Integration Guides

Settlement Flows

Design approvals, cutoffs, and exception handling for settlement operations.

Flow ownership

Settlement flows require operational accountability as much as API correctness. The integration should define where approvals happen and how failures are surfaced.

Document each handoff between initiation, approval, and posting.
Expose clear operator status for pending and failed settlements.
Define cutoffs and business-day behavior explicitly.

Exception handling

Exception handling should be explicit and low-friction. Operators need enough context to act without reconstructing the entire flow from logs.

Capture machine-readable failure reasons.
Retain idempotency keys and reconciliation references.
Escalate high-value failures with direct ownership.

Virtual Accounts

Reference patterns for account creation, reconciliation, and downstream operations.

Next Step

Continue the Review

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