Issue Card

For Remote Card Management (RCM), Integrated Desktop, MasterCard Visa Debit File Exchange (MVFE), and FIS Authorization Processor (FIS AP) only.

The Issue Card dialog box allows the issuing and reordering of ATM cards, debit cards and PIN mailers through Portico using Remote Card Management (RCM), Integrated Desktop, MasterCard Visa Debit File Exchange (MVFE), and FIS Authorization Processor (FIS AP).

When the Remote Card Mgmt field, Web Services field, or MVFE field, is A, B or D on the Credit Union Profile - Self Service tab, you must use the Issue Card dialog box for ATM and/or debit card orders.

To use the Issue Card dialog box, the Issue Cards check box must be selected in EFT Options section on Credit Union Profile – Self Service tab. If you elect to use MVFE for ATM cards, you can no longer use the auto-reissue option to reorder cards.

Complete the following steps to access the Issue Card 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. Select the down arrow to select the search method, then enter the search criteria. Select the green arrow or press ENTER to locate the member.
An ATM and/or Debit Card button will appear if the member has an ATM and/or Debit ID set up. Click the ATM or Debit Card button to display the ATM Card Maintenance dialog box or Debit Card Maintenance dialog box.
Click the Account ID down arrow to select the ATM or debit ID.

Click Issue Card to open the Issue Card dialog box. The card ID, card prefix and PAN appear in the title of the dialog box.

The account ID, card prefix, and PAN number on the title bar are partially masked.

How do I? and Field Help

Complete the following fields to begin the process of ordering a card or PIN mailer.
Field	Description
Card Class	Select the design to be used for a card order from the Card Class drop-down list. This is a Fiserv Card Services assigned value designating the plastic design to be used for a card order. Instead of manually entering a 2 digit code, you can define the values that should appear in the Card Class drop-down list using the Customized Field – Update window. Examples include: RC - Regular Customer GD - Gold Customer SD - Student CD - Commercial Deposit AD - Administrative Card DP - Deposit Only DM - Demo Card ST - Status Card XX - Designer Debit Card Keyword: CC Reporting Analytics: ATM Order Card Class (ATM Additional Information query subject in Self Service folder and ME ATM Additional Information query subject in Month-end Information\ Self Service Month-end folder) and Debit Order Card Class (Debit Additional Information query subject in All Self Service folder and ME Debit Additional Information query subject in Month-end Information\ All Self Service Month-end folder)
RCM Card Class/Media Type	For First Data, enter the card stock used by the credit union. Length: 5 alphanumeric For FIS Authorization Processor (FIS AP), the default card media type from the Card Management window will automatically appear in the Media Type field. You can change the member's media type as needed. The valid options are: MS - Mag Stripe Only IC - Mag Stripe, Contact Chip IP - Mag Stripe, Contact Chip and Contactless IS - Mag Stripe, Contactless Reporting Analytics: ATM RCM Card Class (Self Service subject in the ATM Additional Information folder and ME ATM Additional Information subject in the Month-end Information\Self Service Month-end folder) and Debit RCM Card Class (Self Service subject in the All Debit Additional Information folder and All ME Debit Additional Information subject in the Month-end Information\Self Service Month-end\All Self-Service Month-end folder)
Card Type	Click the down arrow to select the card order type. The valid options are: A - ATM card D - Debit card
Card Status	Click the down arrow to select the status of the card being ordered. This field should not be confused with the Status field on the ATM/Debit Card Maintenance dialog box. When the card is ordered, the card status will be sent to Fiserv Card Services to update the DAF record. Once the member has activated the card, the status on the DAF record will be updated to 1 for active, but the value displaying in this field will remain unchanged. 0 – Inactive Card (the cardholder must activate the card using the voice activation system) 2 – Lost Card 3 – Stolen Card 4 – Restricted Card 5 – Insufficient Funds 6 – Pre-activated (the cardholder must insert the card into an ATM or swipe the card at a POS device and enter the PIN to activate the card) 7 - Reserved 8 – Expired Card 9 – Closed Card Keyword: CS
Card Activation	For Remote Card Management (RCM) or FIS Authorization Processor (FIS AP) users, select the activation type from the Card Activation drop-down list. The valid values are: Blank - Not Used. System default. 1 - Last 4 digits of the cardholder's SSN 2 - First 6 characters of the cardholder's mother's maiden name 3 - Birth date of the cardholder (YYMMDD format) 4 - Alphanumeric code up to 6 characters long Length: 1 alphanumeric Keyword: AT
Card Activation Data	For Remote Card Management (RCM) or FIS Authorization Processor (FIS AP) users, enter the card activation data needed when the cardholder attempts to activate their card. Length: 6 alphanumeric Keyword: AD
Card Design	For Integrated Desktop, Remote Card Management (RCM), or FIS Authorization Processor (FIS AP) users, enter the stock ID for the selected card design. This field overrides the default stock ID defined for the card class at Fiserv Card Services or CO-OP. A customized drop-down list can be created for this field using the Customized Field – Update window. The Card Design field appears on the Issue Card dialog box and ATM/Debit Card Options dialog box. Updates to this field on either dialog box will be saved to both dialog boxes. Length: 5 alphanumeric Keyword: CD
Expiration Date	The expiration date specified on the Card Information tab on the ATM/Debit Card Maintenance dialog box will automatically appear. The expiration date of the ATM or debit card. The card will expire on the last day of the specified month. The default date 204912 indicates an unexpiring card. Click the down arrow to select a date from the pop-up calendar or enter a date in MM/DD/YYYY format. The default date should be used for debit cards. Keyword: XD
Expiration Reissue	Enter the number of months to use when calculating the expiration date. The valid values are 1-4. For First Data. Length: 1 numeric Reporting Analytics: ATM Expiry Reissue Months (Self Service subject in the ATM Additional Information folder and ME ATM Additional Information subject in the Month-end Information\Self Service Month-end folder) and Debit Expiry Reissue Months (Self Service subject in the All Debit Additional Information folder and All ME Debit Additional Information subject in the Month-end Information\Self Service Month-end\All Self-Service Month-end folder)

The Address Information group box will display the member’s primary address. If the card should to be sent to an alternate address, you can enter a different address. Address changes on the Issue Card dialog box will not update the member’s primary address.

Complete the following information to update the mailing address that will be used to send the card or PIN mailer.

Primary Address Line 1	Line 1 of the member's primary address. This field cannot contain all blanks. Length: 35 alphanumeric Keyword: PA
Primary Address Line 2	Line 2 of the member's primary address. If the Foreign check box is selected, the foreign city's name must reside in this field. Length: 35 alphanumeric Keyword: AD
Primary City	The city where the individual resides. If the Foreign check box is selected, the foreign country's name MUST reside in this field. In the State field, enter the foreign country code. For Canada, enter the province code in the State field. Length: 21 alphanumeric Keyword: PC
Primary State	Click the down arrow to select the correct state abbreviation from the drop-down list. If the Foreign check box is checked, enter the foreign country code in the State field. For Canada, enter the province code in the State field. Keyword: PS
Primary ZIP	The postal ZIP Code for the address listed. For domestic addresses, the ZIP code must be either 5 or 9 digits. For foreign addresses, the ZIP code can be up to 10 characters. If the Address is Foreign check box is not selected: A valid ZIP Code must be entered without the dash. Alpha characters are not allowed. If the Address is Foreign check box is selected: The member ZIP Code field is optional. Alpha characters are allowed. Length: 9 numeric (10 alphanumeric if the Address is Foreign check box is selected.) Keyword: PZ
Primary Foreign	Select this check box if the address is foreign. If the Address is Foreign check box is selected, the Country drop-down list and State/Province field will appear. Enter the foreign city's name in the Address 2 field and the foreign country's name in the City field. For countries other than Canada or Mexico, enter the two character country code in the State field for mailing label purposes. Then, choose the country from the Country drop-down list and enter the appropriate 2-character state or province code or select the state or province from the State/Province drop-down list to provide this information for the Self Service Interface. For Canadian addresses, enter Canada in the City field and enter the two character province code in the State field for mailing label purposes. Then, choose Canada from the Country drop-down list and select the appropriate Canadian province from the State/Province drop-down list to provide this information for the Self Service Interface. For Mexican addresses, enter Mexico in the City field and enter the two character state code in the State field for mailing label purposes. Then, choose Mexico from the Country drop-down list and select the appropriate Mexican state from the State/Province drop-down list to provide this information for the Self Service Interface. If your credit union has foreign address support with Corillian Online Banking, member updates to foreign addresses via online banking will display a three-character abbreviation in the City field. For example, if a member updates their Canadian address using online banking, CAN will appear in the City field and Canada will appear in the Country field. When 3rd party vendors update Portico with foreign address changes, the foreign city's name will appear in the Address 2 field (e.g. Guadalajara), the foreign country code will appear in the State field (e.g. MX), and the Country field and State/Province field will be cleared. The Country and State/Province fields allow you to capture the foreign address information to be used by the Self Service Interfaces (SSI) for online banking online enrollment, online banking verification, and online banking demographic updates. The Country and State/Province fields do not impact address formats for labels, statements, or notices. Fiserv recommends reviewing the Self Service Member Request Report 941 to identify members that updated a foreign address. Then, use the member's non-financial history to verify that the address information was entered correctly. Keyword: FF
Alternate Address Line 1	Line 1 of the member's alternate address. This field cannot contain all blanks. Length: 35 alphanumeric Keyword: AA
Alternate Address Line 2	Line 2 of the member's alternate address. If the Foreign check box is selected, the foreign city's name must reside in this field. Length: 35 alphanumeric Keyword: 2A
Alternate City	The city where the individual resides. If the Foreign check box is selected, the foreign country's name MUST reside in this field. In the State field, enter the foreign country code. For Canada, enter the province code in the State field. Length: 21 alphanumeric Keyword: AC
Alternate State	Click the down arrow to select the correct state abbreviation from the drop-down list. If the Foreign check box is checked, enter the foreign country code in the State field. For Canada, enter the province code in the State field. Keyword: AS
Alternate ZIP	The postal ZIP Code for the address listed. For domestic addresses, the ZIP code must be either 5 or 9 digits. For foreign addresses, the ZIP code can be up to 10 characters. If the Address is Foreign check box is not selected: A valid ZIP Code must be entered without the dash. Alpha characters are not allowed. If the Address is Foreign check box is selected: The member ZIP Code field is optional. Alpha characters are allowed. Length: 9 numeric (10 alphanumeric if the Address is Foreign check box is selected.) Keyword: AZ
Alternate Foreign	Select this check box if the alternate address is foreign. If the Foreign check box is selected, the foreign city's name must reside in the Address 2 field and the foreign country's name must reside in the City field. In the State field, enter the foreign country code. For Canada, enter the province code in the State field. Keyword: FA

In the Embossing Information grid, you can add a DAF record, debit card order and/or PIN mailer request. Click Add Primary to add a row to the Embossing Information grid containing the primary member information. Click Add Joint to display the Relationships dialog box listing all the relationships and co-owners associated with the member. On the Relationships dialog box, select the check box next to the name and click Save. Portico will automatically complete the name fields in the Embossing Information grid with the selected name.

Column Heading	Description
Delete	Select this check box to delete a debit card order or PIN mailer request.
First Name	The first name to be embossed on the debit card. The only characters that may be used are letters A through Z, numbers 0 through 9, space, dash, ampersand, and single quote. Length: 14 alphanumeric
MI	The middle initial to be embossed on the debit card. Length: 1 alphanumeric
Last Name	The last name to be embossed on the debit card. If a suffix such as Jr or Sr is to be used, enter it after the last name. Example SMITH JR. The only characters that may be used are letters A through Z, numbers 0 through 9, space, dash, ampersand, and single quote. Length: 20 alphanumeric
Title	The title to be embossed on the debit card. Only alphabetic characters may be used. No hyphens, commas, periods, other spaces, or other special characters may be used. The title is a prefix such as Mr, Mrs, or Dr and cannot be longer that 3 characters. Length: 3 alphanumeric
Company - 4th Line	The name to be embossed on line 4 of the debit card. The only characters that may be used are letters A through Z, numbers 0 through 9, space, dash, ampersand, and single quote. Length: 26 alphanumeric
Card Order	Select this check box to order a debit card. When you select the Card Order check box, the Card to Primary check box is automatically selected.
Card to Primary	Select this check box to mail the card to the primary address. Clear this check box to mail the card to the alternate address.
PIN Mailer	Select this check box to request a PIN mailer. When you select the PIN Mailer check box, the PIN to Primary check box is automatically selected.
PIN to Primary	Select this check box to mail the PIN mailer to the primary address. Clear this check box to mail the PIN mailer to the alternate address.
Rush Order	For Remote Card Management (RCM), select the Rush Order check box to include your rush card order in the next RCM batch. For Integrated Desktop, select the Rush Order check box to immediately transmit your rush card order to the Card Master II Card Management platform. Not available for FDR.
Overnight	The Overnight check box is automatically selected when the Rush Order check box is selected. To remove the overnight delivery option, clear the Overnight check box. Not available for FDR.
Card Reissue	Select this check box to indicate that the card order or PIN mailer is a reissue. Not available for MVFE.
Change Name	Select this check box to indicate that the card order is the result of a name change. Not available for MVFE or FDR.
DI	Select Primary Member or Joint Owner button and the DI checkbox and the Digital Issuance Contact Information dialog box displays the member's E-Mail, TIN and the first three Phone Numbers from the Card Options page. The DI checkbox is only available for the MVFE, RCM, and Integrated Desktop card vendors. The DI checkbox is not enabled for FDR or COOP vendors.

Digital Issuance Contact Information dialog box

If you modify any of the fields on the Digital Issuance Contact Information dialog box and the fields do not match the primary member or joint owner information on the Contact Information page, a message displays prompting you to choose which information to keep. The information you select on the Member Information Demographic Update dialog box, updates the primary or joint owner's Contact Information page.

Click Save to save the card order. If you are using Digital Card Issuance, the member receives a temporary card with the same card number, but with a different expiration date and CVS security number than the member's new card.

When you select Save, we send the updated phone number and type on the DAF record to Card Services, in addition to updating the Card Options page for the primary member or joint owner. If you update the email address, we send it in the Remote Card Management (RCM) batch file. If you select Close, a warning message appears telling you that Phone/Email may be out of sync and to perform a manual maintenance to correct.

The Card Order History grid lists actions that affected the member's ATM and debit card. For example, if you order a card or update a member's phone number, Portico records the action in the Card Order History grid. These history records are purged when the date in the Txn Date field is one year or more in the past. If an original order for a card and PIN mailer listed two different addresses, two records will appear in the Card Order History grid: one with an Action field of C and one with an Action field of P.

Column Heading	Description
Card Name/Address	The member's name and address. If the Transaction column is Issue Card, the member's name as it was entered on the Issue Card dialog box will appear. If the Transaction column is Card Options, Debit Card Maintenance, ATM Card Maintenance, or Contact Information, the member's short name will appear.
Teller ID	The teller who completed the action listed.
Action	The action that indicates the type of request that was sent to Fiserv Card Services or CO-OP. The valid values are: A - Add DAF record only (if the Transaction column is Issue Card, Card Options, ATM Card Maintenance, or Debit Card Maintenance) B - Order Card and PIN mailer (if the Transaction column is Issue Card) C - Order card only (if the Transaction column is Issue Card) D - Name change and card reissue (if the Transaction column is Issue Card) E - Name change, reissue card, and PIN Mailer (if the Transaction column is Issue Card) I - Reissue card (if the Transaction column is Issue Card) M - Reissue card and PIN mailer (if the Transaction column is Issue Card) N - Change Name (if the Transaction column is Issue Card) P - Order PIN mailer (if the Transaction column is Issue Card) R - Remove name from card (if the Transaction column is Issue Card) U - Instant Issue (if the Transaction column is Issue Card) C - Change (if the Transaction column is Card Options, Debit Card Maintenance, ATM Card Maintenance, or Contact Information)
Transaction	The transaction that caused an MVFE record to be created. The valid values are: Issue Card (Portico Host: 10C) Card Options (Portico Host: 10L) Debit Card Maintenance (Portico Host: 103) ATM Card Maintenance (Portico Host: 104) Contact Information (Portico Host: 145 or 148)
Txn Date	The system date the transaction was performed.
Expiration Date	The debit card expiration date entered on the Issue Card dialog box.
Address Indicator	The address indicator that determines if the debit card and/or PIN should be mailed to the primary address or an alternate address. The valid values are: P - Primary address A - Alternate address
Status/Class	The initial card status and the card class at the time the card is issued. The valid card statuses are: 0 - Card is inactive until the member uses the voice activation system. 6 - Card is pre-activated but the cardholder must insert the card into an ATM or swipe the card at a POS device and enter the PIN to activate the card.
Card Prefix	The BIN used as part of the ATM or debit ID PAN. Portico partially masks the card prefix or BIN when it is longer than 6 digits and it appears on the same window as the PAN number.

The Instant Card Issue application can be used to order debit cards for small businesses that do not have an EIN. Portico uses the Business Type field on the Contact Information tab to let you order a plastic card for a business using the Instant Card Issue application. If the business has an EIN or if the Business Type field contains a valid value, Portico will send the business name and primary name on the card to the Instant Card Issue application.

General Ledger Effects: none

Related Reports: Card and PIN orders will appear on the:

Card Order History dialog box
Non-Financial Transaction Register Reports 030/036
Card Management Activity Register Report 039

Portico Host: 10C