> ## 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.

# Bank Transfer in Lerian Console

> Overview of the Bank Transfer plugin in Lerian Console — dashboard, transfers, reconciliation, and settings.

The **Bank Transfer** plugin in Midaz Module lets you initiate, track, and reconcile bank transfers through the **JD SPB** integration, directly from Lerian Console. It provides a single surface to monitor transfer health, operate TED flows, investigate failures, and configure the integration.

## What Bank Transfer covers

***

The plugin handles three transfer types, each with a different flow in the Console:

* **TED Out** — Outbound TED transfers initiated from the Console. This is the only type created manually through the **New Transfer** page.
* **TED In** — Inbound TED transfers received by the JD poller. They appear automatically in the transfers list as they are received; there is no manual creation step.
* **P2P** — Internal peer-to-peer transfers. Not created through the Bank Transfer initiate page; handled in a separate flow.

<Note>
  The **New Transfer** page always creates a TED Out. Incoming TED and P2P flows do not expose a "new transfer" action in this plugin.
</Note>

## Activating the plugin

***

Bank Transfer is an optional plugin. Enable it in **Midaz Settings → Plugins** before using it.

<Card title="Managing Plugins" icon="puzzle-piece" href="/en/platform/console/mc-console-plugins">
  Learn how to enable, disable, and configure plugins in Midaz Module.
</Card>

Once enabled, the **Bank Transfer** section appears in the left sidebar with four pages:

* **Dashboard** — health indicator, KPIs, transfer volume by type, and recent activity.
* **Transfers** — searchable list of all transfers with filters and CSV export.
* **Reconciliation** — transfers flagged as pending reconciliation with failure concentration.
* **Settings** — six configuration sections plus a change history tab.

<Note>
  **Availability is also controlled per environment.** Beyond the in-Console **Settings → Plugins** toggle, Bank Transfer is gated by a runtime plugin flag (`NEXT_PUBLIC_BANK_TRANSFER_ENABLED`). It is **disabled by default** and only becomes visible when your administrator sets the flag to `true` for your environment. Because the flag is read at runtime, it can be toggled by setting the environment variable and restarting the Console container — no rebuild required. If Bank Transfer does not appear even after enabling it in Settings, the flag is likely off for your environment. See [Lerian Console via Helm](/en/platform/helm/console/console-helm).
</Note>

## Available pages

***

<Columns cols={2}>
  <Card title="Dashboard" icon="gauge" horizontal href="/en/rails/ted/console/bt-managing-dashboard">
    Monitor system health, transfer volume, and recent activity.
  </Card>

  <Card title="Transfers" icon="arrow-right-arrow-left" horizontal href="/en/rails/ted/console/bt-managing-transfers">
    Browse, filter, and export transfers across all types and statuses.
  </Card>

  <Card title="Reconciliation" icon="scale-balanced" horizontal href="/en/rails/ted/console/bt-managing-reconciliation">
    Review transfers flagged for reconciliation and their failure codes.
  </Card>

  <Card title="Settings" icon="gear" horizontal href="/en/rails/ted/console/bt-managing-settings">
    Configure JD SPB credentials, connection, webhook, limits, hours, and fee policy.
  </Card>
</Columns>

## Transfer statuses

***

Transfers move through a set of statuses reflecting their lifecycle. The same statuses are shown on the Dashboard, in the Transfers list, and on the Transfer Detail page.

| Status               | Meaning                                            |
| -------------------- | -------------------------------------------------- |
| Created              | Transfer was created and is queued for processing. |
| Received             | Inbound TED received by the JD poller.             |
| Pending              | Awaiting processing by the counterparty system.    |
| Pending Confirmation | Waiting for a final confirmation step.             |
| Processing           | In flight with the counterparty.                   |
| Processed            | Counterparty reported the transfer as processed.   |
| Completed            | Transfer finished successfully.                    |
| Failed               | Processing failed.                                 |
| Rejected             | Counterparty rejected the transfer.                |
| Cancelled            | Cancelled by a user before completion.             |
| Expired              | Expired before confirmation.                       |

Terminal statuses (Completed, Processed, Failed, Rejected, Cancelled, Expired, Received, Pending Confirmation) stop auto-refresh polling on detail pages.
