Managing limits

Create, filter, activate, and edit Tracer spending limits in Lerian Console with period-based caps, scope conditions, and DRAFT to ACTIVE lifecycle controls.

Use the Limits page to define spending caps by period and transaction context.

Accessing the Limits page

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In the Tracer sidebar, select Limits. The page opens as Transaction Limits with the helper What is a Limit?.

Available filters

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Filter	Options
Search	Search by name and account ID
Status	All, Active, Inactive, Draft
Period	All Periods, Daily, Weekly, Monthly, Custom, Per Transaction
Type	All Types, PIX, Card, Wire, Crypto

Items per page is also configurable.

Limit cards

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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

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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

An ACTIVE limit must be deactivated before moving back to DRAFT.

Creating a new limit

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1. Click New Limit.

2. Fill the side panel:

   Field	Required	Notes
   Name	Yes	Limit name
   Description	No	Limit context
   Limit Type	Yes	DAILY, WEEKLY, MONTHLY, CUSTOM, PER_TRANSACTION. CUSTOM reveals Start Date and End Date fields.
   Currency	Yes	BRL, USD, EUR
   Max Amount	Yes	Numeric max amount
   Scope	No	Context restrictions

3. Click Create.

New limits are created in DRAFT status.

Editing a limit

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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

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Scope conditions support:

Scope type	Input
Account	UUID
Merchant	UUID
Segment	UUID
Portfolio	UUID
Transaction Type	Selector (CARD, PIX, WIRE, CRYPTO)
Sub Type	Text

Use Add Condition to add scope entries.

Related

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• Spending limits - Conceptual guide
• Create limit - API reference
• Update limit - API reference
• Retrieve limit usage - API reference