Manager Approval

After the batch eligibility is approved, the fund manager must analyze and decide whether to approve or deny the batch. If approved, the system generates the Assignment Term and submits it for signature. If denied, the batch is discarded and the process ends.

Manager-exclusive endpoint

This endpoint is available only for fund managers. If the manager is not integrated via API, this action can be performed through the Manager Portal.

Where am I in the flow?

This step occurs after batch eligibility has been approved. You will receive a webhook with status pending_manager_approval indicating the batch is awaiting the manager's decision.

Request

ENDPOINT

/trade_receivables/fund_class/{fund_class_key}/assignment_configuration/{assignment_configuration_key}/assignment/{assignment_external_id}

METHOD

PUT

Path params

Parameter	Type	Description
assignment_external_id	string	The external_id provided at batch creation.

Request Body — Approval

{
    "assignment_status": "approved",
    "disbursement_account_key": "764746ce-a530-4a71-af66-3f7c879627df"
}

Request Body — Denial

{
    "assignment_status": "denied"
}

Body attributes

Field	Type	Required	Description
assignment_status	string	required	Manager's decision on the batch. Accepted values: approved or denied.
disbursement_account_key	string	optional	Unique key (UUID, 36 characters) of the disbursement account registered in the assignor onboarding. If not provided, the default account configured in the assignment contract will be used.

assignment_status enumerators:

Value	Description
approved	Approves the batch — the system will generate the Assignment Term.
denied	Denies the batch — the batch will be discarded.

Response

STATUS

200

Response Body — Approval

{
    "assignment_key": "41d6ff41-1dac-4df7-9e50-d15210ec57f3",
    "external_id": "931e9437-d025-41ab-bb53-6b94e10fd361",
    "status": "approved",
    "number_of_approved_assets": 45,
    "assignment_total_value": 150000.00
}

Response Body — Denial

{
    "assignment_key": "41d6ff41-1dac-4df7-9e50-d15210ec57f3",
    "external_id": "931e9437-d025-41ab-bb53-6b94e10fd361",
    "status": "denied",
    "number_of_approved_assets": 0,
    "assignment_total_value": 0.00
}

Response attributes

Field	Type	Description
assignment_key	string	Unique batch identifier (UUID).
external_id	string	External batch key provided by the partner.
status	string	New batch status after the manager's decision (approved or denied).
number_of_approved_assets	integer	Number of assets approved in eligibility. In case of denial, the value will be 0.
assignment_total_value	number	Total assignment value in BRL. In case of denial, the value will be 0.00.

Possible errors

STATUS

400

Batch not found

The external_id provided in the URL does not match any existing batch in this assignment configuration. Verify the identifier is correct and that you are using the correct fund_class_key and assignment_configuration_key.

{
  "title": "Assignment not found",
  "description": "Assignment not found",
  "translation": "Cessão não foi encontrada",
  "code": "TRC000018"
}

STATUS

400

Invalid operation for current status

The batch is not in a status that allows approval or denial. This typically occurs when the batch has not yet passed eligibility, or when it has already been approved/denied previously. Check the current batch status via Batch Retrieval to understand which stage it is at.

{
  "title": "Invalid operation",
  "description": "This assignment can not receive 'denied' status",
  "translation": "Esse lote não pode receber o status 'denied'",
  "code": "TRC000024"
}

Next steps

After manager approval, the flow continues automatically:

1. Assignment Term Signature — the system generates the Assignment Term and sends it for signature by all parties. You will receive a webhook with status pending_assignment_term_signature. The document can be retrieved via Assignment Documents.
2. Payment — after signing, the system pays the assignor. A webhook with status pending_payment will be sent.
3. Portfolio inclusion — assets are added to the fund's portfolio and the batch is finalized with status completed.