Homologation Roadmap - BaaS Digital Account with Dual Authentication

The homologation roadmap describes all the features and functionalities that need to be tested by the integrating partner in QI Tech's sandbox environment (test environment), before going into production environment of the product.

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

⚠️ All tests must be mandatory performed in QI Tech's Sandbox environment (test environment). The transactions carried out in Sandbox environment are fictitious financial transactions, serving only to test API functionalities.

Registration and Authentication API BaaS

Code	Step	Description	Documentation Link	Prerequisite
CAB0001*	Registration in Sandbox environment	Perform registration on QI Tech's platform in Sandbox environment (sandbox.qitech.app)	cs@qitech.com.br
CAB0002*	Token validation in Sandbox	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*	API call authentication test	Complete API call authentication test	Documentation Link Documentation Link	CAB0003
CAB0005*	Webhook configuration	Perform URL configuration for webhook sending by QI, through QI Tech's platform in sandbox (sandbox.qitech.app)	Documentation Link	CAB0001 and CAB0002

QI Account

Account Opening

Code	Step	Description	Documentation Link	Prerequisite
QIC0002*	Individual account reservation	Request reservation of an account whose holder is an individual	Documentation Link	CAB0005 and CAB0006
QIC0003*	Individual account opening	Perform opening of an account whose holder is an individual	Documentation Link	QIC0002
QIC0004*	Legal entity account reservation	Request reservation of an account whose holder is a legal entity	Documentation Link	CAB0005 and CAB0006
QIC0005*	Legal entity account opening	Perform opening of an account whose holder is a legal entity	Documentation Link	QIC0004
QIC0006*	Reading account opening webhooks	Correctly read account opening webhooks	Item 1.2. or 1.3: Documentation Link	QIC0004 or QIC0005
QIC0007*	List accounts	List opened accounts	Documentation Link	QIC0004 or QIC0005
QIC0008*	Query account data	Query data such as balance, holder data, opening date, among others	Documentation Link	QIC0004 or QIC0005

Transactions

Code	Step	Description	Link	Prerequisite
QIC0008*	Statement Query	Perform statement query of an account	Documentation Link	QIC0004 or QIC0005
QIC0009*	Transfer receipt request	Request a transfer receipt	Documentation Link
QIC0010*	Reading transaction webhooks	Successfully receive all transaction webhooks	Documentation Link	QIC0004 or QIC0005
QIC0011*	Financial institutions list query	Query list of financial institutions enabled for TED and Pix receiving	Documentation Link	QIC0004 or QIC0005

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Document Upload

Code	Step	Description	Link	Prerequisite
UDD0001*	Document upload	Upload a document through our document API	Documentation Link

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TED

Code	Step	Description	Link	Prerequisite
TED0001*	TED Out Transfer	Perform TED transfer	1 . Create transfer request: Documentation Link 2 . Approve transfer: Documentation Link	QIC0004 or QIC0005
TED0006*	Request token resend	Resend TED transfer approval token	Documentation Link	TED0001
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 entry of a TED In into a QI account	Item 2: Documentation Link	QIC0004 or QIC0005
TED0004*	List TED transactions	List inbound/outbound TED transactions	Documentation Link	QIC0004 or QIC0005
TED0004*	Query TED transaction	Perform query of a TED transaction	Documentation Link	QIC0004 or QIC0005
TED0006*	Reading TED webhooks	Successfully receive a TED webhook	Documentation Link	QIC0004 or QIC0005

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Internal Transfer

No.	Step	Description	Link	Prerequisite
TFI0001	Internal Transfer with account debit	Command a transfer from a QI Account, having another QI Account as the transfer destination	1 . Create transfer request: Documentation Link 2 . Approve transfer: Documentation Link	QIC0004 or QIC0005
TFI0002	Internal transfer simulation with account credit	Simulate receiving funds in the target QI Account, having another QI Account as origin	Item 1: Documentation Link	QIC0004 or QIC0005

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Boletos

Boleto Management

No.	Step	Description	Link	Prerequisite
No.	Step	Description	Link	Prerequisite
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BOL0001	Single charge boleto registration	Perform registration of a charge boleto	Documentation Link	QIC0004 or QIC0005
BOL0002	Single instant charge boleto registration	Perform registration of a charge boleto	Documentation Link	QIC0004 or QIC0005
BOL0003	Batch boleto registration	Perform batch charge boleto registration	Documentation Link	QIC0004 or QIC0005
BOL0004	Standard Single Boleto Issuance	Issue a standard single boleto	Documentation Link	QIC0004 or QIC0005
BOL0005	Instant Single Boleto Issuance	Issue an instant single boleto	Documentation Link	QIC0004 or QIC0005
BOL0006	Batch Issuance	Issue boletos in batch	Documentation Link	QIC0004 or QIC0005
BOL0007	Perform discount on boleto amount	Perform discount on boleto amount	Documentation Link	BOL0001, BOL0002 or BOL0003
BOL0008	Cancel Discount	Cancel discount on a boleto	Documentation Link	BOL0001, BOL0002 or BOL0003
BOL0009	Extend boleto due date	Send due date extension of a boleto	Documentation Link	BOL0001, BOL0002 or BOL0003
BOL0010	Include discount on a boleto	Include discount on a boleto	Documentation Link	BOL0001, BOL0002 or BOL0003
BOL0011	Include interest on a boleto	Include interest on a boleto	Documentation Link	BOL0001, BOL0002 or BOL0003
BOL0012	Include penalty on a boleto	Include penalty on a boleto	Documentation Link	BOL0001, BOL0002 or BOL0003
BOL0013	Perform boleto settlement	Settle a boleto	Documentation Link	BOL0001, BOL0002 or BOL0003
BOL0014	Query boletos by key	Query boletos by key	Documentation Link	BOL0001, BOL0002 or BOL0003
BOL0015	List Boletos	List boletos	Documentation Link	BOL0001, BOL0002 or BOL0003
BOL0016	Charge portfolio query	Query a charge portfolio	Documentation Link	BOL0001, BOL0002 or BOL0003
BOL0017	Boleto Webhooks	Read webhook for boleto	Documentation Link	BOL0001, BOL0002 or BOL0003

Boleto Payment

Code	Step	Description	Link	Prerequisite
BOL0009*	Typeable line or Barcode query	Perform query of a bank boleto typeable line	Documentation Link
BOL0010*	Request Token for boleto payment	Request token for bank boleto payment	Documentation Link	QIC0004 or QIC0005
BOL0011*	Approve boleto payment	Request token for bank boleto payment	Documentation Link	QIC0004 or QIC0005
BOL0012*	Query typeable line or Barcode of a service boleto	Perform query of a service boleto typeable line.	Documentation Link
BOL0013*	Request Token for service boleto payment	Request token for service boleto payment	Documentation Link	QIC0004 or QIC0005
BOL0014*	Approve service boleto payment	Request token for service boleto payment	Documentation Link	QIC0004 or QIC0005

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Pix

Pix Transfer

Code	Step	Description	Documentation Link	Prerequisite
PIX0002*	Pix Out Transfer	Perform a Pix transfer from a QI Account using bank data (manual pix) or Pix key	1. Request transfer 2. Approve transfer	CAB0001
PIX0035	Pix transfer query	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 in 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 Reversal webhook	Successfully receive a Pix reversal webhook	Documentation Link	PIX0003
PIX0040	Request reversal of a received Pix	Request reversal of a received Pix	1. Request reversal 2. Approve reversal	PIX0003
PIX0041	List account Pix transfers	List account Pix transfers	Documentation Link	PIX0003

Pix Key Management

Pix Key Creation and Deletion

Code	Step	Description	Link	Prerequisite
PIX0008*	Pix key creation	Perform Pix key creation of cpf, cnpj, random, email and phone types	Documentation Link
QIC0004 or QIC0005	](/documentation/baas/pix/consultar_chave_pix)
PIX0009	Pix key deletion	Perform Pix key deletion	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	Step	Description	Link	Prerequisite
PIX0013*	Create Pix Key Portability In Request	Create a Pix Key Portability In request of CPF, CNPJ, Email, Phone and Random types	Documentation Link	QIC0004 or QIC0005
PIX0014*	Resend 2fa of a Pix Key Portability In Request of Email or Phone type	Request SMS (Phone type Pix Key) or Email (Email type Pix Key) resend of 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 Request completion webhook	Correctly read the completion webhook of a Pix Key Portability In Request. Testing all possible completion statuses (concluded, cancelled and failed)	Webhook: Documentation Link	PIX0013
PIX0017*	Simulate Pix Key Portability Out Request	Simulate arrival of a Pix Key Portability Out Request	Item 5: Documentation Link	PIX0013
PIX0018*	Approve and Reject Pix Key Portability Out Request	Perform approval of a Pix Key Portability Out Request	Documentation Link	PIX0017
PIX0019*	Resend 2fa of a Pix Key Portability Out Request	Request 2fa resend of a Pix Key Portability Out Request	Enum "pending_donator_validation" Documentation Link	PIX0018
PIX0020*	Reading Pix Key Portability Out Request completion webhook	Correctly read the completion webhook of a Pix Key Portability Out Request. Testing all possible completion statuses (concluded, cancelled and failed)	Documentation Link	PIX0018

Pix QR Code Management

Code	Step	Description	Link	Prerequisite
PIX0022*	Static Pix QR Code creation	Generate Static QR Code	Documentation Link	PIX0008
PIX0023	Dynamic Pix QR Code creation	Generate Dynamic QR Code with expiry (due date) 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 expiry webhook	Successfully receive an Instant Dynamic Pix QR Code expiry webhook	Documentation Link	PIX0023

Pix QR Code Payment

Code	Step	Description	Link	Prerequisite
PIX0029*	Static Pix QR Code payment	Perform Static Pix QR Code payment	1. Request transfer 2. Approve transfer	PIX0022
PIX0030*	Dynamic Pix QR Code payment	Perform Dynamic Pix QR Code payment	1. Request transfer 2. Approve transfer	PIX0022
PIX0027*	Pix QR Code decoding	Decode a Static, Dynamic with expiry and Instant Dynamic Pix QR Code	Documentation Link	PIX0022 and PIX0023

Pix Limit Management

Code	Step	Description	Link	Prerequisite
PIX0032*	Request Pix limit change	Request Pix limit change for a QI Account	Documentation Link	QIC0004 or QIC0005
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	QIC0004 or QIC0005

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Fee Management

Code	Step	Description	Link	Prerequisite
GTF0001*	Request fee change	Perform fee change for an account	Documentation Link	QIC0004 or QIC0005
GTF0002*	Fee query	Query fees registered for an account	Documentation Link	QIC0004 or QIC0005

Administrator Users Management

| GUA0001* | Add administrator user | Perform creation and linking of an administrator user to a QI Account. | Intro: Documentation
1. Creation: Documentation
2. Addition: Documentation |QIC0004 or QIC0005 | | GUA0002* | Change administrator user contact data | Perform contact data change (Email and phone) of an administrator user | Documentation Link | | | GUA0003* | Delete administrator user | Perform deletion of link between an administrator user and a QI Account | Documentation Link | |

Card Management

Card Creation

Code	Step	Description	Link	Prerequisite
GDC0001*	Virtual card creation	Perform virtual card creation	Documentation Link	QIC0004 or QIC0005
GDC0002*	Physical card creation	Perform physical card creation	Documentation Link	QIC0004 or QIC0005

Card Query

Code	Step	Description	Link	Prerequisite
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	Step	Description	Link	Prerequisite
GDC0008*	Update card status	Update card status	Documentation Link	GDC0001 or GDC0002
GDC0009*	Activate physical card	Perform physical card activation	Documentation Link	GDC0001 or GDC0002
GDC0010*	Change Password	Perform card password change	Documentation Link	GDC0001 or GDC0002
GDC0011*	Configure card contactless	Configure card contactless	Documentation Link	GDC0002