Setting up DNS for Customer Portals

Overview

Credit Clear provides customizable white-labeled portals to help you serve your customers better:

Payment Portal

Our standard portal that's required to accept payments from customers

• Helps your customers manage payments easily
• Provides a seamless payment experience
• Available for all clients

Claims Portal (Insurance Clients Only)

An additional portal specifically for insurance providers:

• Handles third-party claims processing
• Only needed if you're an insurance company
• Requires separate domain configuration

DNS Configuration Steps

Let's walk through setting up your domain names:

1. Choose Your Domain Name

• For standard clients, payment portal example: payments.yourcompany.com.au

• Additional domain for insurance clients, claims portal example: claims.yourcompany.com.au (required only if you're an insurance provider with third-party claims)

2. Set up your CNAME Record

• Work with your IT team to point your chosen domain to: cc-afd-prod.azurefd.net
• This step connects your domain to our secure infrastructure
• Here's what your DNS record would look like:

Type: CNAME
Name: payments (or claims for insurance portal)
Target: cc-afd-prod.azurefd.net
TTL: 3600 (or as recommended by your IT team)

Securing Your Portal (SSL Certificates)

Option 1: Let Us Handle Security (Recommended)

We'll take care of all certificate management, ensuring your portal stays secure:

• Automatic certificate renewals
• No manual maintenance required

Just ensure your domain's CAA record is either:

• Not configured (works by default), OR

• Set to allow DigiCert:

  CAA 0 issue digicert.com

Option 2: Using Your Own Certificates

If your organization prefers to manage certificates:

• ✅ Use trusted SSL certificates only
• ❌ Self-signed certificates not accepted
• 📅 Plan renewals in advance

When setting up or renewing certificates:

1. Prepare your PFX certificate
2. Email it to [email protected]
3. Share the certificate password separately (for security)

Need Assistance?

We're here to help make your setup smooth:

• 📧 Email: [email protected]
• Include your domain name(s)
• We'll guide you through any challenges you may encounter