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Subscriber Export Process -

Jun 2, 2022

STAKEHOLDERS

 Internal

  • Product Team and Payments
  • CSM and Support

 External

  • Customer/Seller
  • New Vendor
  • Current Payment Processors(Cards only)

A OVERVIEW

In the event that a customer is churning or wants to migrate the subscriber who is active on their current one to the New Vendor, we have to transfer their subscription information which is saved in our system and hand over the token for the New Vendor. The process usually takes 10 weeks.

 PURPOSE

Migrating active subscriber/subscription data from the system and handing over the existing tokens via our existing Payment Processors to the New Vendor. When the data is transferred, the Seller will be responsible for discontinuance of subscriptions on the System in order to prevent any unintentional refunds, and thus customer complaints.

SCOP SCOP

  • Transferring active subscriber details to Seller.
  • Collaboration with our existing Pay Processor as well as Our Seller's New Vendor for payment token migration.
  • Transfer only applies to Credit Card tokens; due to regulations and compliance the company is unable to migrate PayPal tokens.

 PROCEDURE

Subscription migration is a process that involves five stages:

  1. will provide active subscribers and lists of subscriber names, according to payment method type and Processors.
  2. will provide an official letter of Intent (LOI) to the company processing the order, to inform them about the export of the token and the brand new supplier; The LOI will be different for each Processor between Processor and Processor Processor.
  3. The Seller will be connected to the New Vendor with the existing payment Processor to enable token movement.

2.a. Current Processor will verify the AOC as well as the other PCI relevant information about the New Vendor.

2.b. After the PCI validation We will then provide the New Vendor with appropriate information on next steps in moving and when, which include (but isn't limited to):

  • Particular protocols for processing for sending and receiving token files. This process may also involve exchanging PGP keys (Public).
  • Schema of the document which is required from the vendor, as well as the appropriate mapping ( will give the token's key or attribute).
  • The specific processes used by processors to encode and decrypt data.
  1. The tokens will be transferred onto the brand new supplier via the existing Processor.
  2. Seller can deactivate their current subscription to the system so that there are no charges for double billing.

 Prerequisites

  • The new Vendor is PCI compliant.
  • When receiving PAN numbers, additional security measures required by the processor must be adhered to.
  • The Store where your subscription needs to be migrated.
  • Expected date of migration and last bill.

HTML1 LIABILITY LIABILITY

  1. :
  • Connect Sellers and New Vendors to Processors currently in use.
  • Write a letter of intent to each processor.
  • Share details for active subscribers. Broken in by Processor.
  • The Rebill reference can be used to share information that acts as an identification number for mapping the tokens.
  1. Seller:
  • Make sure you provide new Vendor contacts , and supply the appropriate documentation to demonstrate compliance.
  • Set Cancellation/Deactivation date on the subscriptions they wish to migrate off of the System.
  1. Current Processor:
  • Connect with New Vendor and confirming compliance with the necessary requirements.
  • Accept Letter of Intent, and then prepare to release tokens for New Vendor.
  • Co-ordinate the New Vendor for data transfer and also provide an appropriate schema for New Vendor.
  1. New Vendor:
  • Connect to the processor currently in use.
  • Make sure you have all the compliance documents in place in accordance with the instructions of the person in charge of processing.
  • Find the schema details from the Processor as well as a rebill reference (Identifier) in .
  • Distribute sample data to each Processor with the goal of ensuring that the data mapping is correct.

 RISE

  • Data security: New Vendor and Seller are accountable for information security after it leaves their systems. Sellers must make sure that final customer's information is handled in a secure manner.
  • Rebills Seller must ensure that subscriptions are deactivated before they are renewed with the New Vendor, to avoid duplicate re-billing.

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