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The Onboarding Process, Detailed (OUTDATED) - Coggle Diagram

- - - - 3. REQUIREMENTS ANALYST
        (John Masina)
        Ensure all details provided are accurate
        
        4. MBF PREPARATION
        Merchant Boarding File (MBF) sent to Fiserv
        
        5. RETURNED MBF
        MIDs and TIDs are allocated and returned by Fiserv (1-3 business days)
        
        6. LOADING MID/TID TO OUR SYSTEMS
        
        6C. Partner mapping for rebates (partner merchant's only)
        
        6D. MID assigned to Group/ Region (partner merchant's only)
        
        6B. Merchant's TMP access created
        
        6E. MID & TID/s loaded in the respective CRM case
        
        6A. Artego account QA & completion
        
        6F. Welcome emails sent to merchant
        
        6G. Verifone Boarding File prepared and sent to Eugene for review
        
        6G. (i) PROVISIONING & LOGISTICS TEAM
        
        3 more items...
        
        6I. SMR merchant's list sent to Fiserv (only Metcash merchants)
        
        6J. Gift cards acceptance enabled for IGA merchants only
        
        6H. MIDs enrolled for 3DS with Visa and MasterCard
        
        6K. SDF merchants recorded in spreadsheet for Settlements team
        
        7. TERMINAL DEPLOYMENT TEAM
        
        7A. Terminal test and QA'd
        
        7B. Notify Scheduling team (Nancy) to organise install date
        
        7C. Nancy schedules the install
        
        3 more items...
        
        9. FIELD TECH COMPLETES INSTALL
        
        2 more items...
        
        4A. Artego account creation
        
        4B. CRM cases prepared
- - - - Eugene kicks off the process by contacting Fiserv* to create a Merchant account
        *Contractor - Infrastructure provider to redirect payments based on payment type (VISA, MasterCard or EPTPOS)
      - 4. Onboarding Pt. 2 Time taken: 1-2 business days to complete onboarding
        
        Documents required
        
        Always check the notes before starting
        
        Completed MPA
        
        Completed Credit Assessment
        
        Actions to be carried out
        
        2. Create the TPM Account
        
        Follow this path to access users list
        
        Setup
        
        Admin
        
        1 more item...
        
        Check using the name provided in the spreadsheet for any existing account
        
        Existing User
        
        Attach new MID to user group
        
        New user
        
        Click on + New
        
        1 more item...
        
        Update spreadsheet
        Type Y under the TMP column
        
        3. Send the Welcome email
        
        1. Create Artego
        Refer to the Google Sheet GFS - Merchant Boarding File for information
        
        Download the MPA from MVSI
        
        Create App
        
        GFS = Till Acquiring
        
        TPP = TPP
        
        Attach MPA as a Merchant Agreement
        
        Check MVSI for any notes from the sales person
        
        Create new proposal in Artego
        
        Fill in all the details as per MPA & any notes (if any)
        
        Double check to ensure the following are 100% accurate:
        
        Banking details
        
        Pricing
        
        MCC
        
        Change status in the following order
        
        Approve Contract
        
        Agent Verified
        
        1 more item...
        
        Update spreadsheet
        Type Y under the ARTEGO column
        
        4. Call Merchant for terminal install
        
        TILL Install
        
        Confirm:
        
        Trading address
        
        No. of Terminals
        
        Trading name
        
        Date of install
        
        Time of install
        
        Ingenico Install
        
        Confirm:
        
        Trading name
        
        Trading address
        
        No. of Terminals
        
        Time & Date of install
        
        2 more items...
        
        6.
    - - Documents required
        
        Driver's licence
        
        Medicare card
        
        Proof of address
        
        Bank statement