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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

Sample Postman collections

Pismo provides sample projects with Postman collections that you can use to start making API requests and prototyping your solution.

  • Testing Pismo API endpoints with Postman
  • Pismo cards collection

Updated 3 months ago


Changelog

Support

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