Scenario: Post Merchant Approval, you may need to perform monitoring on merchants. The frequency of these ongoing checks can change. This document provides an overview of the functionality in ScanX for Scheduled Scoring/Monitoring and how underwriters can schedule and manage automated ongoing scoring events.
Scorecard Viewer Scheduler
To enable the Scheduling option, the Scorecard must be set to "Approve."
- Click on the Action Menu.
- Set the Underwriter Decision to "Approve"
- A checkbox will appear, asking if you want to schedule an ongoing check for this merchant account.
- Select the checkbox, and a dropdown menu will appear beneath it with options to schedule a new event.
- The Underwriter can schedule up to five events to take place in the future.
Once your schedules are created, you can review all scheduled re-scores by reviewing the Scheduled Scorecards View in the Workspace.
Scheduled Scorecards View
In the Workspace, navigate to the Scheduled Scorecards View:
The Scheduled Scorecards View provides detailed information about scheduled events, including:
- The type of event.
- The scheduled date.
- The source transaction.
- Key merchant details, such as the DBA, Legal Name, and MCC code.
You can also edit an event by clicking on the arrow next to it. From there, you can:
- Update the type of event.
- Reschedule the event for a different date.
- Delete the event.
This is a great way to manage all of the scheduled events from a high level and make amendments if needed.
If you would like this feature turned on, please send the request to: support@agreementexpress.com!