Configuring GBGroup for Plus2

Problem

You need to configure the GBGroup address and bank account checker in Plus2 so that address lookups and bank validations work correctly. Plus2 and GMC are explained in the glossary.

Resolution

1. Configure Bank Account Checking:

   • Log into Plus2.
   • Go to System Configuration > EFT.
   • Set Bank Validation to GBGroup.
   • If you have multiple instances, repeat this process for each one as needed.

2. Configure Address Checker:

   • In Plus2, go to System Configuration > General.
   • Set PostcodeLookupSystem to QuickAddressProUI-6.

3. Check GBGroup Integration in GMC:

   • Go to GMC > Configuration Manager > GBGroup Integration.
   • If this section is missing, GBGroup has not been installed. Raise a case with Gladstone Support at Raising a support case.

4. Verify GBGroup Credentials:

   • Use the GBGroup credentials held in GMC to log in at https://idmp.gb.co.uk/login?2.
   • Check that valid, active products are available and have not expired.
   • Note: Having negative credits for each product should not affect functionality.

5. Testing in Plus2:

   1. Log out and log back in after making any changes to the System Configuration.
   2. To test address lookups:
      • Use a real postcode with a test member.
      • Click the ellipsis ( ... ) box. If house numbers are returned, GBGroup is working.
   3. To test bank validation:
      • Add a bank account to a test member using random numbers for the sort code/account number.
      • If an error indicates the bank details are invalid, GBGroup is working. (Do not use 12345678 as the account number, as GBGroup will accept this as valid.)

Notes

• If the GBGroup Integration section in GMC is missing, the GBGroup component is not installed.
• Do not use the account number 12345678 when testing, as GBGroup will accept it as valid. Use other random numbers to properly test validation.
• Related: Direct Debit Mandate Details and Bank Validation in Go Operator (validation for Go Join); Enabling Capture+ Validation.

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