Routing goes live in Hub after connector accounts are ready and a configuration is published.
Follow the steps below in order. Understand routing covers component definitions and configuration statuses.
Step 1. Explore connectors
Review available connectors and set up connector accounts for the payment methods you route.
Step 2. Create routing configuration
Create a routing configuration for a channel and payment method. A new configuration starts as Inactive with a Draft version.
When creating routing configurations, operators can view, edit, and manage them for each channel and payment method.
- Go to Orchestration > Routing configurations.
- Click on Create routing configuration.
- Select Payment method.
- Choose Channel from the list.
- Enter Title and optionally Description.
- Click on Create.
To copy a route configuration
- Go to Orchestration > Configurations.
- Find the routing configuration and click on Copy routing configuration.
- In the duplicate configuration modal window, specify the required information:
- Select Payment method enabled and set according to the chosen configuration.
- Choose Channel from the list.
- Enter Title and optionally Description.
- Select Configuration version of the configuration to copy.
- Click on Duplicate.
Step 3. Set rule presets
Enable rule presets such as Force 3DS on the configuration version.
- Go to Orchestration > Configurations.
- Find the routing configuration and click on it.
- Click on Force 3DS preset and enable the required preset conditions.
- Click on ✕.
Step 4. Set rules
Define routing rules with conditions, logic operators, and value groups.
- Go to Orchestration > Configurations.
- Find the routing configuration and click on it.
- Find the rule preset you need and click on +.
- Click on New condition and name it.
- Add Rule, Metadata rule or Rule group.
- Click on Save.
- Click on Add rule and set:
- Parameter
- Logic operators
- Value
Individual values or a value group when the parameter supports it.
- Click on Save.
- Select the values in the condition.
- Click on Save selected.
- Enter a Group name.
- Click on Save.
Saved groups appear at the top of the value list for that parameter. To edit, hover the group name, click on Edit, then click on Save. If a group is deactivated, it is hidden when you add or change rules. Existing rules that already use the group keep the same values and continue to be evaluated as before.
Value groups apply only to Country, Bank, BIN country, Card brand, Card type, and Currency conditions. Each group is tied to one parameter. A Country group cannot be reused on BIN country. Groups are visible only within your account.
To set metadata rule
- Click on Add metadata rule and set:
- Data type
- Parameter name
- Logic operators
- Value
- Click on Save.
- Click on Add rule group:
- Choose Rule or Metadata rule, or Rule group and set it.
- Set logic operators.
- Click on Save.
Step 5. Configure splits
Set traffic splits across connector accounts on matching rules.
- Go to Orchestration > Configurations.
- Find the routing configuration and click on it.
- Find the rule you need and click on + Add splits.
- Set % percentage for each group.
Step 6. Configure segments
Define cascade segments with connector accounts and descriptors for each split group.
Step 7. Publish configuration
Set the configuration to Active and publish the Draft version. The version becomes Live and starts processing payments.
Step 8. Verify routing
Track routing decisions and review approval rates after go-live.