Use the Limits page to define spending caps by period and transaction context.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.
Accessing the Limits page
In the Tracer sidebar, select Limits. The page opens as Transaction Limits with the helper What is a Limit?.
Available filters
| Filter | Options |
|---|---|
| Search | Search by name and account ID |
| Status | All, Active, Inactive, Draft |
| Period | All Periods, Daily, Monthly, Per Transaction |
| Type | All Types, PIX, Card, Wire, Crypto, ACH, Internal |
Limit cards
Each card shows:
- Limit name and limit type.
- Max amount and currency.
- Limit status (
ACTIVE,INACTIVE,DRAFT). - Scope badges (when configured).
- Action menu.
Limit actions
| Action | Behavior |
|---|---|
| Details | Opens the limit side panel |
| Activate | Moves limit to ACTIVE |
| Deactivate | Moves limit to INACTIVE |
| Move to Draft | Available for INACTIVE limits; returns to DRAFT |
| Delete | Permanently deletes limit with confirmation |
Creating a new limit
Fill the side panel:
| Field | Required | Notes |
|---|---|---|
| Name | Yes | Limit name |
| Description | No | Limit context |
| Limit Type | Yes | DAILY, MONTHLY, PER_TRANSACTION |
| Currency | Yes | BRL, USD, EUR |
| Max Amount | Yes | Numeric max amount |
| Scope | No | Context restrictions |
DRAFT status.
Editing a limit
Open Details to edit. The Console only allows saving changes for
DRAFT limits and shows Only draft limits can be edited otherwise.
Limit Type and Currency are locked when editing an existing limit.
Scope
Scope conditions support:
| Scope type | Input |
|---|---|
| Account | UUID |
| Merchant | UUID |
| Segment | UUID |
| Portfolio | UUID |
| Transaction Type | Selector (CARD, PIX, WIRE, CRYPTO, ACH, INTERNAL) |
| Sub Type | Text |
Related
- Spending limits - Conceptual guide
- Create limit - API reference
- Update limit - API reference
- Retrieve limit usage - API reference