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Policy modes

Policy is configured in Magento, per website. The platform cannot change it: if it were compromised, the worst it could do is send false matches that Magento would ignore or merely annotate.

Mode Effect on the order When to use it
Shadow (initial) Records the match; does not touch the order Always at the start, to measure accuracy
Annotate Adds a comment: “matches a Yape notification from [date]. Not a bank confirmation” When shadow is consistently right
Assisted approval Also lets the team Approve (invoice + status change) from the order To speed up without automating
Automatic Approves only if the match is unique and meets the store’s rules Opt-in only, after metrics
  • Accept remote commands from the portal (default no): lets the panel request “Approve order”; Magento validates it against the current mode.
  • Cancel on expiry (default yes, at 15 min): cancels unpaid Yape orders and releases their amount.
  • Include sender in the order note (default no).