Add Rules

Smart Routing lets you define custom rules. These routing rules automatically select Payment Service Providers for the transactions that meet the criteria and filters you’ve applied. A truly 'hands-off' experience which operates on a cascading basis to allow for rule preference setting. Companies can prioritise specific payment methods, currencies or card schemes over others, e.g. less expensive cross-border payments, lower-friction Customer experience or higher success rates. If the payment fails for some reason other than a lack of funds, then the transaction will automatically be re-sent to another acquiring bank.

Add a new Rule

(for Routing) The first created Rule defines the final Gateway and payment flow. Its default status is Active, but subsequent Routing Rules should be activated manually.

(for Reject) Before sending a request to the Gateway, the Charge is rejected. The default status of any created Reject Rules is Inactive. Therefore, manual activation is required.

(for both) Before setting up a new Rule, please ensure that the Payment Service you select supports the currency, payment source type or card scheme.

To add a Rule, follow these steps:

  1. Go to Rules > Routing or Charge Reject.
  2. Click on Add New.
  3. Create a name in the Rule Label.
  4. Select the Rule Type by choosing between
    • (for Routing) Currency, Payment Source Type and Card Scheme
    • (for Reject) Currency, Payment Source Type, Card Scheme, Amount, Address County, Custom Fields and PAN
  5. Choose an Operator from the ones described below:
    • (for Routing) Equals: the Rule applies to one option
    • (for Routing) Does not equal: the Rule doesn't apply to one option
    • (for both) In: the Rule applies for several options.
    • (for both) Not in: the Rule doesn't apply to several options.
    • (for Reject) Greater than: if the indicated amount is less than the Charged amount, the Charge itself will be rejected - for the amount only.
    • (for Reject) Greater than or equal: if the indicated amount is equal to or less than the Charged amount, the Charge itself will be rejected - for the amount only.
    • (for Reject) Less than: if the indicated amount is greater than the set amount, the payment will be rejected - for the amount only.
    • (for Reject) Less than or equal: if the indicated amount is equal to or greater than the Charged amount, the Charge itself will be rejected - for the amount only.
  6. Indicate the below:
    • (for Routing) Payment Service for the Routing.
    • (for Reject) Reason for Rejection of the Charge.
  7. Click on the Create Rule.
Note: To block a card, use the PAN option under Reject Rule. It will reject a charge from the card before sending a request to the Gateway.
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