Introduction
Welcome to the integration documentation for Liability-related operations. In this section, we present all the necessary tools and resources to interact with the offered services, from investor registration to the execution of financial operations.
Overview
The Liability API offers a set of functionalities to facilitate the management and execution of financial operations for investment funds. With it, it is possible to perform investor registration, financial applications, redemption requests, share blocking, and other essential operations for asset management.
The services are made available through endpoints that allow secure and efficient communication between client applications and the platform.
Service Access
To obtain access to the services, it is necessary to perform the necessary clearances in our Staging (Sandbox) and Production environments. Contact the integration team at integracao.dtvm@qitech.com.br to request access credentials and receive guidance on the activation process.
Available Resources
Investor Registration
- Create investor / investor analysis: Allows investor registration and initial registration analysis. Described in: 5.9.2.1 Create investor
- Fetch investor information: Queries registration information of an investor. Described in: 5.9.2.2 Fetch investor information
- Fetch investor registration analysis information: Allows querying the registration analysis status of an investor. Described in: 5.9.2.3 Fetch registration analysis
- Send registration data: Sends complementary registration data for analysis. Described in: 5.9.2.4 Send registration data
Financial Application
- Create Financial Application: Allows creating a financial application in an issuance series. Described in: 5.9.5.1 Create Financial Application
- Query Financial Application: Allows querying financial applications by key or through paginated search. Described in: 5.9.5.2 Query by key and 5.9.5.3 Paginated query
Redemption Request
- Create Redemption Request: Allows creating a redemption request for an investor. Described in: 5.9.6.1 Create Redemption Request
- Query Redemption Request: Queries redemption requests by key or through paginated search. Described in: 5.9.6.2 Query by key and 5.9.6.3 Paginated query
Share Blocking
- Request Share Blocking: Allows requesting share blocking for guarantee. Described in: 5.9.8.1 Request Share Blocking
- Query Share Blockings: Queries share blockings by investor or in a paginated manner. Described in: 5.9.8.2 Query share blockings
Conclusion
This documentation serves as a complete guide for integration and utilization of Liability services. In case of questions, contact our support team at integracao.dtvm@qitech.com.br.