How to access Unipass Transfer Tracking
Access to this new beta service is via the Unipass website – www.unipass.co.uk
You will need to log into the My Account option with your Unipass Identity:
Once the you have authenticated your Unipass Identity, you will need to select the My Account option:
This will take you to the My Account section, where you are able to select the Unipass Transfer Tracking tile.
How to search for Transfers
Once you have entered the Unipass Transfer Tracking service, you will be able to conduct a
search for a single client/transfer at a time.
The search criteria is:
• Receiving Or Ceding Product Provider Reference
• Client Surname
• Client Date of Birth
Once the details have been entered, the service will conduct a search on the Origo Transfer Service to
find a match.
All three search criteria must match an existing case on the Transfer Service to return a
result. If the reference partially matches (first 6 characters correct) an existing case with a matching surname and date of birth, a step-up challenge will be issued asking for the NI number as an additional identifier.
If a match cannot be found, no data will be brought back.
What data will you see
Once you have successfully entered search criteria and found a match, you will see the following
information:
- Clients Full Name
- Clients Date of Birth
- Receiving provider Name
- Receiving Reference
- Application Received date
- Ceding Provider Name
- Ceding Reference
- Progress bar with timestamps
- Residing with - This is confirmation of which Provider the transfer is current sitting with
- Expected Completion Date
- Total Payment Amount