PCI Crib Sheet

Inbound Calls (if a card payment is required)

1. Log into your Vault (PCI) console 

1. On your handset Key in # AGENT ID # (you will hear 2 ping tones) 

2. Click Proceed To Payment on the PCI console

1. Verbally request and type in the following details: Card Holder Name / Open GI Ref / Payment Amount in pounds £.

1. When you are ready Click GET PCN (the card number bar will turn yellow)

1. Ask the Caller to input the long number on the front of their Payment Card using the buttons on their telephone keypad only (They should NOT read out!) followed by # to complete. The Card Type will validate (If the card shows as INVALID, or the wrong number has been input you can restart the process simply by pressing the GET PCN button once more).

1. Press GET CSC  (the CV2 box should become highlighted).

1. Ask the caller to enter their 3 digit CV2 Code using the telephone keypad followed by # to submit.

1. Collect the expiry dates verbally and complete using the drop down boxes.

1. When all the details are confirmed as CORRECT, press ‘PROCESS’ to submit the transaction.

1. The next screen will show the transaction being submitted, and then either Authorising or Failing.

1. If the transaction Authorises, then a receipt reference number will be generated in the “Authorisation Code” field.

Outbound Calls 

1. Press the appropriate Brand Hot Key on your handset

1. When you hear the dial tone enter the number you wish to call followed by #, the outbound call will connect.

1. Log into your Vault( PCI) Console – The screen will display showing the live call details.

1. If a payment is required click Proceed To Paymentand follow the same procedure as above for inbound calls from point 4. Gathering the details.

1. To disconnect the call, either party can hang up, as normal.

1. The screen will now show “No Call Present”