Create Profile

This page enables the user to create a new profile by defining the parameters that must be met to approve transactions.

Profile Information

Profile Name

Profile name which is unique within the company

Profile Type

The type of payment included in the panel authorization profile

Options are:

• Payments – A payment sent to a financial institution in any format other than electronic file delivery
• Electronic File Delivery – A payment sent to a financial institution electronically

If Profile Type > Payments is selected, the Payment Types section appears.

Payment Types

Payment Type

Available payment types by payment category

Only the payment types that the user is entitled to appear

Repetitive

If the corresponding check box is selected, the payment is to be repeated on a regular basis.

Current Repetitive Profile

Repetitive profile that is to be used

Non-Repetitive

If the corresponding check box is selected, the payment is to be made one time only.

Current Non-Repetitive Profile

Non-repetitive profile that is to be used

Tier Limits

Amount/Minimum/Maximum

The range of transaction amounts from Minimum to Maximum that define this tier's authorization requirements. At least one tier must be defined for a profile.

An unlimited number of tiers are possible. To add additional tiers, click Add Another Tier.

The minimum and maximum limit amounts may fall within multiple tiers, which is a condition called overlapping. If a transaction amount falls within the overlapping range of different tiers, the panel combinations from all of the related tiers may be used.

Note: The minimum amount for a tier must always be equal or greater than the minimum amount in the previous tier.

Authorization Panel

A list of the panels that can be used to authorize transactions falling within a particular tier's limits. At least one panel must be defined per tier but no more than nine.

To add another panel after the fifth one, click Add Alternate Panel. A second row of authorization panels appears.

To define a panel, select one or more groups from the list. Each list includes a maximum of the five standard groups A, B, C, D, and E. If a group has not been set up, it does not appear in the list.

The users that are members of each group must be defined separately on the Create Panel Authorization Group page.

Click Continue to preview the profile before submitting it.