Change your balance configurations as needed by updating scenarios.

Add a scenario

To add a scenario:

1. From the main menu, select Configurations > Balance configurations.
2. On the Balance configurations screen, select a balance configuration to review its details. You can find a specific balance configuration by using the Filter field. Filter on the program name or balance configuration ID.
3. On the Balance configuration details screen, select Add scenario.
4. Use steps 4-9 of Create a balance configuration to complete the process.

Edit a scenario

To edit a scenario:

1. From the main menu, select Configurations > Balance configurations.
2. On the Balance configurations screen, select a balance configuration to review its details. You can find a specific balance configuration by using the Filter field. Filter on the program name or balance configuration ID.
3. On the Balance configuration details screen, select a scenario. From here, you can edit the scenario name, change its status, edit conditions, and edit filters.

Edit the scenario name

To change the scenario name, select the edit icon (pencil), enter a new name, and select Save.

Change the status

If you created a balance configuration and initially set it as inactive, you can set it to active anytime. Similarly, you can deactivate an active configuration anytime as well. To change the status, refer to Activate or deactivate a balance configuration.

Edit conditions

Use conditions to define the criteria for evaluating scenarios. Note that when you create a balance configuration, you define just one condition initially, which is known as the default. This is important because the Pismo platform checks conditions in the priority order you set. If the first condition matches, the search stops there, and the platform uses this condition. If not, the search continues until there is a match. If no conditions match, the platform denies the transaction.

If you create other conditions, known as custom conditions, they are higher in priority than the default condition. The default condition is always the lowest in the priority order, meaning that it’s always checked last.

You can reorder, edit, and delete custom conditions, but you can’t reorder, edit, or delete the default.

Reorder conditions

To reorder conditions, drag and drop them to the order you prefer. The default condition must always be last.

Add or edit a condition

1. On the Scenario details screen, do one of the following:
   • To add a condition, select Add condition.
   • To edit a condition, select the edit icon (pencil) for the condition you want to edit.
2. Use steps 7-9 of Create a balance configuration to complete the process.

Delete a condition

To delete an existing condition, on the Scenario details screen, select the delete icon (trash can) for the condition you want to delete and confirm.

Edit filters

Use filters, which are the rules used in scenarios. You can filter transactions by processing codes, Merchant Category Codes (MCCs), installments, and currency codes. For more information on filter types, refer to step 5 of Create a balance configuration. The changes you can make depend on the filter type.

Processing codes

You can add and delete processing codes. On the Scenario details screen, select Processing codes and do one of the following:

• To add a new processing code, select Add processing codes. On the Filters screen, add the codes you want and select Create.
• To delete a processing code, select the delete icon (trash can) for the code you want to delete and confirm.

MCCs

You can add and delete MCCs. On the Scenario details screen, select MCCs and do one of the following:

• To add a new MCC, select Add MCC. On the Filters screen, add the codes you want and select Create.
• To delete a MCC, select the delete icon (trash can) for the code you want to delete and confirm.

Installments

You can edit an existing installment.

1. On the Scenario details screen, select Installments.
2. Select the edit icon (pencil), enter the new installment amounts in the Minimum and Maximum fields, and select Save.

Currency codes

You can edit and delete a currency code. You can have only one currency code. On the Scenario details screen, select Currency codes and do one of the following:

• To edit a currency code, select the edit icon (pencil), search for the currency code, and select Save.
• To delete a currency code, select the delete icon (trash can) for the code you want to delete and confirm.