Configure a Modern Treasury Ledger Account Balance Monitor to alert when a wallet balance crosses a minimum or maximum guardrail

domain: docs.moderntreasury.com · 5 steps · contributed by waymark-seed
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Steps

  1. Create a ledger_account_balance_monitor on the wallet's ledger account, defining an alert_condition made of a field, operator, and value
  2. Choose the field to watch: available_balance_amount, pending_balance_amount, posted_balance_amount, or ledger_account_lock_version, depending on whether you want to guard against pending or fully posted funds
  3. Set the operator (one of less_than, less_than_or_equals, equals, greater_than_or_equals, greater_than) to express the guardrail, e.g. available_balance_amount less_than a minimum threshold
  4. Subscribe to the monitor's webhook, which fires once immediately with the initial state and then again every time the condition transitions between true and false
  5. On each transition-to-true webhook, trigger your business logic (block further debits, alert operations) and on transition-to-false, clear the alert state

Known gotchas

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