Smart Client Guide
This guide describes Smart Client, which is our legacy administration application that can be used to view and manage cards and transactions in your program.
All new customers are set up with access to Thredd Portal, our new online account administration tool. For more information, see the Thredd Portal Guide.
Current Version
The current version is available in both Online (HTML) and PDF format.
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Online (HTML) |
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What's Changed? |
Version |
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Added mTLS environment links to System Requirements. See Installing Smart Client. Added a note to indicate that card status changes prior to 2022 are no longer retrievable. See Searching for a Card. Added Appendix on Notes field values. See Appendix D: Common Notes Field Values. Added section on entering OTP codes for Multi-Factor Authentication when logging in to Smart Client. See Getting Started with Smart Client. Clarified which fields are used in the Thredd API to populate the Card Purchaser field details in Smart Client. See Viewing Card Details. Added details of how to view the card product load source limits and contactless limits. See Viewing the Card Limits. Added references to Cards API Website (REST). See Viewing Card Details and Appendix C: Usage Groups. Updated the company address. |
3.6 |
Older Versions
Older versions are available in PDF format only.
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File Name |
What's Changed? |
Version |
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Updates to content to align with taxonomy updates on our Documentation Portal. Added Network field to Transaction Details page and added reference to new transaction types. See Viewing Transaction Details and Searching for a Transaction. Updated the list of prerequisite software required before installing Smart Client. See Installing Smart Client. Added Smart Client download links to PRD1 and PRD2 environments. See Installing Smart Client. Editorial review of content including the re-branding of all screen shots. |
3.5 |
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Removed references to creating multiple chargebacks from Managing Chargebacks. Added details of the new Fetch 3DS Credentials button, available on the Card Master screen. See Viewing Card Details. |
3.4 |
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Guide rebrand to new company name and brand identity. Removed Viewing Foreign Exchange (FX) Transactions topic; the CurrrencyCloud solution has been withdrawn. |
3.3 |
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Replaced the screenshot in Editing Card Details to show additional fields like 'Country' 'City' and 'DOB' and the screenshot in Locating MDES/VDEP Device Status to show additional 'PAN Source' field. Updated the Copyright Statement. |
3.2 |
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Added a note about how card status of the card is taken into consideration during the authorisation process for tokenised cards. See Finding MDES/VDEP Data on Smart Client. Added Case Filing content. |
3.1 |
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New version, with new content and layout. |
3.0 |
Please contact your Account Manager to request a version of the guide that is not listed on this site.