Homologation Roadmap - BaaS Digital Account

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

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

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

BaaS API Registration and Authentication

Code	Step	Description	Documentation Link	Pre-requisite
CAB0001*	Registration in Sandbox environment	Register on QI Tech's platform in the 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*	Call authentication test	Complete call authentication test	Documentation Link Documentation Link	CAB0003
CAB0005*	Webhook configuration	Configure the URL for sending webhooks from 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	Pre-requisite
QIC0002*	Individual account reservation	Request reservation of an account whose holder is an individual	Documentation Link	CAB0005 and CAB0006
QIC0003*	Individual account opening	Open an account whose holder is an individual	Documentation Link	CAB0005 and CAB0006
QIC0004*	Corporate account reservation	Request reservation of an account whose holder is a legal entity	Documentation Link	CAB0005 and CAB0006
QIC0005*	Corporate account opening	Open an account whose holder is a legal entity	Documentation Link	CAB0005 and CAB0006
QIC0006*	Reading account opening webhooks	Correctly read account opening webhooks	Item 1.2. or 1.3: Documentation Link	QIC0003 or QIC0005
QIC0007*	List accounts	List open accounts	Documentation Link	QIC0003 or QIC0005
QIC0008*	Query account data	Query data such as balance, holder data, opening date, among others	Documentation Link	QIC0003 or QIC0005

Transactions

Code	Step	Description	Link	Pre-requisite
QIC0008*	Statement Query	Query an account's statement	Documentation Link	QIC0003 or QIC0005
QIC0009*	Transfer receipt request	Request a transfer receipt	Documentation Link
QIC0010*	Reading transaction webhooks	Successfully receive all transaction webhooks	Documentation Link	QIC0003 or QIC0005
QIC0011*	Query list of financial institutions	Query list of financial institutions enabled to receive TED and Pix	Documentation Link	QIC0003 or QIC0005

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Document Upload

Code	Step	Description	Link	Pre-requisite
UDD0001*	Document upload	Upload a document through our document API	Documentation Link

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TED

Code	Step	Description	Link	Pre-requisite
TED0001*	TED Out Transfer	Perform TED transfer	Documentation Link	QIC0003 or QIC0005
TED0002*	TED Out reversal simulation	Simulate the reversal of a TED Out sent from a QI Account	Item 3: Documentation Link	TED0003
TED0003*	TED In simulation	Simulate the entry of a TED In into a QI account	Item 2: Documentation Link	QIC0003 or QIC0005
TED0004*	List TED transactions	List incoming/outgoing TED transactions	Documentation Link	QIC0003 or QIC0005
TED0004*	TED transaction query	Query a TED transaction	Documentation Link	QIC0003 or QIC0005
TED0006*	Reading TED webhooks	Successfully receive a TED webhook	Documentation Link	QIC0003 or QIC0005

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Internal Transfer

No.	Step	Description	Link	Pre-requisite
TFI0001	Internal Transfer with account debit	Command a transfer from a QI Account, with another QI Account as the transfer destination	Documentation Link	QIC0003 or QIC0005
TFI0002	Internal transfer simulation with account credit	Simulate receiving funds in the target QI Account, originating from another QI Account	Item 1: Documentation Link	QIC0003 or QIC0005

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Bank Slips

Bank Slip Management

No.	Step	Description	Link	Pre-requisite
No.	Step	Description	Link	Pre-requisite
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BOL0001	Registration of a single collection bank slip	Register a collection bank slip	Documentation Link	CAB0002 or CAB0003
BOL0002	Registration of a single instant collection bank slip	Register a collection bank slip	Documentation Link	CAB0002 or CAB0003
BOL0003	Batch bank slip registration	Register collection bank slips in batch	Documentation Link	CAB0002 or CAB0003
BOL0004	Standard Single Bank Slip Issuance	Issue a standard single bank slip	Documentation Link	CAB0002 or CAB0003
BOL0005	Instant Single Bank Slip Issuance	Issue an instant single bank slip	Documentation Link	CAB0002 or CAB0003
BOL0006	Batch Issuance	Issue bank slips in batch	Documentation Link	CAB0002 or CAB0003
BOL0007	Apply discount to bank slip amount	Apply discount to 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 bank slip	Documentation Link	BOL0001, BOL0002 or BOL0003
BOL0011	Include interest on bank slip	Include interest on bank slip	Documentation Link	BOL0001, BOL0002 or BOL0003
BOL0012	Include penalty on bank slip	Include penalty on bank slip	Documentation Link	BOL0001, BOL0002 or BOL0003
BOL0013	Write off a bank slip	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 portfolio query	Query a collection portfolio	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	Step	Description	Link	Pre-requisite
BOL0009*	Query barcode or typeable line	Query a typeable line of a bank slip	Documentation Link
BOL0010*	Make bank slip payment	Make a bank slip payment	Documentation Link	QIC0003 or QIC0005
BOL0012*	Query barcode or typeable line of a government slip	Query a typeable line of a government slip.	Documentation Link
BOL0013*	Make government slip payment	Make a government slip payment	Documentation Link	QIC0003 or QIC0005

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Pix

Pix Transfer

Code	Step	Description	Documentation Link	Pre-requisite
PIX0002*	Pix Out Transfer	Perform a Pix transfer from a QI Account using banking data (manual pix) or Pix key	Documentation Link	CAB0001
PIX0035	Pix transfer query	Retrieve transfer data	Documentation Link	PIX0002
PIX0003*	Pix Out refund simulation	Simulate the refund of a Pix Out.	Documentation Link - Item 2	PIX0002
PIX0004*	Pix In simulation	Simulate the credit of a Pix In 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 incoming Pix transfer webhook	Documentation Link	PIX0004
PIX0039	Reading Pix refund webhook	Successfully receive a Pix refund webhook	Documentation Link	PIX0003
PIX0040	Request refund of a received Pix	Request refund of a received Pix	Documentation Link	PIX0003
PIX0041	List account Pix transfers	List Pix transfers for an account	Documentation Link	PIX0003

Pix Key Management

Pix Key Creation and Deletion

Code	Step	Description	Link	Pre-requisite
PIX0008*	Pix key creation	Create Pix keys of type cpf, cnpj, random, email and phone	Documentation Link
QIC0003 or QIC0005	](/documentation/baas/pix/consultar_chave_pix)
PIX0009	Pix key deletion	Delete 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	Step	Description	Link	Pre-requisite
PIX0013*	Creating Pix Key Portability In Request	Create a Portability In request for a Pix Key of type CPF, CNPJ, Email, Phone and Random	Documentation Link	QIC0003 or QIC0005
PIX0014*	Resend 2fa for Email or Phone Pix Key Portability In Request	Request resend of SMS (Phone Pix Key) or Email (Email 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 the completion webhook of 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	Approve 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 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	Pre-requisite
PIX0022*	Static Pix QR Code creation	Generate Static QR Code	Documentation Link	PIX0008
PIX0023	Dynamic Pix QR Code creation	Generate Dynamic QR Code with due date (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 expiration webhook	Successfully receive an Instant Dynamic Pix QR Code expiration webhook	Documentation Link	PIX0023

Pix QR Code Payment

Code	Step	Description	Link	Pre-requisite

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

Pix Limit Management

Code	Step	Description	Link	Pre-requisite
PIX0032*	Pix limit change request	Request Pix limit change for a QI Account	Documentation Link	QIC0003 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	QIC0003 or QIC0005

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Fee Management

Code	Step	Description	Link	Pre-requisite
GTF0001*	Fee change request	Change account fees	Documentation Link	QIC0003 or QIC0005
GTF0002*	Fee query	Query fees registered in an account	Documentation Link	QIC0003 or QIC0005

Card Management

Card Creation

Code	Step	Description	Link	Pre-requisite
GDC0001*	Virtual card creation	Create a virtual card	Documentation Link	QIC0003 or QIC0005
GDC0002*	Physical card creation	Create a physical card	Documentation Link	QIC0003 or QIC0005

Card Query

Code	Step	Description	Link	Pre-requisite
GDC0003*	Query card by key	Query a card	Documentation Link	GDC0001 or GDC0002
GDC0004*	List cards	List cards	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	Pre-requisite
GDC0008*	Update card status	Update card status	Documentation Link	GDC0001 or GDC0002
GDC0009*	Activate physical card	Activate a physical card	Documentation Link	GDC0001 or GDC0002
GDC0010*	Change Password	Change card password	Documentation Link	GDC0001 or GDC0002
GDC0011*	Configure card contactless	Configure card contactless	Documentation Link	GDC0002