MBS PCI SCOPE REDUCTION AND CPE MAINTENANCE Mike Chalk – MBS Development

MBS PCI SCOPE REDUCTION: MBS OPENEDGE PAYMENT PROCESSING

With the 4.0 release of MBS, credit card processing will change in two important ways MBS software and servers will no longer “touch” credit card data MBS will launch an embedded OpenEdge payment screen within MBS to capture payment details MBS will no longer store credit cards As OpenEdge processes credit card transactions, they will return a “token” that represents the card, and MBS will store that value as needed for submitting future transactions PCI “OUT OF SCOPE” 3www.cdg.ws

MBS will store the last 4 digits of the credit card, meaning extraction of credit card numbers from MBS will no longer be possible Expiration date will continue to be stored CDG tools will continue to exist OpenEdge supports automatic update of credit card numbers and expiration dates (Decline Minimizer) Tokens link to credit cards stored in OpenEdge to support credit card reuse and auto-pay (Managed Payer Data) In the 4.0 release, we will “tokenize” your payment data CREDIT CARD DATA 4www.cdg.ws

Screen Shots… NEW PAYMENT SCREENS 5www.cdg.ws

EFT CREDIT CARD PANEL 6www.cdg.ws

EFT CREDIT CARD ENTRY 7www.cdg.ws

EFT BANK ACCOUNT PANEL 8www.cdg.ws

EFT BANK ACCOUNT ENTRY 9www.cdg.ws

CREDIT CARD EFT FROM E-CARE 10www.cdg.ws

CREDIT CARD EFT – E-CARE ENTRY 11www.cdg.ws

BANK DRAFT EFT FROM E-CARE 12www.cdg.ws

BANK DRAFT EFT – E-CARE ENTRY 13www.cdg.ws

PAYMENT SCREEN FROM E-CARE 14www.cdg.ws

CREDIT CARD PAYMENT FROM E-CARE 15www.cdg.ws

BANK DRAFT PAYMENT FROM E-CARE 16www.cdg.ws

CASH DRAWER – CREDIT CARD 17www.cdg.ws

CASH DRAWER – CREDIT CARD DETAILS 18www.cdg.ws

CASH DRAWER – BANK ACCOUNT 19www.cdg.ws

CASH DRAWER – BANK ACCOUNT DETAILS 20www.cdg.ws

AUTOMATIC CREDIT CARD PROCESS 21www.cdg.ws

NEW PAYMENT PROCESS 22www.cdg.ws

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CPE MAINTENANCE: CUSTOMER PREMISE EQUIPMENT PROCESS IMPROVEMENTS

MBS already supports managing and provisioning your CPE, but we have plans to improve the process and management: Add the ability to manage CPE outside of Customer Care Support equipment reservations Make it easier (and in some cases, automatic) to set the appropriate location as equipment is installed, moved and returned Add support for inventory quantity controls MBS CPE IMPROVEMENTS – OVERVIEW 25www.cdg.ws

Allow users to make equipment changes from Task Management, Trouble, and Plant For pending installs, the equipment would inherit the pending install session The system would create a new session, if needed (such as for swapping out equipment for a Trouble Ticket) The system will issue a warning if the Subscriber is locked MANAGING CPE OUTSIDE OF CUSTOMER CARE 26www.cdg.ws

During an install, you can reserve a quantity of equipment by type and model Reservations will be replaced with actual equipment, later in the install process (w/flexibility) We will display reservations numbers on the Equipment Master summary screen, and in Dashboards If warehouses are tied to service areas, we can reserve equipment from the correct warehouse As reservations are entered, low inventory warnings will display MBS CPE – RESERVATIONS 27www.cdg.ws

CPE can be shared cross services (e.g. ONTs) This sharing can span Subscribers (such as multiple businesses sharing an ONT) Inventory control min/max values can be set to support reorder warnings and identify surplus equipment MBS CPE – SHARING, CONTROL 28www.cdg.ws

The MBS equipment table already includes an optional location We will add the ability to set the location value when outing equipment MBS users can have a default location (such as themselves, their truck, front desk, warehouse 1, etc.), so “outted” equipment will default to that location We will phase out the current Truck and Warehouse status values, and replace them with Available MBS CPE – LOCATIONS 29www.cdg.ws

We will create an Equipment Transfer batch, to give users the ability to quickly change the locations of several pieces of equipment Equipment scanned into a list Equipment tied to an account Equipment tied to an Install or PD session Equipment locations can optionally be associated with service areas, allowing the system to default the expected equipment location for an install MBS CPE – LOCATIONS 30www.cdg.ws

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