October 2020 Release

From October 27, 2020 we’ve improved our eBoarding API experience including:

  1. Global Experience Updates
  2. EU-specific Updates
  3. NA-specific Updates
Important: This Release Note supersedes all Previews.

1. Global Experience Updates

1.1 Registration

We have improved the experience of our EU and NA eBoarding API registration and sign in UI for individuals making an application. A tooltip is available to guide our customers on our rules for creating a secure password.

Passwords must contain

  • At least 8 characters
  • At least 3 types of character from:
    • 0 to 9 (digits)
    • a to z (lowercase letters)
    • A to Z (uppercase letters)
    • ! # $ & * (special characters)

1.2 eBoarding API URL Fields

Our URL input fields are increased from 128 s to 512 characters.

1.3 Guided Flow Updates

We have improved our Guided Flow including:

  • Simplifying the texts on the Account Creation page.
  • Ability to upload one or more supporting documents.
  • Enabling our Contact Us information to update dynamically:
    • When Sales Agent’s information is included in the createDocumentPacket API call, then Contact Us content includes their contact information.
    • When not, the customer is referred to their Review Application email.

1.4 eBoarding API Documentation

  • For Self boarding applications, and when eBoarding API applications are completed with our assistance, the generation and retrieval of documents is now unified within FileNet’s Document_Storage table.
  • When using eBoarding API to upload documents, partners now have the option to give them meaningful names.
    • When a custom name is not provided, a default meaningful name is given. For example, merchant_agreement.png.
    • Supporting documents will be named by default as, supporting_document.[MIME TYPE]. For example, supporting_document.jpg.
  • Partners using the eBoarding API can now choose and assign a category to uploaded documents, or leave documents in the default category of ‘Boarding’.
  • In our eBoarding API Managed and Guided flows, our partners can now co-brand the following web-pages by uploading a logo image from the Admin Console:

Table 1. Pages that can be co-branded.

Flow

Pages Available to Brand

Guided Flow

  • Account Creation
  • Login
  • Reset Password
  • App Selector
  • EID Quiz (NA Only)
  • Application Complete Status

 

Managed Flow

  • Review Agreement
  • Application Complete Status

 

1.5 e-Sign

We’ve made a number of minor improvements to our eSign flow including preserving the font-family used for customers’ electronic signatures throughout document processing.

1.6 Push Notifications

Partners using our eBoarding API can now choose to receive push notifications via OAuth2 authentication.

1.7 New Fee Code

The following Fee Type Code is now available to the Global eBoarding API lookup tables:

  • KEY: TP2
  • VALUE: TPV MONTHLY FEE 299

1.8 Postman Examples

Our Partners can now play with our eBoarding API examples using Postman for the:

  • EU Guided flow
  • NA Guided flow
  • EU Stateful flow
  • NA Stateful flow

Postman examples will be published here shortly. In the meantime, please ask your Elavon representative for access.

 

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2. EU-specific Notes

2.1 Credit Check

For our EU partners using a Guided or Managed eBoarding API application flow, when re-submitting an application the Credit Check is no longer repeated unless the:

  • Application data has changed or,
  • Credit check token has expired.

2.2 Contractual Documentation

Denmark

EU (Denmark) eBoarding API generates the following documents for partners and customers to sign when needed:

  • Merchant Agreement
  • American Express (AMEX) Agreement
  • Poynt Addendum

Finland

EU (Finland) eBoarding API generates the following documents for partners and customers to sign when needed:

  • Merchant Agreement
  • American Express (AMEX) Agreement
  • Poynt Addendum

Germany (Delayed)

Sorry. This item is delayed for Germany.

Our EU eBoarding API now supports the local German debit scheme girocard.

EU (Germany) eBoarding API generates the following documents for partners and customers to sign when needed:

  • Merchant Agreement
  • American Express (AMEX) Agreement
  • Elavon Tokenization Terms of Service (ToS)
  • Poynt Addendum

Ireland

EU (Ireland) eBoarding API now generates the following documents for partners and customers to sign when needed:

  • Merchant Agreement
  • American Express (AMEX) Agreement
  • Converge Addendum
  • EPG Addendum
  • Poynt Addendum
  • Talech Addendum

Sweden

EU (Sweden) eBoarding API generates the following documents for partners and customers to sign when needed:

  • Merchant Agreement
  • American Express (AMEX) Agreement
  • Direct Debit Mandate
  • Poynt Addendum

 

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3. NA-Specific Updates

3.1 Boarding Multiple Owners (Delayed)

Sorry. Item 3.1 is delayed.

Our API now includes support for collecting the signatures of one or more business owners. When partners using the NA eBoarding API board an application with more than one owner:

Each owner is presented with an EID Quiz, if available.

The quiz results of additional owners will be documented in the Addendum file.

3.2 General Codes

The following codes have been added to the NA eBoarding API lookup tables:

  • "PO" Professional Association for Ownership Type
  • "AO" Article of Organization for Document Type for Legal Verification

3.3 Fee Codes

The following fee codes are now available for use in NA:

Table 2. Fee codes now available for use in NA.

Fee

Code

Talech Starter FD SAAS

6803

POYNT 6 TALECH BDL CAN MO

92149

Poynt 5 Talech STR BDL CAN Mo

6904

PYNT 6 3G TLCH BDL CAN ST MO

92449

PYNT 6 3G TLCH BDL CAN SD FD MO

92451

PYNT 6 3G TLCH BDL CAN SD AD MO

92452

PYNT 6 3G TLCH BDL CAN PR FD MO

92455

PYNT 6 3G TLCH BDL CAN PR AD MO

92456

PYNT 5 3G TLCH BDL CAN ST MO

92450

PYNT 5 3G TLCH BDL CAN SD FD MO

92453

PYNT 5 3G TLCH BDL CAN SD AD MO

92454

PYNT 5 3G TLCH BDL CAN PR FD MO

92457

PYNT 5 3G TLCH BDL CAN PR AD MO

92458

3.4 Item and Fee Codes

The following item and fee codes are now available for use in NA:

Table 3. Item and fee codes are now available for use in NA

Product Description

Item Code

Fee Code

Talech Starter

TC001

TBD

Talech Standard

TC003

TBD

Talech Premium

TC007

TBD

Talech Additional Software

TALAD

TBD

3.5 Item Codes

The following item codes are now available for use in NA:

  • NCR Silver ESSENTIALS Full Bundle - PX10, CFD, cash drawer, printer, scanner
  • NCR Silver ESSENTIALS Bundle - PX10, customer display (CFD), cash drawer, printer
  • NCR Silver ESSENTIALS Upgrade Bundle - PX10, customer display (CFD)
  • NCR Silver PRO RESTAURANT Full Bundle - PX10, CFD, cash drawer, printer, scanner
  • NCR Silver PRO RESTAURANT Quick Service Bundle - PX10, CFD, cash drawer, printer
  • NCR Silver PRO RESTAURANT Table Service Bundle - PX10, cash drawer
  • NCR Silver PRO RESTAURANT Dining Bundle - PX10, printer
  • NCR Silver PRO RESTAURANT Upgrade Bundle - PX10, customer display (CFD)
  • Ingenico RP757c EMV reader
  • Ingenico RP757c EMV reader with stand
  • Bixolon SRP-S300LOEK Sticky Printer Kit
  • S300 Adhesive Printer Paper for Bixolon SRP-S300LOEK Sticky Printer (NCSPK)
  • NCR Silver Vault Stand Kit (Stand + Rotation Base)
  • Silver Vault Swivel Bundle (16in CD, Printer, SRP-350, iPad Vault Stand, MSR)
  • NCR Silver Scale GRS 60
  • NCR Silver Pro Kitchen Display SaaS
  • Kitchen Display Pro Enclosure Only
  • Kitchen Display Pro Wall Mount Only
  • Kitchen Display Pro Enclosure and Wall Mount
  • Kitchen Display Pro Bundle (Tablet, Enclosure, and Wall Mount)
  • NCR Silver SaaS - Additional Device
  • NCR Silver Pro Restaurant  SaaS - Additional Device

3.6 Product Codes

The following products are available for use in NA:

  • Product CR150 Cash Drawer; 150CD
  • Bell Nano 250 MB SIM Card B250S
  • The Moby 5500

Canada

The following two new products are available for use in CAN:

  • NEWLAND 910 CAN (N910C)
  • NEWLAND 910 DOCK CAN (910DC)

USA

The following two products are available for use in USA:

  • Newland 910 (N910)
  • Newland 910 Dock (910DK)

3.7. Push Notifications

When you subscribe for Push Notifications in NA, the following data is now included:

  • Chain Number
  • TID
  • Converge Mobile Credentials

 

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