Card Brand Rule

Preczn's dynamic Card Brand Distribution Rules help your platform leverage all the benefits of individual card brands and processors for your Merchants.
Individual Rules can be tailored for each card brand, and distributed between Connections processors as desired.

Here's an example of two Card Brand Distribution Rules added to a Plan:

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Live Vs Test

Test mode and Live mode are separate environments. Plans and Rules created in Test mode allow you to completely test all scenarios before going Live.
Once Preczn activates Live mode for your platform, you will have the chance to create powerful, vetted Live Plans and Rules.
For more information, please check Live Vs Test Mode

Creating a Card Brand Distribution Rule

To create a Card Brand Rule, first open 'Plans' in your left-side navigation pane.

• Select the Plan you'd like to add Card Brand Rules to - this opens the Plan Details page
• Choose 'Add Rule' on the right of the RULES pane:
  

• In the Add Rule drawer, select 'Card Brand Rule' from the RULE TYPE dropdown menu
• Choose the card brand from the dropdown menu under CRITERIA:

• Next, fill in the fields of the If/Then formula to best suit your platform's needs.

  • To the left of the currency amount field, you may customize the symbols to represent greater than, less than, or equal to
  • To the left of the Plan's available Connections processors, you may select 'Volume' or 'Count' - Volume distributes based on total currency amount, while Count distributes based on the number of transactions

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Please note: The sum total of percentages assigned to your Connections in a Rule must always equal 100%.
An available Connection receiving zero percent must have a '0' entered in its percentage field.

• Save your new Card Brand Distribution Rule by clicking 'Save Rule' at the bottom left:
  

 

Repeat these steps to create as many Card Brand Distribution Rules as your Plan needs.

Editing Card Brand Distribution Rules

In the event you need to edit an existing Card Brand Distribution Rule, simply navigate to 'Plans' in your left-side navigation pane

• Select the Plan you'd like to edit - this will open the Plan Details page
• In the Rules pane, select 'Edit Rule' to the far right of the desired Rule
  

 

This will open the Edit Rule drawer, where you may make any changes you need:

 

Save your changes by clicking 'Edit Rule' in the lower left


If you need to delete an existing Rule, select 'Delete' from the dropdown to the immediate right of 'Edit' on your Rules pane: