Homologation Roadmap - BaaS Digital Account

The homologation roadmap describes all the resources and functionalities that need to be tested by the integrating partner in QI Tech's sandbox environment (testing environment), before entering the production environment for the product.

This roadmap describes all the resources and functionalities involved in the product.

⚠️ All tests must be mandatory performed in QI Tech's Sandbox environment (testing environment). Transactions performed in the Sandbox environment are fictitious financial transactions, serving only to test API functionality.

BaaS API Registration and Authentication

Code	Stage	Description	Documentation Link	Prerequisites
CAB0001*	Sandbox environment registration	Perform registration on QI Tech's platform in the Sandbox environment (sandbox.qitech.app)	cs@qitech.com.br
CAB0002*	Sandbox token validation	Perform QI Token validation in Sandbox	Documentation Link	CAB0001
CAB0003*	Public key exchange	Perform public key exchange within QI Tech's platform in sandbox (sandbox.qitech.app)	Documentation Link	CAB0001 and CAB0002
CAB0004*	Call authentication testing	Complete call authentication testing	Documentation Link Documentation Link	CAB0003
CAB0005*	Webhook configuration	Configure URL for webhook sending by QI, through QI Tech's platform in sandbox (sandbox.qitech.app)	Documentation Link	CAB0001 and CAB0002

Anti-fraud

Registration and Authentication

Code	Stage	Description	Documentation Link	Prerequisites
ATF0002*	Obtaining onboarding API-key	Obtain from QI Tech's integration team the API key for using the /onboarding API	suporte.caas@qitech.com.br
ATF0003*	Obtaining OCR mobile-token	Obtain from QI Tech's integration team the Mobile Token for using the OCR SDK	suporte.caas@qitech.com.br
ATF0004*	Obtaining Face Recognition mobile-token	Obtain from QI Tech's integration team the Mobile Token for using the Face Recognition SDK	suporte.caas@qitech.com.br
ATF0005*	Obtaining Device scan mobile-token	Obtain from QI Tech's integration team the Mobile Token for using the Device scan SDK	suporte.caas@qitech.com.br

OCR SDK

Code	Stage	Description	Documentation Link	Prerequisites
ATF0007*	SDK build	Define template and customizations for document collection and successfully build the SDK within your application (QI Tech client application)	Android: Documentation Link iOS: Documentation Link
ATF0008*	Document sending	Perform document collection using the SDK within your application (QI Tech client application)		ATF0003 and ATF0007
ATF0009*	ocr_key storage	Store keys returned by the SDK, identifying the nature of the collected document (ex: cnh_front, cnh_back, etc)	Android: Documentation Link iOS: Documentation Link	ATF0008

Face Recognition SDK

Code	Stage	Description	Documentation Link	Prerequisites
ATF0011*	SDK build	Define customizations and successfully build the SDK within your application (QI Tech client application)	Android: Documentation Link iOS: Documentation Link
ATF0012*	Liveness flow	Perform liveness flow using the SDK within your application (QI Tech client application)		ATF0004 and ATF0011*
ATF0013*	Image key storage	Store the image_key returned by the SDK after completing the liveness flow	Android: Documentation Link iOS: Documentation Link	ATF0012

Device Scan SDK

Code	Stage	Description	Documentation Link	Prerequisites
ATF0015*	SDK build	Define permissions to be requested from the user by your application (QI Tech client application) and successfully build the SDK within your application (QI Tech client application)	Android: Documentation Link iOS: Documentation Link
ATF0016*	User session storage	Store user session (sessionId) that will have the device scanned	Android: Documentation Link iOS: Documentation Link	ATF0015 and ATF0017
ATF0017*	Information collection	Instantiate the SDK with the stored sessionId and call the information collection method within your application (QI Tech client application)	Android: Documentation Link iOS: Documentation Link	ATF0005 and ATF0015

Anti-fraud

Code	Stage	Description	Documentation Link	Prerequisites
ATF0019*	Individual Person (PF) anti-fraud	Successfully perform anti-fraud for an individual person client	Documentation Link	ATF0002
ATF0020*	Legal Entity (PJ) anti-fraud	Successfully perform anti-fraud for a legal entity client	Documentation Link	ATF0002
ATF0021*	Reading derived analysis webhooks for asynchronous flow	Successfully receive derived analysis webhook for asynchronous response flow	Documentation Link	ATF0019 or ATF0020

Platform Registration

Code	Stage	Description	Documentation Link	Prerequisites
ATF0022*	Master user registration	Register a Master user on the CaaS platform, for resolving requests derived to "Manual analysis"	suporte.caas@qitech.com.br	ATF0019 or ATF0020

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QI Account

Account Opening

Code	Stage	Description	Documentation Link	Prerequisites
QIC0002*	Individual Person (PF) account reservation	Request account reservation for an individual person holder	Documentation Link	CAB0005 and CAB0006
QIC0003*	Individual Person (PF) account opening	Perform account opening for an individual person holder	Documentation Link	QIC0002
QIC0004*	Legal Entity (PJ) account reservation	Request account reservation for a legal entity holder	Documentation Link	CAB0005 and CAB0006
QIC0005*	Legal Entity (PJ) account opening	Perform account opening for a legal entity holder	Documentation Link	QIC0004
QIC0006*	Reading account opening webhooks	Correctly read account opening webhooks	Item 1.2. or 1.3: Documentation Link	QIC0002 or QIC0002
QIC0007*	List accounts	List opened accounts	Documentation Link	QIC0002 or QIC0002
QIC0008*	Query account data	Query data such as balance, holder data, opening date, among others	Documentation Link	QIC0002 or QIC0002

Transactions

Code	Stage	Description	Link	Prerequisites
QIC0008*	Statement Query	Perform statement query for an account	Documentation Link	QIC0002 or QIC0002
QIC0009*	Transfer receipt request	Request a transfer receipt	Documentation Link
QIC0010*	Reading transaction webhooks	Successfully receive all transaction webhooks	Documentation Link	QIC0002 or QIC0002
QIC0011*	Financial institutions list query	Query list of financial institutions enabled to receive TED and Pix	Documentation Link	QIC0002 or QIC0002

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Document Upload

Code	Stage	Description	Link	Prerequisites
UDD0001*	Document upload	Perform document upload through our documents API	Documentation Link

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TED

Code	Stage	Description	Link	Prerequisites
TED0001*	TED Out transfer	Perform TED transfer	Documentation Link	QIC0002 or QIC0002
TED0002*	TED Out reversal simulation	Simulate reversal of a TED Out sent from a QI Account	Item 3: Documentation Link
TED0003*	TED In simulation	Simulate TED In entry to a QI account	Item 2: Documentation Link	QIC0002 or QIC0002
TED0004*	List TED transactions	List inbound/outbound TED transactions	Documentation Link	QIC0002 or QIC0002
TED0004*	Query TED transaction	Perform TED transaction query	Documentation Link	QIC0002 or QIC0002
TED0006*	Reading TED webhooks	Successfully receive a TED webhook	Documentation Link	QIC0002 or QIC0002

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Internal Transfer

No	Stage	Description	Link	Prerequisites
TFI0001	Internal transfer with account debit	Execute a transfer from a QI Account, with destination being another QI Account	Documentation Link	QIC0002 or QIC0002
TFI0002	Internal transfer simulation with account credit	Simulate resource receipt in the target QI Account, with source being another QI Account	Item 1: Documentation Link	QIC0002 or QIC0002

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Bank Slips

Bank Slip Management

No	Stage	Description	Link	Prerequisites
No	Stage	Description	Link	Prerequisites
---	---	---	---	---
BOL0001	Single standard collection bank slip registration	Perform registration of a collection bank slip	Documentation Link	CAB0002 or CAB0003
BOL0002	Single instant collection bank slip registration	Perform registration of a collection bank slip	Documentation Link	CAB0002 or CAB0003
BOL0003	Batch bank slip registration	Perform batch collection bank slip registration	Documentation Link	CAB0002 or CAB0003
BOL0004	Single Standard Bank Slip Issuance	Issue a single standard bank slip	Documentation Link	CAB0002 or CAB0003
BOL0005	Single Instant Bank Slip Issuance	Issue a single instant bank slip	Documentation Link	CAB0002 or CAB0003
BOL0006	Batch Issuance	Issue bank slips in batch	Documentation Link	CAB0002 or CAB0003
BOL0007	Perform discount on bank slip amount	Perform discount on bank slip amount	Documentation Link	BOL0001, BOL0002 or BOL0003
BOL0008	Cancel Discount	Cancel discount on a bank slip	Documentation Link	BOL0001, BOL0002 or BOL0003
BOL0009	Extend bank slip due date	Send bank slip due date extension	Documentation Link	BOL0001, BOL0002 or BOL0003
BOL0010	Include discount on bank slip	Include discount on a bank slip	Documentation Link	BOL0001, BOL0002 or BOL0003
BOL0011	Include interest on bank slip	Include interest on a bank slip	Documentation Link	BOL0001, BOL0002 or BOL0003
BOL0012	Include fine on bank slip	Include fine on a bank slip	Documentation Link	BOL0001, BOL0002 or BOL0003
BOL0013	Perform bank slip write-off	Write off a bank slip	Documentation Link	BOL0001, BOL0002 or BOL0003
BOL0014	Query bank slips by key	Query bank slips by key	Documentation Link	BOL0001, BOL0002 or BOL0003
BOL0015	List Bank Slips	List bank slips	Documentation Link	BOL0001, BOL0002 or BOL0003
BOL0016	Collection wallet query	Query a collection wallet	Documentation Link	BOL0001, BOL0002 or BOL0003
BOL0017	Bank Slip Webhooks	Read webhook for bank slip	Documentation Link	BOL0001, BOL0002 or BOL0003

Bank Slip Payment

Code	Stage	Description	Link	Prerequisites
BOL0009*	Digitable line or Barcode query	Perform query of a bank slip digitable line	Documentation Link
BOL0010*	Perform bank slip payment	Perform payment of a bank slip	Documentation Link	QIC0002 or QIC0002
BOL0012*	Digitable line or Barcode query for service agreement slip	Perform query of a service agreement slip digitable line.	Documentation Link
BOL0013*	Perform service agreement slip payment	Perform payment of a service agreement slip	Documentation Link	QIC0002 or QIC0002

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Pix

Pix Transfer

Code	Stage	Description	Documentation Link	Prerequisites
PIX0002*	Pix Out Transfer	Perform a Pix transfer from a QI Account using bank data (manual pix) or Pix key	Documentation Link	CAB0001
PIX0035	Query pix transfer	Retrieve transfer data	Documentation Link	PIX0002
PIX0003*	Pix Out refund simulation	Simulate Pix Out refund.	Documentation Link - Item 2	PIX0002
PIX0004*	Pix In simulation	Simulate Pix In credit to a QI Account.	Documentation Link -> Item 1
PIX0037*	Reading pending transaction webhook	Successfully receive a pending transaction webhook	[Documentation Link][(/documentation/baas/pix/webhooks)	PIX0002
PIX0038*	Reading Pix In webhook	Successfully receive an inbound Pix transfer webhook	Documentation Link	PIX0004
PIX0039	Reading Pix Refund webhook	Successfully receive a Pix refund webhook	Documentation Link	PIX0003
PIX0040	Request refund of received Pix	Request refund of a received Pix	Documentation Link	PIX0003
PIX0041	List Pix transfers from an account	List Pix transfers from an account	Documentation Link	PIX0003

Pix Key Management

Pix Key Creation and Deletion

Code	Stage	Description	Link	Prerequisites
PIX0008*	Pix key creation	Perform creation of Pix key of types cpf, cnpj, random, e-mail and phone	Documentation Link
QIC0002 or QIC0002	](/documentation/baas/pix/consultar_chave_pix)
PIX0009	Pix key deletion	Perform deletion of a Pix key	Documentation Link	PIX0008
PIX0010*	List Pix keys of a QI Account	List Pix keys linked to a QI Account	Documentation Link	PIX0008

Pix Key Portability

Code	Stage	Description	Link	Prerequisites
PIX0013*	Creating Pix Key Portability In Request	Create a Pix Key Portability In request of types CPF, CNPJ, E-mail, Phone and Random	Documentation Link	QIC0002 or QIC0002
PIX0014*	Resend 2fa for Pix Key Portability In Request of E-mail or Phone type	Request resend of SMS (Phone type Pix Key) or E-mail (E-mail type Pix Key) for a pending Pix Key Portability In Request (pending_claimer_validation)	Documentation Link	PIX0013
PIX0015*	Delete Pix Key Portability In Request	Delete a pending Pix Key Portability In Request	Documentation Link	PIX0013
PIX0016*	Reading Pix Key Portability In completion webhook	Correctly read completion webhook for a Pix Key Portability In Request. Testing all possible completion statuses (concluded, cancelled and failed)	Webhook: Documentation Link	PIX0013
PIX0017*	Pix Key Portability Out Request simulation	Simulate the arrival of a Pix Key Portability Out Request	Item 5: Documentation Link	PIX0013
PIX0018*	Approval and Rejection of Pix Key Portability Out Request	Perform approval of a Pix Key Portability Out Request	Documentation Link	PIX0017
PIX0019*	Resend 2fa for Pix Key Portability Out Request	Request 2fa resend for a Pix Key Portability Out Request	Enum "pending_donator_validation" Documentation Link	PIX0018
PIX0020*	Reading Pix Key Portability Out completion webhook	Correctly read completion webhook for a Pix Key Portability Out Request. Testing all possible completion statuses (concluded, cancelled and failed)	Documentation Link	PIX0018

Pix QR Code Management

Code	Stage	Description	Link	Prerequisites
PIX0022*	Static Pix QR Code creation	Generate Static QR Code	Documentation Link	PIX0008
PIX0023	Dynamic Pix QR Code creation	Generate Dynamic QR Code with expiration (expiration day) and generate Instant Dynamic QR Code (with expiration seconds).	Documentation Link	PIX0008
PIX0024	Dynamic Pix QR Code deletion	Delete Pix QR Code	Documentation Link	PIX0023
PIX0025	List Dynamic Pix QR Codes	List Dynamic Pix QR Codes	Documentation Link	PIX0023
PIX0026	Reading Instant Dynamic Pix QR Code expiration webhook	Successfully receive an Instant Dynamic Pix QR Code expiration webhook	Documentation Link	PIX0023

Pix QR Code Payment

Code	Stage	Description	Link	Prerequisites

| PIX0029* | Static Pix QR Code payment | Perform payment of a Static Pix QR Code | Documentation Link | PIX0022 | | PIX0030* | Dynamic Pix QR Code payment | Perform payment of a Dynamic Pix QR Code | Documentation Link | PIX0022 | | PIX0027* | Pix QR Code decoding | Decode a Static, Dynamic with expiration, and Instant Dynamic Pix QR Code | Documentation Link | PIX0022 and PIX0023 |

Pix Limit Management

Code	Stage	Description	Link	Prerequisites
PIX0032*	Pix limit change request	Make Pix limit change request for a QI Account	Documentation Link	QIC0002 or QIC0002
PIX0033	List Pix limit change requests	List Pix limit change requests for a QI Account	Documentation Link	PIX0032
PIX0034*	Query consumed Pix limit	Query consumed Pix limit for a QI Account	Documentation Link	QIC0002 or QIC0002

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Fee Management

Code	Stage	Description	Link	Prerequisites
GTF0001*	Fee change request	Perform fee change for an account	Documentation Link	QIC0002 or QIC0002
GTF0002*	Fee query	Query fees registered for an account	Documentation Link	QIC0002 or QIC0002

Card Management

Card Creation

Code	Stage	Description	Link	Prerequisites
GDC0001*	Virtual card creation	Perform creation of a virtual card	Documentation Link	QIC0002 or QIC0002
GDC0002*	Physical card creation	Perform creation of a physical card	Documentation Link	QIC0002 or QIC0002

Card Query

Code	Stage	Description	Link	Prerequisites
GDC0003*	Query card by key	Perform card query	Documentation Link	GDC0001 or GDC0002
GDC0004*	List cards	Perform card listing	Documentation Link	GDC0001 or GDC0002
GDC0005*	Search card data	Search card data	Documentation Link	GDC0001 or GDC0002
GDC0006*	Search PCI Password	Search PCI Password	Documentation Link	GDC0001 or GDC0002
GDC0007*	Query delivery data	Query delivery data	Documentation Link	GDC0001 or GDC0002

Update card data

Code	Stage	Description	Link	Prerequisites
GDC0008*	Update card status	Update card status	Documentation Link	GDC0001 or GDC0002
GDC0009*	Activate physical card	Perform activation of a physical card	Documentation Link	GDC0001 or GDC0002
GDC0010*	Change Password	Perform password change for a card	Documentation Link	GDC0001 or GDC0002
GDC0011*	Configure card contactless	Configure card contactless	Documentation Link	GDC0002