The Portal provides a read and management view of all customer and instrument objects stored on the platform for your organisation.
Navigate to Customers from the main menu to see all stored customer records.
Each customer record displays the customer's name, document type and number, email, phone number, and the date the record was created. From the customer detail view you can also see all instruments and charges associated with that customer.
Navigate to Instruments from the main menu to see all stored payment instruments.
Each instrument record displays the instrument type (CLABE or debit card), the associated customer, the current status, and the ownership verification result from penny validation.
| Status | Description |
|---|---|
active | The instrument is available for use in charges |
inactive | The instrument has been deactivated and cannot be used for new charges |
The Ownership Verification field on an instrument reflects the result of the automatic penny validation performed when the instrument was first created:
| Value | Description |
|---|---|
| (empty) | Validation is pending or in progress |
verified | The account was successfully verified |
unverified | The account could not be verified |
Penny validation is automatic and transparent — no action is required in the Portal. If you need to be notified when validation completes, configure a webhook endpoint to receive the instrument_verification_result event. See Webhooks.