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The template defines reporting expectations, key terminology references, and mandatory formatting rules, including using GMT for all times and dates and guidance for investigations that begin as a PFI investigation but require approvals if not concluded. 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Clarified that all times/dates must be in GMT. Changed \"Compromised Entity\" to \"Entity Under Investigation\" throughout the document. Also includes minor corrections and edits made for clarification and/or format. |\n| September 2016 | 2.1 | Errata change to remove case number |\n| August 2017 | 2.2 | Added various clarification language and guidance notes throughout document Clarified reporting of dates and timestamps (Final PFI Report Appendix F) Clarified that Discover also includes Diners Club International |\n| June 2019 | 3.0 | Added section numbers for easier reference\u003Cbr>Clarified that containment must be validated by the PFI\u003Cbr>Added a field in section 3 for PFI to describe the state of containment |\n| June 2020 | 3.1 | Minor language updates for consistency with the Final PFI Report template v3 .1\u003Cbr>Added new template form for Appendix B indicators of compromise (available on PFI Portal) |\n\nInstructions for the Template for PFI Preliminary Incident Response Report  \nThis reporting template provides reporting tables and reporting instructions for PFI Companies to use. This can help provide reasonable assurance that a consistent level of reporting is present among PFI Companies. Do not delete any sections or rows of this template, but feel free to add rows  \nas needed.  \nDefinitions for certain terms in this template are provided at Appendix E of the Final PFI Report template. Capitalized terms not otherwise defined in this document have the meanings set forth in the Payment Card Industry (PCI) Qualification Requirements for PCI Forensic Investigators and Payment Card Industry (PCI) PCI Forensic Investigators Program Guide as available on the PCI Security Standards Council (“PCI SSC”) website.  \nNote: An investigation that begins asa PFI Investigation but does not conclude as a PFI Investigation requires the approval of all Participating Payment Brands.  \nDates and timestamps throughout the report must be reported in accordance with Appendix F of the Final PFI Report template.  \nUse of this Reporting Template is mandatory for all PFI Preliminary Incident Response Reports and must be completed fully.  \nPFI Preliminary Incident Response Report  \n1. Contact Information  \n\n| Client |  |  |\n| --- | --- | --- |\n| ▪ | Company name: |  |\n| ▪ | Company address: |  |\n| ▪ | Company URL: |  |\n| ▪ | Company contact name: |  |\n| ▪ | Company contact role or position: |  |\n| ▪ | Contact phone number: |  |\n| ▪ | Contact email address: |  |\n| Acquiring Bank(s)\u003Cbr>Additional rows may be added to accommodate multiple acquirers. |  |  |\n| ▪ | Company name: |  |\n| ▪ | Company address: |  |\n| ▪ | Company contact name: |  |\n| ▪ | Contact phone number: |  |\n| ▪ | Contact email address: |  |\n\n\n| ▪ Has the acquirer(s) been notified? |  |  |\n| --- | --- | --- |\n| PFI Company |  |  |\n| ▪ | Company name: |  |\n| ▪ | Company address: |  |\n| ▪ | Company URL: |  |\n| PFI Employee |  |  |\n| ▪ | Employee name: |  |\n| ▪ | Employee phone number: |  |\n| ▪ | Employee email address: |  |\n\n2. Brand Acceptance  \n\n|  | Brand | Accepted? |  |  |  |\n| --- | --- | --- | --- | --- | --- |\n| ▪ | Visa |  Yes  No |  |  |  |\n| ▪ | MasterCard | | Yes | | No |\n| ▪ | Discover (including Diners Club International) | | Yes | | No |\n| ▪ | American Express | | Yes | | No |\n| ▪ | JCB | | Yes | | No |\n| ▪ | Other | | Yes | | No |\n| ▪ | If other, identify other brand accep","cbCairvD3pQH5lBU","https://ap.wps.com/l/cbCairvD3pQH5lBU","pdf",206031,"English","# Instructions for the Template for PFI Preliminary Incident Response Report\n# PFI Preliminary Incident Response Report\n## 1. Contact Information\n## 2. Brand Acceptance\n## 3. Investigation Details\n# Document Changes","[{\"question\":\"Who must use the PFI Preliminary Incident Response Report template v3.1?\",\"answer\":\"PFI Companies are required to use the template for all PFI Preliminary Incident Response Reports and complete it fully.\"},{\"question\":\"What time zone requirements apply to dates and timestamps in the report?\",\"answer\":\"All times and dates must be reported in accordance with the Final PFI Report Appendix F, including using GMT throughout the report.\"},{\"question\":\"Which key information sections are included in the template?\",\"answer\":\"The template includes sections for contact information, brand acceptance, and investigation details such as entity information, investigation timeline, breach evidence, and scope-related fields.\"}]","PFI Preliminary Incident Response Report - Version 3.1 - Template | PDF"]