Financial services · Switch

Payments and cards switch

The movement of money in real time, and the fee events attached to each movement.

Vendors ACI, FIS, Fiserv, Visa and Mastercard scheme interfaces, domestic schemes

01 What it holds

The data inside it

In one sentence

Authorisations, clearings, settlements, interchange, chargebacks and the merchant or cardholder context around them.

paymentskey records
Authorisation, Clearing record, Settlement file, Interchange fee, Chargeback, Merchant, Terminal

02 Getting the data out

Extraction, and the keys that decide whether it joins

Extraction

Streaming for authorisations, file-based for clearing and settlement. Volume is very high and the retention of raw messages is usually short.

Join keys

An authorisation and its clearing are matched on a retrieval reference number that is not always unique or present, which is why matched rates are never one hundred per cent.

03 What goes wrong

The failures that look like success

Each of these produces a number that is plausible, reconciles to something, and is wrong. They are worth reading before the first extract, not after the first dispute.

Gotcha 01

Authorisation is not settlement

Amounts differ, some authorisations never clear, and reversals are common. Revenue built on authorisations overstates.

Gotcha 02

Scheme fee complexity

Interchange depends on card type, channel, region and merchant category. Modelling it approximately produces a margin that is confidently wrong.

Gotcha 03

Chargebacks arrive much later

Disputes land months after the transaction, so early profitability views on merchant portfolios are provisional.

Gotcha 04

Very short raw retention

If aggregation happens before capture, the analysis you want next year is simply not available.

04 Joins that matter

What this system is worth joining to

Join toWhat it lets you answer
Core bankingtransaction behaviour behind an account balance
CRMmerchant or cardholder relationship and its true profitability
Fraud and riskpatterns across accounts and merchants, which need both sides

06 Questions

Frequently asked

What is the most valuable analysis on payments data?

Merchant or portfolio profitability after interchange, scheme fees and chargebacks. Each component exists in a different file, which is exactly why it is rarely produced.

How much raw payment data should be kept?

Enough to re-derive the aggregate. Once the raw messages are gone, every future question is limited to the shape of the aggregate someone chose in advance.

Connect this system without replacing it

SCIKIQ reads it in place, resolves the entities inside it and governs what the fields mean.

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