Receiver's guide

As a receiver, you’ll be notified whenever a merchant cash flow profile (Book) is shared with your organization through Encore. Notifications appear in the Ocrolus Dashboard and, for API users, can also be delivered via the book.copy.request_received webhook. Shared Books can be viewed under the Received by you tab, where you can track each Book’s sender, shared book label, and current status — such as Pending, In progress, Success, or Failed. Books are automatically accepted once shared, and all underlying data, including cash flow analytics, fraud checks, industry classification, and original documents, are preserved for review. The shared book label helps you easily map each Book back to its corresponding deal or lead in your internal system, ensuring seamless tracking between Encore and your existing partner workflows.

Choose your workflow to learn more as a receiver using Encore:

• Receiver's guide for Dashboard users
• Receiver's guide for API users

Receiver's guide for Dashboard users

Perform the following steps to receive the Book using the Ocrolus Dashboard:

Step 1: Get notified

Whenever a merchant cash flow profile (Book) is shared with you, a push notification appears in your Ocrolus Dashboard with the message “New Book shared with you.”

Step 2: Track received Books

In your Ocrolus Dashboard, navigate to the All Books tab to view all Books submitted by your organization.
You’ll also see a separate tab titled Received by you, which lists Books shared with you by approved partners through Encore.

Each entry in the Received by you tab includes the following columns:

• Book name – The title of the merchant cash flow profile shared with your organization. It identifies the specific Book and can include a timestamp or custom name for easy tracking.

• Sender name – The name of the organization or partner that shared the Book with you through Encore.

• Received status – Indicates the current state of the shared Book in your workflow. Possible statuses include:

  Status	Description
  Pending	The sender has shared a Book, but you have not yet received the corresponding notification or webhook.
  In progress	You have accepted the Book, and the documents are being transferred to your organization for data capture, cash flow analytics, industry classification, and fraud detection.
  Success	The Book and all accompanying data have been successfully shared with your organization, and you have successfully accepted the Book. This is a final state.
  Failed	The sender’s request to share a copy of a Book failed. This is the terminal state.

  
  

• Shared book label: An optional identifier added by the sender to link the shared Book to an external record, such as a deal ID or opportunity name, making it easier to match with leads in your internal system.

• Shared date: The date and time when the Book was shared with your organization. This helps track when each Book was received.

Step 3: Automatic acceptance

No manual action is required to accept a shared Book. All Books shared with you are automatically accepted once the notification is triggered in Phase 1.

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Note

In Phase 2 (coming soon), receivers will have the option to accept or reject shared Books after previewing cash flow data. Until then, Books will move quickly from Pending or In progress to a final Success state. In rare cases, a Book may enter the Failed state due to transfer or processing errors.

Step 4: Access accepted Books

Accepted Books appear directly in your Dashboard, complete with Ocrolus analytics, fraud checks, and industry classification. All supporting documents (PDFs, images, or Plaid JSON) are preserved for review.

Received Books include a timestamp at the end of the Book name, indicating when the Book was shared, and you can rename the Book after acceptance if needed.

Step 5: Utilizing shared Book labels to map partner deal IDs to accepted Books

You will continue to receive leads from your partners via API as you always have. The key difference with Encore is that you’ll now receive each merchant’s cash flow profile in the form of a Book shared directly with your Ocrolus organization.

To map a merchant’s cash flow profile back to a partner’s deal ID, refer to the shared book label associated with the Book. This field links the Book to an external identifier, such as a deal ID or opportunity name, outside of Ocrolus.

When a partner sends you a Book via Encore, they include a shared book label that matches the lead they send through their usual channel (API, portal, or email). For example, if a partner sends you a lead or opportunity labeled Deal 123 via their API, they will also use Deal 123 as the shared book label for the corresponding Encore Book.

The shared book label ensures that recipients can easily map Encore Books to their partner leads, maintaining clear traceability between systems

Receiver guide for API users

Encore workflows can also be automated through the Ocrolus API.

If you prefer automatic updates at scale, subscribe to the book.copy.request_received webhook event. This event notifies you whenever a new Book has been shared with your organization. To learn more, see the available events page.

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Tip

While optional, this webhook is highly recommended for real-time tracking.

When a partner shares a Book, they include a shared_book_label within the webhook payload. This label represents the deal or opportunity name, enabling you to easily link the Encore cash flow profile to the corresponding deal in your internal system.

{
"notification_type": "STATUS",
"notification_reason": "Book copy request sent to your org",
"severity": "LOW",  
"event_name": "book.copy.request_received",  
"timestamp": "2025-09-30T12:34:56Z",  
"copy_job_id": "c1234567-89ab-4def-9012-3456789abcde",  
"sender_org_uuid": "11112222-3333-4444-5555-666677778888",  
"sender_org_name": "Partner Name",
"shared_book_label": "Deal 1234",
}