Release (5.2.0) 5/17/16

Release (5.2.0) 5/17/16 2018-01-15T18:05:29+00:00
BIN Data and Bank Data
Implemented mechanism that allows receiving of bank identification number or bank data associated with a submitted transaction. You can now submit a respective API request to retrieve credit card BIN data or account number bank data for transactions associated with a particular merchant. Additionally, this information is shown on View Transaction form on the user interface. Previously, there was no ability to get this information for transaction made within the gateway.

BIN data can be retrieved with bin-data API request and bank data can be retrieved with bank-data API request. Please refer to Supported Operations under Real-Time API specification for more details.

MAC and PIN Keys
Implemented mechanism allowing the receiving of MAC/PIN keys values. You can now submit a respective API request to receive the value of MAC key for Canadian EMV transactions and the value of PIN key for both US and Canadian EMV transactions. The information can be retrieved with a separate API request or as a part of sale, credit, account verification or balance inquiry responses. Previously, there was no ability to retrieve the information about the keys available within the system. Additionally, API pinCode and dukpt fields were renamed to pinValue and ksnValue respectively.

MAC/PIN keys information can be retrieved with get-keys, sale, sale-auth, credit, credit-auth, account-verification, balance-inquiry API requests or via terminalMessage field as a part of API response. Please refer to Supported Operations and Integration Notes under Real-Time API specification for more details.

Download Resource via API
Implemented mechanism allowing to download resources associated with a particular transaction. You can now submit a respective API call to download resources, for example signature image submitted with the transaction. Previously, there was no ability to retrieve information that was uploaded via API. Resources can be retrieved with download-resource API request. Please refer to Supported Operations under Real-Time API specification for more details.

Subscription Returns Files
Added ability to obtain subscription returns files. You can now receive returns subscription files with a list of subscriptions that had been initially approved, but were declined by a processor after some period of time. Please refer to Supported Operations under Batch API for more details.

PGP Encrypted Response Files
Added ability to receive PGP encrypted response files from the server. You can now receive PGP encrypted responses containing sensitive data for both processing and account update. Please refer to the Supported File Formats and Integration Notes under Batch API for more details.

EMV Data Encryption
Added support for P2PE encryption of real-time EMV transactions. You can now submit P2PE-encrypted EMV data within a respective API call. Additionally, the logic was changed to avoid indicating an identifier of an associated decryption key. Previously, only encryption of track data was supported within the system. EMV data is submitted within accountData field. Please refer to Supported Operations and Integration Notes under Real-Time API for more details.

CA Keys Import Logic
Implemented mechanism allowing to import CA keys. It is now possible to automatically import certificate authority keys necessary for EMV processing.

Users List Form on Audit Perspective
Implemented new form called Users List that allows retrieving all information of any user available within the system. You can now get a list of all users within the system as well as review their details using Audit perspective.

Callbacks in Host Emulator
Added ability to emulate callbacks within host emulator. You can now test callback mechanism while testing your integration with host emulator. To have callback tested, notifyURL parameter has to be submitted within sale, sale-auth, credit, credit-auth API requests.

Terminal Order Report
Implemented Terminal Order report. The purpose of this report is to export terminal orders associated with a particular reseller. Search can be performed by a reseller, terminal order status or within a certain date range. The report is available under Analysis section in reports.

Reports Related to the Form 1099-K
Implemented Data Export 1099 and Data Export 1099 (by processing date) reports. The purpose of these reports is to show total income of all settled transactions for a particular year. This information can be used in the Form 1099-K. Reports are available under the Data Export section and can be generated in CSV format.

User Master Report
Implemented User Master report. The purpose of this report is to retrieve detailed information about a user including general and contact information, as well as portfolios, resellers and merchants available to a user. The report is available in PDF format under Users List form on Audit perspective.
User Audit Report

Implemented User Audit report.
The purpose of this report is to provide information about failed login attempts of users as well as expiration dates of their user accounts. The report is available in HTML, CSV and PDF formats under Analysis section in reports. Terminal Management System

Update Search Form on Portfolio Perspective
Implemented new form called Update Search that allows seeing which terminals have been updated to a particular update version. You can now locate terminals using Update Search form and review their update history and terminal logs.

View Receipt Info Form
Implemented new form called View Receipt Info allowing for retrieval of detailed information about terminal order receipts. Added View Receipt Info button and respective form with detailed receipt information to the terminal order related forms on Fulfillment and Merchant perspectives.

Terminal Provisioning
Implemented mechanism allowing to provision a terminal. You can now lock a terminal key associated with a particular terminal by submitting a respective value in log-state API request.

File Statuses
Renamed file statuses associated with File Store and FTP Gates forms. The names of file statuses now logically correspond to the processing phases. Please refer to File Management Guide in User Guides under Self-Study section for more information.

Portfolio Role Access Parameters
Enhanced permission mechanism to restrict users access to merchants under a different portfolio. Users with Portfolio 1 role now do not have access to the portfolios which they are not bound to. Previously, user could see all the portfolios.

Auto completion On Payment Pages
Optimized paypages data security mechanism. Word completion of sensitive data is not allowed now on hosted payment pages. All submitted data, such as credit card/bank account number, CSC, etc is not stored within the system. Previously, this information could be autocompleted by a customer who had made a transaction through a HPP before.

Billing Settings Form
Added ability to set up billing settings for merchants on the Merchant Perspective. You can now set and store various billing settings using Billing Settings form on Merchant Perspective. Previously, configuring of billing settings was available for administrators only.

Batch Canceling Without Response
Added ability to cancel a file without notifying a merchant. You can now cancel a batch or associated sub-batches without response file to be generated. Previously, a file could be cancelled without response only on database level.

Email Notifications Enhancement
Improved email notifications for newly created and existing users. Email notifications are now enhanced with explicit information including all details regarding user access to the system, such as access to API, user interface, terminals, etc. The improvement was made for both human and system users that are newly created and existing within the system. Previously, there was no separation in email notifications for human and service users. Please refer to User Guides under Self-study section for more details.
Merchant Statistics

Optimized merchant statement statistics generation process.
Merchant and reseller statements are now validated so if associated unapproved statements for a particular period are present within the system, merchant statistics for this period does not get generated.

Spain States
Added a list of states for transaction processing in Spain.
You can now select a respective Spain state while creating a new merchant, customer, transaction, payment, etc. Previously, only US, UK, Canada and Australia states/provinces were available within the system.
Configurations Form on Reseller Perspective
Added new form – Configurations, which allows to review and modify terminal configuration.
You can now add a new terminal configuration, view and make changes to the configurations of terminals associated with a particular reseller on Reseller perspective. Previously, terminal configuration could be modified only on Fulfillment perspective.

Validation for Terminal Orders
Enhanced validation mechanism for fields associated with creating of a new terminal order. The system now validates new order information not allowing to enter restricted characters. Additionally, the information about invalid fields is provided to a user so values can be re-entered correctly.

Merchant Statement List Options
Enhanced Merchant Statement List form. You can now download a list of all available merchant statements with a particular status, as well as Merchant Statement Export Report for merchants with positive balance of a statement. Additionally, you can now review total and remitted amount of merchant statements. Also, bulk approval and cancelling were added. Previously, these options were not available on the user interface.

Console Broker Host Protocol
Added ability to select a protocol for web console used for ActiveMQ tasks. You can now manually switch from HTTP to HTTPS protocol for console broker host via the user interface. This is needed to control system administration tasks. Previously, it could be selected only on database level.

Find Operation Enhancement
Added ability to check whether a particular transaction is settled or not. You can now retrieve information about whether settlement has been done for a requested transaction. Previously, this information could be retrieved only from database.
Transaction settlement information can be retrieved via isSettled field from find API response. Please refer to Supported Operations under Real-Time API specification for more details.

Remitter Selection
Added mechanism allowing to select an appropriate remitter. You can now select only a remitter which corresponds to the country of a merchant. Previously, there was no restriction on selection of remitters available within the system, which led to situations in which transactions of different countries could be reported incorrectly if a merchant statement was approved incorrectly.

Currency Code on Receipts
Enhanced terminal receipts with currency information. Added currency code preceded by card type of a transaction. Additionally, currency is indicated for the actual amount of the transaction. Previously, this information was shown only on the user interface.

Routing Number Database
Added internal database of bank data associated with routing numbers of the United Kingdom and countries of the European Union. Routing numbers for processing with SEPA and BACS are now supported within the system and associated bank data is now located automatically using values from internal database.

Settlement Delay
Added manual approval for settlement. You can now control whether settlement is made the same day or is delayed up to six days. Previously, settlement could be delayed only via API. Please refer to Integration Notes under Real-Time API specification for more details on the settlement delay.

Batch Approval Limit
Enhanced batch approval mechanism. You can now approve up to 1000 batches at a time. Previously, there was no approval limit and transactions processing could fail due to a large number of files to be approved for processing simultaneously.

Human User on Portfolio Perspective
Enhanced security mechanism allowing to create users with access to the user interface on Portfolio perspective. You can now create a new human user with portfolio as an owner. Previously, only service user could be created on Portfolio perspective.

Phone Numbers Format
Changed supported phone number format for transaction processing in Australia and New Zealand. Australian and New Zealand phone numbers now correspond to the international standard. You can now use +614yyyxxxxx phone number format for Australia and +642yyyxxxxx for New Zealand. Additionaly, New Zealand phone numbers can contain 9, 10 or 11 digits.
File Store Form Enhancement
Modified File Store and View File Store forms. You can now check request and response names of an aggregated file. Additionally, ability to locate files by an associated file store code was added. Previously, these options were not available on the user interface.

ACH to Direct Debit
To correspond with international standards of transaction processing, ACH concept is deprecated and

Direct Debit concept is used.
ACH is now represented as Direct Debit within the system.

Console Perspective Changes
Removed forms related to administrative access from Console perspective. Billing History and Import Logs forms were removed from Console perspective.

Defaults Form Rearrangement
Improved mechanism of default settings configuration within the system. Defaults form was rearranged to simplify configuration process. Additionally, you can now set up default settings for all merchants under a particular reseller. Previously, default settings were available for configuration only on System and Portfolio perspectives.

Remittance Source Configuration
Added ability to control which account is used for merchant remittance. You can now uncheck an appropriate checkbox on Merchant perspective if you want all money to be funded to the same account that is used as source account for remittance. Previously, this could be done only on Reseller, Portfolio and System perspectives.

Monitoring Perspective Buttons
Rearranged buttons on Monitoring perspective. You can now access ActiveMQ related forms using Monitoring perspective. Additionally, Provider Profile and Provider Account forms are now grouped under Providers button. Previously, ActiveMQ related forms were available on System perspective only.

Assign User to Owner
Enhanced permission-based security mechanism allowing to control what owner is associated with a particular user. You can now select a particular owner for both newly created and existing users all over the system. This option is available for human and service users. Previously, there was no ability to modify an owner for a particular user.

View Transaction Form Enhancement
Added ability to review information about non-financial transactions on the user interface. You can now retrieve information about both financial and non-financial transactions using View Transaction form. Additionally, the form was reorganized to create a logical arrangement of associated sections. Previously, only financial transactions could be reviewed using this form.

Setting Configuration Levels
Added hints to provide information about settings modification access level – merchant or merchant account. You can now see extended information showing whether processing settings can be configured on either merchant or merchant account level. Previously, configuration level could be seen only on a respective icon.

Remittance Start Date
Added the date when remittance starts to merchant remittance settings. You can now indicate date when remittance for a particular merchant account should begin. Previously, start date of only recurring fees could be set in remittance settings.

Merchant Statement Enhancement
Enhanced merchant statement delivery mechanism. Merchant statements are now sent to the merchants only once they are approved and submitted to a bank. Previously, merchant statements were sent to merchants once they were generated, and for cases when a statement was cancelled, merchants still could receive it.

HSM Decryption Keys
Added support for HSM decryption keys. You can now enter index of HSM decryption key to use it while submitting realtime transactions. Previously, sensitive data within a transaction could be decrypted only by ID Tech.

System Audit Notifications
Enhanced notification mechanism allowing to notify about a node in cluster environment where an error occurred. From system audit notifications, you can now obtain informationabout the exact node where errors occurred. Previously, there was no such detailed information for cluster environment.

Merchant Search Enhancement

Added new merchant search options.You can now locate merchants by their contact name, business information, processor MID value and email of an associated user. Search can be performed on the user interface and via API. Please refer to Actions under Management API specification for more details.

Copying of Distribution Rules
Added ability to copy distribution rules from one merchant account to another. You can now copy distribution rules associated with a particular merchant account using Copy To button on Distributions form on Merchant perspective. Previously, the rules could be entered manually only.

Closing Retail Transaction Cycle
Added ability to automatically close retail transaction cycle for merchants that are inactive within the system. For cases when a merchant has been deactivated, all retail transaction cycles associated with this merchant now get closed automatically. Previously, all open RTCs for inactive merchants could be closed at database level only.

Transaction Types on UI
Enhanced a list of operations available on Transaction form. You can now review information about all transactional operations done via the user interface or API. Previously, only information about transactions made via the UI was available on this form.

Terminal Report Enhancement
Added new fields to Terminal Report. You can now retrieve information about operation type and communication protocol used for a particular terminal. Additionally, Terminals form on Portfolio perspective was enhanced with the same fields as search criteria. Previously, there was no ability to review this data.

Customer Emails
Adjusted customer email delivery mechanism. Emails are now sent to customers once submitted to FTP server. Previously, email sending was triggered by timers which could lead to cases when customer emails were delayed.

Transaction Amount
Added ability to see how merchant balance changes with a particular transaction. Transaction amounts are now displayed with ‘+’ or ‘-‘ sign on Transactions and View Transaction forms. Additionally, original amount of a particular transaction can now be reviewed on the user interface. Previously, there was no ability to see how merchant balance changes after a particular transaction is done.

Export and Find API Calls
Added ability to review additional information about transactions via export and find API calls. You can now retrieve customer account internal code and transaction internal code via export and find API calls for further reconciliation with external systems, such as CRM. Previously, internal identifiers could not be retrieved. Please refer to Supported Operations under Real-Time API specification for more details.

Transaction ID Convenience Fee
Added ability to get transaction ID via submitting convenience fee API request. You can now retrieve transaction ID value in a respective field of convenience-fee API response. Previously, transaction ID value for convenience fee could be retrieved only after an associated sale was made. Transaction ID can be retrieved via referenceNumber field. Please refer to Supported Operations under Real-Time API specification for more details.

Billing Cycle Code
Implemented mechanism allowing to generate a billing cycle code automatically. You can now provide a type and a day of an associated billing cycle and a respective cycle code will be created automatically. Previously, all values associated with a billing cycle needed to be entered manually.

Birth date of Card Holder
Added ability to submit birthdate of a cardholder within real-time and batch transactions. You can now provide information about a cardholder’s date of birth, including a day and a month, in real-time API and batch transactions. Previously, only year of birth could be submitted. Holder birthdate can be submitted via sale, sale-auth, credit, credit-auth real-time API calls and within a processing file. Please refer to Supported Operations under Real-Time and Batch API specifications for more details.

Terminal Activation Code
Added ability to retrieve activation code of a terminal via API. You can now review activation code of a particular terminal by submitting a respective API request. Previously, information about an activation code could be retrieved via the user interface only. Please refer to Terminal in Components under Management API specification for more details.

Search by Batch Status
Added ability to select batch statuses as a search criteria. You can now locate batches by a particular status using Batch form on Console and Merchant perspectives. Previously, search could be performed by a sub-batch status only.

Terminal Order Sending Time Settings
Changed delivery time settings for terminal orders to be submitted to TPG. All approved terminal orders can now be sent for further processing with TPG five time per day with 8 PM (server time) the latest. Previously, all orders were submitted at 9 PM and associated issues (if any) could be resolved only the next day.

Account Update Transactions Reporting
Enhanced Account Update Transactions reporting mechanism. You can now download AU Transactions List report for Account Update transactions that were processed as a separate AU file. Previously, AU report included information only about transactions that were processed as a part of billing process.

Funding Related Reports
Modified Deposit Statement Summary and Deposit Statement reports. Deposit Statement Summary and Deposit Statement reports were renamed to Funding Summary and Funding Detail to correspond logically to their function. The reports are available in HTML, CSV and PDF formats under Statement section in reports.

ACH Statement Report Enhancement
Added ability to select merchants for ACH Statement report using specific filters. You can now select merchants for ACH Statement report to be generated using such predefined criteria as country, reseller and processor. Previously, a list of merchants, that the report should be generated for, could be made manually only.

Merchant Statement Export Report
Added ability to review information about ACH and card transactions separately while using Merchant Statement Export report. ACH and payment card transaction information was divided into different columns in Merchant Satetement Export report and can now be reviewed separately. Additionally, processor MID for respective transactions is now shown as a different column. Previously, ACH and cards information was combined in one single column.

Terminal Logs on User Perspective
Added ability to review terminal logs on User Perspective. You can now use UI to view and analyze terminal logs associated with a particular merchant. Previously, terminal logs were available for review only on database level.

Terminals Search Form
Added ability to locate terminals available within the system. You can now easily search for any terminal available within the system. For this purpose a new form – Terminals Search – was added, which allows to locate a particular terminal by several search criteria, as well as change terminal parameters. Previously, terminal associated with a particular merchant could be found only by its terminal order number.

Customer Receipt via Email
Enhanced terminal receipt delivery mechanism. You can now receive customer receipt via email. Previously, a receipt could be retrieved only via gateway and terminal. Receipt can be retrieved with upload-resource API request. Please refer to Supported Operations under Real-Time API specification for more details.

Terminal Profile Time Zone
Enhanced terminal order mechanism so that the time zone associated with a particular merchant is assigned automatically to terminal profile. You can now approve terminal order with the correct time zone selected automatically. Time zone value is now taken from merchant or merchant account profile. Previously, time zone could be selected manually on a terminal or via Terminal Parameters form on the gateway.

Support Phone in Terminal Orders
Added ability to indicate support phone for terminal orders. You can now enter a respective support phone on Reseller Details form and have this information automatically added while creating a new terminal order. Additionally, this field can be modified while editing a particular terminal order.

Receipts for Void/Refund
Enhanced void and refund receipts with information about amount that was voided. Added amount of the void/refund to the receipts. Previously, only remaining amount of an original transaction was present. Additionally, added ability to print out receipts for partial void and refund. Voided and refunded amount can be retrieved via voidAmount field with void API request. Please refer to Supported Operations under Real-time API specification for more details.

Update History Form Enhancement
Modified forms related to history of terminal updates on Terminal perspective. Update Code field is now deprecated, and it was removed from the forms Update History List and View Update History.

Terminal Order Creating Status
Enhanced terminal order statuses assignment mechanism. You can now see the status of terminal order as Created once it is approved. Additionally, Approve button was removed from the form to correspond logically to the steps of an order creation. Previously, when an order was set to be finished later, statuses could be messed up and a notification about a new order was not sent.

Terminal Activation Code Length
Adjusted terminal activation code length. Terminal activation code length is unified for all terminals now and consists of six characters.

Security Data on Terminal Configurations Form
Added ability to access security data of a terminal at reseller and fulfillment levels. You can now review and modify both admin and manager PIN codes associated with a terminal using Reseller and Fulfillment perspectives. Previously, security data could be accessed only from Terminal perspective.

Inherited Settings on Terminal Forms
Added ability to add terminal parameters configuration automatically. All settings that can be inherited from a respective reseller or portfolio are filled out automatically now while creating a new terminal configuration or modifying an existing one. Additionally, these settings are grouped in a separate section and cannot be modified at a terminal level. Previously, these settings needed to be entered manually.

Terminal Search Form
Added new search criteria to locate terminals on Portfolio perspective. You can now locate terminals by a particular terminal type, injection key or activation date of a terminal. Previously, this information could be retrieved only via Terminal Details form.

Resend Terminal Order Notifications
Added mechanism allowing to resend email notifications for a particular terminal order depending on its status. You can now resend approval, cancellation, modification, receipt and shipment email notifications for created terminal orders. Previously, there was no ability to send previously sent notifications.

Terminal Update Mode
Added ability to select a terminal update mode on Terminal perspective. You can now control how a particular terminal will get updated. Previously, there was no ability to select a terminal update mode.

Terminal Search
Added ability to locate terminals by both merchant code and merchant account code on Terminal perspective. You can now locate terminals by an associated merchant account code. Previously, terminals could be found by merchant code only.

Resources Form is Deprecated
Removed Resources form from Terminal perspective. Resources form is now deprecated and removed from an associated perspective. Terminal resources can be reviewed using Logs form on the same perspective.

Terminal Forms Enhancement
Rearranged Update Search and Terminals forms on Portfolio perspective. Merchant account code and terminal code associated with a particular terminal or terminal update are now shown in List section on the respective forms on Portfolio perspective. Previously, this information could be retrieved by clicking on Information button or reviewing terminal details.

Terminal Order List Form
Rearranged Terminal Order List form on Merchant and Fulfillment perspectives. Added merchant account code and terminal order ID columns to the List section. Additionally, fields in the Search section were rearranged.

Processor TID on Terminal Perspective
Added ability to review processor profile for further copying of a processor’s terminal ID value. For cases when a terminal ID value is required to be filled out on Terminal Details form, you can now click on View Profile button and copy it from a processor’s profile associated with the selected merchant account. Previously, processor profile could be reviewed only on Merchant and Monitoring perspectives.

Inherited Terminal Parameters
Implemented Inherited Settings section for terminals. You can now review all read-only parameters via Inherited Settings under Parameters section of a terminal. Previously, all inherited settings were not grouped under one section.

Terminal Order Modification
Added ability to modify terminal orders using Terminal Order Modify form. You can now reopen a terminal order for further modification. You can also save an order without further submission, so it can be finished later, or submit it right away. Additionally, Modified status was added to terminal order related forms. Previously, terminal orders could be approved, cancelled and submitted only.

Terminal Exchange or Return Mechanism
Enhanced terminal ordering mechanism allowing to return and exchage terminals. You can now either return or exchange previously ordered terminal if needed. Previously, only purchasing option was available in the gateway.

Provisioned Terminal Screens
Added ability to check whether terminal has been already provisioned with a specific terminal key. You can now enter a particular terminal key and receive a respective response, indicating whether a specified terminal key can be used for further provisioning or not. For this purpose, a new terminal screen has been created. Previously, there was no ability to check whether a terminal key has been already in use.

Terminal Ping Response Content
Fixed the issue with ping operation response not returning all required information. Due to a bug, the content of ping API response did not provide the information about specification and implementation versions of a requested terminal. The issue is fixed now, and all parameters are returned as axpected.