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Dev Portal

  • folder icon closed folder iconIntroduction
  • folder icon closed folder iconAuthentication
  • folder icon closed folder iconManagement
    • Getting Started
    • Platform Accounts Management
      • Get Platform Account Configuration
      • Get Platform Account
      • Create Platform Account
      • Update Platform Account
      • Objects Reference
    • Sub-Accounts Management
      • Get Sub-Account Configurations
      • Get Sub-Account
      • Create Sub-Account
      • Update Sub-Account
      • Objects Reference
    • Users Management
      • Get User by User Id
      • Get User by Username
      • Create User
      • Update User
      • Objects Reference
    • Underwriting Management
      • Get Application
      • Get Application Template
      • Get Application Fields Statuses
      • Get Application Status
      • Get Linked Sub-Accounts
      • Get Resubmission
      • UMS IFrame Authentication
      • UMS IFrame
      • UMS IFrame Authentication in Resubmission Mode
      • UMS IFrame in Resubmission Mode
      • Create Application
      • Update Application
      • Update Application Fields Statuses
      • Update Application Status
      • Objects Reference
      • Response Codes
  • folder icon closed folder iconTransactions Processing
    • Getting Started
    • Credit Card Transactions
      • 3D-Secure
      • Authorization
      • Void
      • Capture
      • Charge
      • Refund
      • Credit
      • Verify
      • Chargeback
      • Cancel
    • Update
    • Adjustment
    • Recurring
    • ACH
    • Response
    • Response Codes
    • Objects Reference
  • folder icon closed folder iconTransactions Echo
    • Getting Started
    • Credit Card Transactions
      • Authorization
      • Void
      • Capture
      • Charge
      • Refund
      • Credit
      • Verify
      • Chargeback
      • Cancel
    • Update
    • Adjustment
    • ACH
    • Echo Response
    • Response Codes
    • Objects Reference
  • folder icon closed folder iconTokenization
    • Processing with a Token
      • Getting Started
      • Processing with Tokenization
    • Tokenization iFrame
      • iFrame Integration
      • iFrame Customization
      • iFrame Testing
      • Response Example
    • Tokenization API
      • Getting Started
      • Tokenization Request
      • Tokenization Response
      • Response Codes
  • folder icon closed folder iconPayouts
    • Getting Started
    • Payout Transactions
    • Response
    • Objects Reference
  • folder icon closed folder iconReports
    • Getting Started
    • Reports API
      • Account Balances
      • Payouts
      • Payouts Reconciliation
      • Settlements
      • Transaction Details
      • Account Summary
      • Transactions Summary
      • Transactions
      • Fees Summary
      • Incoming Fees
      • Expected Future Revenue
      • Profitability Analysis
      • Reconciliation Summary
      • Reconciliation Records
      • Chargeback Analysis
      • Tokens
      • Sign-up Summary
    • Status Codes
  • folder icon closed folder iconErrors
  • folder icon closed folder iconResponse Codes
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  4. Introduction
Updated on June 20, 2023

Dev Portal

  • folder icon closed folder iconIntroduction
  • folder icon closed folder iconAuthentication
  • folder icon closed folder iconManagement
    • Getting Started
    • Platform Accounts Management
      • Get Platform Account Configuration
      • Get Platform Account
      • Create Platform Account
      • Update Platform Account
      • Objects Reference
    • Sub-Accounts Management
      • Get Sub-Account Configurations
      • Get Sub-Account
      • Create Sub-Account
      • Update Sub-Account
      • Objects Reference
    • Users Management
      • Get User by User Id
      • Get User by Username
      • Create User
      • Update User
      • Objects Reference
    • Underwriting Management
      • Get Application
      • Get Application Template
      • Get Application Fields Statuses
      • Get Application Status
      • Get Linked Sub-Accounts
      • Get Resubmission
      • UMS IFrame Authentication
      • UMS IFrame
      • UMS IFrame Authentication in Resubmission Mode
      • UMS IFrame in Resubmission Mode
      • Create Application
      • Update Application
      • Update Application Fields Statuses
      • Update Application Status
      • Objects Reference
      • Response Codes
  • folder icon closed folder iconTransactions Processing
    • Getting Started
    • Credit Card Transactions
      • 3D-Secure
      • Authorization
      • Void
      • Capture
      • Charge
      • Refund
      • Credit
      • Verify
      • Chargeback
      • Cancel
    • Update
    • Adjustment
    • Recurring
    • ACH
    • Response
    • Response Codes
    • Objects Reference
  • folder icon closed folder iconTransactions Echo
    • Getting Started
    • Credit Card Transactions
      • Authorization
      • Void
      • Capture
      • Charge
      • Refund
      • Credit
      • Verify
      • Chargeback
      • Cancel
    • Update
    • Adjustment
    • ACH
    • Echo Response
    • Response Codes
    • Objects Reference
  • folder icon closed folder iconTokenization
    • Processing with a Token
      • Getting Started
      • Processing with Tokenization
    • Tokenization iFrame
      • iFrame Integration
      • iFrame Customization
      • iFrame Testing
      • Response Example
    • Tokenization API
      • Getting Started
      • Tokenization Request
      • Tokenization Response
      • Response Codes
  • folder icon closed folder iconPayouts
    • Getting Started
    • Payout Transactions
    • Response
    • Objects Reference
  • folder icon closed folder iconReports
    • Getting Started
    • Reports API
      • Account Balances
      • Payouts
      • Payouts Reconciliation
      • Settlements
      • Transaction Details
      • Account Summary
      • Transactions Summary
      • Transactions
      • Fees Summary
      • Incoming Fees
      • Expected Future Revenue
      • Profitability Analysis
      • Reconciliation Summary
      • Reconciliation Records
      • Chargeback Analysis
      • Tokens
      • Sign-up Summary
    • Status Codes
  • folder icon closed folder iconErrors
  • folder icon closed folder iconResponse Codes

Introduction

Welcome to the System APIs reference!
Here you may find all the information you need for integration with the System APIs.

System Management Flow:

  1. Create and configure Platform Account and Sub-Account parameters
  2. Create and configure System Users for all entities in the System hierarchy
  3. Use APIs or Back-Office functionality to operate the System
  4. Use API or Back-Office functionality to get reports and analytics on your Platform Account/Sub-Account

System APIs referenced on this Web site:

  1. Platform Management API: Onboarding and configurations for Platform Accounts, Sub-Accounts, Users and Underwriting Management System
  2. Transactions Processing
  3. Echo API for processing Echo transactions
  4. Tokenization API
  5. Payouts service management
  6. Reports API
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