Managing Temporary or Orphaned PASS Accounts

The PASS Account Utility and PASS Account Reconciliation Utility help you clean up the PASS accounts you have in the Vantiv System. Due to your standard procedures accounts may be orphaned or be used temporarily for processing. If these do not clear from the system you can use the following procedure to clear them manually.

Important: Depending on your PASS Account set up, the following steps may need to be changed with the help of Eclipse Customer Support. If you are unsure about why or how to run this utility, please contact Eclipse Customer Support.

To clear PASS Accounts manually:

Step	Description	Do this...
1	Run the PASS Utility with no options set	From the System > System Files > Credit Card Setup menu, select PASS Account Utility. In the Acceptor ID field, select the ID you want to use. From the File menu, select View Pass Accounts. Leave all remaining fields blank to view all PASS account information.
1	Review the report for blank columns	Card # and/or Expire Column - Indicates that this PASS account exists in Vantiv, but not in Eclipse. Run the Reconciliation Utility. PASS Type Column - Indicates a temporary Web Integration PASS account. Verify that it is a temporary account by using the View > Detail option and checking for a Reference Number starts with T~. If you do not have any blank columns, then Vantiv and Eclipse are in sync. Go straight to step 6. Note: If you do not have temporary PASS accounts, you can skip to step 3.
2	Delete any "Temporary" PASS accounts	Sort the PASS accounts by PASS Type. Go to the first entry with a blank PASS Type and press the Delete hotkey. Repeat this step for each Temporary account. Note: The utility prevents you from deleting accounts that are less than 24 hours old, because it may still be in use. Important: If there are a lot of these temporary pass accounts types, we recommend revisiting your Web Integration setup with Eclipse Customer Support. For more information, see Suggested Element Credit Card Implementation in the Web Integration documentation.
3	Run the Pass Reconciliation Utitilty	See Using the PASS Reconciliation Utility. This ensures the Vantiv and Eclipse are in sync having the same list of PASS accounts. The system finds PASS accounts that exist only in Vantiv and creates a corresponding PASS account data in Eclipse. A reconciled PASS account should contain the required data for a deletion.
4	Wait 24 hours	Vantiv caches the data on a Vantiv server. We recommend waiting a full 24 hours to ensure that you retrieve accurate data for updated and reconciled PASS accounts.
5	Run the PASS Utility	From the System > System Files > Credit Card Setup menu, select PASS Account Utility. In the Acceptor ID field, select the ID you want to use. From the File menu, select View Pass Accounts. Use the selection criteria by which you want to find records to delete. Displays all the PASS accounts recognized by Eclipse. After running the Pass Reconciliation Utility, the list should match Vantiv's list and you can then delete accounts, as needed.
6	Delete PASS Accounts	Use the File > Delete option to remove the account.
7	Wait 24 hours	Vantiv caches the data on a Vantiv server. We recommend waiting a full 24 hours to ensure that you retrieve accurate data for updated and reconciled PASS accounts.
8	Run the PASS Utility	(Optional) Run the utility again to ensure that the deleted accounts have been removed.