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.

external_id

string

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

parsing_id

string

Completed InFlow parsing id to match from. Required when application and financials are not supplied directly.

create_deal

boolean

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

funder_ids

array of strings

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

funder_ids

Headers

Idempotency-Key

string

Optional idempotency key for safe request retries.

Responses

Language

Credentials

Bearer

API key

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Response

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application/json

202Matching queued