The following steps are for building a credit card record in CBX with a specific card number without sending a new card order to your switch.
  • Launch Tool # 12.
  • Enter the account base.
  • Select "Add New Card"
  • Select the BIN
  • On the General Card Information screen, enter the online credit card loan suffix
    • NOTE: Using Enter from here will populate the Expiration date based on the expiration months configured for the selected BIN. You may want to update this to the actual expiration date for the card. The expiration date must be the last day of the month.
  • Select "Unlock Card #"
    • This will make the card number an input capable field
  • Enter the card # and select "Add/Update" to advance to the Order a Card: Choose Emboss Settings screen
  • Depending on your settings, you may need to select an Emboss style and/or make an Automatic billing updater selection
  • Verify the Card Activation Fields for accuracy
  • Select "Continue" to advance to the Order a Card: Choose Names to Emboss screen
  • The Name to Emboss on Card will populate with the primary's name
    • If the cardholder is not the primary, update the name as needed
  • Select "Submit Order"
  • This will bring you to the Emboss/Order History screen showing the card with an Order Status of "Card Order Pending"
  • Click on the card record and select "Delete Pending Order" from the "Options" drop-down menu
  • Confirm the delete
  • The Order Status will change to "Card Order Complete"