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Guides
Sub-processorsAbout PismoContact us
HomeGuidesAPIsChangelogEventsChangelog

Getting started

  • Welcome to Pismo
  • Main solutions
  • Core objects
  • Program types
  • Environments
  • Security
    • Basic authentication with client credentials
    • Authentication with OpenID Connect
      • Third-party authentication with OpenID Connect
    • Identity connectivity with mTLS
    • Verifying webhook requests
  • Rate limiting
  • API life cycle and deprecation strategy
  • Pismo changelog
  • Support
    • Pismo operations status
    • Pismo platform sub-processors
    • Pismo Service Desk
      • Request types
      • Open a service request
      • Describing an issue
      • Request a performance test
      • Request access to Pismo resources
      • Incident lifecycle
      • Track a service request
      • Modify a service request

Resources

  • Testing Pismo API endpoints with Postman
    • Pismo Devlopers Postman page
    • Pismo cards collection
  • API endpoint deprecation and removal schedule

Pismo Control Center

  • Control Center overview
  • Get started (updated and legacy versions)
    • Updated version
      • Get access
      • Navigation
      • Help and support
      • Notifications
      • Users
      • View user activity (audit)
    • Legacy version
      • Get access
      • Navigation
      • Help and support
      • Manage users
  • Best practices for Control Center passwords
  • Access profiles and roles
  • Organizations
    • Switch organizations
    • Edit organizations
    • Manage access keys
    • View API permission groups
    • Manage OpenID configurations
  • Programs
    • Add programs
      • Add a program from a template
      • Clone a program
      • Export and import a program
    • Edit programs
    • Issue cards
  • Processing codes and transaction types
  • Transaction categories
    • Add a transaction category
    • Edit a transaction category
    • Add a transaction type to a transaction category
  • Accounts management
    • Find an account
    • Accounts overview
    • Account configurations
      • Customer information
      • Phone numbers
      • Addresses
      • Deposit products
    • Account actions
      • Account status
      • Single adjustment
      • Hold funds
    • Sessions
    • Card information
    • Account management options
  • Disputes management
  • General ledger accounts
  • Flex controls
    • Manage flex controls
    • Example: Create a flex control for Pix transactions
  • Embossing
    • List embossing configurations
    • Link and unlink an embossing configuration
    • Edit an embossing configuration
    • Activate or deactivate an embossing configuration
    • Modify the schedule for executing embossing jobs
    • Update an embossing alias
  • Fee models
    • View fee models and fees
    • Add a fee model
    • Add a fee to a fee model
    • Edit or delete a fee
    • Attach a fee model
  • Interest plans
    • View interest plans
    • Add interest plans
  • Deposit products
    • View deposit products
    • Add a time deposit product
    • Add a savings account product
    • Attach an account to a deposit product

Core platform

  • Accounts
    • Account limits
  • Program parameters
  • Processing codes
  • Transaction types
  • Transactions overview
  • Payment methods overview
    • Payment methods
      • Payment methods configurations overview
      • Configure payment methods
      • Authorization validation rules for platform operations
    • Payments and transfers
      • Make transfer
      • Cancel transfer
    • Force operation
    • Hold funds
    • Payment requests
    • Installments payment
    • Payment scheduler [beta]
    • Legal blocks (outdated)
    • Adjustments (outdated)
  • Client webhooks
  • Platform setup - Holidays and administrative divisions
  • Flexible transaction controls
  • Fee management
    • Fee models
    • Over-limit fees
  • Exchange rates
  • Accounting overview
    • Search for accounting event types
    • Create accounting entries
    • Create accounting script
    • Create accounting account
    • Accounting scripts examples
    • Accounting events
  • Migrations
  • Balances configuration overview [beta]

Data and reporting

  • Data and reporting overview
  • Data events
    • Understanding data events
    • Core platform - Accounting
    • Core platform - Accounts
    • Core platform - Adjustments
    • Core platform - Flex controls
    • Core platform - Ledger
    • Core platform - Payments
    • Core platform - Transactions
    • Card issuing - Disputes
    • Card issuing - Cards
    • Revolving credit - Delinquent account
    • Revolving credit - Delinquency
    • Revolving credit - Recurring charges
    • Revolving credit - Statements
    • Banking - Assets
    • Banking - Bank accounts
    • Banking - Credit receivables
    • Banking - Integrated payments
    • Banking - Interest management
    • Banking - Transaction banking
    • Instant payments - Faster Payments
    • Instant payments - Pix
    • Seller management - Marketplace
    • Seller management - Merchant terminals
    • Migrations
    • Seller management - Merchant advance
    • Seller management - Merchants
    • Digital lending
  • Timeline events
  • Setting up real-time event delivery
    • AWS SNS event configuration tutorial
    • AWS EventBridge event configuration tutorial
    • GCP event configuration tutorial
    • Azure event configuration tutorial
    • Confluent event configuration tutorial
  • Setting up event batch file delivery
    • AWS event file configuration tutorial
    • GCP event file configuration tutorial
    • SFTP event file configuration tutorial
  • Setting up an additional event subscriber
  • Setting up event filtering
  • Data events recovery
  • Scheduled reports
  • Base scheduled reports
    • Accounting events report files
    • Accounts analytic report files
    • Accounts balances report files
    • Account limits report files
    • Billing report files
    • CADOC 3040 report files
    • CADOC 3050 report files
    • DECRED report files
    • Discharge tracking report files
    • DOC 5816 report files
    • Portfolio balance report files
    • Transactions balance report files
    • Transactions denied report files
    • Transactions ISS report files
    • Transactions IOF report files
  • Regulatory scheduled reports
    • Brazilian reports
  • Banking reports

Core banking

  • Banking overview
  • Transaction banking
    • Getting started with demand deposit accounts (DDAs)
    • Hierarchies
    • Transaction banking accounts
    • Manage account statuses
    • Earmarks
    • Payment overview
    • Schedule payment overview
    • Dormancy overview
    • Bulk file-based payment processing
      • File signature and encryption
    • Account balance definitions for transaction banking
    • Calendars and holidays in transaction banking
      • Posting transactions on holidays
    • Business-dated transactions
      • Back-business-dated transactions
      • Future-business-dated transactions
      • Back-value-dated transactions
      • Future-value-dated transactions
  • Instant payments
    • Pix instant payments (Brazil)
      • Pix Automatic [beta]
    • Faster Payments (UK)
    • RuPay and UPI instant payments (India)
  • Bank slips
  • Banking as a Service
  • Interest management
    • Interest-bearing accounts

Card issuing

  • Get started with card issuing
    • Step 1: Plan
    • Step 2: Establish a framework
    • Step 3: Create your programs
    • Step 4: Create accounts and customers
    • Step 5: Create cards
    • Step 6: Test
    • Step 7: Monitor
  • Card issuing reference
  • Card network certification
    • Cryptographic process with Pismo and the card network
  • Card network integration
    • Full balance versus Zero balance integration
    • Full and Zero balance transaction workflows
    • Clearing/Base II
    • Anti-fraud integration
    • Zero balance anti-fraud and validations integration
    • Authorization events
    • Linking authorization events
    • Card network interchange fees
    • Validation codes for authorization events
    • Validation code definitions
    • Authorization validation rules for card network operations
    • Rule list
    • Simulate authorizations
    • Replacement amount processing
    • Incremental authorization
  • Cards management
    • Card lifecycle and statuses
    • Physical card embossing
    • Application Transaction Counter (ATC)
    • PIN/PINBlock tutorial
    • BIN override - shared account option
    • Card scripts
    • Protection Bulletin
  • Authorization configurations
    • Run the configuration requests
  • Understanding statements
    • Delinquency buckets
    • Minimum amount due calculation
    • Calculating interest accruals
    • Configuring accrual rates
    • How payments are applied to accruals
    • Recurring charges
    • Credit liquidation
    • Setting transaction types to block accrual charges
    • Projected accruals
    • Managing due date, cycle closing date, and grace period
    • Multivalue program parameters
    • Payment tolerance
    • Overdue tolerance
    • Configuring a sellos tax
    • Calendars and holidays in credit card accounts
  • Credit card refinancing
    • Create an installment agreement
    • Create a statement agreement
    • Create a compulsory agreement
    • Transaction shifts
  • Disputes overview
    • Set up disputes access
    • Disputes state machine
    • Visa collaboration and allocation questionnaires
  • Digital wallets
    • Card tokenization process and onboarding
    • Card tokenization flow and events
    • Pismo card-on-file
  • Full balance credit program
    • Managing the charge order for debit transactions
  • Zero balance integration - issuer's guide

Digital lending

  • Digital lending overview
  • Loan management
    • Create a loan
    • Repayment and settlement

Seller management

  • Seller management overview
  • How merchant settlements are processed

Seller management - Merchant terminals

This table lists the merchant terminals endpoints and the events they generate. For information on setting up event notifications, see the Data and reporting overview.

EndpointEvent
Register terminalMerchant terminal created
Update terminalMerchant terminal updated
Partially update terminalMerchant terminal updated

Updated 5 months ago


Changelog

Support

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