Credit Card Information - Credit Card Limit

The Credit Card Information dialog box lets you change the credit card limit for a member. You can also add or delete a member’s credit card number. A member's credit card number automatically appears on the Credit Card Information dialog box when Portico receives the credit card file from the processor and a Social Security Number match can be made. When a match cannot be made, the member appears on the Credit Card Daily Exception Report 741.

To access the Credit Card Information dialog box, under Member Services on the Portico Explorer Bar, click Account Information. The Overview tab appears on top. Locate the member using the search tool on the top menu bar. Click the down arrow to select the search method, then enter the search criteria. Click the green arrow or press ENTER to locate the member. Click the Misc. Requests tab. In the Miscellaneous Requests group box, click the Credit Card Information icon button. The Credit Card Information dialog box appears.

How do I? and Field Help

To assist you with processing accounts that have multiple credit cards, click the Starting Credit Card Number down arrow to start the list with a specific account number (Length: 16 numeric/Keyword: CE). Then, click the green arrow.

The Card Assignments grid displays up to 12 credit card numbers. To view additional card numbers, select the last card number displayed in the grid from the Starting Credit Card Number drop-down list and click the green arrow.

Column Heading	Description
Delete	To delete a credit card number, select the Delete check box and click Save. A credit card cannot be deleted from the Credit Card Information dialog box if the credit card is in automated collections. The credit card must be purged from collections. After one back-office cycle has processed, the credit card can be deleted from the Credit Card Information dialog box. The Purged Collection Accounts Report 735 must be scheduled to run the same day as you purged the account from collections; otherwise, you must wait for the weekly purge.
Credit Card Number	The 16-digit credit card number assigned to the member. The first nine digits, including any leading zeros, identify the type of credit card account. Currently, only Visa and MasterCard are supported. Visa account numbers have four (4) as the first digit. MasterCard accounts have five (5) as the first digit. The last seven digits of the credit card account number equal the member's account number with the credit card processor and also appear as the note number on the Account Listing grid. Credit card numbers are partially masked. To view a member’s credit card number, users must be assigned to the Portico – User Can View PAN security group. You can also add the Portico – User Can View PAN permission to a credit union-defined security group using the Security Group Permissions – Update window.
View Card Nbr	You can click the icon button to display a pop up window containing the credit card number. Portico will log each time a user clicks the icon button to view a credit card number in the View Sensitive Data Audit report. The Portico – User Can View PAN security permission is required to view the card number.
Order	Click the Card Order icon button to display the Card Order dialog box. The Card Order icon button does not appear for Credit Choice users who restrict non-financial updates to consumer or business accounts.

In the Credit Card Limit field, enter the new credit card limit for the member. This field is not used for CPS or CSC card holders and can be used as a credit union-defined field. The field currently allows 3 characters and represents credit card limits in hundreds (1 = 100, 10 = 1000 and 100 = 10,000). For credit unions using CPS/CSC, the Credit Card Limit field on the Credit Card Information dialog box will not change the credit card limit that appears on the Loan Maintenance & Inquiry dialog box.

Then, click Save to save your changes. Click Cancel to close the dialog box.

General Ledger Effects: none | Related Reports: Credit Card Daily Activity Report 740 and Credit Card Daily Exception Report 741

To access the Credit Card Information dialog box, users must be assigned to one of the following pre-defined security groups or you can create your own security groups. You can add these permissions to a credit union-defined security group using the Security Group Permissions – Update window.

Permissions	Security Groups
MbrInfo - Credit Card Information - View Only	Teller - Basic Teller - Advanced Member Services - User
MbrInfo - Credit Card Information - Maintain	Member Services - User
Portico – User Can View PAN	Portico – User Can View PAN

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