For AI agents: visit https://developers.pismo.io/pismo-docs/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.
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Guides
Sub-processors
About Pismo
Contact us
Home
Guides
APIs
Changelog
Events
Validation codes for authorization events
Get started
Get started with the Pismo Developers Portal
Get started with Ask AI
Start building
Onboarding for new customers
Get started with Control Center
Get started with banking
Get started with core banking
Get started with transaction banking
Get started with demand deposit accounts (DDAs)
Get started with card issuing
Get started with lending
Get started with Seller management
Learn about the Pismo platform
Main solutions
Core objects
Program types
Environments
Data events
Security
Security guide for Pismo platform
Security audit, testing, and incident response
Compliance, certifications, and security teams
Security guide for APIs
Security guide for Control Center
Basic authentication with client credentials
Authentication with OpenID Connect
Authentication with OAuth2
Third-party authentication
Identity connectivity with mTLS
Verifying webhook requests
Resources
Support
Pismo operations status
Pismo platform sub-processors
Pismo Service Desk
Request access to Pismo resources
Request types and common fields
Open a service request
Describe the issue
Incident lifecycle
Non-incident lifecycle
Track a service request
Modify a service request
Request a performance test
Test Pismo APIs with Postman
Set up Postman
Postman Pismo cards collection walkthrough
API lifecycle and deprecation strategy
API endpoint deprecation and removal schedule
API endpoints removed
Using LLMs with the Pismo Developers Portal
Pismo changelog
Control Center
Get started with Control Center
Sign on to Control Center
Navigate Control Center
Control Center security
Best practices for Control Center passwords
Reset your password
Get started with SSO for Control Center
Add additional methods for multi-factor authentication (MFA)
Platform configurations
Balance configurations in Control Center
Edit an existing balance configuration
Holidays
Exchange rates in Control Center
Fee models in Control Center
Manage fees in a fee model
Link a fee model
Flex controls
Example: Create a flex control for Pix transactions
General ledger accounts
Processing codes and transaction types
Create processing codes and transaction types
Add a transaction type to an existing processing code
Programs
Create a program from a template
Export and import a program
Clone a program
Cloned and imported program properties
Edit programs
Enable card issuing
Card configurations
Card network tokenization
Transaction categories
Banking configurations
Deposit products
Add a time deposit product
Add a savings account product
Interest plans
Lending configurations
Loan products
Customer operations
Account management
Accounts overview
Account actions
Attach an account to a deposit product
Card information
Manage loans in Control Center
Account configurations
Disputes
Users
Audit
Dual approval [beta]
User profiles
Create and edit users
Export user list
User permissions and roles
Permissions
Access keys
OpenID Connect
Permission groups
Seller management
Core platform
Accounts
Account limits
Program parameters
Account parameters
Program limits
Processing codes
Payments configurations
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
How to make transfer
How to cancel transfer
How to force operation
Hold funds
Payment requests
Installments payment
Payment scheduler
Legal blocks (outdated)
Client webhooks
Client webhooks for VCAS
Platform setup - Holidays and administrative divisions
Flexible transaction controls
Attribute groups
Fee management
Fee models
Creating and applying fee models
IOF fee model for Brazil
Simulating and testing fee models
Over-limit fees
Exchange rates
Accounting overview
Search for accounting event types
How to create accounting entries
How to create accounting script
How to create accounting account
Accounting scripts examples
Accounting events
Migrations
Balance configurations overview
Balance configuration use cases
Simulation service
Data and reporting
Data and reporting overview
Event-generating APIs
Core platform - Accounting
Core platform - Accounts
Core platform - Flex controls
Core platform - Balance configurations
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
Instant payments - Faster Payments
Instant payments - Pix
Migrations events
Seller management - Marketplace
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
Account balances report files
Account limits report files
Billing report files
Discharge tracking report files
Portfolio balance report files
Transactions balance report files
Transactions denied report files
Regulatory scheduled reports
Reports for Brazil
Reports for the United States
Core banking
Banking overview
Get started with core banking
Transaction banking
Get started with transaction banking
Get started with demand deposit accounts (DDAs)
Transaction banking accounts
Payment overview
Check posting and settlement
File-based check processing and bulk settlement
Channel control for back-business-date and cutoff exceptions
Banking as a Service
Initial setup
Hierarchies
Divisions
Calendars and holidays in transaction banking
Account status
Manage account statuses
Dormancy overview
Restriction management
Dormancy reactivation exception
Interest
Interest-bearing accounts
Penalties for CD accounts
How overdraft works
Funds coverage
Balances
Account balance definitions for transaction banking
Bank statements
Standalone payments
Single ledger entries and book transfers
Business-dated transactions
Back-business-dated transactions
Future-business-dated transactions
Value-dated transactions
Back-value-dated transactions
Future-value-dated transactions
Multi-leg payments
Bulk file-based payment processing
File signature and encryption
Schedule payment overview
Posting transactions on holidays
Integrated payments
Instant payments
Pix instant payments (Brazil)
Pix and QR Codes
Pix Automatic
Pix funds recovery [beta]
Faster Payments (UK)
RuPay and UPI instant payments (India)
Bank slips
Bankers' Automated Clearing System
Earmarks
Restrictions
Operation block
Restrict funds
File-based processing
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 the integrated setup
Step 7: Track performance and support users
Card issuing reference
Card network certification
Cryptographic process with Pismo and the card network
Card network mandates
Card network integration
Full balance versus Zero balance integration
Full and Zero balance transaction workflows
Clearing/Base II
Anti-fraud integration
Visa Consumer Authentication Service (VCAS)
PAN encryption for 3DS authentication
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
Card reissuing
Physical card embossing
Application Transaction Counter (ATC)
PIN/PINBlock tutorial
BIN override - shared account option
Card scripts
Protection Bulletin
Visa Flexible Credentials [beta]
Authorization configurations
Run the configuration requests
Understanding statements
Holidays in credit card accounts
Credit cycle dates and time periods
Calendar management strategies
Fixed due date calendar management strategy
Fixed cycle closing calendar management strategy
Recurring charges
Minimum amount due calculation
Calculating interest accruals
Configuring accrual rates
Transaction categories
Program transaction types
Accrual type rates
How payments are applied to accruals
Payment tolerance
Overdue tolerance
Setting transaction types to block accrual charges
Limiting the number of days accruals can be charged
Projected accruals
Configuring a sellos tax
Multivalue program parameters
Delinquency buckets
Credit liquidation
Accrual status changed event flows
Account collection status
Credit card refinancing
Installment agreements
Installment advancements
Statement agreements
Compulsory agreements
Transaction shifts
Creating payment agreements with custom transactions
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
Click to Pay
MDES Token Connect [Beta]
Full balance credit program
Creating and configuring a Full balance credit program
Managing the charge order for debit transactions
Zero balance integration - issuer's guide
Lending
Lending overview
Loan product overview
Loan management overview
Get started with lending
Create loan products
Manage loans
Simulate loans
Book a loan
Disburse a loan
Repayment and settlement
Seller management
Seller management overview
Seller management onboarding
Get started with Seller management
Step 1: Plan seller marketplaces
Step 2. Create program for the marketplace
Step 3: Define processing codes
Step 4: Running Seller marketplace operations
Step 5: Test
Step 6: Monitor
Managing merchant transactions
How merchant settlements and installments are processed
Validation codes for authorization events
