The Cards area shows the credit and debit cards held by the customer. It can be enriched with insights such as alerts on expiring cards and cards pending activation.

Screenshot of the Life events area.

You can also view information on cards on the Financial holdings tab, in the Credit Lines or Accounts section. You can view the credit cards associated with the specific credit line or debit cards associated with an account.


Statuses for cards are Not activated, Active, Expires soon, Expired, Card stolen, and Card lost. The Active, Expires soon, and Expired statuses can either be directly assigned to each card by the financial institution or calculated. For example, Expires soon can be triggered 60 days before the expiration date, and after the expiration date the status changes to Expired. Card stolen and Card lost statuses are set by the organization.

See also