Fetch Document Batches for Signature

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Introduction

This resource returns the document batches (document_batches) generated for an investor after the registration analysis is sent. Each batch groups the documents to be signed (registration form, qualified/professional investor terms, etc.) and exposes the status and signature method of each document.

Input / Output

There is no request body. Optionally, you can filter by registration analysis via query param.

As output, the list of the investor's batches is returned.

Available on

Profile	Host	Required permission
Consultant	consultant-api	Granted by the integration team

Base URL for each host: Environments (Hosts).

Request

ENDPOINT

/investor_registry/investor/{investor_key}/document_batches

METHOD

GET

STATUS

200

Query params

Field	Type	Description	Required
investor_analysis_key	string	Filters the batches belonging to a specific registration analysis	No

Response

Response Body

[
  {
    "document_batch_key": "UUID",
    "status": "pending_signature",
    "investor_analysis_key": "UUID",
    "url": "https://docs.qitech.com.br/...",
    "documents": [
      {
        "investor_document_key": "UUID",
        "document_type": "legal_person_registry_form",
        "status": "generated",
        "signature_method": "certifiqi"
      },
      {
        "investor_document_key": "UUID",
        "document_type": "professional_investor_term",
        "status": "generated",
        "signature_method": "certifiqi"
      }
    ]
  }
]

Document Batch Status

Enumerator	Description
creating_documents	Documents being generated
pending_signer_groups	Waiting for signer groups
send_to_signature	Sent for signature
pending_signature	Waiting for signature
signed	Signed

Signature details

For details of each signature in a specific batch, use GET /investor_registry/investor/{investor_key}/document_batch/{document_batch_key}/signature_details.

Fund adhesion terms

When the investor selected funds during registration (see Select Fund), the batch also includes document_type: "adhesion_term" for each approved adhesion and, when applicable, nonconformity_term — see Adhesion Status.

Errors

Status	Code	When it happens
404	IVR000008	Investor not found

Authentication, permission and host errors: see API Errors.