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Internal Applications Request Form

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

Status Future consideration
Enhancement, Defect/Bug Enhancement Request
Created by Karri Lewis
Created on Oct 20, 2021

Portico Automated Account Updater

No description provided
Impact - Which group does this impact? Sales
Delivery Date Dec 31, 2021
  • Attach files
  • Ashley Downs
    Reply
    |
    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.