How it fits your workflow.
CoreCard provides card management and processing technology. In a credit account workflow, transaction activity, account administration, and the amount owed are related but different records. Preserve the relevant account and processing references so operational staff can explain an event rather than interpreting every change as a payment.
WORKFLOW FOCUS
Card administration records and credit account interpretation.
From your stack to your workflow.
01 / Map the outcome
Choose the process you want to improve and the records, events, or actions it depends on.
02 / Define the connection
Review supported capabilities, access permissions, field mapping, and policy requirements with your Paypath team.
03 / Validate before expanding
Agree on a focused workflow, test it with your team, and confirm the results before extending the scope.
A few things to know.
Why separate account administration from transaction processing?
An administrative change does not necessarily change the financial obligation. Distinct event meanings help teams avoid incorrect account follow-up.
Can we keep our existing systems?
The starting point is your current stack. We work with your team to understand where each record lives and how the proposed connection should fit your operating model.