WIP Send Documentation and Implementations
- Tiffany Rapp
Sharepoint:
Kyck Intake Process for Implementations
Is the opportunity in Salesforce?
Is the Agreement in Salesforce?
Is there a card element? If so, implementation items that need to be done by the team.
Submitting a TPA to Pathward
Submitting the Visa Direct Information to Visa Account Manager
Branding? submitting the request for a card mock up to Megan and Bevan
Portal Set up
Is the implementation purely for the Kyck Platform and set up. If so, determining what the team needs to do.
Is the Due Diligence in Salesforce? (Need to determine best way to get this)
Does the notes section have the card product determined?
Are the client contacts listed?
Visa Direct Submission (Maggie/Product)
Step 1: We need to fill out the form below for each of the existing Direct Send (Kyck platform) clients/merchants (each tab is for one client) COMPLETED
Dash Solutions, as a merchant, will have 1 tab for all its clients under the SISI model (I will fill complete the first tab)
Visa will assign the MVV number and issue a letter for each client IN PROGRESS
The MVVs will need to be passed in the Visa Direct API (once we have all of the MVVs, we can share those with the dev team) PRODUCT TO SUBMIT TO DEV
Step 2: For any Direct Send clients in implementation right now and for any new ones, we will need to submit this form to Visa Direct, so this step should become a part of the implementation process.
I saved the below form in the IM folder on Sharepoint, so we can all access it in one place.
Visa Direct_MerchantVerificationValueInformation_Dash Solutions 2024.xlsx