Decide Integration Playbook

Prerequisites

1. Active funder record
2. Policy requirements defined with pricing and concentration limits
3. Review contacts and escalation rules identified

Setup Steps

1. Create the funder record.
2. Create and validate a policy.
3. Simulate the policy against sample Deal Cards.
4. Activate the policy.
5. Create an agent in the desired operating mode.

Example Payloads

{
  "funder_id": "fdr_01HXK5V2N8PQRS3T4UV5WX6Y",
  "name": "Northern CU - Standard RBF",
  "status": "draft"
}

Testing

• Run simulate before activation
• Verify escalation and auto-approval thresholds

Go-Live Checklist

• Policy validated
• Agent mode approved
• Notification and audit trails confirmed