Stripe Connect Platform setup

When making a payment using Stripe, you can use the Stripe Connect Platform to use a destination account for the payment.

You will need to complete two tasks to set up the Stripe Connect Platform:

  1. Apply the Stripe destination account system tag to a policy type.
  2. Set up Stripe as the payment vendor.

Tag a policy type with a system tag

To tag a policy type with a system tag:

  1. In the BriteCore menu, select Settings.
  2. In the Settings submenu, under System Wide, select System Tags.
  3. On the System Tags screen, in the Tags section, complete the following steps:
    1. In the Select a Tag dropdown list, select Stripe destination account.
    2. In the Select an Effective Date dropdown list, select the applicable effective date.

      Note: If you need to tag a new item, select Tag New Items. In the +ADD dropdown list, select Policy Types, and then, in the Named box, type or search for the applicable policy type.

    3. In the Policy Types list, navigate to the policy type you want to tag, and then, in the box to the right, type a valid Stripe destination account id.
    4. Select Done.

Figure 1: Tag a policy type on the System Tags screen.

Set up Stripe as the payment vendor

To set up Stripe as the payment vendor:

  1. In the BriteCore menu, select Settings, and then select Vendors.
  2. On the Vendors screen, in the Payment Processing section, select Stripe, and then select the edit icon pencil icon.
  3. In the Stripe dialog box, configure the credentials.
  4. Select Done.

Figure 2: Configure Stripe credentials.