 2021

      Still needs more work on reqs - possibly PI 106 but Svc has been doing work on this for a few PIs.