# MDES administration panel

<span style="color: #1c1e3f;">The MDES Administration Panel (or the admin portal/portal for short) is the essential tool for you to work with your online application. Here you can manage customers, their cards, IBANs, devices and track history of payments. The presented solution is prepared for rebranding for the client's brand. The document is divided into sections that describe the various components of the system. Each section contains a screen presenting the functionality and a detailed description of the states occurring in it.</span>

### <span style="color: #1c1e3f;">Purpose and scope</span>

<span style="color: #1c1e3f;">This product guide provides a high-level overview of Admin Panel Management. This document covers the following topics:</span>

<div class="page" id="bkmrk-description-of-the-a" title="Page 5"><div class="page" title="Page 5"><div class="layoutArea"><div class="column">- <span style="color: #1c1e3f;">description of the all aggregates of customer, including detailed information and possible actions,</span>
- <span style="color: #1c1e3f;">description of possible configurations,</span>
- <span style="color: #1c1e3f;">granting access,</span>
- <span style="color: #1c1e3f;">description of main processes as: login, reset password,</span>
- <span style="color: #1c1e3f;">additional and optional functionalities.</span>

</div></div></div></div>### <span style="color: #1c1e3f;">Abbreviations &amp; Acronyms</span>

<span style="color: #1c1e3f;">This section explains a number of key terms and concepts used in this document.</span>

<table border="1" id="bkmrk-name-description-vpn" style="border-collapse: collapse; width: 100%;"><tbody><tr><td bgcolor="#1C1E3F" style="width: 17.1794%;" width="353"><span style="color: #ecf0f1;">**Name**</span>

</td><td bgcolor="#1C1E3F" style="width: 17.1794%;" width="353"><span style="background-color: #1c1e3f; color: #ecf0f1;">**Description**</span></td></tr><tr><td style="width: 49.9383%;"><span style="color: #1c1e3f;">VPN</span></td><td style="width: 49.9383%;"><span style="color: #1c1e3f;">Virtual Private Network</span>

</td></tr><tr><td style="width: 49.9383%;"><span style="color: #1c1e3f;">MPA</span></td><td style="width: 49.9383%;"><span style="color: #1c1e3f;">Mobile Payment Application</span>

</td></tr><tr><td style="width: 49.9383%;"><span style="color: #1c1e3f;">IBAN</span></td><td style="width: 49.9383%;"><span style="color: #1c1e3f;">International Bank Account Number</span>

</td></tr><tr><td style="width: 49.9383%;"><span style="color: #1c1e3f;">MCBP</span></td><td style="width: 49.9383%;"><span style="color: #1c1e3f;">Mastercard Cloud Base Payment</span>

</td></tr><tr><td style="width: 49.9383%;"><span style="color: #1c1e3f;">MDES</span></td><td style="width: 49.9383%;"><span style="color: #1c1e3f;">Mastercard Digital Enablement Services</span>

</td></tr><tr><td style="width: 49.9383%;"><span style="color: #1c1e3f;">LCAPI</span></td><td style="width: 49.9383%;"><span style="color: #1c1e3f;">Lifecycle API</span>

</td></tr></tbody></table>

### <span style="color: #1c1e3f;">Terminology</span>

<span style="color: #1c1e3f;">This section explains a number of key terms and concepts used in this document.</span>

<table border="1" id="bkmrk-name-description-cus" style="border-collapse: collapse; width: 100%; height: 589.766px;"><tbody><tr style="height: 35.4px;"><td bgcolor="#1C1E3F" style="width: 23.7531%; height: 35.4px;" width="353"><span style="color: #ecf0f1;">**Name**</span>

</td><td bgcolor="#1C1E3F" style="width: 76.3457%; height: 35.4px;" width="353"><span style="color: #ecf0f1;">**Description**</span></td></tr><tr style="height: 38.2px;"><td style="width: 23.7531%; height: 38.2px;"><span style="color: #1c1e3f;">Customer</span></td><td style="width: 76.3457%; height: 38.2px;"><span style="color: #1c1e3f;">Customer who uses MPA.</span>

</td></tr><tr style="height: 35.4px;"><td style="width: 23.7531%; height: 35.4px;"><span style="color: #1c1e3f;">User</span>

</td><td style="width: 76.3457%; height: 35.4px;"><span style="color: #1c1e3f;">User using the Admin Panel.</span>

</td></tr><tr style="height: 57.8px;"><td style="width: 23.7531%; height: 57.8px;"><span style="color: #1c1e3f;">Card</span>

</td><td style="width: 76.3457%; height: 57.8px;"><span style="color: #1c1e3f;">Section contains information about customer PANs – physical cards added by customer manually in MPA or bank using LC API.</span>

</td></tr><tr style="height: 57.8px;"><td style="width: 23.7531%; height: 57.8px;"><span style="color: #1c1e3f;">IBAN</span>

</td><td style="width: 76.3457%; height: 57.8px;"><span style="color: #1c1e3f;">Customer bank account number. MCBP enables bank account numbers to be digitized and used for payments.</span>

</td></tr><tr style="height: 57.8px;"><td style="width: 23.7531%; height: 57.8px;"><span style="color: #1c1e3f;">Token</span>

</td><td style="width: 76.3457%; height: 57.8px;"><span style="color: #1c1e3f;">Payment Token in context of MCBP. Tokens are result of correct digitization. Each token has one wallet account, one card/IBAN number and one device related.</span>

</td></tr><tr style="height: 80.2px;"><td style="width: 23.7531%; height: 80.2px;"><span style="color: #1c1e3f;">Device</span>

</td><td style="width: 76.3457%; height: 80.2px;"><span style="color: #1c1e3f;">Device is data aggregate related to customer. Device is entity in MDES – created during MDES registration. Each registration of customer has device on Verestro side, but each customer may have multiple MDES registrations.</span>

</td></tr><tr style="height: 128.183px;"><td style="width: 23.7531%; height: 128.183px;"><span style="color: #1c1e3f;">Payment history</span>

</td><td style="width: 76.3457%; height: 128.183px;"><span style="color: #1c1e3f;">It’s possible that transaction history will be stored on Verestro wallet server for infinite time (this setting can be specified during onboarding with Mastercard). If these options are enabled, MPA can retrieve transaction history for given user and payment instrument ID. Transactions are returned in corresponding parts for better user experience. Particular transaction may appear on the list with delay – depending on integrated external components.</span>

</td></tr><tr style="height: 40.8px;"><td style="width: 23.7531%; height: 40.8px;"><span style="color: #1c1e3f;">LCAPI</span>

</td><td style="width: 76.3457%; height: 40.8px;"><span style="color: #1c1e3f;">API Used for direct integration to partner. Allows to manage users, cards, etc.</span>

</td></tr><tr style="height: 58.1833px;"><td style="width: 23.7531%; height: 58.1833px;"><span style="color: #1c1e3f;">Session token</span>

</td><td style="width: 76.3457%; height: 58.1833px;"><span style="color: #1c1e3f;">Access to the system by a web application user is secured using a session token to uniquely associate the session with the user. It is required to perform any action.</span>

</td></tr></tbody></table>

## <span style="color: #1c1e3f;">Main view</span>

<span style="color: #1c1e3f;">Once the authentication process is properly completed, the bank employee has access to the panel. He is shown the main screen of the system. Depending on the assigned rights group its appearance may vary. Different roles in the system have different tabs available. </span>

<span style="color: #1c1e3f;">[![image-1651662664655.png](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/scaled-1680-/image-1651662664655.png)](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/image-1651662664655.png)</span>

<span style="color: #1c1e3f;">The components that make up the Admin Portal are:</span>  
<span style="color: #1c1e3f;">1) Main menu contains aggregates as: customers, cards, devices, payment history, IBANs, project administration (administrators, visuals, logs),</span>  
<span style="color: #1c1e3f;">2) Admin Panel adjusted to the client’s colours and logotype. </span>  
<span style="color: #1c1e3f;">3) Filters allows to select multiple filter options and display results that contain information all the selected criteria. </span>  
<span style="color: #1c1e3f;">4) List of the most important information referring to each aggregate (example: customers). </span>  
<span style="color: #1c1e3f;">5) Actions allows admin to change the status of aggregate or edit data. </span>

## <span style="color: #1c1e3f;">Customers management</span>

### <span style="color: #1c1e3f;">Customers list</span>

<span style="color: #1c1e3f;">Customer list contains filters and columns with dates. The filters are used for dynamic searching, such data as: customer ID, external ID, e-mail, phone number, status (unverified, verified, locked, deleted). </span>

<span style="color: #1c1e3f;">[![image-1651662700924.png](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/scaled-1680-/image-1651662700924.png)](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/image-1651662700924.png)</span>

<span style="color: #1c1e3f;">Basic list includes following information:</span>

<table id="bkmrk-parameter-descriptio" style="border-collapse: collapse; width: 87.5309%; border-style: solid;"><tbody><tr><td bgcolor="#1C1E3F" style="width: 21.213%;" width="353"><span style="color: #ecf0f1;">**Parameter**</span>

</td><td bgcolor="#1C1E3F" style="width: 78.7588%;" width="353"><span style="color: #ecf0f1;">**Description**</span>

</td></tr><tr><td style="width: 21.213%;" width="141"><span style="color: #1c1e3f;">Customer ID</span>

</td><td style="width: 78.7588%;" width="567"><span style="color: #1c1e3f;">Internal Verestro Id of customer.</span>

</td></tr><tr><td style="width: 21.213%;" width="141"><span style="color: #1c1e3f;">External ID</span>

</td><td style="width: 78.7588%;" width="567"><span style="color: #1c1e3f;">External customer identifier provided by client (for example: recordID).</span>

</td></tr><tr><td style="width: 21.213%;" width="141"><span style="color: #1c1e3f;">E-mail</span>

</td><td style="width: 78.7588%;" width="567"><span style="color: #1c1e3f;">Customer e-mail address.</span>

</td></tr><tr><td style="width: 21.213%;" width="141"><span style="color: #1c1e3f;">Phone number</span>

</td><td style="width: 78.7588%;" width="567"><span style="color: #1c1e3f;">Customer phone number with country prefix.</span>

</td></tr><tr><td style="width: 21.213%;" width="141"><span style="color: #1c1e3f;">First name</span>

</td><td style="width: 78.7588%;" width="567"><span style="color: #1c1e3f;">Customer first name.</span>

</td></tr><tr><td style="width: 21.213%;" width="141"><span style="color: #1c1e3f;">Last name</span>

</td><td style="width: 78.7588%;" width="567"><span style="color: #1c1e3f;">Customer last name.</span>

</td></tr><tr><td style="width: 21.213%;" width="141"><span style="color: #1c1e3f;">Status</span>

</td><td style="width: 78.7588%;" width="567"><span style="color: #1c1e3f;">Customer status (described in customer statuses part).</span>

</td></tr><tr><td style="width: 21.213%;" width="141"><span style="color: #1c1e3f;">Action</span>

</td><td style="width: 78.7588%;" width="567"><span style="color: #1c1e3f;">Action which can be performed on particular customer (described in customer actions part).</span>

</td></tr></tbody></table>

### <span style="color: #1c1e3f;">Customers details</span>

<span style="color: #1c1e3f;">Selecting a specific user allows to see more detailed data. In addition to personal information, a list of related devices, IBANs, tokens, and payment history is available. </span>

<span style="color: #1c1e3f;">[![image-1651662763555.png](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/scaled-1680-/image-1651662763555.png)](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/image-1651662763555.png)</span>

<span style="color: #1c1e3f;">Detailed list includes following information:</span>

<table id="bkmrk-parameter-descriptio-0" style="width: 100%;"><tbody><tr><td bgcolor="#1C1E3F" style="width: 22.7655%;" width="353"><span style="color: #ecf0f1;">**Parameter**</span>

</td><td bgcolor="#1C1E3F" style="width: 77.3334%;" width="353"><span style="color: #ecf0f1;">**Description**</span>

</td></tr><tr><td style="width: 22.7655%;" width="198"><span style="color: #1c1e3f;">Customer ID</span>

</td><td style="width: 77.3334%;" width="510"><span style="color: #1c1e3f;">Internal Verestro Id of customer.</span>

</td></tr><tr><td style="width: 22.7655%;" width="198"><span style="color: #1c1e3f;">External ID</span>

</td><td style="width: 77.3334%;" width="510"><span style="color: #1c1e3f;">External customer identifier provided by client (for example: record ID).</span>

</td></tr><tr><td style="width: 22.7655%;" width="198"><span style="color: #1c1e3f;">First name</span>

</td><td style="width: 77.3334%;" width="510"><span style="color: #1c1e3f;">Customer first name.</span>

</td></tr><tr><td style="width: 22.7655%;" width="198"><span style="color: #1c1e3f;">Last name</span>

</td><td style="width: 77.3334%;" width="510"><span style="color: #1c1e3f;">Customer last name.</span>

</td></tr><tr><td style="width: 22.7655%;" width="198"><span style="color: #1c1e3f;">Phone number</span>

</td><td style="width: 77.3334%;" width="510"><span style="color: #1c1e3f;">Customer phone number with country prefix.</span>

</td></tr><tr><td style="width: 22.7655%;" width="198"><span style="color: #1c1e3f;">E-mail</span>

</td><td style="width: 77.3334%;" width="510"><span style="color: #1c1e3f;">Customer e-mail address.</span>

</td></tr><tr><td style="width: 22.7655%;" width="198"><span style="color: #1c1e3f;">Status</span>

</td><td style="width: 77.3334%;" width="510"><span style="color: #1c1e3f;">Customer status.</span>

</td></tr><tr><td style="width: 22.7655%;" width="198"><span style="color: #1c1e3f;">Number of failed logins</span>

</td><td style="width: 77.3334%;" width="510"><span style="color: #1c1e3f;">Number of login failures.</span>

</td></tr><tr><td style="width: 22.7655%;" width="198"><span style="color: #1c1e3f;">Created at</span>

</td><td style="width: 77.3334%;" width="510"><span style="color: #1c1e3f;">Date of customer registration.</span>

</td></tr><tr><td style="width: 22.7655%;" width="198"><span style="color: #1c1e3f;">Deleted at</span>

</td><td style="width: 77.3334%;" width="510"><span style="color: #1c1e3f;">Date of customer deletion (parameter displayed only if customer has been removed from system).</span>

</td></tr></tbody></table>

<span style="color: #1c1e3f;">Additionally, in details are available lists of aggregates related to the particular customer:</span>  
<span style="color: #1c1e3f;">• customer devices (more information in devices management),</span>  
<span style="color: #1c1e3f;">• customer IBANs (more information in IBANs management),</span>  
<span style="color: #1c1e3f;">• customer cards (more information in cards management),</span>  
<span style="color: #1c1e3f;">• customer tokens (more information in tokens management),</span>  
<span style="color: #1c1e3f;">• payment history (more information in payment history). </span>

### <span style="color: #1c1e3f;">Customer statuses</span>

<span style="color: #1c1e3f;">A user can be defined by one of four statuses. The system created by Verestro divides the statuses into the following: </span>

<span style="color: #1c1e3f;">[![image-1651662842347.png](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/scaled-1680-/image-1651662842347.png)](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/image-1651662842347.png)</span>

### <span style="color: #1c1e3f;">Customer actions</span>

<span style="color: #1c1e3f;">Admin can perform the following actions on the particular customer:</span>  
<span style="color: #1c1e3f;">a) view customer – redirect to the screen with customer details data,</span>  
<span style="color: #1c1e3f;">b) edit customer – redirect to the screen with edition (screen below). The following data can be edited:</span>  
<span style="color: #1c1e3f;">• first name, </span>  
<span style="color: #1c1e3f;">• last name, </span>  
<span style="color: #1c1e3f;">• phone number, </span>  
<span style="color: #1c1e3f;">• e-mail,</span>

<span style="color: #1c1e3f;">[![image-1651662880039.png](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/scaled-1680-/image-1651662880039.png)](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/image-1651662880039.png)</span>

<span style="color: #1c1e3f;">c) lock customer – temporary lock of customer (more information in customer statuses part),</span>  
<span style="color: #1c1e3f;">d) delete customer – permanent delete customer data (more information in customer statuses part).</span>

<span style="color: #1c1e3f;">The following table shows the states of the user's token after performing each action.</span>

<table id="bkmrk-action-token-status-" style="width: 45.5556%; height: 233.6px;"><tbody><tr style="height: 35.2px;"><td bgcolor="#1C1E3F" style="width: 37.6569%; height: 35.2px;" width="353"><span style="color: #ecf0f1;">**Action**</span>

</td><td bgcolor="#1C1E3F" style="width: 62.2966%; height: 35.2px;" width="353"><span style="color: #ecf0f1;">**Token status**</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 37.6569%; height: 35.2px;" width="198"><span style="color: #1c1e3f;">**Add customer**</span>

</td><td style="width: 62.2966%; height: 35.2px;" width="236"><span style="color: #1c1e3f;">Unverified</span>

</td></tr><tr style="height: 57.6px;"><td style="width: 37.6569%; height: 57.6px;" width="198"><span style="color: #1c1e3f;">**User authentication**</span>

</td><td style="width: 62.2966%; height: 57.6px;" width="236"><span style="color: #1c1e3f;">Verified</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 37.6569%; height: 35.2px;" width="198"><span style="color: #1c1e3f;">Lock customer</span>

</td><td style="width: 62.2966%; height: 35.2px;" width="236"><span style="color: #1c1e3f;">Locked</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 37.6569%; height: 35.2px;" width="198"><span style="color: #1c1e3f;">Unlock customer</span>

</td><td style="width: 62.2966%; height: 35.2px;" width="236"><span style="color: #1c1e3f;">Verified</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 37.6569%; height: 35.2px;" width="198"><span style="color: #1c1e3f;">Delete customer</span>

</td><td style="width: 62.2966%; height: 35.2px;" width="236"><span style="color: #1c1e3f;">Deleted</span>

</td></tr></tbody></table>

<span style="color: #1c1e3f;">Referring to the above table, a diagram has been created showing the change of states of the user token. This allows for better visualization of actions and dependencies between them.</span>

<span style="color: #1c1e3f;">[![2023-03-09_14h48_28.png](https://bookstack.verestro.dev/uploads/images/gallery/2023-03/scaled-1680-/2023-03-09-14h48-28.png)](https://bookstack.verestro.dev/uploads/images/gallery/2023-03/2023-03-09-14h48-28.png)</span>

## <span style="color: #1c1e3f;">Cards management</span>  


### <span style="color: #1c1e3f;">Cards list</span>

<span style="color: #1c1e3f;">Cards list contains filters and columns with dates. The filters are used for dynamic searching, such data as: card ID, last 4 digits, date of creation, status (available: unverified, verified, locked, deleted). </span>

<span style="color: #1c1e3f;">[![image-1651664519865.png](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/scaled-1680-/image-1651664519865.png)](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/image-1651664519865.png)</span>

<span style="color: #1c1e3f;">Basic list includes following information:</span>

<table id="bkmrk-parameter-descriptio-1" style="width: 100.247%;"><tbody><tr><td bgcolor="#1C1E3F" style="width: 17.4246%;" width="353"><span style="color: #ecf0f1;">**Parameter**</span>

</td><td bgcolor="#1C1E3F" style="width: 82.5507%;" width="353"><span style="color: #ecf0f1;">**Description**</span>

</td></tr><tr><td style="width: 17.4246%;" width="141"><span style="color: #1c1e3f;">Card ID</span>

</td><td style="width: 82.5507%;" width="567"><span style="color: #1c1e3f;">Internal Verestro Id of card.</span>

</td></tr><tr><td style="width: 17.4246%;" width="141"><span style="color: #1c1e3f;">Customer ID</span>

</td><td style="width: 82.5507%;" width="567"><span style="color: #1c1e3f;">Internal Verestro Id of customer.</span>

</td></tr><tr><td style="width: 17.4246%;" width="141"><span style="color: #1c1e3f;">Last 4 digits</span>

</td><td style="width: 82.5507%;" width="567"><span style="color: #1c1e3f;">Last four digits of physical PAN.</span>

</td></tr><tr><td style="width: 17.4246%;" width="141"><span style="color: #1c1e3f;">Exp date</span>

</td><td style="width: 82.5507%;" width="567"><span style="color: #1c1e3f;">Expiration date in MM/YY format.</span>

</td></tr><tr><td style="width: 17.4246%;" width="141"><span style="color: #1c1e3f;">Type</span>

</td><td style="width: 82.5507%;" width="567"><span style="color: #1c1e3f;">Card type (Mastercard, Visa).</span>

</td></tr><tr><td style="width: 17.4246%;" width="141"><span style="color: #1c1e3f;">Status</span>

</td><td style="width: 82.5507%;" width="567"><span style="color: #1c1e3f;">Card status (described in card statuses part).</span>

</td></tr><tr><td style="width: 17.4246%;" width="141"><span style="color: #1c1e3f;">Action</span>

</td><td style="width: 82.5507%;" width="567"><span style="color: #1c1e3f;">Action which can be performed on particular card (described in card actions part).</span>

</td></tr></tbody></table>

### <span style="color: #1c1e3f;">Card details</span>

<span style="color: #1c1e3f;">Selecting a specific card allows to see more detailed data. In addition to basic information, a list of related customers, and payment history is available. </span>

<span style="color: #1c1e3f;">[![image-1651664549139.png](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/scaled-1680-/image-1651664549139.png)](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/image-1651664549139.png)</span>

<span style="color: #1c1e3f;">Detailed list includes following information:</span>

<table id="bkmrk-parameter-descriptio-2" style="width: 100%;"><tbody><tr><td bgcolor="#1C1E3F" style="width: 19.6791%;" width="353"><span style="color: #ecf0f1;">**Parameter**</span>

</td><td bgcolor="#1C1E3F" style="width: 80.4198%;" width="353"><span style="color: #ecf0f1;">**Description**</span>

</td></tr><tr><td style="width: 19.6791%;" width="198"><span style="color: #1c1e3f;">Card ID</span>

</td><td style="width: 80.4198%;" width="510"><span style="color: #1c1e3f;">Internal Verestro Id of card.</span>

</td></tr><tr><td style="width: 19.6791%;" width="198"><span style="color: #1c1e3f;">Last 4 digits</span>

</td><td style="width: 80.4198%;" width="510"><span style="color: #1c1e3f;">Last four digits of physical PAN.</span>

</td></tr><tr><td style="width: 19.6791%;" width="198"><span style="color: #1c1e3f;">Expire date</span>

</td><td style="width: 80.4198%;" width="510"><span style="color: #1c1e3f;">Expiration date in MM/YY format.</span>

</td></tr><tr><td style="width: 19.6791%;" width="198"><span style="color: #1c1e3f;">Description</span>

</td><td style="width: 80.4198%;" width="510"><span style="color: #1c1e3f;">Friendly name of card.</span>

</td></tr><tr><td style="width: 19.6791%;" width="198"><span style="color: #1c1e3f;">Type</span>

</td><td style="width: 80.4198%;" width="510"><span style="color: #1c1e3f;">Card type (Mastercard, Visa).</span>

</td></tr><tr><td style="width: 19.6791%;" width="198"><span style="color: #1c1e3f;">Status</span>

</td><td style="width: 80.4198%;" width="510"><span style="color: #1c1e3f;">Card status. Available: verified, unverified, deleted, locked.</span>

</td></tr><tr><td style="width: 19.6791%;" width="198"><span style="color: #1c1e3f;">Created at</span>

</td><td style="width: 80.4198%;" width="510"><span style="color: #1c1e3f;">Date of card addition to the wallet database.</span>

</td></tr><tr><td style="width: 19.6791%;" width="198"><span style="color: #1c1e3f;">Deleted at</span>

</td><td style="width: 80.4198%;" width="510"><span style="color: #1c1e3f;">Date of card deletion from the wallet database.</span>

</td></tr></tbody></table>

<span style="color: #1c1e3f;">Additionally, in details are available aggregates related to the particular card:</span>  
<span style="color: #1c1e3f;">• customers (more information in customers management),</span>  
<span style="color: #1c1e3f;">• customer tokens (more information in tokens management),</span>  
<span style="color: #1c1e3f;">• payment history (more information in payment history).</span>

### <span style="color: #1c1e3f;">Card statuses</span>

<span style="color: #1c1e3f;">A customer can be defined by one of four statuses. The system created by Verestro divides the statuses into the following: </span>

<span style="color: #1c1e3f;">[![image-1651664590912.png](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/scaled-1680-/image-1651664590912.png)](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/image-1651664590912.png)</span>

### <span style="color: #1c1e3f;">Card actions</span>

<span style="color: #1c1e3f;">Admin can perform the following actions on the particular card:</span>  
<span style="color: #1c1e3f;">a) view card – redirect to the screen with card details data,</span>  
<span style="color: #1c1e3f;">b) lock card – temporary lock of card (more information in card statuses part)</span>  
<span style="color: #1c1e3f;">c) delete card – permanent delete card data (more information in card statuses part).</span>

<span style="color: #1c1e3f;">Below table presents how action may change the statuses of card</span>

<table id="bkmrk-action-statuses-%C2%A0-ca" style="width: 100%;"><tbody><tr><td bgcolor="#1C1E3F" style="width: 33.3663%;" width="353"><span style="color: #ecf0f1;">**Action**</span>

</td><td bgcolor="#1C1E3F" colspan="2" width="353"><span style="color: #ecf0f1;">**Statuses**</span>

</td></tr><tr><td style="width: 17.1775%;" width="198"><span style="color: #1c1e3f;"> </span>

</td><td style="width: 19.3997%;" width="236"><span style="color: #1c1e3f;">**Card’s status**</span>

</td><td style="width: 63.3981%;" width="236"><span style="color: #1c1e3f;">**Token’s status**</span>

</td></tr><tr><td style="width: 17.1775%;" width="198"><span style="color: #1c1e3f;">**Add card**</span>

</td><td style="width: 19.3997%;" width="236"><span style="color: #1c1e3f;">Unverified</span>

</td><td style="width: 63.3981%;" width="236"></td></tr><tr><td style="width: 17.1775%;" width="198"><span style="color: #1c1e3f;">**Verify card**</span>

</td><td style="width: 19.3997%;" width="236"><span style="color: #1c1e3f;">Verified</span>

</td><td style="width: 63.3981%;" width="236"></td></tr><tr><td style="width: 17.1775%;" width="198"><span style="color: #1c1e3f;">Lock card</span>

</td><td style="width: 19.3997%;" width="236"><span style="color: #1c1e3f;">Locked</span>

</td><td style="width: 63.3981%;" width="236"><span style="color: #1c1e3f;">Suspended</span>

</td></tr><tr><td style="width: 17.1775%;" width="198"><span style="color: #1c1e3f;">Unlock card</span>

</td><td style="width: 19.3997%;" width="236"><span style="color: #1c1e3f;">Verified</span>

</td><td style="width: 63.3981%;" width="236"><span style="color: #1c1e3f;">Active</span>

</td></tr><tr><td style="width: 17.1775%;" width="198"><span style="color: #1c1e3f;">Delete card</span>

</td><td style="width: 19.3997%;" width="236"><span style="color: #1c1e3f;">Deleted</span>

</td><td style="width: 63.3981%;" width="236"><span style="color: #1c1e3f;">Deleted</span>

</td></tr></tbody></table>

<span style="color: #1c1e3f;">Referring to the above table, a diagram has been created showing the change of states of the card. This allows for better visualization of actions and dependencies between them.</span>

<span style="color: #1c1e3f;">[![2023-03-09_14h42_42.png](https://bookstack.verestro.dev/uploads/images/gallery/2023-03/scaled-1680-/2023-03-09-14h42-42.png)](https://bookstack.verestro.dev/uploads/images/gallery/2023-03/2023-03-09-14h42-42.png)</span>

## <span style="color: #1c1e3f;">IBANs management</span>

### <span style="color: #1c1e3f;">IBANs list</span>

<span style="color: #1c1e3f;">IBANs list contains filters and columns with dates. The filters are used for dynamic searching, such data as: IBAN ID, IBAN number, status (active, deleted). </span>

<span style="color: #1c1e3f;">[![image-1651664696435.png](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/scaled-1680-/image-1651664696435.png)](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/image-1651664696435.png)</span>

<span style="color: #1c1e3f;">Basic list includes following information:</span>

<table id="bkmrk-parameter-descriptio-3" style="width: 100%;"><tbody><tr><td bgcolor="#1C1E3F" style="width: 19.0618%;" width="353"><span style="color: #ecf0f1;">**Parameter**</span>

</td><td bgcolor="#1C1E3F" style="width: 81.0371%;" width="353"><span style="color: #ecf0f1;">**Description**</span>

</td></tr><tr><td style="width: 19.0618%;" width="141"><span style="color: #1c1e3f;">IBAN ID</span>

</td><td style="width: 81.0371%;" width="567"><span style="color: #1c1e3f;">Internal Verestro Id of IBAN.</span>

</td></tr><tr><td style="width: 19.0618%;" width="141"><span style="color: #1c1e3f;">Customer ID</span>

</td><td style="width: 81.0371%;" width="567"><span style="color: #1c1e3f;">Internal Verestro Id of customer.</span>

</td></tr><tr><td style="width: 19.0618%;" width="141"><span style="color: #1c1e3f;">IBAN number</span>

</td><td style="width: 81.0371%;" width="567"><span style="color: #1c1e3f;">IBAN number; example. IBAN=PL100020003000030000.</span>

</td></tr><tr><td style="width: 19.0618%;" width="141"><span style="color: #1c1e3f;">Status</span>

</td><td style="width: 81.0371%;" width="567"><span style="color: #1c1e3f;">IBAN status (described in IBAN statuses part).</span>

</td></tr><tr><td style="width: 19.0618%;" width="141"><span style="color: #1c1e3f;">Action</span>

</td><td style="width: 81.0371%;" width="567"><span style="color: #1c1e3f;">Action which can be performed on particular IBAN (described in IBAN actions part).</span>

</td></tr></tbody></table>

### <span style="color: #1c1e3f;">IBANs details</span>

<span style="color: #1c1e3f;">Selecting a specific IBAN allows to see more detailed data. In addition to basic information, a list of related customers, and payment history is available. </span>

<span style="color: #1c1e3f;">[![image-1651664766263.png](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/scaled-1680-/image-1651664766263.png)](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/image-1651664766263.png)</span>

<span style="color: #1c1e3f;">Detailed list includes following information:</span>

<table id="bkmrk-parameter-descriptio-4" style="width: 100%; height: 176px;"><tbody><tr style="height: 35.2px;"><td bgcolor="#1C1E3F" style="width: 22.8543%; height: 35.2px;" width="353"><span style="color: #ecf0f1;">**Parameter**</span>

</td><td bgcolor="#1C1E3F" style="width: 77.121%; height: 35.2px;" width="353"><span style="color: #ecf0f1;">**Description**</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 22.8543%; height: 35.2px;" width="198"><span style="color: #1c1e3f;">IBAN ID</span>

</td><td style="width: 77.121%; height: 35.2px;" width="510"><span style="color: #1c1e3f;">Internal Verestro Id of IBAN.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 22.8543%; height: 35.2px;" width="198"><span style="color: #1c1e3f;">IBAN number</span>

</td><td style="width: 77.121%; height: 35.2px;" width="510"><span style="color: #1c1e3f;">IBAN number eg. IBAN=PL100020003000030000.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 22.8543%; height: 35.2px;" width="198"><span style="color: #1c1e3f;">Created at</span>

</td><td style="width: 77.121%; height: 35.2px;" width="510"><span style="color: #1c1e3f;">Date of IBAN addition to the wallet database.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 22.8543%; height: 35.2px;" width="198"><span style="color: #1c1e3f;">Deleted at</span>

</td><td style="width: 77.121%; height: 35.2px;" width="510"><span style="color: #1c1e3f;">Date of card deletion from the wallet database.</span>

</td></tr></tbody></table>

<span style="color: #1c1e3f;">Additionally, in details are available aggregates related to the particular IBAN:</span>  
<span style="color: #1c1e3f;">• customer (more information in customers management),</span>  
<span style="color: #1c1e3f;">• tokens (more information in tokens management),</span>  
<span style="color: #1c1e3f;">• payment history (more information in payment history).</span>

### <span style="color: #1c1e3f;">IBAN statuses</span>

<span style="color: #1c1e3f;">![image-1651664803676.png](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/scaled-1680-/image-1651664803676.png)</span>

### <span style="color: #1c1e3f;">IBAN actions</span>

<span style="color: #1c1e3f;">Admin can perform the following actions on the particular IBAN:</span>  
<span style="color: #1c1e3f;">a) view IBAN – redirect to the screen with IBAN details data,</span>  
<span style="color: #1c1e3f;">b) delete IBAN – permanent delete IBAN data (more information In IBAN statuses section)</span>

<table id="bkmrk-action-statuses-%C2%A0-ib"><tbody><tr><td bgcolor="#1C1E3F" style="width: 33.3663%;" width="353"><span style="color: #ecf0f1;">**Action**</span>

</td><td bgcolor="#1C1E3F" colspan="2" width="353"><span style="color: #ecf0f1;">**Statuses**</span>

</td></tr><tr><td width="198"><span style="color: #1c1e3f;"> </span>

</td><td width="236"><span style="color: #1c1e3f;">**IBAN’s status**</span>

</td><td width="236"><span style="color: #1c1e3f;">**Token’s status**</span>

</td></tr><tr><td width="198"><span style="color: #1c1e3f;">**Add IBAN**</span>

</td><td width="236"><span style="color: #1c1e3f;">Active</span>

</td><td width="236"><span style="color: #1c1e3f;">Active</span>

</td></tr><tr><td width="198"><span style="color: #1c1e3f;">Delete IBAN</span>

</td><td width="236"><span style="color: #1c1e3f;">Deleted</span>

</td><td width="236"><span style="color: #1c1e3f;">Deleted</span>

</td></tr></tbody></table>

## <span style="color: #1c1e3f;">Tokens management</span>  


### <span style="color: #1c1e3f;">Subsection tokens list</span>

<span style="color: #1c1e3f;">Tokens list contains basic information such as TSP Type, Token ID, Status or Type. This section is available under the following tabs: Customers (screen below), Cards, Devices, IBANs. </span>

<span style="color: #1c1e3f;">[![image-1651664884627.png](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/scaled-1680-/image-1651664884627.png)](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/image-1651664884627.png)</span>

<span style="color: #1c1e3f;">Basic list includes following information:</span>

<table id="bkmrk-parameter-descriptio-5" style="width: 100%;"><tbody><tr><td bgcolor="#1C1E3F" style="width: 17.9188%;" width="353"><span style="color: #ecf0f1;">**Parameter**</span>

</td><td bgcolor="#1C1E3F" style="width: 82.0565%;" width="353"><span style="color: #ecf0f1;">**Description**</span>

</td></tr><tr><td style="width: 17.9188%;" width="141"><span style="color: #1c1e3f;">TSP Type</span>

</td><td style="width: 82.0565%;" width="567"><span style="color: #1c1e3f;">Payment token tsp type.\*</span>

</td></tr><tr><td style="width: 17.9188%;" width="141"><span style="color: #1c1e3f;">Token ID</span>

</td><td style="width: 82.0565%;" width="567"><span style="color: #1c1e3f;">Internal Verestro Id of Token.</span>

</td></tr><tr><td style="width: 17.9188%;" width="141"><span style="color: #1c1e3f;">Status</span>

</td><td style="width: 82.0565%;" width="567"><span style="color: #1c1e3f;">Payment token status (described in token statuses part).</span>

</td></tr><tr><td style="width: 17.9188%;" width="141"><span style="color: #1c1e3f;">Type</span>

</td><td style="width: 82.0565%;" width="567"><span style="color: #1c1e3f;">Payment token type.\*\*</span>

</td></tr><tr><td style="width: 17.9188%;" width="141"><span style="color: #1c1e3f;">Action</span>

</td><td style="width: 82.0565%;" width="567"><span style="color: #1c1e3f;">Action which can be performed on particular token (described in token actions part).</span>

</td></tr></tbody></table>

<span style="color: #1c1e3f;">\*TSP Types of payment token:</span>  
<span style="color: #1c1e3f;">a) Mastercard,</span>  
<span style="color: #1c1e3f;">b) Visa. </span>  
<span style="color: #1c1e3f;">\*\*Types of token:</span>  
<span style="color: #1c1e3f;">a) device – type is created after payment instrument digitization for contactless payments,</span>  
<span style="color: #1c1e3f;">b) cloud – type is created after payment instrument digitization for e-commerce payments.</span>

### <span style="color: #1c1e3f;">Token details</span>

<span style="color: #1c1e3f;">Selecting a specific token allows to see more detailed data. </span>

<span style="color: #1c1e3f;">[![image-1651746447574.png](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/scaled-1680-/image-1651746447574.png)](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/image-1651746447574.png)</span>

<span style="color: #1c1e3f;">Detailed list includes following information:</span>

<table id="bkmrk-parameter-descriptio-6" width="718"><tbody><tr><td bgcolor="#1C1E3F" style="width: 203.6px;" width="353"><span style="color: #ecf0f1;">**Parameter**</span>

</td><td bgcolor="#1C1E3F" style="width: 513.6px;" width="353"><span style="color: #ecf0f1;">**Description**</span>

</td></tr><tr><td style="width: 203.6px;" width="189"><span style="color: #1c1e3f;">Date and time</span>

</td><td style="width: 513.6px;" width="529"><span style="color: #1c1e3f;">The date/time stamp when status of payment token has last changed represented ISO 8601 format.</span>

</td></tr><tr><td style="width: 203.6px;" width="189"><span style="color: #1c1e3f;">Token ID</span>

</td><td style="width: 513.6px;" width="529"><span style="color: #1c1e3f;">Internal Verestro Id of Token.</span>

</td></tr><tr><td style="width: 203.6px;" width="189"><span style="color: #1c1e3f;">Token Unique Reference</span>

</td><td style="width: 513.6px;" width="529"><span style="color: #1c1e3f;">Token unique reference. Exists if tsp type is MASTERCARD.</span>

</td></tr><tr><td style="width: 203.6px;" width="189"><span style="color: #1c1e3f;">Status</span>

</td><td style="width: 513.6px;" width="529"><span style="color: #1c1e3f;">Payment token status.</span>

</td></tr><tr><td style="width: 203.6px;" width="189"><span style="color: #1c1e3f;">Type</span>

</td><td style="width: 513.6px;" width="529"><span style="color: #1c1e3f;">Payment token type.</span>

</td></tr><tr><td style="width: 203.6px;" width="189"><span style="color: #1c1e3f;">TSP Type</span>

</td><td style="width: 513.6px;" width="529"><span style="color: #1c1e3f;">Payment token tsp type.</span>

</td></tr></tbody></table>

### <span style="color: #1c1e3f;">Tokens statuses</span>

<span style="color: #1c1e3f;">[![image-1651746481092.png](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/scaled-1680-/image-1651746481092.png)](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/image-1651746481092.png)</span>

### <span style="color: #1c1e3f;">Tokens action</span>

<span style="color: #1c1e3f;">Customer can perform the following actions on the token:</span>  
<span style="color: #1c1e3f;">a) view token, </span>  
<span style="color: #1c1e3f;">b) suspend token, </span>  
<span style="color: #1c1e3f;">c) unsuspend token, </span>  
<span style="color: #1c1e3f;">d) delete token. </span>

  
<span style="color: #1c1e3f;">Below table presents how action may change the statuses of token.</span>

<table id="bkmrk-action-token%E2%80%99s-statu" style="width: 56.7901%;"><tbody><tr><td bgcolor="#1C1E3F" style="width: 23.1714%;" width="353"><span style="color: #ecf0f1;">**Action**</span>

</td><td bgcolor="#1C1E3F" style="width: 76.7728%;" width="353"><span style="color: #ecf0f1;">**Token’s status**</span>

</td></tr><tr><td style="width: 23.1714%;" width="198"><span style="color: #1c1e3f;">**Digitization**</span>

</td><td style="width: 76.7728%;" width="236"><span style="color: #1c1e3f;">Inactive</span>

</td></tr><tr><td style="width: 23.1714%;" width="198"><span style="color: #1c1e3f;">**Provisioning**</span>

</td><td style="width: 76.7728%;" width="236"><span style="color: #1c1e3f;">Active</span>

</td></tr><tr><td style="width: 23.1714%;" width="198"><span style="color: #1c1e3f;">Suspend token</span>

</td><td style="width: 76.7728%;" width="236"><span style="color: #1c1e3f;">Suspended</span>

</td></tr><tr><td style="width: 23.1714%;" width="198"><span style="color: #1c1e3f;">Unsuspended token</span>

</td><td style="width: 76.7728%;" width="236"><span style="color: #1c1e3f;">Active</span>

</td></tr><tr><td style="width: 23.1714%;" width="198"><span style="color: #1c1e3f;">Delete token</span>

</td><td style="width: 76.7728%;" width="236"><span style="color: #1c1e3f;">Deleted</span>

</td></tr></tbody></table>

<span style="color: #1c1e3f;">Referring to the above table, a diagram has been created showing the change of states of the token. This allows for better visualization of actions and dependencies between them.</span>

<span style="color: #1c1e3f;">[![2023-03-09_15h01_35.png](https://bookstack.verestro.dev/uploads/images/gallery/2023-03/scaled-1680-/2023-03-09-15h01-35.png)](https://bookstack.verestro.dev/uploads/images/gallery/2023-03/2023-03-09-15h01-35.png)</span>

## <span style="color: #1c1e3f;">Devices management</span>  


### <span style="color: #1c1e3f;">Devices list</span>

<span style="color: #1c1e3f;">Devices list contains filters and columns with dates. The filters are used for dynamic searching, such data as: device ID, producer, creation date, deletion date, status (available: inactive, active, locked, deleted). </span>

<span style="color: #1c1e3f;">[![image-1651746542832.png](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/scaled-1680-/image-1651746542832.png)](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/image-1651746542832.png)</span>

<span style="color: #1c1e3f;">Basic list includes following information:</span>

<table id="bkmrk-parameter-descriptio-7" style="width: 100%;"><tbody><tr><td bgcolor="#1C1E3F" style="width: 26.8396%;" width="353"><span style="color: #ecf0f1;">**Parameter**</span>

</td><td bgcolor="#1C1E3F" style="width: 73.2593%;" width="353"><span style="color: #ecf0f1;">**Description**</span>

</td></tr><tr><td style="width: 26.8396%;" width="141"><span style="color: #1c1e3f;">Device ID</span>

</td><td style="width: 73.2593%;" width="567"><span style="color: #1c1e3f;">Unique identifier of app installed on device.</span>

</td></tr><tr><td style="width: 26.8396%;" width="141"><span style="color: #1c1e3f;">Device name</span>

</td><td style="width: 73.2593%;" width="567"><span style="color: #1c1e3f;">Description of phone device model.</span>

</td></tr><tr><td style="width: 26.8396%;" width="141"><span style="color: #1c1e3f;">Version</span>

</td><td style="width: 73.2593%;" width="567"><span style="color: #1c1e3f;">Version of operating system.</span>

</td></tr><tr><td style="width: 26.8396%;" width="141"><span style="color: #1c1e3f;">Producer</span>

</td><td style="width: 73.2593%;" width="567"><span style="color: #1c1e3f;">Description of phone device manufacturer.</span>

</td></tr><tr><td style="width: 26.8396%;" width="141"><span style="color: #1c1e3f;">Status</span>

</td><td style="width: 73.2593%;" width="567"><span style="color: #1c1e3f;">Device status (described in device statuses part).</span>

</td></tr><tr><td style="width: 26.8396%;" width="141"><span style="color: #1c1e3f;">Actions</span>

</td><td style="width: 73.2593%;" width="567"><span style="color: #1c1e3f;">Action which can be performed on particular token (described in token actions part).</span>

</td></tr></tbody></table>

### <span style="color: #1c1e3f;">Devices details</span>

<span style="color: #1c1e3f;">Selecting a specific device allows to see more detailed data. In addition to basic information, a list of related customers, and payment history is available. </span>

<span style="color: #1c1e3f;">[![image-1651746575354.png](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/scaled-1680-/image-1651746575354.png)](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/image-1651746575354.png)</span>

<span style="color: #1c1e3f;">Detailed list includes following information:</span>

<table id="bkmrk-parameter-descriptio-8" style="width: 100%;"><tbody><tr><td bgcolor="#1C1E3F" style="width: 25.0954%;" width="353"><span style="color: #ecf0f1;">**Parameter**</span>

</td><td bgcolor="#1C1E3F" style="width: 74.8799%;" width="353"><span style="color: #ecf0f1;">**Description**</span>

</td></tr><tr><td style="width: 25.0954%;" width="198"><span style="color: #1c1e3f;">Device ID installation</span>

</td><td style="width: 74.8799%;" width="510"><span style="color: #1c1e3f;">Unique identifier of app installed on device.</span>

</td></tr><tr><td style="width: 25.0954%;" width="198"><span style="color: #1c1e3f;">Producer</span>

</td><td style="width: 74.8799%;" width="510"><span style="color: #1c1e3f;">Description of phone device manufacturer.</span>

</td></tr><tr><td style="width: 25.0954%;" width="198"><span style="color: #1c1e3f;">Device name</span>

</td><td style="width: 74.8799%;" width="510"><span style="color: #1c1e3f;">Description of phone device model.</span>

</td></tr><tr><td style="width: 25.0954%;" width="198"><span style="color: #1c1e3f;">Device version</span>

</td><td style="width: 74.8799%;" width="510"><span style="color: #1c1e3f;">Version of operating system.</span>

</td></tr><tr><td style="width: 25.0954%;" width="198"><span style="color: #1c1e3f;">Created at</span>

</td><td style="width: 74.8799%;" width="510"><span style="color: #1c1e3f;">Creation date greater than specified date or equal. Format Y-M-D.</span>

</td></tr><tr><td style="width: 25.0954%;" width="198"><span style="color: #1c1e3f;">Deleted at</span>

</td><td style="width: 74.8799%;" width="510"><span style="color: #1c1e3f;">Deletion date greater than specified date or equal. Format Y-M-D.</span>

</td></tr><tr><td style="width: 25.0954%;" width="198"><span style="color: #1c1e3f;">Status</span>

</td><td style="width: 74.8799%;" width="510"><span style="color: #1c1e3f;">Device status.</span>

</td></tr></tbody></table>

<span style="color: #1c1e3f;">In details there are available aggregates related to the particular device:</span>  
<span style="color: #1c1e3f;">• customers (more information in customers management),</span>  
<span style="color: #1c1e3f;">• customer tokens (more information in tokens management),</span>  
<span style="color: #1c1e3f;">• payment history (more information in payment history).</span>

### <span style="color: #1c1e3f;">Device statuses</span>

### <span style="color: #1c1e3f;">![image-1651746613572.png](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/scaled-1680-/image-1651746613572.png)Device actions</span>

<span style="color: #1c1e3f;">Admin can perform the following actions on the particular device:</span>  
<span style="color: #1c1e3f;">a) view device – redirect to the screen with device details data,</span>  
<span style="color: #1c1e3f;">b) lock device – lock of device. None actions on this device are possible </span>  
<span style="color: #1c1e3f;">c) delete device – permanent delete device data. </span>

<span style="color: #1c1e3f;">Below table presents how action may change the statuses of device</span>

<table id="bkmrk-action-statuses-%C2%A0-de"><tbody><tr><td bgcolor="#1C1E3F" style="width: 33.3663%;" width="353"><span style="color: #ecf0f1;">**Action**</span>

</td><td bgcolor="#1C1E3F" colspan="2" width="353"><span style="color: #ecf0f1;">**Statuses**</span>

</td></tr><tr><td width="198"><span style="color: #1c1e3f;"> </span>

</td><td width="236"><span style="color: #1c1e3f;">**Device’s status**</span>

</td><td width="236"><span style="color: #1c1e3f;">**Token’s status**</span>

</td></tr><tr><td width="198"><span style="color: #1c1e3f;">**Add device (not paired yet)**</span>

</td><td width="236"><span style="color: #1c1e3f;">Inactive</span>

</td><td width="236"><span style="color: #1c1e3f;">-</span>

</td></tr><tr><td width="198"><span style="color: #1c1e3f;">**Pair device**</span>

</td><td width="236"><span style="color: #1c1e3f;">Active</span>

</td><td width="236"><span style="color: #1c1e3f;">-</span>

</td></tr><tr><td width="198"><span style="color: #1c1e3f;">Lock device</span>

</td><td width="236"><span style="color: #1c1e3f;">Locked</span>

</td><td width="236"><span style="color: #1c1e3f;">Suspended</span>

</td></tr><tr><td width="198"><span style="color: #1c1e3f;">Unlock device</span>

</td><td width="236"><span style="color: #1c1e3f;">Active</span>

</td><td width="236"><span style="color: #1c1e3f;">Active</span>

</td></tr><tr><td width="198"><span style="color: #1c1e3f;">Delete device</span>

</td><td width="236"><span style="color: #1c1e3f;">Deleted</span>

</td><td width="236"><span style="color: #1c1e3f;">Deleted</span>

</td></tr></tbody></table>

<span style="color: #1c1e3f;">Referring to the above table, a diagram has been created showing the change of states of the device token. This allows for better visualization of actions and dependencies between them.</span>

<span style="color: #1c1e3f;">[![2023-03-09_15h17_49.png](https://bookstack.verestro.dev/uploads/images/gallery/2023-03/scaled-1680-/2023-03-09-15h17-49.png)](https://bookstack.verestro.dev/uploads/images/gallery/2023-03/2023-03-09-15h17-49.png)</span>

## <span style="color: #1c1e3f;">Payment history</span>

### <span style="color: #1c1e3f;">Payment history list</span>

<span style="color: #1c1e3f;">Payment history list contains filters and columns with dates. In this section actions don’t occur. The filters are used for dynamic searching, such data as: Card ID, amount, currency, date of transaction, status (available: cleared, declined, authorized, reversed). The date displayed in both the transaction list and details is in UTC+0 and ISO8601 compliant. Also, the filters are selected by the user in UTC+0. At no time is there a conversion to the local time zone of the portal operator. </span>

<span style="color: #1c1e3f;">![image-1651746730184.png](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/scaled-1680-/image-1651746730184.png)</span>

<span style="color: #1c1e3f;">Basic list includes following information:</span>

<table id="bkmrk-parameter-descriptio-9" style="width: 100%; height: 246.4px;"><tbody><tr style="height: 35.2px;"><td bgcolor="#1C1E3F" style="width: 21.4075%; height: 35.2px;" width="353"><span style="color: #ecf0f1;">**Parameter**</span>

</td><td bgcolor="#1C1E3F" style="width: 78.6914%; height: 35.2px;" width="353"><span style="color: #ecf0f1;">**Description**</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 21.4075%; height: 35.2px;" width="141"><span style="color: #1c1e3f;">Transaction ID</span>

</td><td style="width: 78.6914%; height: 35.2px;" width="567"><span style="color: #1c1e3f;">Internal Verestro transaction identifier.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 21.4075%; height: 35.2px;" width="141"><span style="color: #1c1e3f;">Card ID</span>

</td><td style="width: 78.6914%; height: 35.2px;" width="567"><span style="color: #1c1e3f;">Internal Verestro Id of Card.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 21.4075%; height: 35.2px;" width="141"><span style="color: #1c1e3f;">Created at</span>

</td><td style="width: 78.6914%; height: 35.2px;" width="567"><span style="color: #1c1e3f;">The date/time when the transaction was made. In ISO 8601 extended format.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 21.4075%; height: 35.2px;" width="141"><span style="color: #1c1e3f;">Amount</span>

</td><td style="width: 78.6914%; height: 35.2px;" width="567"><span style="color: #1c1e3f;">The transaction monetary amount in terms of the minor units of the currency.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 21.4075%; height: 35.2px;" width="141"><span style="color: #1c1e3f;">Currency</span>

</td><td style="width: 78.6914%; height: 35.2px;" width="567"><span style="color: #1c1e3f;">3-character ISO 4217 currency code of the transaction.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 21.4075%; height: 35.2px;" width="141"><span style="color: #1c1e3f;">Status</span>

</td><td style="width: 78.6914%; height: 35.2px;" width="567"><span style="color: #1c1e3f;">Transaction status (described in transaction statuses part).</span>

</td></tr></tbody></table>

### <span style="color: #1c1e3f;">Payment history details</span>

<span style="color: #1c1e3f;">Selecting a specific payment history allows to see more detailed data. </span>

<span style="color: #1c1e3f;">[![image-1651746768526.png](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/scaled-1680-/image-1651746768526.png)](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/image-1651746768526.png)</span>

<span style="color: #1c1e3f;">Detailed list includes following information:</span>

<table id="bkmrk-parameter-descriptio-10" style="width: 100%; height: 691.2px;"><tbody><tr style="height: 35.2px;"><td bgcolor="#1C1E3F" style="width: 20.4198%; height: 35.2px;" width="353"><span style="color: #ecf0f1;">**Parameter**</span>

</td><td bgcolor="#1C1E3F" style="width: 79.6791%; height: 35.2px;" width="353"><span style="color: #ecf0f1;">**Description**</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 20.4198%; height: 35.2px;" width="179"><span style="color: #1c1e3f;">Transaction ID</span>

</td><td style="width: 79.6791%; height: 35.2px;" width="529"><span style="color: #1c1e3f;">Internal Verestro transaction identifier.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 20.4198%; height: 35.2px;" width="179"><span style="color: #1c1e3f;">Token ID</span>

</td><td style="width: 79.6791%; height: 35.2px;" width="529"><span style="color: #1c1e3f;">Internal Verestro Id of Token.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 20.4198%; height: 35.2px;" width="179"><span style="color: #1c1e3f;">Card ID</span>

</td><td style="width: 79.6791%; height: 35.2px;" width="529"><span style="color: #1c1e3f;">Internal Verestro Id of Card.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 20.4198%; height: 35.2px;" width="179"><span style="color: #1c1e3f;">IBAN ID</span>

</td><td style="width: 79.6791%; height: 35.2px;" width="529"><span style="color: #1c1e3f;">Internal Verestro Id of IBAN.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 20.4198%; height: 35.2px;" width="179"><span style="color: #1c1e3f;">Created at</span>

</td><td style="width: 79.6791%; height: 35.2px;" width="529"><span style="color: #1c1e3f;">The date/time when the transaction was made. In ISO 8601 extended format.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 20.4198%; height: 35.2px;" width="179"><span style="color: #1c1e3f;">Amount</span>

</td><td style="width: 79.6791%; height: 35.2px;" width="529"><span style="color: #1c1e3f;">The transaction monetary amount in terms of the minor units of the currency..</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 20.4198%; height: 35.2px;" width="179"><span style="color: #1c1e3f;">Currency</span>

</td><td style="width: 79.6791%; height: 35.2px;" width="529"><span style="color: #1c1e3f;">3-character ISO 4217 currency code of the transaction.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 20.4198%; height: 35.2px;" width="179"><span style="color: #1c1e3f;">Status</span>

</td><td style="width: 79.6791%; height: 35.2px;" width="529"><span style="color: #1c1e3f;">Transaction status.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 20.4198%; height: 35.2px;" width="179"><span style="color: #1c1e3f;">Decline reason</span>

</td><td style="width: 79.6791%; height: 35.2px;" width="529"><span style="color: #1c1e3f;">Additional information provided by the issuer for a declined transaction.\*</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 20.4198%; height: 35.2px;" width="179"><span style="color: #1c1e3f;">Customer ID</span>

</td><td style="width: 79.6791%; height: 35.2px;" width="529"><span style="color: #1c1e3f;">Internal Verestro customer identifier.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 20.4198%; height: 35.2px;" width="179"><span style="color: #1c1e3f;">External ID</span>

</td><td style="width: 79.6791%; height: 35.2px;" width="529"><span style="color: #1c1e3f;">External customer identifier provided by client (for example: recordID).</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 20.4198%; height: 35.2px;" width="179"><span style="color: #1c1e3f;">E-mail</span>

</td><td style="width: 79.6791%; height: 35.2px;" width="529"><span style="color: #1c1e3f;">Customer e-mail address.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 20.4198%; height: 35.2px;" width="179"><span style="color: #1c1e3f;">Phone number</span>

</td><td style="width: 79.6791%; height: 35.2px;" width="529"><span style="color: #1c1e3f;">Customer phone number.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 20.4198%; height: 35.2px;" width="179"><span style="color: #1c1e3f;">Transaction channel</span>

</td><td style="width: 79.6791%; height: 35.2px;" width="529"><span style="color: #1c1e3f;">Information about transaction channel. One of: \[CONTACTLESS, CLOUD, MONEYSEND\].</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 20.4198%; height: 35.2px;" width="179"><span style="color: #1c1e3f;">Merchant name</span>

</td><td style="width: 79.6791%; height: 35.2px;" width="529"><span style="color: #1c1e3f;">The merchant ("doing business as") name.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 20.4198%; height: 35.2px;" width="179"><span style="color: #1c1e3f;">Merchant postal code</span>

</td><td style="width: 79.6791%; height: 35.2px;" width="529"><span style="color: #1c1e3f;">The postal code of the merchant.</span>

</td></tr><tr style="height: 57.6px;"><td style="width: 20.4198%; height: 57.6px;" width="179"><span style="color: #1c1e3f;">Transaction country code</span>

</td><td style="width: 79.6791%; height: 57.6px;" width="529"><span style="color: #1c1e3f;">The country in which the transaction was performed. Expressed as a 3-letter (alpha-3) country code as defined in ISO 3166-1.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 20.4198%; height: 35.2px;" width="179"><span style="color: #1c1e3f;">Type</span>

</td><td style="width: 79.6791%; height: 35.2px;" width="529"><span style="color: #1c1e3f;">Transaction type.\*\*</span>

</td></tr></tbody></table>

<span style="color: #1c1e3f;">\*Type of declined transactions:</span>  
<span style="color: #1c1e3f;">a) invalid card number,</span>  
<span style="color: #1c1e3f;">b) format error, </span>  
<span style="color: #1c1e3f;">c) maximum amount exceeded, </span>  
<span style="color: #1c1e3f;">d) expired card, </span>  
<span style="color: #1c1e3f;">e) PIN authorization failed, </span>  
<span style="color: #1c1e3f;">f) tranaction not permitted, </span>  
<span style="color: #1c1e3f;">g) exceeds withdrawal amount limit, </span>  
<span style="color: #1c1e3f;">h) restricted card, </span>  
<span style="color: #1c1e3f;">i) exceeds withdrawal count limit, </span>  
<span style="color: #1c1e3f;">j) allowable number of PIN tries exceeded, </span>  
<span style="color: #1c1e3f;">k) incorrect pin, </span>  
<span style="color: #1c1e3f;">l) duplicate transmission detected. </span>  
<span style="color: #1c1e3f;">\*\*Type of transactions:</span>  
<span style="color: #1c1e3f;">a) purchase transaction, </span>  
<span style="color: #1c1e3f;">b) refund transaction, </span>  
<span style="color: #1c1e3f;">c) payment transaction, </span>  
<span style="color: #1c1e3f;">d) ATM cash withdrawal, </span>  
<span style="color: #1c1e3f;">e) cash disbursement, </span>  
<span style="color: #1c1e3f;">f) ATM deposit, </span>  
<span style="color: #1c1e3f;">g) ATM account transfer. </span>

### <span style="color: #1c1e3f;">Transaction statuses </span>

<span style="color: #1c1e3f;">Each transaction has a transaction id given by the client, a type and a status. In payment systems, when a transaction is of type REFUND, it has the same id as a transaction of type PURCHASE. Therefore, the unique key is(the id given by the customer and the transaction type). Transaction amounts are stored in the system as a minor(1.25 to 125). </span>  
<span style="color: #1c1e3f;">Each transaction has a type that can have different statuses. Immediately after a transaction is executed, it may receive one of the following statuses:</span>

<table id="bkmrk-parameter-descriptio-11" style="width: 100%;"><tbody><tr><td bgcolor="#1C1E3F" style="width: 22.0247%;" width="353"><span style="color: #ecf0f1;">**Parameter**</span>

</td><td bgcolor="#1C1E3F" style="width: 78.0741%;" width="353"><span style="color: #ecf0f1;">**Description**</span>

</td></tr><tr><td style="width: 22.0247%;" width="179"><span style="color: #1c1e3f;">AUTHORIZED</span>

</td><td style="width: 78.0741%;" width="529"><span style="color: #1c1e3f;">The transaction was authorized correctly. The funds in the Cardholder's account are blocked and an amount of the same value is "promised" to the Merchant. No transfer of funds is performed at this time.</span>

</td></tr><tr><td style="width: 22.0247%;" width="179"><span style="color: #1c1e3f;">DECLINED</span>

</td><td style="width: 78.0741%;" width="529"><span style="color: #1c1e3f;">The transaction was declined. No funds are blocked/transferred from Cardholder's account.</span>

</td></tr></tbody></table>

<span style="color: #1c1e3f;">For a transaction authorized correctly (AUTHORIZED), the following scenarios are possible. It may go into status:</span>

<table id="bkmrk-parameter-descriptio-12" style="width: 100%;"><tbody><tr><td bgcolor="#1C1E3F" style="width: 24.6173%;" width="353"><span style="color: #ecf0f1;">**Parameter**</span>

</td><td bgcolor="#1C1E3F" style="width: 75.4815%;" width="353"><span style="color: #ecf0f1;">**Description**</span>

</td></tr><tr><td style="width: 24.6173%;" width="179"><span style="color: #1c1e3f;">REVERSED</span>

</td><td style="width: 75.4815%;" width="529"><span style="color: #1c1e3f;">The transaction is reversed, e.g. due to an error reported by Merchant. The lock is lifted and the funds remain on the Cardholder's account. No transfer of funds is performed.</span>

</td></tr><tr><td style="width: 24.6173%;" width="179"><span style="color: #1c1e3f;">CLEARED</span>

</td><td style="width: 75.4815%;" width="529"><span style="color: #1c1e3f;">The transaction was settled correctly. The funds in the Cardholder's account are unblocked, and are then transferred to the Merchant's account. The block on the Cardholder's account becomes a debit, and the "promised" funds become a credit on the Merchant's account.</span>

</td></tr></tbody></table>

<span style="color: #1c1e3f;">Referring to the above tables, the possible transition of transaction states is presented in the diagram below.</span>

<span style="color: #1c1e3f;">[![2023-03-09_15h30_41.png](https://bookstack.verestro.dev/uploads/images/gallery/2023-03/scaled-1680-/2023-03-09-15h30-41.png)](https://bookstack.verestro.dev/uploads/images/gallery/2023-03/2023-03-09-15h30-41.png)</span>

## <span style="color: #1c1e3f;">[Operator administration](https://bookstack.verestro.dev/books/administration-panel/page/overview#bkmrk-%C2%A014-%C2%A0-%C2%A0panel-adminis)</span>

### <span style="color: #1c1e3f;">Default privileges per role in the portal</span>

  
<span style="color: #1c1e3f;">Below are the default function settings for described product divided into areas.</span>

<table id="bkmrk-aggregate-action-adm" style="height: 834.313px;" width="827"><tbody><tr><td bgcolor="#1C1E3F" style="width: 33.3663%;" width="353"><span style="color: #ecf0f1;">**Aggregate**</span>

</td><td bgcolor="#1C1E3F" style="width: 33.3663%;" width="353"><span style="color: #ecf0f1;">**Action**</span>

</td><td bgcolor="#1C1E3F" style="width: 33.3663%;" width="353"><span style="color: #ecf0f1;">**Admin**</span>

</td><td bgcolor="#1C1E3F" style="width: 33.3663%;" width="353"><span style="color: #ecf0f1;">**Manager**</span>

</td><td bgcolor="#1C1E3F" style="width: 33.3663%;" width="353"><span style="color: #ecf0f1;">**Employee**</span>

</td></tr><tr style="height: 29.7969px;"><td rowspan="4" style="height: 119.188px;"><span style="color: #1c1e3f;">Customers - Cards</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">View</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;"><span style="color: #1c1e3f;">Delete</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">-</span></td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;"><span style="color: #1c1e3f;">Block</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">-</span></td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;"><span style="color: #1c1e3f;">Unblock</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">-</span></td></tr><tr style="height: 29.7969px;"><td rowspan="5" style="height: 148.984px;"><span style="color: #1c1e3f;">Customers - Endusers</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">View</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;"><span style="color: #1c1e3f;">Edit</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">-</span></td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;"><span style="color: #1c1e3f;">Delete</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">-</span></td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;"><span style="color: #1c1e3f;">Lock</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;"><span style="color: #1c1e3f;">Unlock</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td></tr><tr style="height: 29.7969px;"><td rowspan="4" style="height: 119.188px;"><span style="color: #1c1e3f;">Customers - Devices</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">View</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;"><span style="color: #1c1e3f;">Lock</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;"><span style="color: #1c1e3f;">Unlock</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;"><span style="color: #1c1e3f;">Delete</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">-</span></td></tr><tr style="height: 29.7969px;"><td rowspan="4" style="height: 119.188px;"><span style="color: #1c1e3f;">Customer - Tokens on details of Endusers/Devices/Cards</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">View</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;"><span style="color: #1c1e3f;">Suspend</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;"><span style="color: #1c1e3f;">Unsuspend</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;"><span style="color: #1c1e3f;">Delete</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">-</span></td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;"><span style="color: #1c1e3f;">Customers - Payment history</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">View</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td></tr><tr style="height: 29.7969px;"><td rowspan="2" style="height: 59.5938px;"><span style="color: #1c1e3f;">Customers - Reports</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">View</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">-</span></td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;"><span style="color: #1c1e3f;">Generate</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">x</span></td><td style="height: 29.7969px;"><span style="color: #1c1e3f;">-</span></td></tr></tbody></table>

## <span style="color: #1c1e3f;">Reports</span>

### <span style="color: #1c1e3f;">Payment history report</span>

  
<span style="color: #1c1e3f;">Payment history reports use the same filters that are used to select the payment history list. After applying the appropriate set of filters (Card ID, amount, currency, data range and status) it is possible to generate a report that will include the records displayed in the list. </span>  
<span style="color: #1c1e3f;">Clicking the "Generate transactions report" button launches the generation mechanism. If the generation request was successful a popup is displayed at the bottom of the panel informing about the start of work (image below). In case of an error caused by missing data in the specified filter range the message "Cannot find transactions to generate the report" is displayed.</span>

<span style="color: #1c1e3f;">[![image-1651747426262.png](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/scaled-1680-/image-1651747426262.png)](https://bookstack.verestro.dev/uploads/images/gallery/2022-05/image-1651747426262.png)</span>

<span style="color: #1c1e3f;">When user opens the "Reports" tab, a list of reports is displayed. It contains ready to download output files (.xlsx) in Ready status and information about reports currently being processed - In\_Progress.</span>

<span style="color: #1c1e3f;">The report file contains the following columns:</span>

<table id="bkmrk-column-description-t" style="width: 100%; height: 633.6px;"><tbody><tr style="height: 35.2px;"><td bgcolor="#1C1E3F" style="width: 27.2099%; height: 35.2px;" width="353"><span style="color: #ecf0f1; background-color: #1c1e3f;">**Column**</span>

</td><td bgcolor="#1C1E3F" style="width: 72.8889%; height: 35.2px;" width="353"><span style="color: #ecf0f1; background-color: #1c1e3f;">**Description**</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 27.2099%; height: 35.2px;" width="198"><span style="color: #1c1e3f;">Transaction ID</span>

</td><td style="width: 72.8889%; height: 35.2px;" width="510"><span style="color: #1c1e3f;">Internal Verestro transaction identifier.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 27.2099%; height: 35.2px;" width="198"><span style="color: #1c1e3f;">Payment token ID</span>

</td><td style="width: 72.8889%; height: 35.2px;" width="510"><span style="color: #1c1e3f;">Internal Verestro token identifier.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 27.2099%; height: 35.2px;" width="198"><span style="color: #1c1e3f;">IBAN ID</span>

</td><td style="width: 72.8889%; height: 35.2px;" width="510"><span style="color: #1c1e3f;">Internal Verestro IBAN identifier.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 27.2099%; height: 35.2px;" width="198"><span style="color: #1c1e3f;">Card ID</span>

</td><td style="width: 72.8889%; height: 35.2px;" width="510"><span style="color: #1c1e3f;">Internal Verestro Id of Card.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 27.2099%; height: 35.2px;" width="198"><span style="color: #1c1e3f;">Card last four digits</span>

</td><td style="width: 72.8889%; height: 35.2px;" width="510"><span style="color: #1c1e3f;">Last four digits of card, which has been used to process transaction.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 27.2099%; height: 35.2px;" width="198"><span style="color: #1c1e3f;">Created at</span>

</td><td style="width: 72.8889%; height: 35.2px;" width="510"><span style="color: #1c1e3f;">The date/time when the transaction was made. In ISO 8601 extended format.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 27.2099%; height: 35.2px;" width="198"><span style="color: #1c1e3f;">Amount</span>

</td><td style="width: 72.8889%; height: 35.2px;" width="510"><span style="color: #1c1e3f;">The transaction monetary amount in terms of the minor units of the currency.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 27.2099%; height: 35.2px;" width="198"><span style="color: #1c1e3f;">Currency</span>

</td><td style="width: 72.8889%; height: 35.2px;" width="510"><span style="color: #1c1e3f;">3-character ISO 4217 currency code of the transaction.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 27.2099%; height: 35.2px;" width="198"><span style="color: #1c1e3f;">Status</span>

</td><td style="width: 72.8889%; height: 35.2px;" width="510"><span style="color: #1c1e3f;">Transaction status (described in transaction statuses part).</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 27.2099%; height: 35.2px;" width="198"><span style="color: #1c1e3f;">Issuer response information</span>

</td><td style="width: 72.8889%; height: 35.2px;" width="510"><span style="color: #1c1e3f;">Additional information received from Issuer in context of transaction.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 27.2099%; height: 35.2px;" width="198"><span style="color: #1c1e3f;">Customer ID</span>

</td><td style="width: 72.8889%; height: 35.2px;" width="510"><span style="color: #1c1e3f;">Internal Verestro customer identifier.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 27.2099%; height: 35.2px;" width="198"><span style="color: #1c1e3f;">Customer external ID</span>

</td><td style="width: 72.8889%; height: 35.2px;" width="510"><span style="color: #1c1e3f;">External system customer identifier.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 27.2099%; height: 35.2px;" width="198"><span style="color: #1c1e3f;">Customer email</span>

</td><td style="width: 72.8889%; height: 35.2px;" width="510"><span style="color: #1c1e3f;">Customer email address in format alias@domain.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 27.2099%; height: 35.2px;" width="198"><span style="color: #1c1e3f;">Customer phone number</span>

</td><td style="width: 72.8889%; height: 35.2px;" width="510"><span style="color: #1c1e3f;">Customer mobile phone number with prefix.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 27.2099%; height: 35.2px;" width="198"><span style="color: #1c1e3f;">Transaction channel</span>

</td><td style="width: 72.8889%; height: 35.2px;" width="510"><span style="color: #1c1e3f;">Type of transaction channel used to perform the transaction.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 27.2099%; height: 35.2px;" width="198"><span style="color: #1c1e3f;">Merchant name</span>

</td><td style="width: 72.8889%; height: 35.2px;" width="510"><span style="color: #1c1e3f;">The merchant ("doing business as") name.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 27.2099%; height: 35.2px;" width="198"><span style="color: #1c1e3f;">Transaction country code</span>

</td><td style="width: 72.8889%; height: 35.2px;" width="510"><span style="color: #1c1e3f;">3-character ISO 3166-1 country code of the transaction.</span>

</td></tr></tbody></table>

<span style="color: #1c1e3f;">By default, both report generation and report retrieval are unlimited, meaning that any role can use this functionality in an unlimited way. If there are reasons to limit e.g. only Administrator to generate reports and allow everyone to view them - please let us know during project configuration stage. </span>