Plaid Component

The Plaid component integrates with the Plaid financial data API to let end-users link their bank accounts. It displays a button that opens the Plaid Link dialog and supports triggers on success and failure.

How to read settings tables
The tables below describe each configurable option as it displays in the UnqorkAI platform. Values are formatted as follows: inline code — a value to type exactly as shown | Bold — a value selected from a drop-down, radio button, tab, or choice chip | ON/OFF — toggle state | ✓ — checkbox checked | ☐ — checkbox unchecked

General Settings

Setting	Field	Type	Default	Description
Property ID	`key`	Text input	`plaid`	The unique identifier for this component instance.

Display Settings

Field Text

Setting	Field	Type	Default	Description
Label Text	`label`	Text input	`Plaid`	Identifies the component on the canvas and informs end-users what information is requested.

Contextual Help

Setting	Field	Type	Default	Description
Helper Text	`description`	Text input	—	A single line of guidance text that always displays below the component.

Default State Options

Setting	Field	Type	Default	Description
Hide Label	`hideLabel`	Toggle	OFF	Hides the label. The label remains visible in the Module Builder.
Button Label in Default State	`buttonTextDefault`	Text input	—	The label on the Plaid button before an account is linked.
Button Label in Success State	`buttonTextSuccess`	Text input	—	The label on the Plaid button after an account is successfully linked.

Data Settings

Setting	Field	Type	Default	Description
Plaid Service to Use	`service.name`	Service selector	—	The configured Plaid service, as set up in Services Administration.
Client Name	`client_name`	Text input	—	The company name shown to end-users in the Plaid dialog when authorizing data access.

Select Plaid Products to Initialize — when checked, enables access to the corresponding Plaid product.

Product	Value	Description
Auth	`auth`	When checked, this setting instantly authenticates bank accounts for payments.
Assets	`assets`	When checked, this setting verifies borrower's assets from the source.
Identity	`identity`	When checked, this setting verifies user identities and reduces fraud.
Investments	`investments`	When checked, this setting builds a holistic view of user's investments.
Liabilities	`liabilities`	When checked, this setting accesses liabilities data for student loans and credit cards.
Payroll Providers	`sba_verification`	When checked, this setting accesses employee payroll information.
Transactions	`transactions`	When checked, this setting accesses detailed transaction history.

Actions Settings

Triggers

Setting	Field	Type	Default	Description
Success	`successTrigger`	Property ID	—	Triggers a component when the end-user successfully links a bank account.
Error	`errorTrigger`	Property ID	—	Triggers a component when the Plaid account linking fails.

Validation Settings

User Input

Setting	Field	Type	Default	Description
Account Linking Error Message	`errorMessage`	Text input	`Unable to link your account. Please try again`	Displays when Plaid account linking fails.

Advanced Settings

Additional Styling

Setting	Field	Type	Default	Description
Custom CSS Class	`customClass`	Text input	—	A CSS class applied to the component for custom styling.

Changelog

Date	Change
—	Initial publication.