Setup Consideration

May 18, 2018

3.1.3.1 Local Configuration

The Advanced Sender Search option on the Services tab in Agent Config corresponds to the “ADVANCED_SEARCH”
variable in MOM.CFG. The possible values are “ON” or “OFF” (the default value is “OFF”). When this option is checked
(“ON”), the functionality described in the previous sections listed below will be enabled:

  • 3.1.2.1 Send Money – Express Services Screen
  • 3.1.2.4 Direct to Bank search screen
  • 3.1.2.5 Enroll without Transaction – Search for a customer screen
  • 3.1.2.7 Western Union Card Enrollment – Finish screen

The Sender Country Sort option on the Services tab in Agent Config corresponds to the “SORT_SENDER_LIST” variable in
MOM.CFG. The possible values are “ON” or “OFF” (the default value is “OFF”). When this option is checked (“ON”), the
functionality described in the previous section listed below will be enabled:
2.1.2.2 Sender Selection List screen

Translink Agent Config – Services tab (example)

Figure 30 Translink Agent Config – Services tab (example)

3.1.3.2 Host setup / Configuration

In order to set up the rules to enable Convenience for an agent, region, or county, the following information needs to be
provided :

  • Country, DMAs (US only), Agent List, or Net IDs to enable on the host.
  • Requirement to capture Sender’s E-mail or not.
  • Requirements for Historical Load/Opt Out file (i.e. how many months of data to load, load all senders or only
    senders with more than X transactions, and in-country privacy rules for Opt Out file).

Notes:

  • The legal team reviews the privacy rules and the applicability for Convenience, prior to approving Convenience to be enabled in a county.
  • The turnaround time to create the Historical Load/Opt Out file is approximately 4 weeks from receipt of the requirements.
  • Once the file is created, the records can be loaded at approximately 100,000 per day maximum (record loads for other countries/requests may be in progress, so the number of available loads per day may be less).

Receipt Text
Message to print on receipts during conversion from Convenience to Gold Card, if applicable (dependant upon support of host-based messages on the agent‟s receipt). Note that this message is 3 lines maximum, 78 characters maximum per line.
Receipt Text (US example)

  • Line 1: YOU`VE BEEN ENROLLED IN THE GOLD CARD REWARDS PROGRAM! To activate your
  • Line 2: Rewards Card just use the Card Number listed above again. Once you do, we
  • Line 3: will send your Card in the mail and you will begin earning valuable rewards!
3.1.3.2.1 Template Updates

Template Search Type dropdown
Search Types to display in the dropdown list for “Search By”, including which Search Type to display by default and any
new Search Type(s). Note that any new Search Types may require Privacy/Legal review, and may require code changes. See details on Search Type for explanation of the Template records.

Details on Search Type:

137,SEARCH_TYPE _GTTYP 000 6; 6; 6; 0;
137,SEARCH_TYPE _GTTYP 001 1;1;PH;Phone;PHO;0;7;
137,SEARCH_TYPE _GTTYP 002 1;0;CA;Western Union Card Number;WUCARD;0;5;
137,SEARCH_TYPE _GTTYP 003 1;0;SN;Sender Name;NAME;0;7;
137,SEARCH_TYPE _GTTYP 004 1;0;EM;Email;EMAIL;59;7;
137,SEARCH_TYPE _GTTYP 005 1;0;SW;Prepaid/Swiftpay;SWP;0;1;
137,SEARCH_TYPE _GTTYP 006 1;0;SP;Sender PIN;PIN;0;1;

Legend:
Product: SEARCH_TYPE
Default Category: _GTTYP

Template Search Type dropdown

3.1.3.2.2 Error Code
3.1.3.2.2.1 Send Money – Express Services search screen
  • Verbiage for Instructions (i.e. in bold green).

Based on configuration, the following range of Errcode records are used:

  • W8345 to W8350 – Preferred Customer set to Full Service or Rating Only, and SwiftPay On
  • W8357 to W8362 – Preferred Customer set to Full Service, and SwiftPay Off
  • W8363 to W8368 – Preferred Customer set to Rating Only, and SwiftPay Off

 

  •  Verbiage for “Important Information”, if applicable. Note that if there is no “Important Information”, this part of the screen will be blank (including the icon).
    The following range of Errcode records are used: W8369 to W8371
  • Verbiage for “Questions?”, if applicable. Note that if there is no information for “Questions?”, this part of the screen will be blank (including the icon).
    The following range of Errcode records are used: F0005 to F0006
3.1.3.2.2.2 Sender Selection List

Verbiage for Sender Type (for Convenience Senders). This Sender type displayed on the screen is based on Level Code, and it is mapped to a display string in the Errcode table. The Level Code ranges of ZZ0 to ZZ9 and ZZA to ZZZ have been
reserved for Global Convenience. At this time, ZZ0 to ZZ9 should be set up in the Errcode table for a country.
Below is the US example of the Errcode records.

92,PW0Z0 Send Money – SEND FORM REQUIRED! 0000
92,PW0Z1 Send Money – SEND FORM REQUIRED! 0000
92,PW0Z2 Send Money – SEND FORM REQUIRED! 0000
92,PW0Z3 Send Money – SEND FORM REQUIRED! 0000
92,PW0Z4 Send Money – SEND FORM REQUIRED! 0000
92,PW0Z5 Send Money – SEND FORM REQUIRED! 0000
92,PW0Z6 Send Money – SEND FORM REQUIRED! 0000
92,PW0Z7 Send Money – SEND FORM REQUIRED! 0000
92,PW0Z8 Send Money – SEND FORM REQUIRED! 0000
92,PW0Z9 Send Money – SEND FORM REQUIRED! 0000

3.1.3.2.2.3 Direct to Bank search screen
  • Verbiage for Instructions (i.e. in bold green).
    The following range of Errcode records are used: W8380 to W8385
  • Verbiage for “Important Information”, if applicable. Note that if there is no “Important Information”, this part of the screen will be blank (including the icon).
    The following range of Errcode records are used: W8372 to W8374
  • Verbiage for “Questions?”, if applicable. Note that if there is no information for “Questions?”, this part of the screen will be blank (including the icon).
    The following range of Errcode records are used: F0014 to F0015
3.1.3.2.2.4 Enroll without Transaction – Search for a customer screen
  • Verbiage for Instructions (i.e. in bold green).
    The following range of Errcode records are used: W8375 to W8379
  • Search Types to display in the dropdown list for “Search By”, including which Search Type to display by default and any new Search Type(s). Note that any new Search Types may require Privacy/Legal review, and may require code changes.
3.1.3.2.2.5 Tandem Errors

The following Errcode Records for new Tandem errors need to be added to the appropriate Errcode container(s):

92,T0170 T0170 – CANNOT DO EXPLICIT CARD ENROLLMENT IN THIS COUNTRY, PLEASE CALL CSC 0000
92,T0174 T0174 – TRANSACTION WITH UNENROLLED CARD NOT ALLOWED. PLEASE ENROLL. 0000
92,T0175 T0175 – CANNOT ENROLL AN EXISTING CARD, PLEASE CHECK THE CARD NUMBER 0000
92,T0176 T0176 – INVALID CARD PREFIX, PLEASE INPUT VALID CARD NUMBER. 0000
92,T0177 T0177 – TRANSACTION WITH A INVALID CARD, PLEASE INPUT VALID CARD NUMBER. 0000
92,T1260 T1260 – INVALID SEARCH PARAMETER. PLEASE CHECK THE DATA ENTERED 0000
92,T1261 T1261 – TOO MANY SENDERS FOUND. PLEASE REFINE SEARCH 0000

3.1.4 Backwards Compatibility

If the Convenience rules are set up on the host for an agent, region or country, then any POS package at that agent,, region or county will generate a Convenience sender on the host.
Older versions of Translink and other POS packages are able to retrieve Convenience senders within the current limits of the POS package (i.e. search by WU Card or Phone Number).
Older version of Translink (prior to 5.525) and other POS packages will show the Convenience number on the screen, but it will not be printed on the receipt.
Convenience records can by found and selected at the POS, even if the agent doing the search is in a region or country that
does not have the Convenience rules enabled.