Card Profiles

The Card Profiles page allows you to define the templates that govern how cards are generated and issued across Udara360. A profile ties together the card programme, the host financial institution responsible for processing, the scheme (such as Verve or Visa), and how long the card remains valid before it expires. Every batch and individual card request you make elsewhere in this section depends on a profile being set up here first. This guide will walk you through creating and managing card profiles.

Accessing Card Profiles

1. Log into the application using your credentials.

2. From the dashboard, navigate to E-Channels in the side menu.

3. Expand Cards and Select Card Profiles from the dropdown list

Adding a Card Profile

1. Click the Add button at the top left of the page

2. Enter the Card Profile Name

3. Enter the Card Program Name

4. Select the Host Financial Institution from the dropdown

5. Select the Scheme from the dropdown

6. Enter the Card BIN

7. Select the Card Life Span (Number of Months) from the dropdown

8. Click Save to create the profile

Modifying, Viewing, or Deactivating a Profile

1. In the Actions column, click the three vertical dotsnext to the profile you want to update

2. Select Modify to update the profile details, or

3. View to see the full profile details, or

4. Deactivate to disable the profile

Exporting the Records

1. Click the Export button at the top left of the page

2. Select your preferred format; CSV or Excel

3. The file will download automatically to your device

Filtering the Records

1. Click the Filter button at the top right of the page

2. Enter the Card Profile Name, Card Program Name, Host Financial Institution, Scheme, or Card BIN, and/or select a Status; Active or Inactive

3. Click Apply to display the filtered results

📌Click Reset Filter to clear all applied filters and return to the full list.