Omni FastFlex Pre-Sales Discovery Checklist
Gathering the technical requirements for a smooth L3 certification.
1
Contact Information
Omni Representative *
Name of the Omni team member completing this form.
Company Name *
Contact Name *
Contact Role / Title
Email Address *
Phone
2
Customer Capabilities & Readiness
Team Structure
Who will be supporting this project on the client side? (Check all that apply)
Has a Product/Project Manager assigned
Has internal Engineering resources available
Has an existing dedicated EMV certification team
Uses 3rd Party Engineering Team
Certification History
Has this specific environment/app been certified before?
Yes, certified previously with:
No, first-time certification.
Acquirer Engagement Status
Has the client already initiated a project with the acquirer?
Yes (Contact Name):
No, project has not been initiated yet.
3
Project Overview
End Use Case Description
Target Go-Live Date
4
Payment Application Source
In-House:
Developed and maintained by your internal engineering team.
3rd Party Vendor:
Purchased or licensed from an external software vendor.
White Label:
Re-branded solution from a gateway or ISO.
Legacy/Migration:
Moving an existing application to new terminal/kernel.
5
Acquirer & Gateway Information
Acquirer Name
Gateway Name
Integration Protocol / API Command Set
The message format used to communicate with the host (e.g., ISO 8583, REST, XML, Rapid Connect).
Encryption Types
Security method for data in transit (e.g., P2PE, TLS 1.2, DUKPT, Tokenization scheme).
6
Terminal Information
Terminal Environment
Attended (Retail/Counter)
Unattended (Kiosk/Vending)
Semi-Attended
Mobile / mPOS
Terminal Make/Model(s)
Configuration Methods
How parameters and settings updates are loaded onto the device.
Local (USB/Cable Load)
Cloud Provisioning
Manual Entry
TMS (Remote Management)
Key Injection Facility (KIF) / Provisioning
The facility or vendor responsible for loading secure keys (PIN/MAC).
7
Supported Capabilities
Entry Modes
Swipe (MSR)
Manual Keyed
EMV Contact (Dip)
EMV Contactless (Tap)
Barcode / QR
Other
Card / Network Types
Visa
Mastercard
Amex
Discover
DNA
Interac
JCB
UnionPay
Other
Tender Types
Credit
Debit
EBT SNAP
EBT Cash Benefits
eWIC
Checks
Gift Cards
Wallet Payments (Apple/Google)
Other
Domains / Industries Supported
Retail
Restaurant
Car Rentals
Lodging
Ecommerce
Transit
Other
8
Tooling Support
Preferred Test Tool
UL (BTT):
Collis/Brand Test Tool (Standard).
ICC:
ICC Solutions (Simulators).
FIME:
Savvi/Eval test suites.
B2:
B2 Payment Solutions.
Other:
Custom or proprietary tools.
Submit Checklist
Thankyou for reaching us!
