Client ID & FIS Hierarchy
- Casi Reily (Deactivated)
- Tiffany Rapp
Website: https://xnet.fisprepaid.com/index.cfm?pageid=b01
UAT: https://xnet-web.uatfisprepaid.com/index.cfm?pageid=b01&SCID=1
Before onboarding any client in the Dash Portal we must first create a Client ID within FIS Xnet. This tells our processor the client information and allows them to assign individual cardholders to that client. Before you create a client ID you first need to decide where it will live in the hierarchy, to do so answer these questions:
What product is this client using?
Reward - reloadable
Reward - non reloadable
Disbursement - reloadable
Disbursement - non reloadable
Corporate Sponsored
GPR
Per Diem
Purchasing
Payroll
Virtual Funding
Is this a direct client or a referral from a partner?
if its a direct client then you will place the client under the product type in the hierarchy as a L3
If its a referral then you must first fine the Referral partner under the product type. They will then be a L3 or L4 level.
Once you’ve answered these questions you can follow the steps below to Create a new client ID.
Log in to FIS Xnet
Select Client Setup
Select View Client Tree
Click the + beside Prepaid Technologies Inc, 664682
Find the Product you are looking for. The steps will separate from here depending on if this is a referral or not….
Direct Client Steps:
Click on the product that you want the client to be under
Click Add Clients in bottom right hand corner
Enter Client Name & Client Business Name (its okay if they are exactly the same), then click continue
Enter the Address, then click Next
Enter the Name, Email and Phone number, click Next
Click Save and Exit
The system will provide the Client ID, write it down
Referral Client Steps:
Click the + beside the product you want
scroll through the list until you find the referral partners name and then click on it
Click Add Clients in bottom right hand corner
Enter Client Name & Client Business Name (its okay if they are exactly the same), then click continue
Enter the Address, then click Next
Enter the Name, Email and Phone number, click Next
Click Save and Exit
The system will provide the Client ID, write it down
If the client needs a Virtual Funding Account then follow these steps:
Client Setup
View Client Tree
Click the + beside Prepaid Technologies Inc.
Click on Virtual Corporate Funding, 671648
Click Add Clients in bottom right hand corner
Enter "Client Name VF"
Click continue
You do no have to enter the address
Click Save and Exit
The system will provide the Client ID, write it down