Close Asset Insertion

After inserting all desired assets into the batch, use this endpoint to signal that insertion is complete. From this point, once all assets are either pre-approved (pre_approved) or discarded (discarded), the overall batch eligibility will be automatically evaluated.

No need to wait for asset webhooks

You can close the insertion at any time after inserting the assets. There is no need to wait for all assets to complete individual eligibility. The system will automatically wait until all assets have finished analysis before proceeding with batch eligibility.

Where am I in the flow?

This is the 3rd step of the assignment flow. Before this step, you must have:

1. Created the batch
2. Inserted the assets and submitted the documents

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

{
    "assignment_status": "completed_assets_insertion"
}

Body attributes

Field	Type	Required	Description
assignment_status	string	required	Status to update the batch to. To close asset insertion, send completed_assets_insertion.

Response

STATUS

200

Response Body

{
    "assignment_key": "41d6ff41-1dac-4df7-9e50-d15210ec57f3",
    "external_id": "931e9437-d025-41ab-bb53-6b94e10fd361",
    "status": "completed_assets_insertion",
    "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: completed_assets_insertion.
number_of_approved_assets	integer	Number of approved assets in the batch. At this stage, the value will be 0 since eligibility has not yet been processed.
assignment_total_value	number	Total assignment value in BRL. At this stage, the value will be 0.00 since pricing has not yet occurred.

Possible errors

STATUS

400

Batch has no inserted assets

You attempted to close asset insertion, but the batch has no assets yet. You must insert at least one asset before closing the batch.

{
  "title": "Cannot Close This Assignment",
  "description": "Cannot close this assignment because there is no asset.",
  "translation": "Não é possível fechar este lote porque não há nenhum ativo.",
  "code": "TRC000042"
}

Next steps

After closing the insertion, the flow continues automatically:

1. Asset eligibility — each asset will be analyzed individually. You will receive asset webhooks informing approval or denial.
2. Batch eligibility — once all assets have been analyzed, the batch eligibility will be evaluated. The result will be notified via a batch webhook.
3. Manager approval — if the batch is approved in eligibility, the fund manager must approve it.