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PVI Reference Manual – XPV Window

Explanation of Database Updates

 

o   Immediate Payment Transaction

o   New Future Payment Plan

o   Changed Future Payment Plan

o   Deleted Future Payment Plan

o   Lyons Commercial Data Services

o   Validate Financial Account

 

 

Immediate Payment Transaction:

 

 

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New Future Payment Plan:

 

 

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Changed Future Payment Plan:

 

 

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Deleted Future Payment Plan:

 

 

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Lyons Commercial Data Services:

PaymentVision’s sister company, Lyons Commercial Data, provides a couple of services to users of the PVI within the Bank Account Entry screen.  These are optional services and must be contracted for separately from the PaymentVision services. 

Bank Name Service:

Right after entry of the bank routing number (ABA number) is entered, the program will check to see if that number already exists in PVI’s database.  If it does, the program checks to see if the number is “fresh”, which means that it has been captured from Lyons within the past X days.  X, the number of days is a configurable parameter.

 

If the ABA number is in the database and current, the name of the bank is displayed.  No database will take place in this scenario.

 

If the ABA number is missing, or not current, a query is launched to Lyons and the bank name is captured.  The database is updated with the bank name and the date that the data was captured.

 

Verify Account Service:

 

 

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ValidateFinancialAccount:

 

 

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