How it fits your workflow.
Marqeta provides card issuing and payment processing infrastructure. A card program workflow should distinguish the customer, card, and transaction being discussed. The processing state of a purchase does not by itself explain the customer's current obligation, so account follow-up needs the appropriate servicing context.
WORKFLOW FOCUS
Card program events and transaction lifecycle context.
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.
Does a declined card transaction indicate a delinquent account?
Not by itself. A decline is a processing outcome with its own context; account delinquency must come from the designated servicing record.
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.