Example questions
Ask in plain language. Use these to test your connection.
|
Topic |
Try asking |
|---|---|
|
Authorization |
"How did Visa authorization approval rates trend last quarter?" |
|
Declines |
"Which decline codes drove the biggest volume change month over month?" |
|
BIN lookup |
"Which bank issued BIN 414720, and is it consumer credit or debit?" |
|
Costs |
"Summarize our card processing costs for last quarter." |
|
Fee trends |
"How have our processing fees trended over the past six months?" |
|
By processor |
"Break down our fees by processor for this quarter." |
Troubleshooting
|
Problem |
What to do |
|---|---|
|
Sign-in succeeds but the assistant says the connector has no tools |
Your account isn't fully set up yet. Contact support rather than retrying. |
|
Setup fails at the OAuth step |
Check you chose your own / user-defined OAuth client, not automatic or dynamic registration, and that the client secret is blank. |
|
Connected before the organization sign-in update and can't sign in |
Disconnect and reconnect once. See the returning-user steps on the page for your assistant. |
|
Cursor can't reach the server |
Allow outbound HTTPS from the user's machine to |
|
An answer is missing data you expect |
Access is limited to the data authorized for your Harmonize account. Ask your admin or consultant to confirm your scope. |
Good to know
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Answers use certified metric definitions and curated reference data.
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Source payment data is never modified. Operational audit and usage records may be logged.
Need help? Email [email protected] or contact your Optimized Payments consultant.