diff --git a/docs/glossary.mdx b/docs/glossary.mdx index d6feb890e6..89c694d023 100644 --- a/docs/glossary.mdx +++ b/docs/glossary.mdx @@ -12,15 +12,19 @@ import AccountHolderDefinition from './topics/definitions/_account-holder.mdx'; *** +## [Account onboarding](topics/onboarding/index.mdx) + import CompanyOnboardingDefinition from './topics/definitions/_onboarding-company.mdx'; import IndividualOnboardingDefinition from './topics/definitions/_onboarding-individual.mdx'; -## [Account onboarding](topics/onboarding/index.mdx) +### [Company account onboarding](topics/onboarding/company/index.mdx) + + -[**Company account onboarding**](topics/onboarding/company/index.mdx) +### [Individual account onboarding](topics/onboarding/individual/index.mdx) -[**Individual account onboarding**](topics/onboarding/individual/index.mdx) + *** @@ -32,6 +36,28 @@ import CapitalDepositDefinition from './topics/definitions/_capital-deposit.mdx' *** +## [Cards](topics/cards/index.mdx) + +import VirtualCardDefinition from './topics/definitions/_cards-virtual.mdx'; + +import PhysicalCardDefinition from './topics/definitions/_cards-physical.mdx'; + +import DigitalCardDefinition from './topics/definitions/_cards-digital.mdx'; + +### [Virtual cards](topics/cards/virtual/index.mdx) + + + +### [Physical cards](topics/cards/physical/index.mdx) + + + +### [Digital cards](topics/cards/digital/index.mdx) + + + +*** + import LegalRepDefinition from './topics/definitions/_legal-rep.mdx'; ## Legal representative diff --git a/docs/topics/cards/digital/index.mdx b/docs/topics/cards/digital/index.mdx index 12eaa1470f..488c16cf41 100644 --- a/docs/topics/cards/digital/index.mdx +++ b/docs/topics/cards/digital/index.mdx @@ -4,6 +4,14 @@ title: Digital cards # Digital cards +import DigitalCardsDefinition from '../../definitions/_cards-digital.mdx'; + +*** + +**Digital cards** ** + +*** + Swan cards are compatible with Apple Pay and Google Pay. If you choose to allow digital cards, your cardholders can add virtual and physical cards to their preferred digital wallet. @@ -77,5 +85,4 @@ flowchart LR ## Guides {#guides} - [Add digital cards to Apple Pay and Google Pay](./guide-add.mdx) -- [Renew a digital card](#auto-renew) - [Cancel a digital card](./guide-cancel.mdx) \ No newline at end of file diff --git a/docs/topics/cards/index.mdx b/docs/topics/cards/index.mdx index fd393d7aa7..17d301fa7a 100644 --- a/docs/topics/cards/index.mdx +++ b/docs/topics/cards/index.mdx @@ -12,11 +12,19 @@ Note that cards don't come with insurance. ## Types of cards {#types} +import VirtualCardsDefinition from '../definitions/_cards-virtual.mdx'; + +import PhysicalCardsDefinition from '../definitions/_cards-physical.mdx'; + +import DigitalCardsDefinition from '../definitions/_cards-digital.mdx'; + Swan supports three types of cards: -- [Virtual](./virtual/index.mdx): card that only exists on the computer, perfect for e-commerce transactions -- [Physical](./physical/index.mdx): classic plastic card used to complete swipe, chip and PIN, and contactless payments -- [Digital](./digital/index.mdx): virtual or physical card that's added to a digital wallet, such as Apple Pay or Google Pay +[**Virtual cards**](./virtual/index.mdx) → + +[**Physical cards**](./physical/index.mdx) → + +[**Digital cards**](./digital/index.mdx) → ### Creation order {#types-order} @@ -99,7 +107,7 @@ Your card's language (the language that will appear on payment terminals, for ex For Swan's **no-code** and **open source** Web Banking interface, the card language is determined by the default language of the browser where the card is created. -When using the **API**, the card language is the same as the Swan account language unless otherwise communicated. +When using the **API**, the default language is English. You can update the default language by calling the `bindAccountMembership` mutation and adding `accept-language` to the HTTP header. This allows the users to choose their card language. diff --git a/docs/topics/cards/physical/guide-block-unblock.mdx b/docs/topics/cards/physical/guide-block-unblock.mdx index b8b37ca27d..d4fe48e6f5 100644 --- a/docs/topics/cards/physical/guide-block-unblock.mdx +++ b/docs/topics/cards/physical/guide-block-unblock.mdx @@ -5,7 +5,7 @@ title: Block & unblock physical cards # Block & unblock physical cards :::caution Blocked for incorrect PIN attempts -If a card was blocked without request, it might because the cardholder made too many [incorrect attempts to enter their PIN](./index.mdx#pin-incorrect-attempts). +If a card was blocked without request, it might be because the cardholder made too many [incorrect attempts to enter their PIN](./index.mdx#pin-incorrect-attempts). In this case, you need to wait 24 hours before you can unlock the card. ::: diff --git a/docs/topics/cards/physical/guide-cancel.mdx b/docs/topics/cards/physical/guide-cancel.mdx index f8e5bcb149..244b507076 100644 --- a/docs/topics/cards/physical/guide-cancel.mdx +++ b/docs/topics/cards/physical/guide-cancel.mdx @@ -10,7 +10,7 @@ Digital and virtual cards will continue to function. Refer to guides for [digital](../digital/guide-cancel.mdx) and [virtual](../virtual/guide-cancel.mdx) cards if you need to cancel those as well. :::caution Lost or stolen cards -If the physical card was lost or stolen, ask the cardholder the following questions. +If the physical card was lost or stolen, ask the cardholder the following questions: 1. Did the cardholder digitize their physical card? 1. If so, was the cardholder's mobile device lost or stolen? diff --git a/docs/topics/cards/physical/index.mdx b/docs/topics/cards/physical/index.mdx index 922da97814..7a550a42c0 100644 --- a/docs/topics/cards/physical/index.mdx +++ b/docs/topics/cards/physical/index.mdx @@ -4,6 +4,14 @@ title: Physical cards # Physical cards +import PhysicalCardsDefinition from '../../definitions/_cards-physical.mdx'; + +*** + +**Physical cards** ** + +*** + You can order a physical card for each virtual card. Swan physical cards are typical plastic cards that can be used for swipe, chip and PIN, contactless, and online transactions. Your [design](../design/index.mdx) will be printed on all physical cards. diff --git a/docs/topics/cards/virtual/guide-view-info.mdx b/docs/topics/cards/virtual/guide-view-info.mdx index 422827ad1b..6d4812d550 100644 --- a/docs/topics/cards/virtual/guide-view-info.mdx +++ b/docs/topics/cards/virtual/guide-view-info.mdx @@ -6,7 +6,7 @@ title: View sensitive information ## Prepare to view sensitive information {#view-prepare} -The `cardUrl` available in the `card` query leads to website that displays the card with its design and its sensitive hidden information. +The `cardUrl` available in the `card` query leads to a website that displays the card with its design and its sensitive hidden information. Consider integrating it into your product with an iframe or a webview. This URL is available for one hour after you query it. @@ -24,7 +24,7 @@ All of this data is considered sensitive and is not directly available through t 1. When the Account member wants to display sensitive information, you must call the `viewCardNumbers` mutation which returns a consent. 1. Replace $YOUR_CARD_ID with your card ID, and $YOUR_REDIRECT_URL with the URL you want to redirect the user to after viewing the card numbers. 1. Make sure you are authenticated with a user access token using the name of the card's account member. -1. Then a consentUrl is returned which invites the user to start the Strong Customer Authentication with Swan. You need to open a native pop-up to display the consentUrl. This URL will redirect the user to a page with the card numbers displayed with the card design. +1. Then a `consentUrl` is returned which invites the user to start the Strong Customer Authentication with Swan. You need to open a native pop-up to display the `consentUrl`. This URL will redirect the user to a page with the card numbers displayed with the card design. ### Mutation diff --git a/docs/topics/cards/virtual/index.mdx b/docs/topics/cards/virtual/index.mdx index 9f52e33aac..a80d96f5c4 100644 --- a/docs/topics/cards/virtual/index.mdx +++ b/docs/topics/cards/virtual/index.mdx @@ -4,7 +4,13 @@ title: Virtual cards # Virtual cards -Welcome to virtual cards, Swan's default card type. +import VirtualCardsDefinition from '../../definitions/_cards-virtual.mdx'; + +*** + +**Virtual cards** ** + +*** Whenever you issue a new card, a virtual card number is **created and enabled instantly**, and the cardholder can start using it online right away. The virtual card must exist before a physical card can be printed or a virtual card added to a digital wallet. diff --git a/docs/topics/definitions/_cards-digital.mdx b/docs/topics/definitions/_cards-digital.mdx new file mode 100644 index 0000000000..1816b455dc --- /dev/null +++ b/docs/topics/definitions/_cards-digital.mdx @@ -0,0 +1,2 @@ +Digital format of a virtual or physical card. +Swan cards can be digitized and added to Apple Pay and Google Pay. \ No newline at end of file diff --git a/docs/topics/definitions/_cards-physical.mdx b/docs/topics/definitions/_cards-physical.mdx new file mode 100644 index 0000000000..1c0c6765fd --- /dev/null +++ b/docs/topics/definitions/_cards-physical.mdx @@ -0,0 +1 @@ +Plastic payment card that can be used for point-of-sale transactions using swipe, chip and PIN, and contactless, as well as for online transactions. \ No newline at end of file diff --git a/docs/topics/definitions/_cards-virtual.mdx b/docs/topics/definitions/_cards-virtual.mdx new file mode 100644 index 0000000000..37ff9fb2ad --- /dev/null +++ b/docs/topics/definitions/_cards-virtual.mdx @@ -0,0 +1,3 @@ +Swan's default, dematerialized cards. +A virtual card must exist before creating a physical card or adding a card to a digital Wallet. +Virtual cards are also available in a single-use format. \ No newline at end of file