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Manage Escrows ​

Access prerequisites

  • Permission (module): viewEscrows (to view) OR manageEscrows (to edit/register deliveries) — either module suffices.
  • License/Feature: ESCROW
  • Menu container: GENERAL → Operations group

What it is / when to use ​

Monitoring panel for corporate escrows — operations where the value of a transaction between buyer and seller is held (in custody) until the delivery conditions are met. The operator consults the state of each escrow (accepted, waiting, cancelled, suspended) and opens the details to audit the transaction and, according to their permission, register deliveries.

Prerequisites ​

  • Permission: viewEscrows to view; manageEscrows to edit/register deliveries (double permission — CPM enum + dynamic module in the DB).
  • License/Feature: ESCROW enabled (without it the item does not appear in the menu at all).
  • Dependencies from other screens: the escrow must already exist (created from a negotiation between the parties).

Step by step ​

  1. Go to the Operations → Manage Escrows menu.
  2. Search by buyer or seller e-mail and filter by status (All, Accepted, Waiting, Cancelled, Suspended).
  3. Click the view icon to open the escrow details.

Filters and columns ​

Filter/ColumnWhat it showsData source
SearchLocal filter by e-mail (buyer or seller)buyer_email / seller_email
StatusAccepted / Waiting / Cancelled / Suspended / Allstatus (EscrowBankingStatus)
SellerSeller's e-mail (tooltip with the ID)seller_email / seller
BuyerBuyer's e-mail (tooltip with the ID)buyer_email / buyer
StatusEscrow statestatus

Actions and modals ​

  • View (visibility): navigates to manage-escrows/view/:id with the escrow details (parties, held balance, conditions, deliveries).
  • Edit: route manage-escrows/edit/:id (available according to manageEscrows).

The register delivery flow (update-delivery) is what advances the escrow state and, once conditions are met, releases the held balance to the seller.

Business rules / cautions ​

Attention

  • The escrow only releases funds to the seller when the delivery conditions are met — this screen is the audit point for that cycle.
  • The search is local over the loaded list (buyer/seller e-mail), combined with the status filter.

Irreversible

  • Releasing the held balance to the seller (upon completing the escrow) is definitive. Confirm that all conditions have been met before advancing the state.
  • Financial values: handled as BigNumber — no rounding; verify decimal places.
  • Idempotency: escrow settlement in FinLib is idempotent by externalId; E00021 "already processed" indicates that the release has already occurred — success, not an error.
  • APPROVED status: buyer and seller must be APPROVED to move funds.