IRIS Glossary of Terms
Appointment - Appointments are items that can be added in the Calendar or on the lead page. They can be set to a specific time, user and have the option for adding a note. Appointments can be marked as Confirmed, Marked as Seen or Rescheduled.
Applications - Applications are pdf files that can be accessed from the leads. When they are mapped, the information from the leads can be easily transferred to the applications.
Calendar - Calendar is used to create, track and organize tasks and appointments for the user as well as any they set appointments for.
Callerboard - Callerboard is a function of IRIS that displays the statistics for the callers including the total appointments for the current week, for the current month, and any for the previous week.
Campaigns - Campaigns are organized advertising operations that are designed to find suitable merchants in numbers. They can be selected on leads and are set up in the Manage Campaigns page.
Chargebacks - Chargebacks are credit card charges that reverse a transaction, withdrawing money from the merchant's account and depositing it into the the customer's account usually as a result of an inquiry or a dispute by the customer. These types of transactions can be pulled into IRIS for First Data North and Omaha, and Vantiv merchants.
Created By - Created By lists the user who set the details of the event and demonstrated by clicking on the task or appointment in the calendar or list view.
Created For - Created For is the user who that appointment or task is set for by the user who creates it.
Confirmed - An option on the Calendar page that shows that the user saw the appointment that was set, especially useful when the appointment is set by a different user. It can be selected in the List View of the Calendar page or in the Tasks and Appointments section of a lead page.
Datasource - a Datasource is of a processor from which data is retrieved.
DBA - DBA stands for "Doing Business As" and is the name that businesses are known as publicly as opposed to legally.
Documents - Documents are files such as Merchant Processing Agreements or various forms that can be attached to the lead. They are at the bottom of the lead page and can either be uploaded to IRIS or generated directly through it.
Duplicate Finder - Duplicate Finder (also known as "Dupe Checker") is used to find any duplicate leads or merchants within IRIS. It can search for duplicates by DBA, Business Phone, Campaign or Status.
Email Templates - Templates are used to help users send consistent and quality messages. Templates can be created for Quick Emails, Quick Faxes, System Emails and Proposal Emails.
Group - A Group is a collection of Users from the organization who are categorized for purposes of different levels of information access. Those in one user group usually work in the same function, location or business unit.The standard use of groups is for when you have different teams and you want to keep their leads, merchants, and tickets separate. These teams could be in other offices, or be different brands or business units. Each user can be assigned to a group, or multiple groups, if needed. If in multiple groups, a user can have a primary group assigned. Each lead, merchant, and ticket is assigned a group when created based on who created it (user's primary group would be used here). Leads and merchants can have their group changed later. Tickets' groups are set based on the lead/merchant they are for. Documents, lead statuses, email templates, campaigns, and lead sources can all have their visibility and access set by group.
Mapping From - The Custom Field in the Mapping From drop-down allows the user to select the field from which information will be generated into the Adobe document from.
Mapping To - The Field/Placeholder is where the information from the Mapping From field will go to in the Adobe document.
MapSpecial - MapSpecial dictates the type of field that is being mapped.
Helpdesk - Helpdesk is an application within IRIS that allows users to communicate news, changes or problems with each other.
Lead - A Lead is a potential sales contact; an individual or organization that expresses an interest in the goods or services. Leads are typically obtained through the referral of an existing customer, or through a direct response to advertising.
Lead Note - Lead notes are displayed at the bottom of the lead. They usually contain information about progress and anything that might be helpful to the lead.
Line Items - Line Items are charges - income or expense - that are assigned to a user or a merchant and can be scheduled to repeat. They show in the Residuals page, and can be created there as well as in the Manage Line Items page.
List View - List View is a function of the Calendar page that can be viewed with the calendar or independently. It displays the tasks and appointments ordered by date for the period of time selected by the user with the choice of whether to display the notes. Selecting the DBA from the List View will take the user to the associated lead page.
Merchant - A Merchant is a person or company involved in wholesale trade, or supplying merchandise to a particular trade.
MID - MID stands for Merchant ID or Merchant Identification Number and is a completely unique way to identify the merchant’s account with a processor.
PCI Compliance - The Payment Card Industry Compliance is a security standard with a set of requirements that are created to ensure that merchants process, store and transmit credit card information in a safe manner. Two vendors, ControlScan and PCI Compliance LLC, are integrated with IRIS. From the site, accounts can be boarded to and purged from those services.
Permissions - Permissions are the primary characteristics of what user classes can do in IRIS which vary according to department, role, responsibility level or other parameters.
Pricing Templates - Templates are used to help users input the financial information into the most appropriate format. Templates can be used for the Fee Schedule in the lead page and TurboApp.
Principal - the number assigned to signify the risk level of a group (usually referred to as a Tier) within an ISO
Priority - The Priority options are Low, Medium and High. The user can set the appropriate priority level when they create the task. The priority can be changed by any user that has access to the event. The Calendar can be sorted to show only one of the priority levels at a time.
Proposal Emails - Proposal Emails are emails sent through the Proposal Generator that can be typed up or chosen from a template and contain the generated proposal attached to them.
Proposal Generator - The Proposal Generator is an application under the Tools tab that allows the user to enter a merchant's information, select a type of pricing, enter the merchant's financial information such as the volume and rate per card and received an instantaneous and constantly updating illustration of savings. This can also be generated into a Word document and emailed.
Quick Email - Quick Emails can be sent by selecting one of the envelope icons on a lead page. They are located next to the email field and next to each of the saved documents. A Quick Email will populate with the sender's and the lead's basic information and provide the option to select one of existing email templates.
Quick Fax - similar to a Quick Email, a Quick Fax can be sent from the icon next to the Fax number field on the lead page and will populate according to the template that is selected.
Residuals- Residuals are a breakdown of the merchants' incomes and agents payouts.
Sandbox - Sandbox is a function that sends email or text messages through IRIS with the option of templates **
Scraping - Scraping is a technique using which IRIS extracts data from human-readable output coming from another program.
Seen - Calendar items may be marked as "seen", indicating that the user went on the appointment. This is done on the Calendar page or in the Tasks and Appointments section of a lead page.
SIC Code - the Standard Industrial Classification Code that is used by the United States Department of Labor to classify the industries that merchants belong to.
Side Panel - The Side Panel is a functionality that allows a user to see the list of other users for whom he or she sets appointments for. Selecting a name from the list will display that user's tasks and appointments in the calendar with their personal color. Several users can be displayed at once.
Status Category - Status Categories encompass several Status States that involve the same action such as Merchant Qualifying, Urgent and Merchant Closing.
Status States - Status States are different stages of completion for leads within each category that tell the user what is going on and if something is required from them.
System Email - System Emails are prepared emails that are sent automatically in response to a certain event such as a welcome email, a password change notification or an update to a Helpdesk ticket involving the user or merchant.
System - Specific to First Data Omaha ISO’s, this is a four-digit number assigned to them used for organizing their portfolio. It is used in conjunction with a Principal, another four-digit number to further specify a part of their portfolio. Together they form a “SysPrin” formated like 1234/5678.
Task Note - A Task Note is the title of the note as it will show up in the Calendar.
Tasks - Tasks are basic items that can be added to the Calendar or a lead. Tasks are set to a specific time, user, priority level and can include an optional note. They usually denote to-dos that could be completed within the office such as sending emails and making calls.
Ticket - Helpdesk Tickets are requests for changes in information, billing, account status and other issues.
Two-Step Verification - Two-Step Verification is a process that adds an extra layer of security to an IRIS account. When a user attempts to log in from an unrecognized location, or if the security option is set to "Two-Step Verification," a code will be sent to the mobile number on the user's profile for them to answer on the authorization page.
TurboApp - TurboApp is a tool that is used to send an application that describes the merchant to First Data for underwriting.
Ticket Types - Ticket Types are the variations of issues or requests that users encounter and deal with through the Helpdesk.
User Account - A User Account contains the details of a person accessing IRIS, such as contact information and security. The account also holds the primary permission and authorization build for the user.
User Class - A User Class is the identity of a group of users who will have similar access privileges on IRIS. In some places a user class is called "Access Level."
Visibility - Visibility is a drop-down menu that applies to the Calendar function. It controls which tasks and appointments the calendar will display - all, only complete or only incomplete.
Who Is Online - Who Is Online is a tool that allows Administrator-type users to view the users that are logged into IRIS and track their activity. It is found under Manage in the menu bar.