---
sourceDocument: Australia Financial Services Operations
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/financial-services-operations

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Configure

# Configuring Card Data Security {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Plan and configure your implementation of Card Data Security by following the tasks listed in this configuration overview.

## Configuration overview {#configuring-card-data-security__cf-config-parent-checklist}

Refer to the following steps to set up and configure Card Data Security for the first time.
{#configuring-card-data-security__table_gsz_1jw_33c__entry__3}

| Step | Description | Where to perform |
|-|-|-|
| [Provision our tokenizer service and complete the onboarding procedure](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB2238661) | Ensure that you have provisioned our tokenizer service and that you have completed the onboarding procedure. Tokenizer service accounts are hosted on multi-tenant shared infrastructure, isolated by account and vault boundaries. For more information, contact your ServiceNow account representative. | Tokenizer service |
| [Create tokenizer service vault](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB2238661) | Create the tables in our tokenizer service. These tables will contain the PCI data from Third-Party Systems. | Tokenizer service |
| [Set up connections, service accounts, and context-aware authorization in the tokenizer service](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB2238661) | Set up the connections, service accounts, and context-aware authorization to enable communication between your ServiceNow instance, the tokenizer service, and the Third-Party System. | Tokenizer service |
| [Set up Visa integration](https://servicenow-prod.fluidtopics.net/YmlR3PFtaf~7Rs5Hl~MkPQ "The ServiceNow Financial Services Operations Integration with Visa allows you to seamlessly integrate with Visa Resolve Online (VROL) APIs using the Visa Spoke actions to manage various dispute lifecycle events.") [Set up Mastercard integration](https://servicenow-prod.fluidtopics.net/GPgJGL6fxRO8Sz4Dfly_Hw "The ServiceNow Financial Services Operations Integration with Mastercard streamlines and simplifies how financial institutions manage Mastercard disputes.") | Install and set up integrations to the Third-Party Systems (such as Financial Services Operations Integration with Visa, and Financial Services Operations Integration with Mastercard). Card Data Security requires these integrations to function correctly. | ServiceNow |
| [Install Card Data Security](https://servicenow-prod.fluidtopics.net/DuHp6ijNV9ulZdr0yNUNCg "If you have the admin role, you can install the Card Data Security application (sn_data_sec).") | Install Card Data Security (sn_data_sec) from the ServiceNow Store. | ServiceNow |
| [Set up OAuth for Card Data Security](https://servicenow-prod.fluidtopics.net/Qk~J1N04KG6~LCljqMDhOw "After you configure your tokenizer service, follow these steps to set up OAuth connectivity with your ServiceNow instance. This connection is required to get file metadata and download URLs from files hosted in the tokenizer service vault.") | For OAuth authentication, follow these steps to set up connectivity with your ServiceNow instance. These connections are required to get file metadata and download URLs from files hosted in the tokenizer service vault. Hinweis: You must set up OAuth to use the Card Data Security container components, including the [PAN reveal components](https://servicenow-prod.fluidtopics.net/x5fFCNeywbR3wmgDHkWSIw "Use the Card Data Security component to mask and reveal a PAN in the dispute workspace and transaction details record.") and the [file viewing component](https://servicenow-prod.fluidtopics.net/gte4hkZWw9VjZy07Jw56pw "Learn how attachments in the contextual side panel are handled in Card Data Security."). | ServiceNow |
| [Set up tokenized HTTP connection \& credential aliases](https://servicenow-prod.fluidtopics.net/ydNxClZubt4Wugba7aWOcQ "Configure a connection in Card Data Security using an API key for authentication.") | For API authentication, define the connection and credentials in ServiceNow to communicate to the Third-Party System via our tokenizer service. | ServiceNow |
| [Manage Tokenizer Resource Configurations](https://servicenow-prod.fluidtopics.net/gv6deXJMiphs7faxzaUr5w "The Tokenizer Resource Configurations table contains entries for each endpoint that sends and receives tokenized data. It defines which REST message function Card Data Security uses based on the API path, HTTP method, and target system.") | Review the entries for each endpoint that sends and receives tokenized data. | ServiceNow |
| [Customize your card disputes workflow with the Card Data Security container](https://servicenow-prod.fluidtopics.net/dESYyfAFTInVWXO5hGBuGg "The Card Data Security container enables secure handling of Payment Card Information (PCI) card data within Financial Services Operations card dispute workflows through integration with a tokenizer service. This allows users to work with sensitive card information without exposing PCI data directly.") | Card Data Security includes a [PAN reveal component](https://servicenow-prod.fluidtopics.net/x5fFCNeywbR3wmgDHkWSIw "Use the Card Data Security component to mask and reveal a PAN in the dispute workspace and transaction details record.") and a [document viewing component](https://servicenow-prod.fluidtopics.net/gte4hkZWw9VjZy07Jw56pw "Learn how attachments in the contextual side panel are handled in Card Data Security."). To make changes, you can modify the preconfigured Card Data Security components using UI Builder. | ServiceNow |
[Tabelle : 1. Configuration overview for Card Data Security]

{#configuring-card-data-security__table_gsz_1jw_33c}