Redwood Experience: Business Rules Support for Personal Payment Method Page

You can now configure country-level validation business rules for the Bank Account region on the Personal Payment Methods page.

Here are some examples of rules that you can implement depending on the specific legislative requirements of your country. Refer the Steps to Enable section to get a sample implementation of these rules.

Example 1: You can now validate and disallow special characters on the Bank Account Number field for United States (Idea Number: 902528). Validate and Disallow Special Characters in Bank Account Number

Validate and Disallow Special Characters in Bank Account Number

The above image shows how you can define business rules to detect special characters in the US Bank Account Number.

Example 2: You can define a business rule to ensure that the employee has only one bank account corresponding to a particular account type as shown below.

Ensure Unique Bank Account

Ensure Unique Bank Account

This feature lets you configure additional business validation rules for bank accounts as required by your country and business process.

Steps to Enable

To validate and disallow special characters in the Bank Account Number field for United States, configure a condition as shown here.

Stop Special Characters in US Bank Account Number

Disallow Special Characters in US Bank Account Number

Similarly, to ensure uniqueness validation so that the employee has only one bank account corresponding to a particular account type in the US, configure a condition as shown here.

Condition to Ensure Unique Bank Account for the US

Condition to Ensure Unique Bank Account for the US

For more details on defining the conditions for these two examples, refer to the Key References section.

Tips And Considerations

1. You have to configure business rules individually for self-service and professional user experiences. Business rules configured for self-service experience do not impact the professional user experience and vice-versa.

2. To define Business Rules, you have to use "Edit Page in Visual Builder Studio" from the landing page of Personal Payment Methods and click on "Configure Validations" button.

Key Resources

For more information on getting started with Express Mode, refer the following documentation: