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Subscription Export Process -

Jun 2, 2022

 STAKEHOLDERS

Internal

  • The Team for Payments/Product Team
  • CSM and Support

 External

  • Customer/Seller
  • New Vendor
  • Current Payment Processors(Cards only)

 Overview

If a customer is churned, or decides to move the active subscriber of their current one to the New Vendor, we have to transfer their subscription information that is stored in our database. Then, we hand the token over onto the New Vendor. The procedure typically takes 10-weeks.

PURPOSE

Migrating active subscriber/subscription data from the system and handing over the existing tokens via our existing Payment Processors to the New Vendor. After the data is transferred over to the brand new provider the Seller is responsible for cancelling of subscriptions on the System so as to stop any unintentional refunds, as well as thereby reducing complaints by customers.

SCOPE

  • Transferring active subscriber details to Seller.
  • Collaboration with our current Payment Processor and the Vendor of the Seller's new to facilitate the transfer of payment tokens.
  • We only transfer Credit Card tokens; due to regulations and compliance, our company cannot move PayPal tokens.

PROCEDURE

Subscriptions are transferred through five phases:

  1. They will offer active subscribers as well as subscriber lists, depending on the type of processing method and payment methods.
  2. The Processor will issue the Processor with a signed the letter of Intent (LOI) for the processing companythat will identify the transfer of that token and the new vendor. The LOI will differ between Processor from Processor to Processor.
  3. Connect the Seller, new Vendor and the current Payment Processor in order to ease transfer of tokens.

2.a. Current Processor will verify the AOC and any other PCI relevant data for this New Vendor.

2.b. After PCI verification Processor is able to give the new Vendor with appropriate information about the next steps in moving and the timeline, which comprises (but doesn't have to be only):

  • Processor specific transport protocol to send and receive token files. This step might also involve exchanging PGP keystrokes (Public).
  • Schema of the document vendor must expect, and appropriate mapping ( should include the key/attribute to the tokens).
  • Particular steps used by the processor for the purpose of encoding and decrypt information.
  1. Tokens will be given into the Vendor's new account by the Processor currently in place.
  2. Seller will terminate the active subscription so that there are no double costs.

PREREQUISITES

  • New Vendor is PCI fully PCI fully.
  • In the event that you are contacted with PAN numbers, additional security measures that are required by the Processor must be taken.
  • The store where the subscription needs to be transferred.
  • Date of expected migration and the date of expected migration and.

 Responsibilities

  1. :
  • Connect new Vendors and Sellers with current Processors.
  • Provide Letter of Intent to all processors.
  • The details of Shared Information for current subscribers, broken down into Processor.
  • The Rebill References are shared and be used as an identifier for make sense of the tokens.
  1. Seller:
  • Provide the most current Vendor contact details and supply the appropriate documentation for compliance.
  • Set Cancellation/Deactivation date on the subscriptions they wish to migrate off of the System.
  1. Current Processor:
  • Connect to New Vendor and confirming compliance to the specifications.
  • Request the Letter of Intent. Make preparations for the release of tokens New Vendor.
  • Collaborate together with New Vendor for data transfer and supply schemas for the New Vendor.
  1. New Vendor:
  • Connect to the processor you are currently using.
  • Documents of compliance are required to the requirements of the responsible Processor.
  • Find schema details from Processor as well as a rebill number (Identifier) from .
  • Send sample data to each Processor with the intention to verify that the data mapping is in place.

Risques

  • Security of information is a concern for both the new Vendor and Seller are accountable for information security after it leaves the system. Seller is accountable for making sure that customer personal data is dealt with with proper security.
  • Rebills Seller is responsible for ensuring that the subscriptions are cancelled prior to being debited by the New Vendor, to avoid the double bill.

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