🚩 Check daily AIM Payments Backlog – Slack #aim-payments-liftoff upon enablement

"Defined" Statuses Examples – to go in Next Steps of the case:

• System Check
• Hardware Blocker
• Token Migration
• OpenEdge – Approved
• OpenEdge – Not Approved

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Note: Please Copy and paste the above status into “Next Steps”. DO NOT deviate from the vocabulary above for reporting purposes.

OpenEdge: Do Not change status if OE – Approved. This should remain in the Next Steps for the entirety of the customer journey

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1️⃣ Existing Processor Check

When assigned a Tri-Tech onboarding case, refer to their existing processor and note:

• OpenEdge vs. AIM Payments

📌 If OpenEdge – Refer here for guidelines

2️⃣ Next Steps – Status Guidelines

If the account has either of the below Next Steps (in the Salesforce Case Details), then the case status should indicate On Hold:

• Token Migration
• Open Edge - Not Approved

🔑 Token Migration Information