Overview
PulseControl brings financial events from many systems into one normalized record, compares expected and actual events, raises exceptions and provides a workspace to resolve them. It is organized in three layers: PulseConnect, PulseControl and PulseResolve.
Concepts
| Concept | Definition |
|---|---|
| Source | A connected system that supplies events: a gateway, a bank feed, an ERP ledger, billing or an internal service. |
| Event | A normalized record of something that happened, such as a payment, settlement, credit or posting. |
| Expected record | What should have happened, derived from your systems or a provider report. |
| Match | An expected record and an actual event that agree within tolerance and timing rules. |
| Exception | A difference that remains after tolerance and timing are applied. |
| Case | The workspace for one exception: timeline, evidence, owner, actions and audit trail. |
Quickstart
- Create a workspace and a scoped API key.
- Connect a source, or submit events through the API.
- Define expected records, or import a provider settlement report.
- Review matches and exceptions in the Command Center.
- Register a webhook so exceptions reach your own tools.
"# 1. Create a scoped key in Settings, then submit an event"
curl -X POST https://api.concicohq.example/v1/transactions \
-H "Authorization: Bearer $PULSE_API_KEY" \
-d '{"source":"gateway_b","amount":"542580.00","currency":"INR","reference":"TXN-48291"'}
"# 2. Register a webhook for exceptions"
curl -X POST https://api.concicohq.example/v1/webhooks \
-d '{"url":"https://your-service.example/pulse","events":["exception.created"]'}Reconciliation rules
Rules decide what is a match, what is timing and what is an exception. They are explicit, can be paused, and each change is recorded in the audit trail.
"# Illustrative rule syntax"
"rule" "provider_hold_escalation"
"when" provider.status == "PARTIAL" "and" provider.reason == "HOLD"
"then" exception.severity = "HIGH"
notify("finance-ops")Exception lifecycle
| State | Meaning | Next |
|---|---|---|
| Open | Raised and unowned. | Investigating, Escalated, Resolved |
| Investigating | An owner is working the case. | Escalated, Resolved |
| Escalated | Routed to a lead or approver. | Resolved |
| Resolved | Closed with a reason and evidence. | — |
Webhooks
State changes are delivered as signed events: exception.created, exception.escalated, exception.resolved, source.delayed and reconciliation.completed. Full payloads are shown on the developer platform page.
Glossary
- T+1
- One business day after the transaction date.
- Variance
- The difference between an expected and an actual amount.
- Tolerance
- A permitted difference below which records are treated as matched.
- Idempotency key
- A client-supplied value that makes a retried write safe.