Balance configurations

Create balance configuration

Create a balance configuration that determines how authorizations on the Pismo platform impact account balances and limits. To create a balance configuration, define its applicability level, filters, conditions, and results. For more information, refer to the Balance configurations overview guide.

post/v1/balances-config

Request

Base URL
https://api-sandbox.pismolabs.io/balances-config
URL
https://api-sandbox.pismolabs.io/balances-config/v1/balances-config
Auth
HTTP bearer

Headers

x-tenantstring required

Example:20167751b-efd4-494c-9e4f-4b939560ff05

Organization ID

x-cidstring

Example:12345

The Correlation Identifier UUID field links related API requests and events. The x-cid can help the Pismo engineering team track everything related to a call. If not passed, this field is automatically generated.

Request body

level'tenant' | 'program' | 'account'

Level to apply the balance configuration. (Note: tenant indicates an organization.) If level is tenant, the organization ID is parsed from the access token. You can implement the following operations for all levels:

Impact different balances.
Define the amount to impact balance.
Validate different balances or limits.
Define the amount to validate.
Define when the limit will be reset.

On the account level, two additional features are available:

Impact a related account.
Define a counterpart account.

program_idinteger

Program ID. REQUIRED if level is program.

account_idinteger

Account ID. REQUIRED if level is account.

Example request

{
  "level": "program",
  "program_id": 999,
  "account_id": 999,
  "global_configs": {
    "impact_parent_accounts": true
  },
  "configs": [
    {
      "name": "Config-multiple-accounts",
      "is_active": true,
      "filter_template_id": "test-1",
      "filters": {
        "processing_codes": [
          "01",
          "03"
        ],
        "min_installments": 1,
        "max_installments": 12,
        "mcc": [
          "1234",
          "2626"
        ],
        "account_type": "00",
        "currency_code": "USD"
      },
      "scenarios": [
        {
          "condition": {
            "order": 1,
            "type": "custom",
            "amount_to_check_balance": "amount"
          },
          "result": {
            "amount": "contract_amount",
            "impact": [
              "AvailableCreditLimit"
            ],
            "consider": [
              "OverLimit",
              "AvailableCreditLimit"
            ],
            "amount_consider": "principal_amount",
            "reset_limit": "never",
            "impact_account": {
              "account_id": 999,
              "customer_id": 5678
            },
            "counterpart_account": {
              "account_id": 999,
              "processing_code": "007700"
            },
            "confirmation": {
              "impact": [
                "AvailableCreditLimit"
              ],
              "opposite_impact": [
                "HeldFunds"
              ]
            },
            "opposite_impact": [
              "HeldFunds"
            ]
          }
        }
      ]
    }
  ]
}

Response

Created

config_idstring

Balance configuration ID

Example response

{
  "config_id": "041ee495-268a-4267-b53a-5b9532a53e45"
}

Changes

No recorded changes to this operation across all 1 revision of this API.