VA eWIC Retailer Workgroup December 6 and 8, 2011 Page 1 Retailer Enablement Jerry Owens Program Manager ACS, a Xerox Company Page 2 Retail Integration High Level Overview – eWIC Integration • • • Requirements • ECR must have eWIC processing functionality (most platforms already have available or are under development) • FNS must certify system as approved for eWIC transaction processing Certification Process • Third party processors (TPP), ECR service providers, retailer IT departments make software modifications based on ACS-provided integrated retailer specifications • ECR service providers and TPPs perform integration testing • ECR service providers and TPPs use ACS test environment to perform precertifications • FNS and the state oversee execution of approved certification test scripts and if executed successfully, approve system for integration In Store • A final certification, generally completed by the retailer, is performed at the store level Page 3 Stand-Beside POS Enablement High Level Overview – Stand-Beside POS Deployment Requirements • Power must be available at lane location where POS device will be installed (1 outlet for scanner and 1 outlet for POS) • Either broadband internet or analog dial-up connectivity must be available at the lane location where POS device will be installed • Setup Process • ACS sets up WIC authorized retailers in the National Retail Management Center (NRMC) database, sends/receives retailer agreement, and creates work order • ACS NRMC builds profile and enters retailer banking information in EPPIC • ACS Retail Manager manages installation contractor as retailers are scheduled for installation and training during pilot and statewide rollout • Training • Retailer training is performed at the retailer location after successful installation • Retailer POS operations manual, quick reference guide and helpdesk Page 4 information is also provided at this time. • Retailer Enablement Summary ACS works with retailers to provide a solution that best meets their needs • • • • • Page 5 Coordinated efforts by ACS with retail service providers and third party processors provide most retailers with the option of integrating with their existing system For those retailers that do not have integration capabilities, standbeside POS devices provide a safe and reliable method of eWIC transaction processing Experienced ACS retail enablement team coordinates deployment and integration efforts providing strong support for retailers The Vendor Portal provides instant access to transaction and settlement reports 24/7 retailer helpline is provided to answer questions and/or troubleshoot issues Retailer Assessment Page 6 Retailer Assessment Overview Retailer Survey • ECR Platform • ECR Service Provider • Third Party Processor (TPP) • • Retailer Enablement Category • Stand Beside • Integrated • Integration Requirements • Full Certification • Unattended Certification • Abbreviated Certification • Deployment – No Certification Required Page 7 Step 1: Gather Information Survey • Retailer Survey provided to retailers to gather information that helps determine what type of enablement best suits retailer environment. • • Outreach • Additional correspondence and phone calls to vendor utilized to gain additional information and fill in gaps from survey. This is the information used to assess a retailer’s environment and slot the retailer in the appropriate enablement category. Page 8 Step 2: Categorize Retailers • • Stand-Beside • Retailers that do not have an eWIC capable ECR configuration or do not want to integrate, will be slotted in this category. Integrated • Retailers with an eWIC capable ECR configuration will be further slotted based on the requirements for certification of their particular ECR configuration. An eWIC capable ECR configuration consists of an ECR payment platform that has eWIC functionality and a connection path, Direct or TPP, for processing transactions Page 9 eWIC Capable ECR Configurations Page 10 Retailer/System Provider Third Party Processor POS Software Wal-Mart Firstdata Wal-Mart POS StoreNext 5/3 ScanMaster V2 StoreNext Firstdata ISS45 V7 and V8 Meijer Stores Direct Connect Meijer POS Kroger Vantiv IBM SurePOS ACE Save-a-Lot First Data ISS45 Base IBM Platform First Data IBM SurePOS ACE Base IBM Platform 5/3 IBM SurePOS ACE Retalix First Data ISS45 V7 and V8 Retalix 5/3 ISS45 V7 and V8 Step 3: Assess Certification Requirements Full Certification • FNS and Commonwealth attended testing in a lab setting. • Certification test scripts are followed and results recorded. • Requires 3-5 days onsite. • Required for configurations where one or more parts of the configuration has not been certified. • • Unattended Certification • Certification test scripts are followed and results recorded. • Documentation of test results provided to FNS and Commonwealth. • Testing performed offsite by ECR provider and/or retailer IT group. • Required for configurations that have been previously certified, but not with the current eWIC processor Page 11 Step 3: Assess Certification Requirements Continued • Abbreviated Certification • Testing of a new component or minor changes in ECR eWIC processing technology. • Test scripts specific to change or enhancement are followed and results recorded. • Testing performed offsite by ECR provider and/or retailer IT group. • Required for previously certified configurations where changes have been made specific to eWIC. Deployment – No Certification Required • Functionality is deployed to store and test purchase performed. • Commonwealth and FNS notified of successful deployment. • Appropriate for configurations that have been previously certified with eWIC processor. Page 12 • ECR Configurations and Certification Categories Page 13 Certification Components • • • • Electronic Cash Register • The cash register system that processes in lane transaction. • Many currently have eWIC functionality available or under development. POS Software • This is generally considered part of the ECR system and may be referred to as payment platform. • This is where the eWIC functionality for the ECR resides. Third Party Processor • This is the entity that processes payments for a particular retailer. • Most have been certified, but not all. eWIC Processor • Commonwealth partner that manages and processes eWIC transactions. Page 14 Full Certification Configurations System Provider POS Software IBM Third Party Processor First Data Any system RBS Lynk Worldpay Any POS Any system Chase/FiServ Any POS Any system Direct Connect Any POS Any system Citi Merchant Services Any POS IBM First Data TEC RORS IT Retail Any TPP Any TPP First Data Food Lion POS NCR ACS V6.2 Generally, a single certification is performed, with an ECR service provider, for a particular configuration and then simply deployed at the store level. Page 15 Unattended Certification Configurations System Provider POS Software RORC Third Party Processor First Data RORC Fifth Third ISS45 ISS45 Please Note • Unattended Certifications are expected to be required for previously certified ECR systems that have not been certified to ACS. Page 16 • As with all Certifications, approval for unattended certifications come from FNS Abbreviated Certification Configurations System Provider Any System • Third Party Processor Any TPP POS Software Any POS Examples of Abbreviated Certificationscapability Adding self-checkout for eWIC customers on a previously certified system • Changing the loyalty engine so that the manner in which discounts are applied is Abbreviated Certifications are generally modified performed in a lab environment and only Page 17 tests the areas of potential impact. Deployment Configurations System Provider POS Software IBM Third Party Processor First Data IBM First Data ACE IBM Fifth Third ACE StoreNext Fifth Third ScanMaster V2 StoreNext First Data ISS45 V7 and V8 IBM Vantiv Kroger Custom ACE NEC, Fujitsu, other First Data/Fifth Third ISS45 V7 and V8 Walmart Custom IBM ACE and ISS45 payment platforms have been certified in multiple configurations and is expected to be approved for deployment with any certified TPP. Page 18 Joint Certification Efforts Page 19 Collaboration Update • • • Certification Workgroup • ACS and the Commonwealth is participating in an FNS-led workgroup to streamline the process and leverage certification efforts for multiple agencies. • Standardizing test scripts. • Collaborative planning efforts. Leveraging Previous Certifications • ACS is working with FNS and other eWIC processers to leverage previous certifications. • Certifications performed for other states often can be used as verification that the system works properly and allow a system to be deployed rather than certified. Multi-agency Certifications • Certification of multiple agencies and eWIC processers with a single effort. Page 20 Questions? Page 21