JUSPAY Unified Dashboard

Batch Card Delete

Overview

The Batch Card Delete module provides comprehensive bulk card data deletion capabilities for removing customer card information simultaneously through CSV file uploads. It offers real-time progress tracking, status monitoring, and detailed reporting for all card deletion operations processed through the Juspay payment platform.

This module is designed for a wide range of users, including:

  • Compliance Teams: For processing large volumes of card deletions efficiently to meet data protection regulations and compliance requirements.

  • Data Protection Officers: For bulk card data removal, privacy compliance, and tracking deletion operations across multiple customer records with detailed audit trails.

  • Operations Teams: To process customer data deletion requests in bulk, track deletion status, and provide accurate updates on data removal operations.

Accessing the Module

  1. Log in to the Juspay dashboard.

  2. From the main navigation menu on the left, click on Payments.

  3. Select Bulk Operations from the Payments submenu.

  4. Click on the Card Delete tab from the bulk operations navigation.

  5. The navigation URL for this module is https://portal.juspay.in/batch/batch-card-deleteslink icon.

Batch Card Delete
Batch Card Delete

Step-by-Step Usage Instructions

Creating Batch Card Delete

Step 1: Access the Batch Card Delete Interface

  1. Navigate to the Batch Card Delete module using the steps above.

  2. You will see the main dashboard with a description: "This module helps in deleting card data in bulk using a file upload. It provides a holistic view of the files uploaded. Upon clicking the filename in the table below a detailed view of each card deletion uploaded is displayed."

  3. The interface displays any previously uploaded batch card delete files in a table format.

Step 2: Initiate New Batch Card Delete Upload

  1. Click the "Create Batch Card Delete" button (visible only to users with appropriate permissions).

  2. If maker-checker workflow is enabled for your account, you will first see a description modal:

    • Enter a description for the batch card delete request in the text field.

    • Click "Submit" to proceed to the file upload interface.

  3. If maker-checker is not enabled, you will directly access the file upload interface.

Batch Card Delete
Batch Card Delete

Step 3: Prepare and Upload CSV File

  1. Download Sample File: Click on the sample file link to download the CSV template (batch_card_delete_sample.csv).

  2. Prepare Your Data: Fill in your card deletion data following the CSV field specifications (see table below).

  3. File Limitations:

    • Maximum 1000 rows per file

    • CSV format only

    • File size limitations apply

  4. Upload Process:

    • Click "Choose File" or drag and drop your CSV file

    • The system validates the file format and structure

    • Mandatory fields are checked (Customer ID)

    • Column types are validated (Customer ID as String)

Step 4: File Processing and Validation

  1. File Validation: The system performs the following checks:

    • CSV format validation

    • Mandatory field presence (customer_id)

    • Data type validation for each column

    • Row count validation (maximum 1000 rows)

  2. Error Handling: If validation fails, specific error messages are displayed:

    • Missing mandatory fields

    • Invalid data types

    • File format errors

    • Row limit exceeded

  3. Successful Upload: Upon successful validation:

    • File is queued for processing

    • Batch ID is generated

    • Initial status is set to processing

Step 5: Monitor Processing Status

  1. Status Indicators:

    • ACCEPTED: Successfully processed card deletions (Green indicator)

    • FAILED: Failed card deletion attempts (Red indicator)

    • QUEUED: Card deletions waiting in processing queue (Blue indicator)

Monitoring and Managing Batch Card Delete

Viewing Batch Card Delete Details

  1. Table View: The main interface displays all uploaded batch files with:

    • File Name: Name of the uploaded CSV file

    • File Upload Status: Current processing status with color-coded labels

    • Date Created: File upload timestamp

    • Last Modified: Last update timestamp

    • Total Tasks: Number of card deletion requests in the file

    • Tasks Progress: Visual progress bar showing completion status

    Batch Card Delete - Table View
    Batch Card Delete - Table View

  2. Detailed View: Click on any filename to access detailed information:

    • Batch Details Card: Expandable/collapsible interface showing:

      • Batch ID: Unique identifier for the uploaded file

      • Date Created and Date Updated timestamps

      • Current status with color-coded indicators

    • Progress Statistics: Individual task counts for:

      • Total Accepted Tasks: Successfully processed card deletions

      • Total Rejected Tasks: Failed card deletion attempts

      • Total Queued Tasks: Card deletions in processing queue

Batch Card Delete - Detailed View
Batch Card Delete - Detailed View

Search and Filter Capabilities

  1. File Name Search:

    • Use the search input field with search icon

    • Enter filename to filter results

    • Search is case-sensitive and supports partial matches

    • Clear search using the cross icon

  2. Table Sorting:

    • Click column headers to sort data

    • Available sorting for: File Name, Status, Date Created, Total Tasks

    • Toggle between ascending and descending order

Data Export and Download

Downloading Processed Data

  1. Access Download: Click the "Download Data" button in the batch details view.

  2. CSV Export: Downloads include:

    • Serial numbers (S.No column)

    • All processed card deletion data with the following headers:

      • Customer Id

      • Deletion Status

      • Task Status

      • Error Message

      • Created At

      • Updated At

  3. File Format:

    • CSV format with comma-separated values

    • Filename format: batch_card_delete.csv

    • Includes header row with column names

CSV File Upload Specifications

CSV Field Requirements

Scroll inside to view more
Field Name
Mandatory/Optional
Data Type
Description
Sample Value
Validation Rules
customer_id
Mandatory
String
Unique customer identifier for the card data to be deleted
"CUST_123456789"
Must be a valid string, cannot be empty

CSV Format Examples

Complete CSV Format with Sample Data:

File Upload Constraints

  • Maximum Rows: 1000 rows per CSV file

  • File Format: CSV (Comma Separated Values) only

  • Encoding: UTF-8 encoding recommended

  • File Size: Standard file size limitations apply

  • Column Order: Must match the specified header format

  • Required Fields: Customer ID field is mandatory and cannot be empty

Use Cases

Compliance-Driven Card Data Deletion

  1. Export customer data requiring deletion from compliance reports

  2. Prepare CSV file with customer IDs for card data removal

  3. Upload file through Batch Card Delete interface

  4. Monitor processing status and download audit results

Customer Data Protection Requests

  1. Receive "Right to be Forgotten" requests from customers

  2. Create CSV with customer identifiers requiring card data deletion

  3. Upload file for automated data removal processing

  4. Track individual customer data deletion status

Data Retention Management

  1. Compile expired customer records requiring card data cleanup

  2. Create CSV with customer IDs and data retention requirements

  3. Process bulk card deletions for regulatory compliance

  4. Use downloaded data for compliance audit and reporting purposes

Troubleshooting

File Upload Validation Errors:

  • "Invalid file format": Ensure file is in CSV format with proper comma separation

  • "Missing mandatory fields": Verify that customer_id column is present and not empty

  • "Row limit exceeded": Reduce file size to maximum 1000 rows per upload

  • "Invalid data type": Check that customer_id field contains only valid string values

Permissions and Roles

Access to the Batch Card Delete module is controlled by the following permissions:

  • Card Delete Module Access: Required for accessing the batch card delete interface (ACL: card_delete)

  • Card Delete Write Permission: Required for creating and uploading batch card delete files (ACL: card_delete with ReadWrite access)

  • Card Delete Read Permission: Needed to view batch card delete status and download processed data (ACL: card_delete)

Last updated 5 months ago