For software partners

Software partners play a varied role in implementing the new payment transaction processes. Here you can find out how to offer your customers added value and how to proceed with the transition.

Software partners as multipliers and enablers

As software partners, you play a key role in implementing the new payment transaction processes.

You reach a large number of PostFinance customers with your ISO 20022 compatible software products, thereby establishing the basis for successful customer migration.

PostFinance would like to coordinate the development, testing and provision of your software products with you. This will enable PostFinance to offer professional advice and assistance to our (joint) customers.

Create added value for customers

A range of different business processes and in some cases different software modules and/or products are affected by the switch to ISO 20022.

Companies often use the implementation of ISO 20022 as an opportunity to validate their process and system landscape and to investigate the use of additional service packages. It is the ideal time to carry out further optimizations to payment transactions and to create added value. Enhanced process controls are an important aspect of the new payment transaction processes. These controls also support the requirements of the internal control system (ICS). They can be carried out easily at the same time as the processing and notification procedures.

Recommendations for further action

PostFinance recommends adopting a step-by-step approach to the implementation of ISO 20022 requirements in your software products:

Um die Umsetzung der ISO-20022-Anforderungen in Ihren Softwareprodukten abzustimmen, empfiehlt PostFinance ein schrittweises Vorgehen:   Basis-Workshop, Anlayse Auswirkungen, Umsetzung ISO 20022, Testing, Bereitstellung

1. Basic workshop
Analyse the impact on your products. Establish which payment transaction functions are affected by the changeover and how.

2. Impact analysis
Evaluate which message and notification types your customers currently work with and assess the requirements and potential of additional service packages.

3. ISO 20022 implementation
Integrate the ISO 20022 specifications into your product development (release planning). Determine which modifications need to be carried out for which customers in which software release.

4. Testing
Plan and coordinate testing with PostFinance. The most important information on software validation can be found under Ā«TestingĀ».

5. Provision
Consider when and how you want to inform your solution providers and customers and how to offer them support.