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Tip

Tip: To learn more about the Policies tool and view a full list of available policy decision types, visit the Understanding Policies - Risk page.

Tip

Tip: To learn more about Group Decisions, which are the equivalent of applying a policy to a Group, visit the Understanding Decisions - Risk page.

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Policies Page Features

Expand
titleClick here to view the features of the Policies page.

Policies Table

Locate existing policies in the main table on the Policies page. Individual policies are listed by row. The table view includes the following columns:

Policies Table Column Names

Description

Name

Your custom name given to your policy.

Target ID

The ID of the Referrer or Merchant being affected by the policy.

Stage

The Merchant boarding or Transaction processing stage where the Policy will be applied.

Status

Whether or not the Policy will be actively applied (Active or Inactive).

Policy ID

The unique ID for each listed policy to be recalled later.

To review and configure decisions for the policy, click on any information in the row to open the Policy Decisions page.

Add New Policies

To add a new policy to your Policies page, follow the steps below:

  • Step 1: Click ADD POLICY in the top right corner of the page to open the Add Policy lightbox.

  • Step 2: Enter a name for the policy, then select a stage for merchant boarding or transaction status where the policy will be applied.

  • Step 3: Choose the target (Referrer or Merchant) for the policy to be applied to.

  • Step 4: Set the status of the policy as Active or Inactive.

  • Step 5: To save the new policy, click the Add Policy button, or discard the information you have entered and return to the Policies page by clicking CANCEL

Policy Actions

The Policies page table supports the following actions:

  • Remove multiple existing policies at once by clicking the checkbox next to each listing, then clicking Remove under the Batch Actions drop-down at the top of the table

  • Load more policies when applicable by using the page options at the bottom of the table, clicking the Next icon, or selecting a higher number of Items per page.

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