Navigation: Client Administration > Search for a Client > Edit Client > Banking > Edit Wallet > Edit Linking Fields

This screen provides advanced, high-risk functions for managing the specific data linked to a client's eWallet, such as their card or cellphone number.

Warning: High-Risk Area

This is a powerful and security-sensitive screen. Access and use should be strictly controlled.

• User Permissions: To access this page, your user profile must be assigned the Client : Wallet Edit Linked Values role.
• Access Control (Required): This permission must be restricted to supervisors only. Allowing all users to access these functions exposes the business to a significant risk of fraud and financial loss.
• Prerequisites:
  • For context, please ensure you have read the "FEZA Cards - EMV enabled" guide.
  • Crucial Step: You must always unlink an old card before a new card can be linked to the wallet.

How to Use This Screen

The primary function of this screen is to update or unlink specific data associated with the eWallet.

1. Select an Action

Begin by choosing the item you wish to manage from the "Field to Update" dropdown list.

The available options are:

• eWallet Card: Manage a standard eWallet card.
• Cellphone Number: Update or unlink the cellphone number associated with the wallet.
• eWallet EMV FEZA Card: Specifically manage a new chip-enabled EMV FEZA Card.
• Migrate eWallet to EMV FEZA Card: Use this function to begin the process of migrating an older wallet to the new EMV standard.

2. Perform the Action Using the Buttons

Once you have selected an option from the dropdown, use the following buttons to perform the desired action.