Castor Group Level in the portal

• Clients will go under this level. Implementations will need to know who to bill when setting up each client since they are/can be different.

Castor Contract Exhibit B: https://dashsolutions.lightning.force.com/lightning/r/Opportunity/0065d000017pxe9AAA/view

Sales will need to provide the following information for each client in Salesforce:

1.Product - Corporate Payments Mastercard - CT2 LAP

Digital or Physical - who will be ordering them.

2.Pricing

Billed/Invoiced Castor or Client Directly

3.Point of Contact

Need Castor Contact to send ID's to?

Need Client Contact to set up in the portal?

4. Who is the funder?

Castor or Client

Castor clients that want to do physical - if they want to do physical first, they have to go through the portal.

Castor will need to know the API ID’s associated to each client, this will need to be established on who we need to send this to via email at Castor.

API and SFTP How To (API IDs and SFTP set up)

API ID’s: 

CPID/ROW ID: 

Product ID:

Customer ID: 

Funding ID:  

Client ID:  

Subprogram ID:

Package ID :

Castor Master Vault: Client ID : 3097458

TPA 2278-114587