PCXGuide / terminology
These working definitions support early planning. Contracts, approved program documents, applicable law, and provider specifications control where a term has a formal meaning.
Eligible order is a Shopify order that meets the approved program policy at the defined evaluation point. Decision state records the current program outcome, such as waiting, under review, approved, declined, or changed. Policy version identifies the exact rule set used.
Order intake is the controlled capture of relevant Shopify events and fields. It is distinct from the eligibility decision.
Issuer means the institution legally responsible for issuing a card under the actual program. Processor, program manager, network, and fulfillment provider describe different potential roles that should be verified rather than assumed.
Open-loop and closed-loop commonly distinguish acceptance environments, but exact use depends on the approved product and terms.
Reconciliation compares linked commerce, decision, provider, communication, and financial records. Exception is a case that cannot follow the standard path. Incremental lift estimates change attributable to a program against an appropriate comparison.
Service level describes a measurable operational commitment, while support ownership identifies the party responsible for a type of recipient question.