Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt

Use this file to discover all available pages before exploring further.

Use the Limits page in the Tracer module to configure transaction spending caps and thresholds. Limits can be applied per transaction, daily, weekly, monthly, or custom period, and can be scoped to specific accounts, segments, or transaction types.

​
Accessing the Limits page

Select Limits in the left sidebar to open the Transaction Limits page. Expand the What is a Limit? panel at the top for a quick refresher on how limits enforce spending thresholds.

​
Filtering limits

Use the filter bar at the top of the page to narrow results:
FilterOptions
SearchSearch by name or account ID
StatusAll, Active, Inactive, Draft
PeriodAll Periods, Daily, Weekly, Monthly, Custom, Per Transaction
Transaction TypeAll Types, Card, PIX, Wire, Crypto, ACH, Internal
A page-size selector alongside the filters controls how many items are loaded per page.

​
Limit cards

Limits are displayed as a grid of cards rather than a table. Each card shows the limit name, type, currency, maximum amount, status, and any configured scopes.

​
Limit statuses

StatusDescription
ActiveThe limit is being enforced on incoming transactions
InactiveThe limit exists but is not currently being enforced
DraftThe limit is being configured and is not yet active

​
Limit actions

Use the actions menu on each limit card to perform the following operations:
ActionDescription
DetailsOpen the limit detail sheet. The sheet is editable only when the limit is in Draft status
DeletePermanently delete the limit (requires confirmation)
ActivateMove the limit to active status
DeactivateMove the limit to inactive status
Move to DraftReturn the limit to draft status for editing. Only available when the limit is Inactive — deactivate an active limit first.
Deleting a limit is permanent and cannot be undone. The confirmation dialog reads: “You are about to permanently delete this limit. This action cannot be undone. Do you wish to continue?”

​
Creating a new limit

1
Click the New Limit button on the Limits page.
2
Fill in the limit fields in the Create Limit sheet:
FieldRequiredDescription
NameYesA descriptive name for the limit (e.g., “Daily PIX Limit”)
DescriptionNoA text description of the limit’s purpose
Limit TypeYesThe frequency of the limit: Daily (default), Weekly, Monthly, Custom, or Per Transaction
CurrencyYesThe currency for the limit amount: BRL (default), USD, or EUR
Max AmountYesThe maximum transaction amount. Enter the numeric value (e.g., 5000.00 for R$ 5,000.00). A currency symbol prefix is displayed based on the selected currency
ScopesNoOptional scope restrictions (see Scope builder below)
3
Click Create to save the new limit.
The limit is created in Draft status. You must activate it before it starts enforcing thresholds.
The Limit Type and Currency fields cannot be changed after creation. Make sure to set these correctly before creating the limit.

​
Editing a limit

1
Locate the limit card and select Details from the actions menu.
2
Update the fields in the Edit Limit sheet.
3
Click Save to apply your changes.
Selecting Details opens the limit sheet. To make changes, the limit must be in Draft status — use Move to Draft first.

​
Scope builder

In the console, this section is labeled Scope and each entry is called a condition. The scope builder lets you restrict a limit to specific accounts, merchants, segments, or transaction types. You can add multiple conditions to a single limit.
ScopeInput typeValidation
AccountUUID text inputMust be a valid UUID
MerchantUUID text inputMust be a valid UUID
SegmentUUID text inputMust be a valid UUID
PortfolioUUID text inputMust be a valid UUID
Transaction TypeSelect dropdownCard, PIX, Wire, Crypto, ACH, Internal
Sub TypeFree text inputMaximum 50 characters
To add a condition, click Add Condition, select the scope type, and enter the value. Remove a condition by clicking the remove button next to it.