Bank Details Validation

validate uk bank details for customers and suppliers to reduce processing errors how it works asperato can validate key fields account number, account name, and sort code at the point of entry once the authorisation has been validated, the validation status and validation status description fields are populated on the record the user entering the details on the paypage will also see the outcome of the validation responses for validation are pass details matched successfully caution possible typo the response will suggest a close match fail validation unsuccessful the validation service is only applicable for uk bank accounts if wish to validate other countries, request this for consideration by contacting our product team at support\@asperato com bank details are returned to salesforce unmasked , so if you use them with another psp they are available for use however, you may want to add your own masking or encryption on the page to prevent the details being visible to users setup enable details validation this feature is disabled by default to enable this feature, contact support at support\@asperato com mailto\ support\@asperato com update page layouts add validation status and validation status description fields to your authorisation page layout ensure the process authorisation button is on the page layout add the account validation value to the payment route options global value set and ensure add the new picklist values to all record types that use this global value set is checked prepare for validation in order to submit records for validation, you will need to enter a united kingdom as bank country in the authorisation record page if this field is not on your page layout, you must add it (the field is bank country and it is the free text field, not the picklist field) to validate personal details, ensure the first name and last name fields are populated on the authorisation record; to validate company details, ensure that the company name field is populated submit for validation option 1 send the paypage link to customers to enter their details directly option 2 have an internal agent input details over the phone ( contact the customer success team for paypage setup guidance )