Introduction
Welcome to the integration documentation for Liability operations. In this section, we present all the tools and resources needed to interact with the services offered, from investor registration to the execution of financial operations.
Overview
The Liability API offers a set of features to facilitate the management and execution of financial operations for investment funds. With it, you can register investors, financial applications, redemption requests, quota locks and other operations essential to asset management.
The services are made available through endpoints that allow secure and efficient communication between the clients' applications and the platform.
Access to the Services
To obtain access to the services, the necessary permissions must be granted in the sandbox and production environments. Contact the integration team by e-mail at integracao.dtvm@qitech.com.br to request the access credentials and receive guidance on the activation process.
Available Resources
Investor Registration
- Create investor / investor analysis: Allows the registration of an investor and the initial registration analysis. Described in: 5.9.2.1 Create investor
- Query investor information: Queries an investor's registration information. Described in: 5.9.2.2 Query investor information
- Query information of an investor registration analysis: Allows querying the status of an investor's registration analysis. Described in: 5.9.2.3 Query 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 a 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 a paginated search. Described in: 5.9.6.2 Query by key, 5.9.6.3 Paginated query by investor and 5.9.6.4 Paginated query by fund class
Quota Lock
- Request Quota Lock: Allows requesting a quota lock as collateral. Described in: 5.9.8.1 Request Quota Lock
- Query Quota Locks: Queries quota locks by investor or in paginated form. Described in: 5.9.8.2 Query quota locks
Conclusion
This documentation serves as a complete guide for integrating and using the Liability services. If you have any questions, contact our support team by e-mail at integracao.dtvm@qitech.com.br.