Add programs

There are three ways to add a program using Control Center:

• Add from a template
• Export and import a program
• Clone a program

Adding a program from a template is the most common method for adding programs. Control Center provides a template for the following program types:

• Credit: For programs that manage revolving credit accounts. Customers borrow up to a credit limit, repay over time, and borrow again.
• Debit: For programs that manage debit accounts, where money is immediately withdrawn upon making a purchase.
• Prepaid: For programs that manage prepaid cards, where funds are loaded in advance to pay for a specific service (such as public transportation or food and beverages).
• Current accounts: For programs that manage the accounts that manage everyday financial transactions (such as checking accounts).
• Internal accounts: For programs that manage the accounts used within an institution for internal purposes rather than for transactions with external parties.
• Correspondent accounts: For programs that manage accounts that banks use provide financial services to another bank. This allows banks to operate in foreign countries without having a physical presence.

To add a program from a template:

1. From the main menu, select Organization > Programs.

2. On the Programs screen, select Create program.

3. Select the template for the type of program you want, and then select Next.

4. On the Program details screen, enter program attributes such as the program name, BIN and range, and time zone.

5. (Optional - Debit program types only) Choose whether the program will issue physical cards.

6. (Optional - Debit and credit program types only) Do the following:

   1. Select the card brand (such as Visa or Mastercard).
   2. Select one of the following card network integration types (for more information, refer to Full balance versus Zero balance integration):
      1. Full balance if you want Pismo to manage most of the necessary validations to authorize or reject a transaction, including customers’ balances and credit limits.
      2. Zero balance if you want Pismo to manage some validation steps, but prefer to manage customer account balances and credit limits yourself.
      3. Enter the BIN (ID number of the institution that issues the card) and BIN range (range of card numbers that can be issued to customers).

7. Select Next.

8. On the Review screen, confirm your settings and select Finish.

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Asynchronous processing

Your request is processed in the background. When all tasks are completed, Control Center displays a popup message. In the meantime, your new program remains in Processing status.