Card Details

Related Topics

The Card Details sub-tab displays the individual credit card number(s) associated with the CPS/CSC account along with the card information, including the name embossed on the credit card and the name and address where the credit card will be mailed. The information is retrieved from CPS/CSC through a real-time Account Inquiry web message.

You can select a credit card on the Loans tab or click the credit card number in the Loans column on the Account Summary grid to display real-time credit card information. Click the Card Details sub-tab to view the co-owner information.

Select a credit card number from the drop-down list to view the information. Credit card numbers are partially masked. You can click inside the View Card Number field to view the credit card number. When you tab out of the field, the credit card number will be masked. The credit card number will remain unmasked as long as the field has focus.Portico will log each time a user clicks inside the View Card Number field to view a credit card number in the View Sensitive Data Audit report. The Portico – User Can View PAN security permission is not required to view the card number.

CPS Credit Cards
CPS Card Details
CSC Credit Cards
Loans - Card Details

How do I? and Field Help

To maintain the information on the Card Details sub-tab, modify the fields as needed and click Update CPS/CSC. Portico will send an account maintenance web message to CPS/CSC in real-time to update the information.

For Credit Choice users who restrict non-financial updates to consumer or business accounts, the fields are disabled and the Update CSC button does not appear.

You can also activate a credit card from the Card Details sub-tab. Click Activate Card to activate the credit card. A confirmation message will appear. Click Yes to send a real-time account maintenance message to CPS/CSC to activate the card. A successful message from Credit Processing Solutions will appear.

Field Description

Embossed Name

The name embossed on the credit card. For CSC, the Embossed Name field and Name field must match.

CPS Length: 26 alphanumeric

CSC Length: 25 characters

Name

The cardholder’s full name. For CSC, the Embossed Name field and Name field must match.

CPS Length: 26 alphanumeric

CSC Length: 25 characters

Line 1

Line 1 of the address the card will be mailed to.

CPS Length: 40 alphanumeric

CSC Length: 50 alphanumeric

Line 2

Line 2 of the address the card will be mailed to.

CPS Length: 40 alphanumeric

CSC Length: 50 alphanumeric

City

The city of the address where the card will be mailed to.

CPS Length: 30 alphanumeric

CSC Length: 26 characters

State

The state of the address where the card will be mailed to.

ZIP

The postal ZIP code of the address where the card will be mailed to.

Length: 9 numeric

Card Block Code

The codes used to specially process an account. For CPS/CSC only. For CSC, this is the presentation instrument status.

This field is customized using the Customized Fields window and should match the valid values in CPS/CSC. For CSC, use the Card Block Code field on the Customized Fields window. For CPS, use the Block Code - CPS field on the Customized Fields window.

If you select Lost or Stolen from the Card Block Code drop-down list, CSC will automatically close the lost or stolen card and add a new card account in its place. When you refresh the member and access the Card Details tab, you will notice that the lost or stolen card will no longer appear in the Select a Card Number drop-down list. Instead, a new card will appear with the same embossed name and override mailing information as the lost or stolen card. The new card plastic is also automatically ordered.

Length: 1 alphanumeric

Card Status

The card status. This field is read-only. For CPS only. Not used for CSC. The valid values are:

0 – Permanent

1 – Temporary

F – Fraud

S – Smart Card

T – Permanent Transfer Out

P – Purged

Card Activation

Indicates if the card is active or not active. This field is read-only.

Expiration

The expiration date of the credit card. This field is read-only.

Date Opened

The date the credit card was opened. This field is read-only.

Last Maintenance Date

The date maintenance was last done on the credit card number. This field is read-only. For CPS only. Not used for CSC.