Opening the detail page
You can open the detail page in several ways:
- From the Transfers list, open the Actions menu on the row you want and select See details. (List rows are not clickable. Use the Actions menu to open the detail page.)
- Click View Transfer on the success screen after you create a transfer.
- Use See details from a row on the Reconciliation page.
Page header
The header shows the transfer identifier (truncated) and the creation date in local format. Next to the title, the page shows:
- A status badge for the current state (Created, Pending, Processing, Completed, Failed, and so on).
- An Auto-refreshing… hint that pulses while the transfer is still in flight.
- A Cancel Transfer button when the transfer is in a cancellable state (see Cancelling a Transfer).
Auto-refresh polls the transfer every five seconds while it is in flight. Once it reaches a terminal state (Completed, Processed, Failed, Cancelled, Rejected, Expired, Received, Pending Confirmation), polling stops.
Tabs
The page has two tabs: Summary (the default) and Raw Data.
Summary
The Summary tab arranges the transfer in sections.Financial Summary
- Amount — the transfer amount.
- Fee — the total fee applied.
- Total — the sum of the amount and the fee (shown in bold).
- Type — the transfer type badge (TED Out, TED In, or P2P).
- Description — the description you provided, or No description if empty.
References
The page shows these fields only when at least one reference value exists:- Confirmation Number — the reference returned at confirmation time.
- Control Number — the reference from the counterparty system.
Sender
- Account ID — the sender account identifier.
Recipient
- Name — the beneficiary’s name.
- Document — the beneficiary’s CPF/CNPJ, partially masked for privacy (the first three and the last three characters stay visible).
- ISPB / Branch — the beneficiary bank’s ISPB and branch, shown as
ISPB / Branch. - Account — the beneficiary’s account number.
- Account Type — Checking or Savings.
Dates
- Created at — the transfer’s creation date and time.
- Updated at — the date and time of the last update.
- Completed at — the date and time the transfer reached a terminal state. The page shows this field only after completion.
Metadata
If the transfer carries custom metadata, the page lists each key-value pair here.Status History
On the right-hand column of the Summary tab, a vertical timeline shows every status change for this transfer:- The status label (Created, Pending, Processing, Completed, Failed, and so on).
- The timestamp of the change.
- An optional reason for the transition.
Raw Data
The Raw Data tab shows the full payload the plugin returns for this transfer. Use it to inspect fields the summary view does not show, or to share the exact response with support.Error state
A transfer sometimes fails to load, for example after a temporary backend error. The page then shows Failed to load transfer details with a Retry button that requests the data again.