Card and Transaction Management using Thredd Portal

Thredd Portal is our new web application for managing your cards and transactions on the Thredd platform. Using the Thredd Portal, you can configure and control your payment programmes in real-time. Thredd Portal provides a feature-rich dashboard that allows you to view and manage the full lifecycle of your customers’ transactions and card usage. (Click image to enlarge)

Figure: The Thredd Portal

Using Thredd Portal, you can:

• View high-level details in a real-time dashboard such as the total value of all authorisations, the average value of a transaction and the number of transactions. (Future feature)

• Use the Dashboard to search for a card using the Card Token.

• Search for a card using additional criteria, such as First Name and Last Name of the cardholder.

• Display details about card activity, transaction type, and customer interaction

• Drill down into the details of a specific transaction; for example, to view the:

  • Precise Point-of-Sale where a transaction took place

  • Chip settings at the time of transaction

  • Data stored on the chip of an individual card

  • Cardholder verification results

  • Terminal capability

• Allow Customer Service Agents to amend details and take appropriate actions, including:

  • Editing the cardholder details, for example, changing their address or phone number.

  • Editing the card configurations, for example, updating the Card Linkage Group or the Card Usage Group.

  • Adjusting the balance or loading / unloading an amount of money to a card.

  • Changing the card status, for example when a card has been lost or stolen.

  • Restoring blocked PINs and sending in-app notifications direct to customers

  • Providing customers with a clear explanation of transaction status

  • Accessing an instant easy-to-understand breakdown of card usage to share with customers

  For more information, see the Thredd Portal Guide.