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Guidance for a Successful Training Program

SECTION 6: MERCHANT EDUCATION

6.1. Guidance for a Successful Training Program

It is best if EMV training is delivered prior to implementing EMV in the Merchant environment. EMV training should also be readily available for staff to access if needed as a reference and should also be available on an ongoing basis for newly hired employees.

BEST PRACTICE: We recommend creating a quick reference guide with key information on accepting Chip Cards and magnetic stripe cards to be kept near the Terminal.

We

B recommend making EMV training interactive and including hands-on practice accepting both Chip Cards and magnetic stripe cards.

Additionally, it is

B recommended that Merchants work with their Acquirers if they have questions or

need additional support relating to processing EMV transactions.

Some key topics that should be included in EMV training are:

The benefits of EMV with regards to fraud risk and fraud liability B

Inserting the Chip Card B

Following the Terminal prompts B

Fallback B

PIN entry and PIN Bypass (as appropriate to local usage) B

Handling common customer inquiries B

The requirement to continue to accept all types of card products B

APPENDIX

APPENDIX A: CAPK INFORMATION

CAPK Format Detail

Unless otherwise stated, the values within the CAPK format are detailed in their hexidecimal representation. Table A-1: CAPK Format Detail

Field Name Length

(Bytes)

Hashed Description

Header 1 No Set to 20

Service Identifier 4 No American Express Product Identifier.

Set to 00 00 00 00

Length of CAPK Modulus 2 No Length of CAPK modulus.

Current valid values = 00 80 (1024 bits), 0090 (1152), 00B0 (1408 bits), 00F8 (1984 bits)

CAPK Algorithm Indicator 1 No Cryptographic algorithm ID used to generate the CAPK.

Set to 01

Length of CAPK Exponent 1 No Length of CAPK exponent. Set to 01

RID 5 Yes Set to A0 00 00 00 25

CAPK Index 1 Yes Unique CAPK index number

CAPK Modulus Variable Yes CAPK modulus

CAPK Exponent Variable Yes CAPK exponent. Set to 03

Hash Value 20 No Hash of components indicated in

“hashed” column

Live CAPKs

There are four live CAPKs. They are sent out in text and binary formats in a zip file. Table A-2: Live CAPKs

Key File Name CAPK Index CAPK Length

Lca00003.dat Lca00003.txt 03 00 80 (hex = 128 bytes = 1024 Bits Lca0000E.dat Lca0000E.txt 0E 00 90 (hex) = 144 bytes = 1152 Bits Lca0000F.dat Lca0000F.txt 0F 00 B0 (hex) = 176 bytes = 1408 Bits Lca00010. dat Lca00010.txt 10 00 F8 (hex) = 248 bytes = 1984 Bits

APPENDIX

The text versions of these keys are included below: Key Index 03 (1024)

Header 20

Service Identifier 00 00 00 00

Length of CAPK Modulus 00 80

CAPK Algorithm Indicator 01

Length of CAPK Exponent 01

RID A0 00 00 00 25

CAPK Index 03

CAPK Modulus B0C2C6E2A6386933CD17C239496BF48C57E389164F2A96BFF133439AE8A77B20498BD4DC6959AB0

C2D05D0723AF3668901937B674E5A2FA92DDD5E78EA9D75D79620173CC269B35F463B3D4AAFF27 94F92E6C7A3FB95325D8AB95960C3066BE548087BCB6CE12688144A8B4A66228AE4659C634C99E3 6011584C095082A3A3E3

CAPK Exponent 03

Hash Value 8708A3E3BBC1BB0BE73EBD8D19D4E5D20166BF6C

Key Index 0E (1152) Header 20

Service Identifier 00 00 00 00

Length of CAPK Modulus 00 90

CAPK Algorithm Indicator 01

Length of CAPK Exponent 01

RID A0 00 00 00 25

CAPK Index 0E

CAPK Modulus AA94A8C6DAD24F9BA56A27C09B01020819568B81A026BE9FD0A3416CA9A71166ED5084ED91CED4

7DD457DB7E6CBCD53E560BC5DF48ABC380993B6D549F5196CFA77DFB20A0296188E969A2772E8C4 141665F8BB2516BA2C7B5FC91F8DA04E8D512EB0F6411516FB86FC021CE7E969DA94D33937909A53 A57F907C40C22009DA7532CB3BE509AE173B39AD6A01BA5BB85

CAPK Exponent

APPENDIX Key Index 0F (1408)

Header 20

Service Identifier 00 00 00 00

Length of CAPK Modulus 00 B0

CAPK Algorithm Indicator 01

Length of CAPK Exponent 01

RID A0 00 00 00 25

CAPK Index 0F

CAPK Modulus C8D5AC27A5E1FB89978C7C6479AF993AB3800EB243996FBB2AE26B67B23AC482C4B746005A51AFA

7D2D83E894F591A2357B30F85B85627FF15DA12290F70F05766552BA11AD34B7109FA49DE29DCB01 09670875A17EA95549E92347B948AA1F045756DE56B707E3863E59A6CBE99C1272EF65FB66CBB4CFF 070F36029DD76218B21242645B51CA752AF37E70BE1A84FF31079DC0048E928883EC4FADD497A719 385C2BBBEBC5A66AA5E5655D18034EC5

CAPK Exponent 03

Hash Value A73472B3AB557493A9BC2179CC8014053B12BAB4

Key Index 10 (1984)

Header 20

Service Identifier 00 00 00 00

Length of CAPK Modulus 00 F8

CAPK Algorithm Indicator 01

Length of CAPK Exponent 01

RID A0 00 00 00 25

CAPK Index 10

CAPK Modulus CF98DFEDB3D3727965EE7797723355E0751C81D2D3DF4D18EBAB9FB9D49F38C8C4A826B99DC9DEA

3F01043D4BF22AC3550E2962A59639B1332156422F788B9C16D40135EFD1BA94147750575E636B6EB C618734C91C1D1BF3EDC2A46A43901668E0FFC136774080E888044F6A1E65DC9AAA8928DACBEB0D B55EA3514686C6A732CEF55EE27CF877F110652694A0E3484C855D882AE191674E25C296205BBB599 455176FDD7BBC549F27BA5FE35336F7E29E68D783973199436633C67EE5A680F05160ED12D1665EC 83D1997F10FD05BBDBF9433E8F797AEE3E9F02A34228ACE927ABE62B8B9281AD08D3DF5C7379685 045D7BA5FCDE58637 CAPK Exponent 03

APPENDIX

APPENDIX B: DISPLAYABLE MESSAGES

Table B-1 details the possible messages that a Terminal may display during an AEIPS transaction. The table also provides details on when each message may be used. This is provided as guidance, but is not an exhaustive list.

Table B-1: Displayable Terminal Messages

Message Text Usage

AUTH CODE: nnnnn Used to display the actual authorization code, or, if a transaction is approved

by the Terminal, used to display the code that is created by the Terminal.

CALL AUTH CENTER Used to inform the Merchant that a referral is needed upon the request of the

Acquirer or due to connectivity issues.

CALL ISSUER Used when a referral response is sent to the Terminal, indicating that the

Merchant needs to contact the Issuer.

CALL HELP DESK Used when the Terminal has a technical issue that requires assistance to

resolve.

CARD NOT AUTHORIZED Transaction not approved (see DECLINED).

CHECK SIGNATURE Used to prompt for visual verification of the signature.

COMPLETED Used to indicate that the transaction has finished.

CONNECTION MADE Used to indicate connectivity has been successfully established between the

Terminal and the Acquirer host.

DECLINED

Printed or displayed on completion of a voice referral where the Acquirer, Issuer, or card has declined the transaction, and the Merchant has indicated this to the Terminal.

DO NOT REMOVE CARD Warns Cardmember/Merchant not to remove card.

ENTER AMOUNT Used to prompt for amount entry.

CARDMEMBER ENTER

PIN Either of these can be used whenever the Cardmember is required to enter his

or her PIN number. ENTER PIN

ESTIMATED MAXIMUM AMOUNT XXX.XX

Used in hotels, car rental, restaurants, and bars when the Cardmember commences a transaction, the final value of which is not yet known. MAX AMOUNT XXX.XX

OPEN TAB MAXIMUM XXX.XX ENTER PIN

EXPIRES MM/YY Used to prompt for input of the card expiration date.

GRATUITY?

APPENDIX Message Text Usage

INSERT AGAIN Used to indicate that the chip has not been read successfully.

INSERT CARD Used to prompt that the Chip Card be inserted rather than swiped.

ISSUER DECLINE – CARDMEMBER SHOULD CONTACT ISSUER

Used to inform both Merchant and Cardmember of the transaction result and the action they need to take.

DECLINED BY CARD – CARDMEMBER SHOULD CONTACT ISSUER

KEY CARD NUMBER Used to indicate that the magnetic stripe has not been read successfully three

times. LAST PIN TRY

Warns Cardmember that he or she is about to have a final attempt at entry before the PIN may be locked.

INCORRECT PIN – LAST PIN TRY

LINE BUSY Used to indicate that the telephone line to which the Terminal is connected is

already in use.

LOADING Used to indicate the Terminal is receiving configuration data from a remote

computer. MAXIMUM $XX

– PLEASE ENTER PIN Indicates the maximum amount for which the transaction can be completed.

OPEN TAB MAXIMUM $XX.XX ENTER PIN

Used in bars and restaurants to advise the Cardmember of the maximum amount they may be charged, when a card is held behind the bar until the final payment is made.

PASS CARD TO

MERCHANT Used to prompt Cardmember to hand card to cashier.

PIN ERROR or INVALID PIN

Used to indicate an incorrect PIN has been entered. INCORRECT PIN

– CARDMEMBER RETRY

PIN LOCKED Used to indicate that the PIN on the Chip Card has been locked on this or a

previous transaction. PIN TRY LIMIT

EXCEEDED – CALL ISSUER

Where PIN try counter = 0.

APPENDIX Message Text Usage

PLEASE INITIALIZE

Used to indicate that the Terminal needs to perform initialization to download new software or parameters (“PSE INITIALIZE” if only 16 digits of display are available).

PROCESSING – PLEASE WAIT

Used when Terminal is interacting with the card and during which time the

card should not be removed.

PLEASE WAIT Used on receipt of a “hold” message with an empty message data element,

otherwise the Terminal shall display the message data element contents.

REFERRAL Used to inform the Merchant that a referral is needed or is underway.

REMOVE CARD Used to prompt either Cardmember or Merchant to remove the card from the

Terminal.

REQUEST INVALID Used to indicate that the requested transaction is not supported for the card

presented.

SELECT PAYMENT TYPE Used when multiple payment options are available from a single card (e.g.,

credit or debit). SESSION TOTALS

NOT AGREED UNCONFIRMED CANNOT CONFIRM

Used during a reconciliation to advise the Merchant of the status of the reconciliation transaction.

STORE FULL Used to advise the Merchant that the post-event store of transactions is full

and the Terminal needs to contact the Acquirer.

SUPERVISOR CARD Used to prompt the swiping or insertion of the supervisor card in order that

certain functions can proceed.

SWIPE AGAIN Used to indicate that the magnetic stripe has not been read successfully.

SWIPE CARD Used at the point in the procedure where card input is required for a magnetic

stripe card. TRANSACTION

COMPLETE Signifies that transaction has been completed.

TRANSACTION VOID Used if the transaction is canceled at the Terminal prior to completion of a

voice referral. UNABLE TO GO ONLINE,

OFFLINE APPROVED

May be used to provide further advice on how the transaction has been processed.

UNABLE TO GO ONLINE, OFFLINE DECLINED

May be used to provide further advice on how the transaction has been processed.

APPENDIX

APPENDIX C: GLOSSARY AND ACRONYMS

4CSC Four-Digit Card Security Code

4DBC Four-Digit Batch Code

AAC Application Authentication Cryptogram. A type of Cryptogram indicating that the Chip

Card has declined the transaction

AC Application Cryptogram

Acquirer An entity that has a contract with a Merchant pursuant to which:

i. A Cardmember is entitled to charge purchases of goods or services at such a Merchant by means of a card, and,

ii. The Merchant agrees to transfer such charges to the Acquirer

AEIPS American Express ICC Payment Specification. AEIPS has two separate specifications:

AEIPS Chip Card Specification [AEIPS-CARD], which defines the technical data •

elements and functionality for all American Express entities when implementing Chip Cards.

AEIPS Terminal Specification [AEIPS-TERM], which outlines the Terminal •

functionality required to process American Express EMV transactions.

AID Application Identifier. A value defined by [ISO 7816-5] and used to identify the

application to the Terminal

ANSI American National Standards Institute

Application Selection Indicator

An indicator within the Terminal software that determines whether partial application selection can occur

ARPC Authorization Response Cryptogram. A type of Cryptogram generated by the Issuer,

used to enable the Chip Card to validate the authorization response

ARQC Authorization Request Cryptogram. A type of Cryptogram that is generated by a Chip

Card when it determines that a transaction should be sent Online

ARC Authorization Response Code

ASCII American Standard Code for Information Interchange. A code for representing

characters as binary numbers

AXP American Express

BIN Bank Identification Number. A six-digit number identifying the Issuer institution. It is

also used as the first six digits of a card account number issued by the Issuer.

APPENDIX Card

Authentication

The process by which EMV-compliant Chip Cards authenticate themselves to Terminals and Issuer systems

Cardholder Verification

The process by which the Cardmember’s identity is verified

Cardmember A person who has entered into an agreement and established a card account with

any Issuer, or a person whose name is embossed on a card

CDA Combined DDA / AC generation

Chip Card A card that has a silicon chip embedded into it

Cryptogram Security data created by the Chip Card or Issuer systems and used to validate a transaction or authorization response

CVM Cardholder Verification Method

CVR Card Verification Results

DDA Dynamic Data Authentication. A means by which a Terminal can authenticate a Chip

Card, as defined by EMV

DDOL DDA Data Object List

EMV A term that is used to refer to the global specifications maintained by EMVCo. The

application that resides on the Chip Card, and the application that resides on the Terminal used to generate transactions. “EMV” is a trademark of EMVCo, LLC.

EMVCo EMVCo LLC, the organization that manages the EMV specifications and the approval

process for cards and Terminals

Exception File A file of account numbers used during Stand-In authorization, for which the Issuer has predetermined either an authorization decision of denial (i.e., negative status), or requires special handling (i.e., VIP)

Fallback When an EMV transaction cannot be completed in an EMV-enabled Terminal utilizing

EMV technology, the Terminal then reads the magnetic stripe

Floor Limit The maximum monetary amount for a single transaction, at or above which

authorization must be obtained before completing the transaction

IAC Issuer Action Code

IAD Issuer Authentication Data

ICC Integrated Circuit Card, alternate term for Chip Card

ISO International Organization for Standardization

Issuer Any entity issuing a payment card or engaging in the payment card issuing business

Issuer Script A collection of card commands constructed and sent by the Issuer for the purpose of updating and managing their cards

APPENDIX

LCOL Lower Consecutive Offline Limit

MAC Message Authentication Code

Merchant Any person who has entered into a contract with an Acquirer, wherein such entity

agrees to:

i. Permit any Cardmember to charge purchases of goods and services at or from such entity by means of a card, and

ii. Transfer such charges to an Acquirer

Offline When a transaction is performed without the Terminal connecting to the Acquirer

Online A transaction that is sent to the Acquirer prior to transaction completion

PAN Primary Account Number

Payment Brands A party operating a card payment network

PCI DSS Payment Card Industry Data Security Standard

PED PIN Entry Device

PIN Personal Identification Number

PIN Bypass A program allowing Merchants at a Chip/PIN Terminal to proactively bypass the

PIN entry to prevent high authorization declines due to a Cardmember’s inability to remember his or her PIN

PIN Pad The component of a Terminal that is used by the Cardmember to enter the PIN for

Cardholder Verification

PIX Proprietary Application Identifier Extension

POS Point of Sale; see Terminal

Reseller An entity that buys Terminals from a Terminal Vendor, develops and implements

country-specific software, and then resells them to Merchants or other customers

RID Registered Application Provider Identifier

SAC Stand-In Action Code

SDA Static Data Authentication. A means by which a Terminal can authenticate a Chip

Card, as defined by EMV

Stand-In When an Issuer is not available to authorize a transaction, the Merchant can Stand-In for the Issuer and make a decision as to whether or not he or she is willing to accept the risk and authorize the transaction

Stand-In Floor Limit

A maximum monetary amount for a single Stand-In transaction, at or above which the Merchant must obtain an authorization before completing the transaction. This value is only used during Stand-In and can be loaded into the Terminal or the Third Party Processor’s host system

APPENDIX

TAC Terminal Action Code

TC Transaction Certificate. A digital signature comprised of Issuer selected data objects.

The TC is generated by the Chip Card at the end of an approved transaction, enabling the Issuer to verify that critical chip data was not changed prior to card validation

TDOL Transaction Certificate Data Object List

Terminal A device capable of accepting American Express Card products for payment for goods

or services Terminal Floor

Limit

A maximum monetary amount for a single transaction, loaded into the Terminal, at or above which the Terminal must obtain an authorization before completing the transaction

Terminal Vendor A party that manufactures and sells Terminals Third Party

Processor

A party that processes American Express transactions on behalf of Merchants, Acquirers, or Issuers

TVR Terminal Verification Results

UPT Unattended Payment Terminal. An unattended, card-reading device that dispenses a

product or provides a service which is paid for with a card (e.g., gasoline pump), upon activation by a valid card. Also known as a Card-Activated Terminal or CAT

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