ATM/Debit Card Maintenance - Card Level

Screen ID: 

Screen Title: 

Panel Number:

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UPANCARD-03

ATM/Debit Card Maintenance

3354


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Access this screen by selecting Maintenance on the Card Maintenance screen. This screen is used both to maintain and view a selected card. If this is accessed via the Card/OTB Products Inquiry screen, the numbers will be masked.

Helpful Resources

Visit Show Me the Steps for easy instructions on how to use CU*BASE to complete tasks related to ATM/debit/credit cards.

Screen Overview

This screen allows you to view and change the settings for a specific ATM or Debit card.

For more information about performing daily maintenance on ATM/Debit cards refer to the Daily Maintenance of ATM and Debit Cards manual. Step by Step instructions for common tasks are included.

Temporary Limit Changes

Often, members wish to make large dollar purchases only to be stopped by the daily limits put in place for their ATM/Debit card. To temporarily update your member's daily purchase limit, first Check Limits must be enabled in the BIN Configuration. Limit validation must be done at the core to ensure the process will work as intended. Please contact the SettleMINT team for more information regarding Limit Checking.

If your BIN has enacted Check Limits, access your member's ATM or Debit card via Tool 11 and select Maintenance. If changes are made to the Remaining field, the member would receive a temporary increase for only the day maintenance was performed. Upon the first transaction on any day other than the day the Remaining limit was changed, limits will automatically be reset. The Remaining amount would then revert back to the Total amount, per typical limit reset procedures. Until a transaction is attempted on any following day, the Remaining amount will still show the modified amount.

Example: To change a limit to $3500.00 for one day, only the Remaining field would need to be updated (less the amount already present in the Total field).  Under the conditions previously described, the program determines the limits should be reset and resumes use of the Total field value(s).

These limit changes also apply to the Transactions and Remaining fields, using the same logic as the dollar amount limits.

 

Field Descriptions

Field

Description

Deposits Allowed

This checkbox indicates whether this card is allowed to perform this function (check for allowed). This field is used when determining whether or not a member is authorized to perform this type of transaction.

  • IMPORTANT: This information is not passed on to the vendor when changes are made and so this change must be also be updated both in CU*BASE and through your vendor’s administrative software.

Withdrawals Allowed

This checkbox indicates whether this card is allowed to perform this function (check for allowed).

  • IMPORTANT: This information is not passed on to the vendor when changes are made and so this change must be also be updated both in CU*BASE and through your vendor’s administrative software.

Transfers Allowed

This checkbox indicates whether this card is allowed to perform this function (check for allowed)

  • IMPORTANT: This information is not passed on to the vendor when changes are made and so this change must be also be updated both in CU*BASE and through your vendor’s administrative software.

POS Purchases Allowed

This checkbox indicates whether this card is allowed to perform this function (check for allowed)

  • IMPORTANT: This information is not passed on to the vendor when changes are made and so this change must be also be updated both in CU*BASE and through your vendor’s administrative software.

POS Returns Allowed

This checkbox indicates whether this card is allowed to perform this function (check for allowed)

  • IMPORTANT: This information is not passed on to the vendor when changes are made and so this change must be also be updated both in CU*BASE and through your vendor’s administrative software.

 

Buttons

Button

Description

Change Status

This allows you to change the status of the selected card.

Card/PIN Order

Use this option to reorder a card or a PIN for the selected card.

Accounts

Select this option to view or select the accounts associated with this card.

Close

Select this option to close the card permanently.

Counters

Select this option to see the number of times this card was used.

Activity

Select this option to see a listing of the activity on this cards.

 

 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#UPANCARD-03.htm