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Choose a playbook for the question you need to answer. Each workflow identifies the records to collect, explains the result, and gives you a next step for the investigation. The workflows use the Straddle CLI to refresh local records and inspect current API details when needed. Start with CLI installation and credentials and account context.

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Choose a workflow

Reconcile payments

Match payments to funding events and investigate missing funding details.

Check payment progress

Group payments by status and identify candidates for a cancellation review.

Investigate failed and returned payments

Inspect failure reasons and find repeated failures associated with a paykey or customer.

Review identity queue items

Find customers and paykeys in review and retrieve their review details.

Find paykeys that need attention

Identify expiration dates and blocked paykeys eligible for unblocking.

Compare charge and payout volume

Compare payment creation volume by day or seven-day period.

Investigate payment data

Search local records or use SQL to answer a specific question.

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Work from a consistent set of records

Each playbook begins by confirming the environment and acting account, then refreshing the resources it needs. Keep that context and the same local database throughout the workflow. See local data for synchronization and storage details. Before acting on a record, retrieve its current API details as shown in the playbook. Record the relevant IDs, account, environment, and refresh time with your findings so another person can continue the investigation.