Page Comparison

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:

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:

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

2. Enter a namefor the policy.

3. Select a stage for merchant boarding or transaction status where the policy will be applied.

4. Choose the Target (Merchant) for the policy to be applied to.

5. Set the Status of the policy as Active or Inactive.

6. To save the new policy, click the Add Policy button.

Policy Actions

The Policies page table supports removing existing policies and loading more policies.

To remove multiple existing policies at once:

1. Click the checkbox next to each listing.

2. Click Remove under the Batch Actions drop-down dropdown menu at the top of the table.

To load more policies when applicable:

• Use the page options at the bottom of the table.

• Click the Next icon.

• Select a higher number of Items per page.

Policy Decisions Table

Locate individual merchant transactions in the main table on the Payments History page. Individual transactions are listed by row. The default view includes the following columns:

Add Policy Decisions

You can add policy decisions to an existing policy by clicking the Add Decisions button in the upper right corner of the page to open the Decision Creation lightbox.

To add a new Decision to your policy:

1. Click the Add Decision button to open the Decision Creation lightbox.

2. Select a Decision from the listed Payrix or third-party risk services.

3. Click Next.

4. Select a Subtype (Decision Type) from the drop-downdropdown menu.

5. Apply an applicable Operator, Value, and Action (Decision action) from the risk service results.

6. Click Add to add additional Subtypes or Next to add Rules.

7. (Optional) Select an Attribute (Subtype), Operator, and Value to add more decision rule criteria. Use and to make a combined rule with different parameters or use or to create a range of careful responses based on individual risk service results.

8. (Optional) Select an existing Decision as a Dependency if you’ve already added a Decision to this policy to act as a requirement before this new Decision can be executed in the Policy.

9. Step 6: (Optional) Select an existing Decision as a Failover Dependency to prevent executing this Decision if the set Decision Dependency should fail or time out.

Policy Decisions Actions

The Policy Decisions table supports editing and deleting existing policy risk decisions.

To edit an existing policy risk decision:

1. Click the ⋮ icon.

2. Click Edit next to any decision listed to open the Edit Decision lightbox.

To delete an existing policy risk decision.

1. Click the ⋮ icon.

2. Click Delete next to any decision listed to remove that decision.