Create expectations

POST /api/v1/statement-transaction/create-expectations

Bulk action create expectations for incoming statement transactions. Useful when a provider statement has historic transactions which Plannr has not generated the expectations for. The client and policy for this transactions must exist within Plannr.

Headers

  • X-PLANNR-ACCOUNT-UUID string
application/json

Body Required

  • statement_transactions array[string] Required

    Array of unreconciled statement transactions to bulk create matching expectations.

Responses

  • 204 application/json
POST /api/v1/statement-transaction/create-expectations
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/statement-transaction/create-expectations' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"statement_transactions":["9b40f80d-3ddd-42c0-8359-4e83a0849bc3","9c46519c-3274-4538-8562-9898e062c2d0"]}'
Request examples
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "statement_transactions": [
    "9b40f80d-3ddd-42c0-8359-4e83a0849bc3",
    "9c46519c-3274-4538-8562-9898e062c2d0"
  ]
}
Response examples (204)
{}