Financial Services Creatio, lending edition
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This documentation is valid for Creatio version 7.15.0. We recommend using the newest version of Creatio documentation.

Card page

The card page consists of several tabs with fields that contain general data.

Common data

Card number

Card number.

Contract

Contract under which the card has been issued.

 

Contact or legal entity who is the owner of the card account. This field is non-editable and filled in automatically with the contact or legal entity specified in the contract.

Product

Product for which the card has been issued. This field is non-editable and filled in automatically with the product specified in the contract.

Primary

If a client has a number of cards for the same card account, select this checkbox for the primary card.

The [General information] tab

The tab contains primary information about a card: its type, expiration date, linked accounts and other important information.

Type

Card type, “Credit“ or “Debit“.

Payment system

Payment system type, for example, “Visa” or “MasterCard”.

Card category

Card category, for example, “VisaElectron” or “MasterCardGold”. The [Card category] and [Payment system] fields are connected. If the [Card category] field is filled in, the [Payment system] field is filled in automatically. If the [Payment system] field is filled in, the [Card category] field displays only the categories that correspond to the selected payment system type. You can associate a card category with a payment system in the [Card categories] lookup.

Cardholder

The contact who uses the card.

First and last name

First and last name of the card holder, as printed on the card.

Branch

Branch that the card is serviced by. You can select legal entities of the “Our bank“ type.

Office

Office that the card is serviced by. You can select legal entities of the “Our bank“ type.

PayPass / PayWave

Select this checkbox if the wireless payments are enabled for this card.

Additional information

Additional information about a card: its status, validity terms and other data.

Status

Current card status, for example, “Active“ or “Blocked“.

Opened on

Date the card was issued on.

Valid until

Card expiration date.

Balance

Balance on the card account.

ATM withdrawal limit

Maximum cash withdrawal that can be made from an ATM with this card.

Debt

Credit card debt.

Invoices

The detail contains the list of accounts linked to the current card. It displays information from the Accounts section. To connect an account to a card, fill in the [Cards] detail of the account page.

Linked cards

This detail contains the list of cards that are connected to this card.

The [Attachments and notes] tab

This tab contains detailed information about the card, as well as attachments and links to the web resources related to the card. Read more >>> 

Attachments

Use this detail to store files and links related to the card. For example, you can attach documents that display the history of interaction with the cardholder.

Notes

The [Notes] detail is used to store additional text information about the card. You can edit and organize your notes on the detail. If you switch to another tab of the card page, the information on the [Notes] detail will be saved.

The [Feed] tab

The [Feed] tab displays the messages from the [Feed] section that are connected to the current card.

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