Host Financial Institution

The Host Financial Institution page allows you to configure the institutions responsible for processing cards on behalf of Udara360. Each host institution holds the connection details, such as the FTP location and login credentials, used to exchange card files during generation. This setup sits behind the scenes of every card profile, so it needs to be in place before a profile referencing that institution can be created. This guide will walk you through configuring and managing host financial institutions.

Accessing Host Financial Institution

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 Host Financial Institution from the dropdown list

Adding a Host Financial Institution

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

2. Enter the Host FI Name

3. Enter the Host FI Code

4. Enter the FTP Location

5. Enter the Username

6. Enter the Password

7. Click Save to create the institution

Modifying, Viewing, or Activating an Institution

1. In the Actions column, click the three vertical dots next to the institution you want to update

2. Select Modify to update the institution details, or

3. View to see the full details, or

4. Activate to enable an inactive institution

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 Host FI Name or Host FI Code, 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.