Route Integration Playbook

Prerequisites

1. Active Deal Card
2. At least one active funder agent
3. Offer-acceptance path defined

Setup Steps

1. Submit the Deal Card to POST /routing/match.
2. Choose the routing strategy.
3. Present ranked offers to the SMB.
4. Accept one offer or a split-funding recommendation.
5. Hand off to deployment.

Example Payloads

{
  "dealcard_id": "dc_01HXK5V2N8PQRS3T4UV5WX6Y",
  "routing_options": {
    "strategy": "best_rate",
    "allow_split_funding": true
  }
}

Testing

• Exercise best-rate and diversified strategies
• Validate decline cascade behavior

Go-Live Checklist

• Offer expiration enforced
• Acceptance flow signed off
• Audit logging enabled