Panoptic Security - Products
The Administrative Dashboard
The ExpertPCI Dashboard is driven by one idea: give the PCI administrator the data they need to manage merchant compliance and fulfill reporting requirements, and give it to them in real time. Two types of users typically interact with the Dashboard -- PCI managers at ISOs or Acquirers, or Panoptic customer service staff. The Dashboard organizes and displays portfolio wide compliance data and can be used to look at aggregate progress or individual merchant statistics. All merchant management tasks are driven through the Dashboard.
All merchant compliance and portfolio data is available graphically, in real time
ExpertPCI uses an advanced graphing tool to display merchant compliance information. The graphs are organized and created to show data important to compliance managers and can be shown through multiple views. Each of the graphs is rendered in real time, directly from the database. Examples include merchant progress by stage of compliance, a view by cause of delay, upcoming account renewals, etc.
Graphs are actively attached to portfolio management tools
Clients point to this as a huge time saver. By clicking on any graph a compliance manager can access the underlying merchants that make up the data. The system connects the admin user to a list of merchants and facilitates communications through our internal e-mail tool. Looking at a graph with 50 merchants who need to sign their SAQ to complete the compliance process? Click on that column in the graph and send a pre-formatted e-mail reminder to the entire group. Want a more detailed view of which merchants have failed their scans? Click on the graph and interact with any of the individual merchant accounts. Want to help a merchant by logging in and walking them through the system? You get the idea...
Organize merchants into groups for reporting
ExpertPCI Dashboard offers unlimited hierarchical grouping inside the reporting tool. PCI managers can organize their merchants in whatever way is most efficient. A typical hierarchy includes viewing merchant data by processer to expedite Card Brand Reporting. Acquirers also view merchant information by the type of business relationship they have with the merchant, often separating risk categories or pricing levels. Viewing by geographical region is also common. Additionally, PCI managers can segment data by sub-institutions that split the hierarchy into even more granular segments.
Integrated email tool with automated triggers
Instead of relying on outbound calls to drive usage, which can be invasive and bothersome for merchants, the ExpertPCI system uses internal software triggers to send e-mail communications to the merchant. The SAQ process needs to be repeated once a year. Network Vulnerability Scanning, for those who need it, needs to be completed once a quarter. ExpertPCI tracks the compliance status of each merchant, automatically triggering appropriate e-mail reminders, including a link to the user account. This reminds busy merchants to enter ExpertPCI and complete their PCI requirements only when necessary. The PCI manager (Dashboard user) can select the appropriate trigger and choose from a library of e-mail templates. ExpertPCI uses an integrated e-mail platform that does not require clumsy transfers of .xls files into other systems.
Simple merchant management page
A PCI manager has a number of common management tasks that can be driven from the ExpertPCI merchant management page. Actions like checking a merchant's SAQ Status, Scan Status, or where they stopped the process can be initiated here. Managers can change passwords, change contact information, change reporting affiliation, download merchant documents, and view merchant login and compliance history. Typical merchant support 'ticket' can be completed through this page. Most importantly, PCI managers can log in as if they were a merchant in order to guide them through the compliance process (see below).
Ability for administrator to login as the merchant, help with the SAQ (ghosting)
The ability for a Dashboard user to log in as if they were a merchant is extremely valuable. This function allows a PCI manager to log in and help a merchant through either the SAQ or Scan process, even to answer questions on the merchant's behalf. The Dashboard user sees every screen exactly as if they were the merchant. The tool can be accessed through the merchant management page inside the Dashboard and is restricted to admin users with permission to view the portfolio. It is important to note that merchants must log in and review every question in the SAQ and attest to their accuracy in order to complete the compliance process. PCI managers can not complete the process without merchant participation.
Generates Payment Brand Reports in real-time
The ExpertPCI team has created Payment Brand Reports for each of the major Credit Card companies. These are the reports required by the Card Brands to track merchant compliance. However, the acquirer or processor may be the institution that tracks the data. The ExpertPCI Dashboard allows for one click download, anytime, with data compiled in real time. The reports are formatted to fit the structure provided by the Card Brands. Reports can be driven by any institutional hierarchy inside the reporting tool and sent to whoever requests the information.
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