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The Export Process for Subscribers

Jun 9, 2022

 STAKEHOLDERS

Internal

  • Product Team and Payments
  • CSM and Support

External

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

 Overview

If the customer's customers' churning has been taking place or they would like to transfer the current subscriber to a New Vendor, we have to move their subscriber information into our database before handing the token to the directions from the New Vendor. The process usually takes 10 weeks.

RELIABILITY

Migrating active subscriber/subscription data from the system and handing over the existing tokens via our existing Payment Processors to the New Vendor. If the information is passed to the Seller, it's the Seller that is responsible for cancelling subscriptions in the System to ensure that there aren't from refunds due to mistakes that can lead to problems with complaints from customers.

Scope Scope

  • The active subscriber's details are transferred to Seller.
  • Collaboration with our current Pay Processor as well as the vendor of Seller's brand new and innovative for transfer of payment tokens.
  • Transferring solely Credit Card tokens; due to regulations and compliance, the company is unable transfer PayPal tokens.

PROCEDURE PROCEDURE FOR HTML1

Subscriptions can be transferred using five steps:

  1. They'll provide active subscribers as well as subscriber lists, dependent on the processor used and the method used to pay.
  2. The Processor must provide an official Letter of Intent (LOI) at the request from the processor. The LOI is used to identify the transfer of the token the new vendor. LOI is different between Processor to Processor with respect to Processor as well as Processor.
  3. Connect the Seller, new Vendor and current payment processor for token transfer.

2.a. Current Processors have to verify the AOC together with any other PCI pertinent data for the New Vendor.

2.b. After PCI Verification Processor has been completed PCI verification process has been completed after PCI verification Processor has been completed, we will notify our new supplier with appropriate details about the next steps that must follow during the migration procedure and the timeframes. It includes (but doesn't limit them to):

  • A specific protocol that allows for the transfer and reception of token files. It could also include sharing PGP keys (Public).
  • Schema of the documentation that sellers should expect and the proper mapping ( must include the key or attribute for tokens).
  • The specific processes used by processors to encode or encode information.
  1. Tokens will be distributed through the Vendor in order to replace the Processor which is operating.
  2. Seller is going to cancel your existing subscription to ensure that there are no additional charges.

 Requirements

  • New Vendor can support PCI compatible PCI completely.
  • If you are issued PAN numbers, you must follow the security procedures as outlined by the processor need to be observed.
  • The address where subscriptions is to be transferred.
  • The date for the migration is scheduled and will be the final installment.

Responsibilities

  1. :
  • Connect new Vendors and Sellers using existing processes.
  • Send a letter of intent to each processor.
  • The details of Shared information for subscribers who are active. The information is divided by Processor.
  • Rebill references are shared , and are used to provide an identification for making the tokens available for mapping.
  1. Seller:
  • Make contact with the new vendor number and submit documentation that proves the conformance.
  • Set Cancellation/Deactivation date on the subscriptions they wish to migrate off of the System.
  1. The Processor of the Present:
  • Make contact with to the New Vendor and confirming compliance to the standards required.
  • Ask for the Letter of Intent. Begin to distribute tokens to New Vendor.
  • Work in conjunction with the New Vendor for data transfer and supply the schema that New Vendor.
  1. New Vendor:
  • Connect your processor.
  • Provide all documents of compliance in accordance with the directions from the processor during the process of.
  • Details about the schema are available in Processor as well as the Rebill Referent (Identifier) in .
  • Distribute sample data from each Processor with the intention to verify that the data mapping is completed.

Risks

  • Data security Data security: The new Vendor as well as Seller are accountable for secure data when they leave the system. The Seller has the responsibility to make sure that customer information is handled in a secure method.
  • Rebills: Sellers are required to make sure that they are able to stop their subscriptions before they are charged for the New Vendor, to avoid any double billing.

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