4 Searching for a Card

If you know the Card Token, you can obtain details for the card using the Token field on the home page.

Use the Advanced Search in Cards and Transactions to search for a card using additional criteria. See Search for a Card using additional criteria for more information on searching using additional criteria.

To search for a card:

1. Launch Thredd Portal: Cards and Transaction Management to display the home page.

2. Enter the Card Token and click Search.

   

   Figure 3: Searching for a Card Token from the home page

3. Thredd Portal: Cards and Transaction Management displays the Card Details for the specified Card Token.

   

   Figure 4: Card Details

   From the Card Details page, you can complete specific Card Actions, for example, adjusting the balance or changing the card status. For more information, read Performing Card Actions.

4.1 Search for a Card using Additional Criteria

Thredd Portal: Cards and Transaction Management also provides powerful search functions and filters to help you find specific cards and transactions. This is useful if you are trying to locate a card or transaction using only partial information from a cardholder. For example, the customer may not know their card number, but you can search based on their first name, last name and post code.

To search for a card using additional criteria:

1. Launch Thredd Portal: Cards and Transaction Management to display the home page.

2. Select Cards and Transactions to display the Card Search options.

   

3. Expand the page by clicking Advanced Search.

   

4. Specify the additional criteria using the First Name and Last Name fields, then one or more of the other fields. Click Search.

   

   The following table describes the different options.
   

   Option	Description
   Product ID	The unique ID of the card product linked to the card.
   First Name	The first name of the cardholder, which is mandatory.
   Last Name	The last name of the cardholder, which is mandatory.
   Email	The email address of the cardholder used to identify them.
   Phone	The phone number of the cardholder.
   Date of Birth	The date of birth (format dd/mm/yyyy) of the cardholder.
   Address Line 1	The first address line of the cardholder.
   Postcode	The postcode (or postal code) of the cardholder.
   Card Status	The status of the card. Use the check boxes to select multiple statuses to search for. Thredd Portal excludes status change entries prior to 2022. Card status changes before this year are no longer retrievable. If you want to retrieve card status changes prior to 2022, raise a ticket with Thredd and a member of the App Support team will deal with your request.
   Product Name	The product name the card is associated with.

   The Search Results display, showing all cards that meet the search criteria.

Click Clear Search to remove any search criteria previously selected.

4.2 Customising Cards Search Result Columns

You can customise the columns displayed in the Search Results by re-ordering them, adding new columns or removing unwanted columns.

1. Click Columns in the Search Results pane.

   

   This displays the Columns Customisation.

2. You can drag the columns to re-order, remove unwanted columns by clicking X or add new columns by clicking +. These changes are applied immediately.

   

3. Click X in the top-right to close the Columns Customisation.