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Lerian Cabine has a workspace for Lerian SRC. The Lerian SRC workspace in Lerian Cabine is where operators consult BACEN before a contract, follow each consultation, read its evidence trail, and work the operator cases that Lerian SRC opens.

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Overview

Visão geral shows how the consultations of a period went.
  • Consultas no período gives the total. The menu entries Período: Hoje, Período: 7 dias and Período: 30 dias change the period. The default is 7 days.
  • The headline line counts the open cases and shows the state of the credential. When cases are open, Abrir casos goes to them.
  • Credencial regulatória shows Estado (for example Ativa or Expirada) and Válida até. It is read only.
  • The sections Situação, Tipo de documento, Papel, Registros, Restrições por proteção, Recusas por código and Empresas e vinculadas break the period down.
  • Nova consulta opens the form that creates a consultation.
Cabine calls GET /v1/src/dashboard/consultations, which needs src:dashboard:read. It also calls GET /v1/src/credentials, which needs src:credential:read.

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Consultations

Consultas lists the consultations, newest first, with the columns Documento, Tipo, Papel, Situação, Restrição and Aceita em.
  • Filter by period, Situação (Pendente, Concluída or Falhou), Tipo de documento, Papel and Restrição (Com restrição ativa or Sem restrição (concluídas)).
  • Buscar consultas narrows the rows that are already loaded, by identifier or document.
  • Carregar mais reads the next page.
Cabine calls GET /v1/src/consultations, which needs src:consultation:read. A row opens the consultation. GET /v1/src/consultations/{id} needs the same permission. The screen reads again while the consultation is Pendente.
  • Documento, Vereditos (one per protection type, Sem restrição or Restrição ativa), Motivação and Concluída em describe the consultation.
  • The tab Registro shows the record of the institution. The tab Envio shows the attempts, the rejection, the Código de controle BACEN and the NUOp.
  • The tab Vinculadas lists the holder and representative consultations of a company consultation.
  • Trilha de evidência opens the evidence trail of the consultation.

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New consultation

Nova consulta opens a form. Fill in Tipo de documento (CPF or CNPJ), Documento, Tipos de proteção and Referência da motivação. Nota (opcional) is optional. Papel do consultado starts as Inferir pelo tipo de documento. Consultar opens the review Revisar nova consulta. After you confirm, Cabine opens the consultation. On a company consultation, Nova vinculada opens the same form. Consulta da empresa is filled in, and the role is Titular or Representante. Cabine calls POST /v1/src/consultations, which needs src:consultation:write.

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Institution records

On a Concluída consultation that has a Restrição ativa verdict and no record, two actions appear.
  • Registrar exceção records that the institution proceeds despite the restriction. Fill in Circunstância and Justificativa.
  • Registrar explicação records the explanation that the institution gave when it refused. Fill in Explicação.
A consultation holds one record, of either kind. Cabine cannot change it afterwards. Cabine calls POST /v1/src/consultations/{id}/institution-record, which needs src:decision:write.

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Evidence

Evidência searches the evidence. It has two views.
  • Por consulta filters by Início do período, Fim do período, Consulta and Código de controle BACEN. Buscar consultas runs POST /v1/src/evidence.
  • Por registros filters by Documento consultado, Tipo de documento and Classe do registro. Buscar registros runs POST /v1/src/evidence/records. The result also lists the requests that Lerian SRC refused before it accepted them. These requests belong to no consultation.
A result row that belongs to a consultation opens Trilha de evidência. It lists the records of one consultation in order. Registro selecionado shows the content of one record. Cabine calls GET /v1/src/evidence/consultations/{id}. All three read operations need src:evidence:read.

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Operator cases

Casos de operador is the queue of cases that need an operator. Abertos and Fechados switch between open and closed cases. The columns are Tipo de caso, Caso, Aberto em, Resumo and Situação. There are four types of case: Orçamento esgotado, Resposta órfã, Envio recusado and Rito de credencial falho. A case of the type Orçamento esgotado shows Aguardando BACEN. No operation closes it. For each other open case, Fechar caso opens a sheet. Enter the Motivo, then confirm the review. The closures need src:operator:close. The queue and the case screen call GET /v1/src/operator/cases and GET /v1/src/operator/cases/{leg}/{caseId}. Both need src:operator:read.