OrderTrust
 








OrderTrust Glossary

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This glossary describes terms and acronyms that are used throughout OrderTrust documentation.

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z


ACH

Automated Clearing House. The ACH serves as the domestic inter-bank clearinghouse for electronic payments. Originally intended for low value, high-volume consumer payments, the ACH is now the principal means of executing corporate to corporate EDI payments.

ACH Credit

Occurs when a buyer requests the transfer of funds from their financial institution to a seller's financial institution.

ACH Debit

Occurs when a seller requests the transfer of funds from a buyers financial institution to the seller's financial institution.

Affiliate

An organization that interfaces to and operates on/for OrderTrust, providing and/or using defined OrderTrust services.

Agents

These systems perform most of the work on the system, such as communicating with external systems, security and authentication, translating messages between internal and external formats, and performing specific business rule processing.

See also OrderTrust Hub, OrderTrust Agents.

Aggregators

An entity that merchandises products and/or services not from manufacturers or distributors, but from predefined catalogs. An example is SkyMall, which collect products from existing catalogs and merchandises them to its own target group. SkyMall has taken select products from both Sharper Image and Hammacher Schlemmer and aggregated the products from two different catalogs into one Sky Mall Catalog.

ALP

Application Level Protocols are protocol layers that isolate any application or customer specific requirements for connectivity to a single layer.

API

Application Programming Interface

Application Services

Represent OrderTrust's added-value assets that provide distributed functional capability.

Archiving

The process of capturing and storing all incoming and outgoing information.

Authentication

Validating the identity of an affiliate, commerce partner or presenter.

Authorization

Credit card check or certification of a cash payment commitment.

AVS

Address Verification Service, which is a provided service by the payment processer that verifies consumer addresses based on the information contained with the cardholder's bank.


Batch Processing

A method by which many input items are accumulated over time and are grouped for processing during one machine run.

Business Objects

A software object containing business information and self-contained operations (for example, an order).

Business Service

A software object performing a set of operations on a specific set of Business Objects (for example, an order manager).


Catalog Management Service

A system that allows a user to select pre-merchandised products for use in a catalog. The term catalog may be used in many different ways. It is most often used to describe products that have been bundled together for use in marketing to a select group, market, industry, person, etc. A catalog is the compilation of those products that have been merchandised to go together. In the direct marketing industry the term catalog is used mainly to describe a hard copy catalog that is distributed via direct marketing channels such as the US Postal Service. In the new media world, the term catalog may be used to describe an on-line catalog similar to the hard copy catalog that comes in the mail or as a database of sorts that specifies which products from a product database have been chosen to reside in an on-line/hard copy catalog.

Certification Testing

The process by which OrderTrust certifies that an affiliate or commerce partner is correctly transmitting and receiving data from the OrderTrust network.

Client

The organization or system that transmits the information to be processed by OrderTrust.

Client-Server

A way of distributing information on a network that involves using a small number of server programs to provide data to client programs installed on many computers throughout the network. The server program maintains a database and provides information to the client programs, through the network, when requested. The client programs provided a user-friendly and consistent interface.

Clubs/Affinity

OrderTrust provides the management of programs aimed at providing and managing offers to groups (for example, businesses or organizations).

See also Loyalty Services.

COM

Component Object Model.

Commerce Partner

Any network endpoint designated by an affiliate.

Commerce Server

Any product used to enable commerce transactions.  Examples are Microsoft SiteServer, Commerce Edition; Open Market's Transact4; iCat's Electronic Commerce Suite.

Communication Access Services

OrderTrust provides communication connectivity between merchants/affiliates and their trading partners engaged in commerce. Benefits include one connection to all trading partners and connectivity using each partner's native access methods and protocols.

See also Network Services.

Communication Gateways

Inbound gateways provide data conversion and routing of transactions. Data conversion converts affiliate data to an internal representation.  This process is called mapping.  See Map. Outbound gateways provide data conversion and routing of transactions to the destination of the transaction.  For example, a payment authorization request is routed to a Payment Processor associated with the transaction owner.

Communicators

Communicators provide standard generic connectivity, such as TCP or FTP.

Connect Mailbox

Third party software used for list file communications through the OrderTrust firewall. Connect Mailbox has mailboxes dedicated to list customers. Files coming from the outside will be forwarded to list through custom scripting within Connect mailbox.

Consumer

    The end customer of a Presenter or Owner. In some cases, Consumers are notified of processing that occurs for their order. This communication is currently performed via electronic email or some other on-line or batch mechanism.

Consumer Interface

OrderTrust sends the consumer up-to-date order status information on behalf of the merchant to increase customer satisfaction and loyalty.

See also Customer Services.

Content-Based Routing

Enables OrderTrust to route information (such as orders) based on the content within. SkyMall is an example of this, where OrderTrust captures multi-merchant customer orders and disassembles and re-aggregates them into individual merchant orders and routes them to the appropriate merchant and/or drop shipper.

See also Fulfillment Services.

Continuity

An OrderTrust service that provides the merchant with a way to create customer loyalty and customer lifetime value by shipping a product to the consumer on a continuation basis.

See also Fulfillment Services.

Conveyance Workflow

This workflow carries most of the processing burden for the Payment application. For Developer's ToolSet transactions, the conveyance workflow connects to the Inbound Gateway and calls the appropriate factories to convert the data into business objects. Authorizations are handles as online transactions, and the workflow is responsible for calling the appropriate services to convey, deliver, and return transaction responses to the Outbound Gateway.

Settlements and refunds submitted via the Developer's ToolSet and Order Settlement are handled in a two-step process. First, the workflow calls the Payment Stager Service to stage the transactions submitted via the Developer's Toolset (Order Settlement stages transactions using its own workflow). Once the transactions are triggered for delivery, the workflow is invoked to deliver the transactions to the appropriate Payment Processor.

Corporate Accounts

An OrderTrust service that provides a means of managing business-to-business commerce transactions at the corporate level versus the individual consumer level.

See also Loyalty Services.

Customer Database

OrderTrust provides a historical database of all the affiliate's merchant's, and or marketer's customers, including profiles and purchase histories.

See also Customer Services.

Customer Services

OrderTrust provides customer service applications and interfaces to provide merchants/marketers with the ability to effectively manage the life-cycle of an order to enhance customer satisfaction. These services include order entry services, consumer interface, customer services interface, customer database, and fulfillment services interface.

See also Application Services.


Data Formatting

OrderTrust provides data mapping services to merchants and affiliates that require data transfer between one another. OrderTrust provides effective communication between trading partners with dissimilar data formats, and also provides the data normalization required to use any of the value-added services (for example, fraud screening or loyalty services.)

Default

Information that is owner- and format-specific, and does not vary by transaction. This information will be used to set default values for transactions being sent to the Payment Processor.

Deferred/Installment Billing

Provides merchants/marketers with the ability to manage flexible payment terms to their customers.

See also Financial Services.

Developer's ToolSet

An OrderTrust product that provides an API for a client to interface with. The ToolSet provides access to order, payment and fraud services.

See also OrderTrust Hub.

Distributed Service

A way of providing a resource over a network. It allows for more than one company to deliver a service using standard protocols and conventions.

Distributors

Any entity that compiles products from multiple manufacturers, then may warehouse and ship them.


ECP

Electronic Check Payment.

EDI

Electronic Data Interchange.

Encryption

The process of converting a message so that it is unreadable unless "decrypted." It is a method of securing privacy on networks through the use of complex mathematical algorithms. Encrypted files are usually assigned a key that must be used in order to decrypt them.

Endpoint

See Network Endpoint.

Extensible Markup Language (XML)

A file format used in the Developer's ToolSet for communicating between processes.


FTP

File Transfer Protocol.

Financial Services

OrderTrust provides added-value services in support of financial transactions managed over the network. These financial services include payment, fraud screening, royalty management (funds accounting), and deferred/installment billing.

See also Application Services.

Firewall

A set of components, typically hardware, software, and security policy, that protect and isolate an organization's data and system from unauthorized outsiders.

Fraud Screening

Provides multiple levels of fraud detection on behalf of merchants to improve their profitability. Fraud screening provides support for AVS, table of denial (negative file), velocity, and credit/risk scoring.

See also Financial Services.

Fulfiller

    An affiliate who receives conveyed orders from OrderTrust for processing. The Fulfiller can receive orders from multiple Presenters/Owners. The Fulfiller packages and ships products to customers on behalf of a merchant.

Fulfillment Services

OrderTrust provides fulfillment services for merchants, marketers, and fulfillment houses to enhance and extend the management of orders through the fulfillment process. Fulfillment services include content-based routing, continuity, inventory management, and product database.

See also Application Services.

Fulfillment Services Interface

OrderTrust provides fulfillment affiliates (merchants, fulfillment centers, drop shippers, etc.) with a data view into OrderTrust to manage offers, product, inventory, and order information.

See also Customer Services.


Gateway

The technical meaning is a hardware or software set-up that translates between two dissimilar protocols. For example, America Online has a gateway that translates between its internal, proprietary e-mail format and Internet e-mail format and Internet e-mail format. Another less formal meaning of gateway is to describe any mechanism for providing access to another system, for example, AOL might be called a gateway to the Internet.

 


Hub

See OrderTrust Hub.


Integration Partner

An OrderTrust partner who creates a programmatic interface between a commerce site and the OrderTrust network.

Implementation Testing

The testing performed by an integrator prior to full certification testing into the OrderTrust network.

Inventory Management

An OrderTrust service that provides product inventory levels/messages to various order entry vehicles in order to provide consumers with information on product availability prior to actually purchasing. This also provides the order entry vehicle the opportunity to substitute other products in the advent of a stock-out.

See also Fulfillment Services.


LinkSet

The OrderTrust Partner LinkSet is a 'family' of products that provide pre-programmed components for specific commerce servers.  The OrderTrust Link for Microsoft SiteServer 3.0 is one member of this product family.

List Services

OrderTrust provides list management services (to catalogers, list brokers, etc.) in order to provide current (if not instantaneous) buyer information to catalogers to enhance the targeting of prospective clients. Each time a cataloger sends a payment authorization transaction through OrderTrust, we capture buyer information and provide the information to their list service bureau or to their house list.

See also Application Services.

Logging

The process of storing information about events that occurred on the firewall or network.

Loyalty Services

OrderTrust provides loyalty services to merchants to increase customer retention by managing and extending the lifetime value of their customers. Loyalty services include corporate accounts and clubs/affinity.

See also Application Services.


Manufacturer

Any entity that creates a product and desires to have that product sold.

Map

A map converts data from OrderTrust's format to the wire format and vice-versa.

See also Mercator Map.

Mapper

Software that converts data into the OrderTrust standard file format.

Mapping Conversion

The process of converting data supplied by an affiliate into the OrderTrust standard file format.

Merchandise

Goods or services that are for sale.

Merchandiser

An individual or organization that is accountable to the consumer for the product.

Merchandising

The process of selecting products and/or services that are targeted to a select group, market, industry, person, etc.

Merchandising Interface

Provides merchants with a window into OrderTrust's product/offer management system in order to maintain and/or alter products and their associated attributes.

See also Merchandising Services.

Merchandising Services

OrderTrust provides merchandising applications and interfaces to enable merchants/marketers to effectively manage product(s) while maintaining integrity of ownership and product usage. These services include rights management, offer database, and merchandising interface.

See also Application Services.

Merchandising System

A system from which a user may choose products and/or services to use in merchandising to a targeted group. A merchandising system may be as complex as the rules that are applied to each product. Merchandising systems may have to deal with multiple pricing structures, associates SKUs, sized descriptions, product images, platform/channel rules, etc. The goal of any merchandising system is to allow a merchandiser to make all product-based decisions within one system. All product, channel, platform, media, and graphic information should be available to help make those decisions.

Merchant

The organization that owns the-right-to-sell merchandise and desires to market and sell it.


Network Endpoint

Any commerce partner that receives data from the OrderTrust network.

Network Services

Network Services represent OrderTrust's fundamental assets. They provide the ability to facilitate efficient and cost-effective communication/commerce for merchants and affiliates by providing one connection to OrderTrust to reach multiple trading partners.

Notifications

Outbound messages from OrderTrust to an affiliate to inform them of changes in status. Notifications are triggered by system state changes.


Offer Database

Provides a database of customer promotional offers. This database can be created (built and branded), modified, and deleted by the affiliate using the Merchandising Interface. These offers can be time based and/or marketer based, etc.

See also Merchandising Services.

Offer Management

In many situations, manufacturers, suppliers, resellers, etc. are separate and distinct entities. Because these entities all have rights and/or privileges associated with the products they have "acquired", there exists a need to manage each entity's "offers", all the way up the supply chain. Offer management is the control mechanism for establishing the rules of all members of a supply chain.

OPP

Microsoft's Order Processing Pipeline, which is part of the Microsoft SiteServer, Commerce Edition product.

Order

A single electronic description of merchandise and its attendant method of payment, including shipping instructions, as generated by a consumer.

Order Conveyance

The process of acquiring, routing, and fulfilling orders.

Order Entry Firm

Companies that transcribe mail or fax orders in paper form into electronic form.

Order Entry Services

OrderTrust provides the ability to communicate information to and from commerce servers, order entry, and/or telemarketing systems.

See also Customer Services.

Order Gateway

The medium for accepting orders.

Order Lifecycle

The Order Lifecycle is the process of managing an order from inception to completion.   The order lifecycle begins with the creation of a product offer.  The order then progresses through all phases of order management, managing the customer experience, and financial management to analyze ROI and cash flow.

OrderTrust Hub

The OrderTrust infrastructure is based on the existence of the OrderTrust Hub. This hub is the underlying structure that contains all of the applications, systems, networking, and communications needed to operate the OrderTrust Network. A hub defines a set of systems and networks that are used to deliver services; it is a logical grouping of systems and services that inter-operate. By definition, a hub can be a single physical site, part of a single physical site or multiple sites together. Each hub contains the following components: Agents, Affiliate Agents, OrderTrust Agents, Web Agents, and Direct Commerce Information Bus (DCIB).

OrderTrust Standard Format (LSF)

OrderTrust data format used for internal processing.

Originating Affiliate

An affiliate that delivers orders into the OrderTrust system, perhaps on behalf of another owning affiliate.

Other Affiliate

    An affiliate that needs to be notified by the system at the request of an Owner or Presenter, but does not serve a particular function within the system.

Owner

    An affiliate who "owns" the order/items that are being presented to OrderTrust by a Presenter. This affiliate can be the same as the Presenter, or can be a different affiliate. An Owner can have multiple Presenters.

Owner Batch

An entry in the batch table that represents the transactions that will be delivered to the Payment Processor at a given time (batch delivery time).

Owner Profile

A table in the Payment database that contains information about a specific Owner.


PAP

Pick and Pack.

Pass Through

Information that is specific to an Owner and/or Payment Processor. OrderTrust does not perform any validation on this data and may add information to the pass through based on the Owner ID and the record formats.

Pass through information is found in the default and translation tables.

Paymentech Incorporated (PTI)

A Payment Processor.

Payment Processing

Servicing transactions against computer accounts for the purpose of authorizing and settleing against a consumer's line of credit.

Payment Processor

    An affiliate of OrderTrust that processes payment transactions. An Owner will have a contract with a Payment Processor. During the processing of an order, the Payment Processor is used for performing authorizations and/or deposits.

Payment Service

Provides the ability to effectively manage any payment transaction through the OrderTrust network, regardless of batch/real-time, origin/destination, affiliates with multiple payment processors, and banks.

PID

Presenter ID.

POS

Point of Sale. An application which allows the seller to compile product identification information at the time of sale, frequently picking up the price information by cross-referencing the product identifier to the price file. Often a point-of-sale system will receive barcoded product identification.

Presenter

    An affiliate who presents orders or other service requests to OrderTrust for conveyance to an end destination (a Fulfiller). This action is performed on behalf of an Owner (who may be the Presenter). A Presenter can work on behalf of multiple Owners.

Presenter Batch

An entry in the batch table for a presenterid and submissionid. The transaction count on this record indicates the number of transactions presented during a submission.

Presenter Profile

A table in the Payment database that contains information about a Presenter.

Product Database (PD)

  1. A physical storehouse for product information. Products are most often categorized by SKU. Products stored in a database have fields associated with a SKU that refer to product attributes, associations, prices, history, origins, etc. Information associated with a product may also be kept in a separate database and referenced by an existing SKU in a product database. Multiple entities may have access, rights, privileges, etc. to the same product located in the same database.

  2. An OrderTrust service that provides a central repository of merchants'/marketers' products. This database provides SKU, product description, pricing, eligible resellers, and other pertinent product information that can be changed via batch file or web interface.

See also Fulfillment Services.

Product Offers

Content, presented to consumers, that describes products for sale.

Products

Items to be made available for sale.

Profiles

Profiles specify attributes of affiliates that are required for conducting business with OrderTrust. Profiles contain such data as:

  • Affiliate contact information
  • Communication information
  • Affiliate-to-affiliate business relationships
  • Security information
  • Processing rules for OrderTrust services

The systems within OrderTrust rely on this profile information to determine how each message for a particular affiliate is to be processed. If the manner in which an affiliate communicates to OrderTrust (or the services the affiliate is taking advantage of) changes, only changes to the Affiliate's profile are needed.

The profiles can be used to customize the service that an Affiliate receives. This means that each Affiliate who connects to OrderTrust does not have to process in any standardized manner.


Refund

A transaction type that is submitted to a Payment Processor for crediting a cardholder's account.

Reports

Provide a view of the OrderTrust database.

RFMplus

RFMplus (recency, frequency, $)  is a unique cooperative database service that reduces the cycle time for bringing the names of consumers who have recently purchased back into circulation. 

RFR

Request for Refund

Rights Management

Provides the ability to manage the chain of ownership/usage of intellectual (for example, software) to ensure proper distribution and billing.

See also Merchandising Services.

Routing

OrderTrust provides simple routing of information to/from merchants, affiliates, and their trading partners. Routing implies we are provided the data destinations and are not required to perform any data interpretation to determine data destinations. "Data" can be orders, leads, payment requests, list data, etc.

See also Network Services.

Royalty Management/Funds Accounting

Provides visibility and control of the transaction value-chain to those having rights to revenue as a result of the transaction.

See also Financial Services.


Service Message

Unit of transfer and action among Affiliates by way of OrderTrust.

Service Request

A request to perform a business function.

Services

(OrderTrust-specific definition) Services are well-defined operations that OrderTrust affiliates perform for each other in the pursuit of merchandising.

Session

The period of time starting when a Merchant establishes a connection to OrderTrust and ending when that connection is released. It is enclosed between startSession and endSession.

Settlement

A transaction type with an authorization code that is sent to a Payment Processor to be charged against the cardholder's account.

Shadow File

An input data file that arrives without going through Payment.  A shadow file will have an associated data format that will determine the set of pre-processing and mapping that needs to be performed.

Shipper

An organization that is responsible for both maintaining product availability information on behalf of a supplier and initiating the shipment of a product. In certain cases, this will be the supplier.

SKU

Stock Keeping Unit.

Spooling

Storing messages, then dispatching them at a programmed release time.

SSL

Secure Socket Layer.  The widely accepted security protocol used on the internet.

Submission

A period of time during which Payment is receiving a single or multiple transactions. This is enclosed between a start Submission and end  Submission message.

Supplier

An individual or organization that is the source of a product or products.


TI Analyst

Technical Implementation Analyst.

TJL Format

Thomas J. Litle format 

TP

Transaction Processing.

Transaction

The data that payment receives, validates, and persists. Transactions represent authorization attempts, settlements, and refunds.

Translation

Information that is format-specific. This information is added to the resulting mapped record.


Update Workflow

Called by the Delivery Service to update transactions returned by the Payment Processor and the batch record entries.


Vendor ID

A unique code allocated by an affiliate to a commerce partner.


XML

See Extensible Markup Language.