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":["7e70bf72-fb83-45c6-b893-cf5ba486e1e3","6fcab25a-2f46-406d-b762-7de1a71154fc"]}'

Request examples

# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "statement_transactions": [
    "7e70bf72-fb83-45c6-b893-cf5ba486e1e3",
    "6fcab25a-2f46-406d-b762-7de1a71154fc"
  ]
}

Response examples (204)

{}