Tokens

Type:    Form
Description: Provides access to the tokens available for the selected merchant and information associated with each token.
Items:


Profile Search
Includes various account profiles search criteria.
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Find
Executes search based on predefined criteria.
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Clear
Clears any selected criteria - resets the form to its original state.
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Export
Allows to export all token profiles from the system.
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Create Date
Search criteria to locate token profiles created within a certain date range.
Either beginning or end date is necessary.
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Create Time
Search criteria to locate token profiles created within a certain time range.
Either beginning or end date is necessary.
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Holder Type
Search criteria to locate token profiles by a particular holder type.
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All
Indicates token profiles associated with any of the holder types.
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Person
Indicates token profiles associated with a person's payment card.
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Organization
Indicates token profiles associated with an organization's payment card.
Holder Name
Search criteria to locate token profiles by a particular holder name.
Token
Search criteria to locate token profiles by a particular token value.
Account Type
Search criteria to locate token profiles by a particular account type.
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Direct Debit
Indicates token profiles associated with a Direct Debit account.
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Bank Account (checking)
Indicates token profiles associated with a checking account.
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Bank account (savings)
Indicates token profiles associated with a savings account.
Payment Card #
Search criteria to locate token profiles by a credit card number.
Bank Account #
Search criteria to locate token profiles by a bank account number.
Exp Date
Search criteria to locate token profiles expiring within a certain date range.
Either beginning or end date is necessary.
Routing #
Search criteria to locate token profiles by a routing number.

Profile List
Includes list of token profiles located based on the search criteria specified.
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Account
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ID
Identifier of the object used for references; auto-incremented integer value.
References: Token Profile.Id
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Holder Name
Name of the associated holder.
References: Token Profile.Holder Name
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Zip Code
ZIP or postal code of the mailing address.
References: Token Profile.ZIP Code
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Account Type
Indicates the type of the account withn the system.
References: Token Profile.Account Type
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Token
Token associated with a record.
References: Token Profile.Token
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Status
Status of the token profile.

Values can be the following:
  • Active - the profile is active within the system.
  • Inactive - the profile is inactive within the system.
  • Disabled - the profile is disabled and cannot be reactivated.
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Modify Profile
Allows to modify the selected token profile.
Opens Form: Modify Profile
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View Available Actions
Allows to select one of the options available for the selected token profile.
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View Transactions
Allows to view a list of transactions associated with the selected token profile.
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New Sale
Allows to create a new sale for the selected token profile.
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New Credit
Allows to create a new credit for the selected token profile.
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Change Profile Status
Allows to change status for the selected token profile.
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Deactivate
Allows to deactivate the selected token profile.
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Disable
Allows to disable the selected token profile.
Add
Allows to create a new token profile.
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Payment Card
Allows to create a new token profile associated with a payment card.
Opens Form: New Account Profile
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Bank Account
Allows to create a new token profile associated with a bank account.
Opens Form: New Account Profile
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