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Card Issuing Overview

The RocketKOR Card Issuing Solution is a comprehensive card issuing platform that lets you instantly issue and manage cards for your Customers. The solution includes credit cards, debit cards, prepaid cards, and gift cards.

Card Issuing is integrated with RocketKOR’s Customer Account service (allowing you to issue cards to your existing Customers) and transaction processing service (allowing you to access all card transactions from within the RocketKOR platform).

Customer Accounts

You can issue a card to a Customer with an ACTIVE Customer Account. The Customer Account must also have the following fields, which are required for Card Issuing.

Individual Customer Account
Requirement	Required Fields
First name, LastName This name will be printed on the issued card.	firstName lastName
Mobile phone number	primaryPhoneNumber.number primaryPhoneNumber.type (value must be MOBILE)
Email address	primaryEmail.value
Billing address	addresses.type (value must be BILLING) addresses.addressLine1 addresses.cityName addresses.stateCode addresses.countryCode addresses.zipCode
Shipping address	addresses.type (value must be SHIPPING) addresses.addressLine1 addresses.cityName addresses.stateCode addresses.countryCode addresses.zipCode
Shipping contact	shippingContact.shipToFirstName shippingContact.shipToLastName

Business Customer Account
Requirement	Required Fields
Business name This name will be printed on the issued card.	doingBusinessAsName
Primary contact The primary contact’s mobile number and email address will be associated with the issued card.	contacts.firstName contacts.lastName contacts.primary (value must be true) contacts.primaryPhoneNumber.number contacts.primaryPhoneNumber.type (value must be MOBILE) contacts.primaryEmail.value
Billing address	addresses.type (value must be BILLING) addresses.addressLine1 addresses.cityName addresses.stateCode addresses.countryCode addresses.zipCode
Shipping address	addresses.type (value must be SHIPPING) addresses.addressLine1 addresses.cityName addresses.stateCode addresses.countryCode addresses.zipCode
Shipping contact	shippingContact.shipToFirstName shippingContact.shipToLastName

Financial Accounts

When you issue a card to a Customer, a new integrated Financial Account is created for the Customer Account. The issued card is linked to this Financial Account.

When managing issued cards, you will interact with the Financial Account linked to the issued card. For example, to add an alert to a card, you would add the alert to the Financial Account for the card.

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Card Issuing Solution: Relationship Between the Customer Account, Financial Account, and Issued Card

Card Program

During the Card Issuing Solution onboarding process, one or more Card Programs were created for your organization. A Card Program defines the settings to use for all cards issued through the program. These settings include:

Card type (debit, credit, prepaid, or gift)
Card technology (e.g. magnetic strip, chip and PIN, contactless chip)
Card BIN (the first 4-6 digits of the card number)
Card uses (e.g. ATM usage, point of sale usage, PIN transactions)
Card design and logo
Card limit

Card Issuing Overview

Customer Accounts

Financial Accounts

Card Program

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