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.

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.