Account Validation Agent

The Account Validation Agent checks account data in Younium for missing, invalid, or inconsistent fields. It creates findings you can review and often suggests fixes you can Apply directly in Younium.

Open it from Insights › AGENTS by selecting Account Validation Agent in the sidebar. For how the Agents view works (running agents, permissions, shared Legal Entity workspace), see The Agents view — User Guide.

What this agent does

The agent runs validation rules against your accounts. When something is wrong, it raises a finding and may propose a Suggested Fix.

You can also use a Custom prompt to steer validation toward the fields and rules that matter for your business. Describe what you care about in plain language — for example, that organization number and tax registration must always be filled — and the agent will focus more on those areas when it runs. This is useful when your processes go beyond the standard checks or you want to prioritize specific data quality goals.

Typical checks include:

• Empty required fields (VAT number, address, billing contact, and similar)
• Invalid formats
• Duplicate values across accounts (name, account number, organization number, tax registration number)
• E-invoice scheme issues

During the Beta, the agent validates standard account fields only. Custom fields on accounts are not validated — that is out of scope for this release, including via the Custom prompt.

Agent card on the Agents view

When there are findings to review, the card may show:

Click Review N findings to open this agent with the queue loaded.

On the Free tier, the card also shows Free tier: 25 Accounts included. The Agent runs on the first 25 Accounts added to the LE since its creation. On the free tier the Accounts does not change. 

Findings tab

Default filter

The tab opens on Solution found — findings with a suggested fix. Work these first.

Solution found and Input needed may look similar; check the status label.

Search

Use Search name, ID, or issue to find a specific record or problem.

Resolution filters

Click one filter at a time. Click again to clear it.

Resolved is history. Solution found is your active queue.

Advanced: Issue type

Open Advanced to filter or group by issue type. Click × on a type to turn it off permanently (see Turn off issue type below).

Validation Rules tab

Lists everything this agent can check, grouped by entity (for example, Account).

• Auto-paused — off by default until you enable it
• Turned off — you disabled this check

Click a rule for details. Use Turn off issue type or Turn on issue type from the rule panel.

Reset to default clears learned rules and open findings (Solution found and Input needed). Paused and Resolved findings are kept. Confirm in Reset to default?.

If no rules appear yet, run the agent once.

Disabled Validation rules

Some checks start off by default. If matching data is found while a check is still off, a banner asks you to review.

Click Review all to open Review detection settings. Choose Enable all, Keep all off, or decide per rule.

Action panel

Click a finding row to open Finding details — the Action panel on the right.

If Confirm on Apply is on in settings, Apply asks you to confirm first.

Standard findings

You will see Proposed Update, Agent Explanation, and Action History.

For grouped fields (for example, address), complete all fields before Apply all.

Pause and Unpause

Pause when you cannot fix something now. The finding moves to the Paused filter. While paused, Apply and Reject are hidden until you Unpause.

Pausing does not change data in Younium.

Comments

Click Comment to open the Comments dialog — read past notes or add a new one. Comments appear in Action History.

Informational findings

Some findings do not use Apply:

Duplicates — lists Accounts with this value. Use Acknowledge. Click Open account in Younium on a row to open that account in a new tab and fix it in Younium.

E-invoice scheme — use Acknowledge or Reject only.

Reject finding

Choose an optional reason and comment, then Confirm rejection.

Turn off issue type

From Advanced or a rule’s detail panel. Future runs skip that issue type; open findings of that type are rejected.

Example: Fix a missing field

1. Select Account Validation Agent and click Run.
2. On Findings, keep Solution found selected.
3. Click a row (for example, missing VAT number).
4. In the Action panel, review the suggestion, edit if needed, then Apply.
5. Confirm if prompted.

Workspace Settings

With Account Validation Agent selected in Workspace Settings:

Schedule

Account Settings

Custom prompt

On the Prompt tab in Workspace Settings, the User prompt field is your Custom prompt — free-text instructions for this Legal Entity.

Use it to tell the agent which fields to pay extra attention to and what “good” data looks like for your organization. Examples:

• Ensure organization number and tax registration number always have a value.
• Flag accounts missing invoice email before billing.
• Treat delivery address as required for all customer accounts.

The Custom prompt works alongside the agent’s built-in validation rules. It does not replace them, but it influences which issues are detected and how the agent suggests fixes. It applies to standard account fields only — not custom fields on accounts (see What this agent does). After you change the Custom prompt, Run the agent again so new findings reflect your instructions.

Tips for Account Validation

1. Work Solution found before Input needed.
2. Run again after changing settings or the Custom prompt.
3. Reject with a reason when a finding is wrong.
4. Pause what you cannot fix today; use the Paused filter to return.
5. Use Turn off issue type for patterns you do not want to see.
6. Review Auto-paused rules and enable checks that matter via Disabled Validation rules.
7. Use CMRR in Account Settings to limit scans to accounts with active revenue.
8. Use the Advanced filter to group findings by issue type — a quick overview of all your different issues.
9. The first Run may take longer; later runs are usually faster.