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Evidence Guide: ICAB5162B - Install, configure and test a payment gateway

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

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ICAB5162B - Install, configure and test a payment gateway

What evidence can you provide to prove your understanding of each of the following citeria?

Prepare server and e-business software for payment site

  1. Evaluate payment software and select appropriate software to meet specifications, including security and privacy benchmarks
  2. Review and compare on-line merchant options
  3. Choose payment method with reference to business requirements and client expectations
  4. Test payment software and evaluate to ensure suitability and compatibility with current system and to meet client needs
Evaluate payment software and select appropriate software to meet specifications, including security and privacy benchmarks

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Review and compare on-line merchant options

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Choose payment method with reference to business requirements and client expectations

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Test payment software and evaluate to ensure suitability and compatibility with current system and to meet client needs

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Install payment gateway

  1. Install selected payment software
  2. Establish on-line merchant account
  3. Configure web pages and back-end solutions to handle requests and integrate with the database for each transaction
  4. Obtain merchant account information from the relevant financial institution
  5. Implement appropriate security systems to protect the payment infrastructure
  6. Configure payment gateway to accept the appropriate payment methods and transaction types according to business requirements
Install selected payment software

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish on-line merchant account

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Configure web pages and back-end solutions to handle requests and integrate with the database for each transaction

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Obtain merchant account information from the relevant financial institution

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Implement appropriate security systems to protect the payment infrastructure

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Configure payment gateway to accept the appropriate payment methods and transaction types according to business requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Test payment gateway

  1. Check transaction server for functionality against expected performance benchmarks
  2. Test gateway using relevant transaction types
  3. Verify transactions by using the administrative functions of chosen payment software
Check transaction server for functionality against expected performance benchmarks

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Test gateway using relevant transaction types

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Verify transactions by using the administrative functions of chosen payment software

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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

Required Skills and Knowledge

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)

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