Create a flex control on Pix transactions

This guide provides an example of how to create a nightly transaction limit for Pix transactions at the program level. The limit is R$1,000 nightly, between the hours of 8:00 PM and 6:00 AM. For more information about Pix, see Pix instant payments (Brazil).

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Using flex controls

The only way to set up flex controls at the program level is to use Pismo Control Center. This means that a control affects only the accounts within a specific program. To create flex controls at the account or card level, use the appropriate endpoint in the Flex controls API.

To apply this flex control, follow the procedure Add a flex control but use the following information:

• On the Select a control type screen, select Cumulative control.
• On the Select processing codes screen, add the processing codes to be included in this flex control (any processing codes associated with Pix transactions).
• On the Limits and time period screen, do the following:
  • Select Spending as the limit type.
  • Select Per day and specify the time zone the control must use.
  • Set the Reset period to 7:00 AM. This is the time when the limit resets and can be any hour outside of the nightly range.
  • Enter the spending limit amount 1,000. Control Center displays a message like Deny transactions for the selected processing codes after $1,000 daily, starting daily at 7:00 AM, XXX/XXXX time zone. Use this message to confirm that this is the result you want.

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You don't specify the currency to use because this is determined by the programs that will use the flex control.

• On the Conditions screen, do the following:
  • Select the box for Week, Month, Time of day.
  • Select the box for Time of Day and then select the start time 8:00 PM and end time 6:00 AM.
  • Click Add condition.
• On the Program screen, select the programs to which you want to apply this control.
• On the Review and apply flex control screen, do the following:
  • Review and confirm each setting by selecting its check box.
  • Enter a name for your control (such as Nightly_PIX_Limit) and the Deny code that you want to receive whenever a transaction exceeds the limit (such as PIX_nightly_limit_reached).
• Select Create control and activate now and then click Finish.