Technical index

The capability map

35 capabilities across 14 domains. 23 carry operations, 4 are planned and named here because they are not yet available. State is drawn as length, never as colour — colour is the tenant variable in a white-label portal, so it cannot also carry meaning.

Cards

  • Card applications

    documented6 operations

    Track a card application from submission to the card being produced.

  • Get a produced card to the cardholder — generate the distribution file, track the courier by barcode, and correct the delivery address while the card is in transit.

  • Card issuance and personalisation

    documented27 operations

    Create individual, corporate and virtual cards, and check which products a customer is eligible to hold before you issue.

  • Card lifecycle

    documented37 operations

    Move a card through its states after issuance — status changes, replacement, renewal, blocking and closure.

  • No-name cards

    documented22 operations

    Issue and activate pre-produced cards that carry no embossed name, then bind one to a customer at the point of sale.

Customers and accounts

  • Branch management

    documented11 operations

    Move a customer or a card between branches, and read the cards a branch holds.

  • Customers

    documented12 operations

    Read the customer behind the cards — portfolio summary, corporate relationships and total assets.

  • Account linking

    documented16 operations

    Attach and detach the accounts a card draws on, and read back what a card is currently linked to.

Transactions

  • Cash advance

    documented4 operations

    Draw cash against a credit line, and cancel an advance before it settles.

  • Transactions

    documented28 operations

    Read what happened on a card and correct it — transaction history, pending provisions, reversals and slip receipts.

Limits and controls

  • Card and customer limits

    documented19 operations

    Raise, lower and reverse the spending limit on a card or on the customer behind it. Every change returns a log id you can reverse with.

  • Operation limits

    documented30 operations

    Cap what a card may do per transaction, per day, per week and per month, by channel and operation type.

  • Permissions and restrictions

    documented12 operations

    Turn individual capabilities on and off for a card — e-commerce, international use, mail order and other miscellaneous options.

Instalments

  • Instalments

    documented25 operations

    Split a purchase or a cash advance across a repayment schedule, then track, settle early or cancel the plan.

Billing and statements

  • Collections and legal follow-up

    documented8 operations

    Follow up arrears — delinquency state, collection detail and the legal process behind an unpaid balance.

  • Debt payment

    documented7 operations

    Take a payment against card debt, check a card is eligible to be paid down, and cancel a payment that should not have run.

  • Early closure

    documented

    Close a card balance ahead of its normal cycle.

  • Statements and billing

    documented20 operations

    Produce the statement a cardholder reads, and manage the period, delivery preference and address behind it.

Security

  • PIN and card security

    documented47 operations

    Set and change a PIN, manage the try counter, and generate or verify the card verification values.

  • 3-D Secure

    documented

    3-D Secure enrolment and authentication for card-not-present transactions.

Disputes

  • Disputes and chargebacks

    documented10 operations

    Open a dispute against a transaction, attach the evidence, and cancel a case that should not have been raised.

Fraud

Clearing and settlement

Wallets

  • Wallets

    planned

    Provision a card into a digital wallet and manage it once it is there.

Rewards

  • Campaigns and rewards

    documented3 operations

    Read the reward and campaign periods a customer's cards qualify for.

Platform

  • ATM

    planned

    ATM acquiring, terminal management and the cash operations behind them.

  • Authentication

    documented4 operations

    Get a bearer token. Every other call on this portal needs one first.

  • ISO 8583 to REST

    documented

    How a scheme's ISO 8583 message becomes the JSON these APIs speak, field by field.

  • The operations a call centre agent performs on a cardholder's behalf, and the IVR behind them.

  • Loan management

    planned

    Consumer lending beside the card — origination, schedule and repayment.

  • Platform operations

    documented10 operations

    Health checks and cache refresh. Called by your monitoring, not by a cardholder journey.

  • Reference data

    documented18 operations

    Look up the reference data a card programme is configured against — products, codes and parameters.

  • Tokenisation

    documented

    Manage payment tokens against the token service provider — suspend, resume, delete, look up and search, and keep the provider in step when the card changes.

Monitoring and reporting

  • The metrics the platform emits, and the dashboards built on them.

  • Events and topics

    documented

    The events the platform publishes, and the transports that carry them.