Introduction

This guide walks you through the process of setting up a Mastercard CDF3 Smart Data feed to Astrada in order to bulk enroll your cards and share transaction related data with your Spend Management Provider.

• Step 1: Contact your Issuing Bank relationship manager and request your CDF3 feed to be sent to Astrada.
• Step 2: Obtain DeliveryID for confirmation of feed setup from your bank
• Step 3: Provide DeliveryID to your Spend Management Provider

Step 1: Contact your Issuing Bank relationship manager and request your CDF3 feed to be sent to Astrada.

In order to do this, you will need to provide your Issuer with the following setup details. Note that it is crucial that your Issuer adheres to the configuration guidelines to guarantee a seamless bulk enrollment process. Any deviation from the configurations prescribed below is likely to lead to an inability to complete the enrollment process and necessitate starting over with a new request to your Issuer.

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Smart Data instructions and configuration for Issuers

Configuration

Entity Selection

1. Go to Activities -> Create Request -> To Defined End-Point
2. Select the Entity (client/company)
   1. Enter a Request Title. The title should help you locate and identify the request.
   2. Enter a Request Description. The description should be meaningful to you.
   3. The Bill to ICA field will become available once an entity is selected.
   4. Use the Drill Down icon to find the entity you are setting up
   5. Use Add icon to select the entity you are setting up. The entity will be added to the
      Selected Entities section at the bottom of the screen.
   6. Click Next
3. At the Vendor selection screen choose OTHER VENDOR and complete as follows:

• Vendor Name: Astrada
• Application Name: Astrada
• Application Type: Hosted
• Format: CDF v3 Release 2201

File transmission definition

Transmission server

• Transmission Type: Mastercard Initiated (Push)
• Destination Server Public DNS: https://smartdata.incoming.astrada.co
• Protocol: SFTP (secure shell with User ID and password or key authentication
• File Encryption: No
• File Name: <File_Delivery_ID>_%YYYY%%MM%%DD%_%HH%%MI%%SS%_%SEQ%.cdf
• Specify File Path: No
• Application running on a Windows Operating System: No
• Encoding Format: UTF-8

Technical Contact details

• Contact Name: Product Management
• Phone Number:
• Electronic Mail: [email protected]
• Organization: Astrada
• Application Name: Astrada

Frequency

• Expense Management Format: CDF v3 Release 2201
• Frequency to send file: On Receipt
• Expiration Date: No

Record Selection:

• Financial Data: Yes
  • Include Merchant Transactions: Yes
    • Include Addendum: Yes
    • Include Future Updates: Yes
      • Include Updated Transactions Only: No
  • Include Adjustments: Yes
  • Include Authorization Declines: Yes
• Hierarchy: Yes
  • Include All Active Hierarchy: No
    • Include Inactive Hierarchy: No
  • Include Maintenance Only Hierarchy: Yes
  • Include Corresponding Account Information Only: No
• Load Only Enhanced Data: No
• Supplier Data: Yes

Filtering

• Would you like to apply any filters to the data?: No

Masking

• Would you like to mask any data?: No

Notifications

• Would you like to send email notifications when files are sent?: No

Data Initialization

• Would you like to receive a one-time system initialization data file?: Yes
• Would you like to include hierarchy records?: Yes
  • Active Hierarchy Records: Yes
  • Inactive Hierarchy Records: No
• Would you like to include historical financial records: Yes
  • Start Date: Today's date -90 days
  • End Date: Today's date

Confirm and Submit to send request to the setup team.

Once completed, you will be notified via email.

Activation

When you have received the confirmation that the file delivery has been setup:

1. Go to Activities -> View -> File Deliveries
2. Locate and click on the File Delivery you would like to activate. It will have:
   1. "File Delivery ID" matching your confirmation email;
   2. "Receiving Application": Astrada; and
   3. "Status": Pending
3. From the Action menu select Activate File Delivery

Note: The Astrada system is always ready to receive files.

Step 2: Obtain DeliveryID for confirmation of feed setup from your bank

Mastercard generates a unique ID for each data feed setup known called a DeliveryID. You will need the DeliveryID to activate your feed. Your Issuer, upon receiving this DeliveryID from Mastercard, should relay it to you. If the DeliveryID is not provided in your issuing bank's confirmation of the feed setup, please contact them to request it.

Your feed will not be able to be configured until you provide your DeliveryID to your Spend Management Provider.

Your issuer may also ask you to sign a data release waiver. This will need to be completed by one of your organization's signatories in order to complete the setup of your card feed. Neither Astrada nor your Spend Management Provider can assist in the completion of this waiver.

Step 3: Provide DeliveryID to your Spend Management Provider

Provide the DeliveryID to your Spend Management Provider to pass on to Astrada to activate the data feed.

Once activated, no further action is required on your part for data sharing.