---
title: Bank Details Validation
slug: payments/bank-details-validation
description: Validate bank details automatically in Unaric Payments to reduce errors and improve payment success rates in Salesforce.
docTags: 
createdAt: 2025-05-14T11:24:26.780Z
---

Validate UK bank details for customers and suppliers to reduce processing errors.

## How it works

Unaric Payments 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.

:::hint{type="warning"}
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\@unaric.com.
:::

:::hint{type="warning"}
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

1. **Enable details validation**
   1. This feature is disabled by default. To enable this feature, contact support at [support@unaric.com](mailto\:payment-support@unaric.com).
2. **Update page layouts**
   1. Add *Validation Status* and *Validation Status Description* fields to your Authorisation page layout.
   2. Ensure the *Process Authorisation* button is on the page layout.
   3. 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.
3. **Prepare for validation**
   1. 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)
   2. 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. 
4. **Submit for validation**
   1. Option 1: Send the PayPage link to customers to enter their details directly.
   2. Option 2: Have an internal agent input details over the phone.
      (*Contact the Customer Success Team for PayPage setup guidance*)