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UPAY - Card Management Platform (CMP) FAQs
This article provides answers to frequently asked questions regarding the Card Management Platform (CMP) system.
CMP is the new, streamlined online system for managing university-issued cards. CMP makes card management fully digital and more efficient by eliminating the need for paper forms and consolidating multiple card systems (PCard and TCS) into one easy-to-use platform.
Go Live Date
- When will CMP be available and how can we access the site?
CMP will go live in late March 2026, and links to CMP will be available via official release communications and posted on the BusFin website.
System Access and Roles
- Who has access to CMP?
CMP is designed for DCMs and their delegates, and these roles will be set up via the SecApp. A supplemental site (UniversityCards) will be available for cardholders and Department Heads to log in and review card applications. - Can I have more than one DCM per department?
No. CMP and the SecApp will allow only one DCM per department, but more than one delegate is allowed. - Can there be a delegate for the Department Head to approve applications?
No. Department Heads may not have delegates. Department Heads can be updated via the Department tab within CMP.
Card Application Process
- Will the cardholder applicant be the first person in CMP to submit an application?
No. Only the DCM or their delegate will enter card application information into CMP. - Will the cardholder applicant still need to submit an electronic application to the DCM so the DCM can start the process?
It is the responsibility of the department to provide the DCM with an internal request prior to starting a New Card Application within CMP. The internal request format is left up to each department to determine. - If completing applications for both PCard and TCard, does the cardholder applicant receive one email or two? Is it one application or two?
The cardholder applicant will receive one email for both applications submitted as one within CMP. The cardholder applicant must approve both applications separately, as PCard and TCard have separate Authorization Agreements.
Card Application Required Information and Data Entry
- Are any CMP fields auto-populated?
An employee’s Name on Card and Ship-to Name are automatically populated on the application and may be edited. If an employee has previously had a card/application submitted, the prior Ship-to Address and Phone Number will be available to select for the new application. - Does the DCM need to enter the cardholder applicant’s home address, country of citizenship, etc., or is that up to the applicant?
The DCM only needs to enter the cardholder applicant’s Ship-to address to indicate where the card will be shipped. Additional addresses and information not listed on the application are not required. - Is mother's maiden name required information?
On the Cardholder Approval screens within UniversityCards, the cardholder selects a Security Question from a dropdown list. One option is Mother’s Maiden Name. Previously completed applications in the legacy systems will carry over the Mother’s Maiden Name data required by Card Services.
Exception Requests
- Will exception requests (e.g., temporary limit upgrades) be submitted in CMP?
No. Exception requests will not be submitted through CMP. The current process will remain in place, and a paper form must still be submitted to Card Services.
Suspensions and Reactivations
- Will all suspensions happen at the department level?
No. Card Services may also suspend a card for various reasons. DCMs may suspend a card if the cardholder goes on extended leave, violates departmental compliance regulations, or has unprocessed transactions requiring reconciliation. - When a cardholder’s card is suspended for non-compliance, does the DCM request reactivation in CMP or via email?
Reactivation requests are submitted within CMP on the cardholder’s System Profile page. Automatic reactivation occurs if the suspension was submitted with an end date. Overall, the reactivation process will remain the same.
Name Changes
- Is documentation required for a name change in CMP?
A name change cannot be initiated in CMP—only a Name on Card modification. If a cardholder requires a legal name change, they must contact the appropriate HR team to update Banner. Name changes flow from Banner to CMP. The overall process remains the same.
Training Compliance
- Will CMP display the training or recertification (e.g., PCard recertification) status of cardholders?
Yes. Training completion date can be found on issued cards on the cardholder’s System Profile page or on the New Card Application page within CMP.
Department Head Setup
- If an org code has multiple Department Heads, can more than one be listed per org?
CMP supports only one Department Head per department. This individual signs off on Card Authorization Agreements.
Reporting
- Will overdue transaction reports still be sent via email, or will they be available in CMP?
This process will not change. Reporting will not be available within CMP.