MBS Year in review

Download Report

Transcript MBS Year in review

MBS PCI SCOPE REDUCTION AND
CPE MAINTENANCE
Mike Chalk – MBS Development
MBS PCI SCOPE REDUCTION:
MBS OPENEDGE PAYMENT PROCESSING
PCI “OUT OF SCOPE”
With the 4.0 release of MBS, credit card processing will
change in two important ways
MBS software and servers will no longer “touch” credit
card data
MBS will launch an embedded OpenEdge payment
screen within MBS to capture payment details
MBS will no longer store credit cards
As OpenEdge processes credit card transactions, they
will return a “token” that represents the card, and MBS
will store that value as needed for submitting future
transactions
www.cdg.ws
3
CREDIT CARD DATA
MBS will store the last 4 digits of the credit card,
meaning extraction of credit card numbers from MBS will
no longer be possible
Expiration date will continue to be stored
CDG tools will continue to exist
OpenEdge supports automatic update of credit card
numbers and expiration dates (Decline Minimizer)
Tokens link to credit cards stored in OpenEdge to
support credit card reuse and auto-pay (Managed Payer
Data)
In the 4.0 release, we will “tokenize” your payment data
www.cdg.ws
4
NEW PAYMENT SCREENS
Screen Shots…
www.cdg.ws
5
EFT CREDIT CARD PANEL
www.cdg.ws
6
EFT CREDIT CARD ENTRY
www.cdg.ws
7
EFT BANK ACCOUNT PANEL
www.cdg.ws
8
EFT BANK ACCOUNT ENTRY
www.cdg.ws
9
CREDIT CARD EFT FROM E-CARE
www.cdg.ws
10
CREDIT CARD EFT – E-CARE ENTRY
www.cdg.ws
11
BANK DRAFT EFT FROM E-CARE
www.cdg.ws
12
BANK DRAFT EFT – E-CARE ENTRY
www.cdg.ws
13
PAYMENT SCREEN FROM E-CARE
www.cdg.ws
14
CREDIT CARD PAYMENT FROM E-CARE
www.cdg.ws
15
BANK DRAFT PAYMENT FROM E-CARE
www.cdg.ws
16
CASH DRAWER – CREDIT CARD
www.cdg.ws
17
CASH DRAWER – CREDIT CARD DETAILS
www.cdg.ws
18
CASH DRAWER – BANK ACCOUNT
www.cdg.ws
19
CASH DRAWER – BANK ACCOUNT DETAILS
www.cdg.ws
20
AUTOMATIC CREDIT CARD PROCESS
www.cdg.ws
21
NEW PAYMENT PROCESS
www.cdg.ws
22
www.cdg.ws
23
CPE MAINTENANCE:
CUSTOMER PREMISE EQUIPMENT
PROCESS IMPROVEMENTS
MBS CPE IMPROVEMENTS – OVERVIEW
MBS already supports managing and provisioning your
CPE, but we have plans to improve the process and
management:
Add the ability to manage CPE outside of Customer Care
Support equipment reservations
Make it easier (and in some cases, automatic) to set the
appropriate location as equipment is installed, moved
and returned
Add support for inventory quantity controls
www.cdg.ws
25
MANAGING CPE OUTSIDE OF CUSTOMER CARE
Allow users to make equipment changes from Task
Management, Trouble, and Plant
For pending installs, the equipment would inherit the
pending install session
The system would create a new session, if needed (such
as for swapping out equipment for a Trouble Ticket)
The system will issue a warning if the Subscriber is locked
www.cdg.ws
26
MBS CPE – RESERVATIONS
During an install, you can reserve a quantity of
equipment by type and model
Reservations will be replaced with actual equipment,
later in the install process (w/flexibility)
We will display reservations numbers on the Equipment
Master summary screen, and in Dashboards
If warehouses are tied to service areas, we can reserve
equipment from the correct warehouse
As reservations are entered, low inventory warnings will
display
www.cdg.ws
27
MBS CPE – SHARING, CONTROL
CPE can be shared cross services (e.g. ONTs)
This sharing can span Subscribers (such as multiple
businesses sharing an ONT)
Inventory control min/max values can be set to support
reorder warnings and identify surplus equipment
www.cdg.ws
28
MBS CPE – LOCATIONS
The MBS equipment table already includes an optional
location
We will add the ability to set the location value when
outing equipment
MBS users can have a default location (such as
themselves, their truck, front desk, warehouse 1, etc.),
so “outted” equipment will default to that location
We will phase out the current Truck and Warehouse
status values, and replace them with Available
www.cdg.ws
29
MBS CPE – LOCATIONS
We will create an Equipment Transfer batch, to give
users the ability to quickly change the locations of
several pieces of equipment
Equipment scanned into a list
Equipment tied to an account
Equipment tied to an Install or PD session
Equipment locations can optionally be associated with
service areas, allowing the system to default the
expected equipment location for an install
www.cdg.ws
30
www.cdg.ws
31