Elements and Performance Criteria
ELEMENT | PERFORMANCE CRITERIA |
1. Prepare server and e-business software for payment site | 1.1. Evaluate payment software and select appropriate software to meet specifications, including security and privacy benchmarks 1.2. Review and compare on-line merchant options 1.3. Choose payment method with reference to business requirements and client expectations 1.4. Test payment software and evaluate to ensure suitability and compatibility with current system and to meet client needs |
2. Install payment gateway | 2.1. Install selected payment software 2.2. Establish on-line merchant account 2.3. Configure web pages and back-end solutions to handle requests and integrate with the database for each transaction 2.4. Obtain merchant account information from the relevant financial institution 2.5. Implement appropriate security systems to protect the payment infrastructure 2.6. Configure payment gateway to accept the appropriate payment methods and transaction types according to business requirements |
3. Test payment gateway | 3.1. Check transaction server for functionality against expected performance benchmarks 3.2. Test gateway using relevant transaction types 3.3. Verify transactions by using the administrative functions of chosen payment software |
Required Skills
Required skills |
Configuring software on a server Selecting and configuring a merchant account Setting up a merchant ID (MID) and a terminal ID (TID) Scripting in a variety of languages |
Required knowledge |
Payment software products Relative advantages and disadvantages of credit card, digital cash and on-line cheque systems Encryption options for national and international business Implementing client side shopping carts through active server pages (ASP) and interfacing with databases with ActiveX Data Objects (ADO) Public key infrastructure (PKI) Copyright and intellectual property Copyleft and Free Software Foundation Relevant privacy legislation Globally unique ID (GUID) Batching verification Electronic commerce modelling language (ECML) |
Evidence Required
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package. | |
Overview of assessment | |
Critical aspects for assessment and evidence required to demonstrate competency in this unit | Evidence of the following is essential: Assessment must confirm the ability to install, configure and test a payment gateway. To demonstrate competency in this unit the person will require access to: Website Appropriate servers and software Payment software Simulated merchant account |
Context of and specific resources for assessment | Payment gateways meet business requirement for on-line transactions. As more business is transacted globally, payment gateways provide an important option for financial transactions. Configuring a payment gateway is a complex process involving analysis, diagnosis and, planning, execution and evaluation across a broad range of technical and management functions, including development of new criteria, applications, knowledge and procedures. Applications involve significant judgement in planning, design and technical solutions. The breadth, depth and complexity covering planning and initiation of alternative approaches to skills or knowledge applications across a broad range of technical and/or management requirements, evaluation and coordination would be characteristic. Assessment must ensure: The demonstration of competency may also require self-directed application of knowledge and skills, with substantial depth in some areas where judgement is required in planning and selecting appropriate equipment, services and techniques for self and others. Applications involve participation in development of strategic initiatives as well as personal responsibility and autonomy in performing complex technical operations or organising others. It may include participation in teams including teams concerned with planning and evaluation functions. Group or team coordination may also be involved. |
Method of assessment | The purpose of this unit is to define the standard of performance to be achieved in the workplace. In undertaking training and assessment activities related to this unit, consideration should be given to the implementation of appropriate diversity and accessibility practices in order to accommodate people who may have special needs. Additional guidance on these and related matters is provided in ICA05 Section 1. Competency in this unit should be assessed using summative assessment to ensure consistency of performance in a range of contexts. This unit can be assessed either in the workplace or in a simulated environment. However, simulated activities must closely reflect the workplace to enable full demonstration of competency. Assessment will usually include observation of real or simulated work processes and procedures and/or performance in a project context as well as questioning on underpinning knowledge and skills. The questioning of team members, supervisors, subordinates, peers and clients where appropriate may provide valuable input to the assessment process. The interdependence of units for assessment purposes may vary with the particular project or scenario. |
Guidance information for assessment | Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended. An individual demonstrating this competency would be able to: Demonstrate understanding of a broad knowledge base incorporating theoretical concepts, with substantial depth in some areas Analyse and plan approaches to technical problems or management requirements Transfer and apply theoretical concepts and/or technical or creative skills to a range of situations Evaluate information, using it to forecast for planning or research purposes Take responsibility for own outputs in relation to broad quantity and quality parameters Take some responsibility for the achievement of group outcomes Maintain knowledge of industry products and services Additionally, an individual demonstrating this competency would be able to: Demonstrate understanding of merchant accounts and payment software, with depth in some areas Evaluate and execute judgements related to configuring payment software Demonstrate accountability for outputs related to payment solutions |
Range Statement
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included. | |
Software may include but is not limited to: | commercial software applications; organisation-specific software, packaged software, in-house or customised software |
Specifications may include but is not limited to: | technical requirements user problem statement current system functionality project plan software requirements metrics |
Client may include but is not limited to: | internal departments external organisations clubs individual people internal employees |
System may include but is not limited to: | databases applications servers operating systems gateways application service provider ISP |
Solutions may include but is not limited to: | new hardware hardware upgrades; new software, software upgrades user training or implementing a new system changes to network infrastructure changes to security or privacy provisions quality requirements OH&S requirements audit requirements inventory management an e-business/e-commerce solution |
Database may include but are not limited to: | relational databases object-relational databases proprietary databases commercial off-the-shelf (COTS) database packages |
Payment method may be: | off-line on-line or a combination of both include the use of credit cards on-line cheques or digital cash and provide for local and/or international transactions |
Server may include: | Application/web servers BEA Weblogic servers IBM VisualAge and WebSphere Novell NDS servers Email servers File and print servers FTP servers Firewall servers Proxy/cache servers |
Sectors
Unit sector | Build |
Employability Skills
This unit contains employability skills. |
Licensing Information
Refer to Unit Descriptor