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API Reference

Create Plan

Creates a plan.

Create a plan

Plans can be created for a Bank or a Customer.

To create plan for your Bank, omit the customer_guid parameter in the request body. To create plans for your Customers, include the customer_guid parameter in the request body.

StateDescription
storingThe Platform is storing the plan details in our private store
planningThe Platform is currently building the plan
completedThe Platform has successfully completed the plan
failedThe Platform was not able to successfully complete the plan

Required scope: plans:execute

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Body Params
string
enum
required

The type of product the plan is for.

Allowed:
string | null

The unique identifier for the bank.

string | null

The unique identifier for the customer.

source_account
object
required

Source account

destination_account
object
required

Destination account

travel_rule_info
object | null

Travel rule information

string | null
enum

The purpose of transaction for the plan.

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