API Reference
  1. B2 Systems API
  2. TrueSight

Run TrueSight matching

post
https://api.b2systems.io/v1/truesight/matching

Run MCA funder matching from a completed parsing_id or from application and financial data already stored in your CRM. create_deal defaults to false.

Body Params
application
object

Merchant and application data for a B2 Systems deal. Requested terms are stored on a deal when present, but TrueSight matching does not require them.

financials
object

Financial metrics used by TrueSight matching. This is the same MCA-focused financial shape populated by InFlow parsing.

string

Optional CRM or system id supplied by the customer for reconciliation.

uuid

UUID identifying the InFlow parsing job.

boolean

When true, create a deal visible in the dashboard after matching. Defaults to false.

string
enum

Broker deals use auto to inherit dashboard auto-submit settings. Use disabled to prevent auto-submit for this deal.

Allowed:
funder_ids
array of strings

Optional selected funder ids. When omitted, TrueSight matches against the organization's selected funders.

funder_ids
Headers
string

Optional idempotency key for safe request retries.

Responses

Updated 3 months ago

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Updated 3 months ago

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