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About PismoContact Us
HomeGuidesAPI ReferenceChangelog

Getting started

  • Welcome to Pismo
  • Main solutions
  • Core objects
  • Environments
  • Security
    • Basic authentication with client credentials
    • Authentication with OpenID Connect for Servers
    • Third party authentication with OpenID
    • Verifying webhook requests
    • Configuring encryption keys for multi-tenant access
  • API life cycle and deprecation strategy
  • Pismo changelog
  • Support
    • Service Desk
    • Opening a Service Desk ticket
    • Tracking Service Desk tickets
    • Pismo operations status

Resources and applications

  • Deprecation schedule
    • Timeline events endpoint deprecation
    • Orgs endpoint deprecation
  • Sample Postman collections
    • Postman collection with basic authentication
    • Postman collection with OpenID authentication
  • Pismo Console
    • Console authentication (2FA and password self-reset)
    • Managing Orgs
    • Managing programs
    • Program types
    • Program parameters reference
    • Adding programs
    • Editing program parameters
    • Exporting and importing programs
    • Managing access keys
    • Managing processing codes and transaction types
    • Managing disputes
    • Managing users
    • Viewing audit history
    • Managing acquisition channels

Core platform

  • Accounts overview
    • Account attributes
    • Account status
    • Create or update account
    • Customer objects
    • Address and phone objects
    • Get account details
    • Account limits
    • Get daily account balance limits
    • Migrate account to different program
    • Related accounts
  • Processing codes and transaction types
    • Payments configurations
  • Payments and transfers
    • Make transfer
    • Cancel transfer
    • Installments payment
    • Force operation
    • Adjustments overview
    • Hold funds
    • Legal blocks
    • Payment requests
  • Authorization validation rules for platform operations [beta]
  • Flexible transaction controls
  • Fee model
  • Exchange rates
  • Transactions overview
  • Accounting overview
    • Search for accounting event types
    • Create accounting entries
    • Create accounting script
    • Create accounting account
    • Accounting events
  • Migrations overview

Data and reporting

  • Data and reporting overview
  • Data events
    • Event data – common fields and cloud storage
    • Accounting data events
    • Accounts data events
    • Adjustments data events
    • Asset data events
    • Cards data events
    • Corporate banking data events
    • Depositary data events
    • Disputes data events
    • Lending data events
    • Merchants data events
    • Migrations data events
    • Payments data events
    • Retail banking data events
    • Transactions data events
    • Statement data events
  • Setting up real-time event delivery
    • AWS SNS event configuration tutorial
    • AWS EventBridge event configuration tutorial [beta]
    • GCP event configuration tutorial
    • Azure event configuration tutorial
    • Confluent event configuration tutorial [beta]
  • Setting up event batch file delivery
    • AWS event file configuration tutorial
    • GCP event file configuration tutorial
    • SFTP event file configuration tutorial
  • Setting up event filtering
  • Setting up an additional event subscriber
  • Scheduled report files
    • 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 ISS report files
    • Transactions IOF report files
  • Timeline events overview

Core banking

  • Banking as a service [beta]
    • Bank slips
    • Banking reports
  • Instant payments
    • Pix overview
    • Create or replace credentials
    • Pix transactions
    • Managing Pix keys
    • Pix infraction reports
    • Pix statistics search
    • Faster Payments
  • Corporate banking
    • Getting started with corporate demand deposit accounts (DDAs)
    • Hierarchies
    • Corporate accounts
    • Manage account statuses
    • Earmarks
  • Assets overview
  • Credit receivables

Card issuing

  • Card issuing with Pismo
    • Card issuing basics
    • Integration requirements and setup
  • Card network certification
    • Cryptographic process with Pismo and the card network
  • Card network integration
    • Full balance versus zero balance integration
    • Full and zero balance 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
    • Rule list
    • Simulate authorizations
    • Replacement amount processing
    • Incremental authorization
  • Cards management
    • Card lifecycle and statuses
    • Physical card embossing
    • PIN/PINBlock tutorial
    • BIN override - shared account option
    • Card scripts
  • Understanding statements
    • Delinquency buckets
    • Minimum amount due calculation
    • Calculating interest accruals
    • Recurring charges
    • Credit liquidation
  • Credit card refinancing
    • Create an installment agreement
    • Create a statement agreement
    • Transaction shifts
  • Disputes overview
    • Set up disputes access
    • Disputes state machine
  • Digital wallets
    • Third-party wallets (such as Apple Pay)
    • Card tokenization process and onboarding
    • Card tokenization flow and events
  • Full balance credit program

Digital lending

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

Seller management

  • Seller management overview
  • How merchant settlements are processed

Merchants data events

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

EndpointEvent
Create merchant transactionsmerchant_transaction_created-1
Create a reversal transactionmerchant_transaction_settled-1

Updated about 1 month ago