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Homologation Roadmap - BaaS Digital Escrow 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 product's production environment.

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

BaaS API Registration and Authentication​

CodeStepDescriptionDocumentation LinkPrerequisite
CAB0001*Sandbox environment registrationRegister on the QI Tech platform in the Sandbox environment (sandbox.qitech.app)cs@qitech.com.br
CAB0002*Token validation in SandboxValidate the QI Token in SandboxDocumentation LinkCAB0001
CAB0003*Public key exchangeExchange public keys within the QI Tech platform in sandbox (sandbox.qitech.app)Documentation LinkCAB0001 and CAB0002
CAB0004*Call authentication testComplete call authentication testDocumentation Link

Documentation Link		CAB0003
CAB0005*Webhook configurationConfigure the URL for webhook delivery by QI, through the QI Tech platform in sandbox (sandbox.qitech.app)Documentation LinkCAB0001 and CAB0002

QI Account

Account Opening​

CodeStepDescriptionDocumentation LinkPrerequisite
QIC0002*Individual account reservationRequest the reservation of an account whose holder is an individualDocumentation LinkCAB0005 and CAB0006
QIC0003*Individual account openingPerform the opening of an account whose holder is an individualDocumentation LinkQIC0002
QIC0004*Legal entity account reservationRequest the reservation of an account whose holder is a legal entityDocumentation LinkCAB0005 and CAB0006
QIC0005*Legal entity account openingPerform the opening of an account whose holder is a legal entityDocumentation LinkQIC0004
QIC0009*Individual escrow account reservationRequest the reservation of an escrow account whose holder is an individualDocumentation LinkCAB0005 and CAB0006
QIC0010*Individual escrow account openingPerform the opening of an escrow account whose holder is an individualDocumentation LinkCAB0005 and CAB0006
QIC0011*Legal entity escrow account reservationRequest the reservation of an escrow account whose holder is a legal entityDocumentation LinkCAB0005 and CAB0006
QIC0012*Legal entity escrow account openingPerform the opening of an escrow account whose holder is a legal entityDocumentation LinkCAB0005 and CAB0006
QIC0006*Account opening webhook readingRead account opening webhooks correctlyItem 1.2. or 1.3:
Documentation Link		QIC0003 or QIC0005
QIC0007*List accountsList open accountsDocumentation LinkQIC0003 or QIC0005
QIC0008*Query account dataQuery data such as balance, holder data, opening date, among othersDocumentation LinkQIC0003 or QIC0005

Transactions​

CodeStepDescriptionLinkPrerequisite
QIC0008*Statement QueryPerform account statement queryDocumentation LinkQIC0003 or QIC0005
QIC0009*Transfer receipt requestRequest a transfer receiptDocumentation Link
QIC0010*Transaction webhook readingSuccessfully receive all transaction webhooksDocumentation LinkQIC0003 or QIC0005
QIC0011*Financial institutions list queryQuery the list of financial institutions enabled to receive TED and PixDocumentation LinkQIC0003 or QIC0005

Document Upload

CodeStepDescriptionLinkPrerequisite
UDD0001*Document uploadUpload a document through our document APIDocumentation Link

TED

CodeStepDescriptionLinkPrerequisite
TED0001*TED Out TransferPerform TED transferDocumentation LinkQIC0003 or QIC0005
TED0002*TED Out chargeback simulationSimulate the chargeback of a TED Out sent from a QI AccountItem 3:
Documentation Link		TED0003
TED0003*TED In simulationSimulate a TED In entry to a QI accountItem 2:
Documentation Link		QIC0003 or QIC0005
TED0004*List TED transactionsList incoming/outgoing TED transactionsDocumentation LinkQIC0003 or QIC0005
TED0004*TED transaction queryQuery a TED transactionDocumentation LinkQIC0003 or QIC0005
TED0006*TED webhook readingSuccessfully receive a TED webhookDocumentation LinkQIC0003 or QIC0005

Internal Transfer

NoStepDescriptionLinkPrerequisite
TFI0001Internal Transfer with account debitCommand a transfer from a QI Account, with the transfer destination being another QI AccountDocumentation LinkQIC0003 or QIC0005
TFI0002Internal Transfer simulation with account creditSimulate receiving funds in the target QI Account, originating from another QI AccountItem 1:
Documentation Link		QIC0003 or QIC0005

Boletos

Boleto Management​

NoStepDescriptionLinkPrerequisite
NoStepDescriptionLinkPrerequisite
---------------
BOL0001Single collection boleto registrationRegister a collection boletoDocumentation LinkCAB0002 or CAB0003
BOL0002Single instant collection boleto registrationRegister an instant collection boletoDocumentation LinkCAB0002 or CAB0003
BOL0003Batch boleto registrationRegister collection boleto in batchDocumentation LinkCAB0002 or CAB0003
BOL0004Standard Single Boleto IssuanceIssue a standard single boletoDocumentation LinkCAB0002 or CAB0003
BOL0005Instant Single Boleto IssuanceIssue an instant single boletoDocumentation LinkCAB0002 or CAB0003
BOL0006Batch IssuanceIssue boletos in batchDocumentation LinkCAB0002 or CAB0003
BOL0007Perform discount on boleto amountPerform discount on boleto amountDocumentation LinkBOL0001, BOL0002 or BOL0003
BOL0008Cancel DiscountCancel discount on a boletoDocumentation LinkBOL0001, BOL0002 or BOL0003
BOL0009Extend boleto due dateSend due date extension for a boletoDocumentation LinkBOL0001, BOL0002 or BOL0003
BOL0010Include discount on a boletoInclude discount on a boletoDocumentation LinkBOL0001, BOL0002 or BOL0003
BOL0011Include interest on a boletoInclude interest on a boletoDocumentation LinkBOL0001, BOL0002 or BOL0003
BOL0012Include fine on a boletoInclude fine on a boletoDocumentation LinkBOL0001, BOL0002 or BOL0003
BOL0013Perform boleto write-offWrite off a boletoDocumentation LinkBOL0001, BOL0002 or BOL0003
BOL0014Query boletos by keyQuery boletos by keyDocumentation LinkBOL0001, BOL0002 or BOL0003
BOL0015List BoletosList boletosDocumentation LinkBOL0001, BOL0002 or BOL0003
BOL0016Collection portfolio queryQuery a collection portfolioDocumentation LinkBOL0001, BOL0002 or BOL0003
BOL0017Boleto WebhooksRead boleto webhookDocumentation LinkBOL0001, BOL0002 or BOL0003

Boleto Payment​

CodeStepDescriptionLinkPrerequisite
BOL0009*Typeable line or Bar Code queryQuery a typeable line of a bank boletoDocumentation Link
BOL0010*Perform boleto paymentPay a bank boletoDocumentation LinkQIC0003 or QIC0005
BOL0012*Typeable line or Bar Code query for agreement boletoQuery a typeable line of an agreement boleto.Documentation Link
BOL0013*Perform agreement boleto paymentPay an agreement boletoDocumentation LinkQIC0003 or QIC0005

Pix​

Pix Transfer​

CodeStepDescriptionDocumentation LinkPrerequisite
PIX0002*Pix Out TransferPerform a Pix transfer from a QI Account using bank data (manual pix) or Pix keyDocumentation LinkCAB0001
PIX0035Pix transfer queryRetrieve transfer dataDocumentation LinkPIX0002
PIX0003*Pix Out refund simulationSimulate a Pix Out refund.Documentation Link - Item 2PIX0002
PIX0004*Pix In simulationSimulate a Pix In credit to a QI Account.Documentation Link -> Item 1
PIX0037*Pending transaction webhook readingSuccessfully receive a pending transaction webhook[Link Documentação][(/documentation/baas/pix/webhooks)PIX0002
PIX0038*Pix In webhook readingSuccessfully receive an incoming Pix transfer webhookDocumentation LinkPIX0004
PIX0039Pix Chargeback webhook readingSuccessfully receive a Pix chargeback webhookDocumentation LinkPIX0003
PIX0040Request chargeback of a received PixRequest chargeback of a received PixDocumentation LinkPIX0003
PIX0041List account Pix transfersList account Pix transfersDocumentation LinkPIX0003

Pix Key Management​

Pix Key Creation and Deletion​

CodeStepDescriptionLinkPrerequisite
PIX0008*Pix key creationCreate Pix key of type cpf, cnpj, random, email and phoneDocumentation Link
QIC0003 or QIC0005](/documentation/baas/pix/consultar_chave_pix)
PIX0009Pix key deletionDelete a Pix keyDocumentation LinkPIX0008
PIX0010*List Pix keys of a QI AccountList Pix keys linked to a QI AccountDocumentation LinkPIX0008

Pix Key Portability​

CodeStepDescriptionLinkPrerequisite
PIX0013*Creating Pix Key Portability In RequestCreate a Pix Key Portability In request for CPF, CNPJ, Email, Phone and Random type keysDocumentation LinkQIC0003 or QIC0005
PIX0014*2fa resend for Email or Phone type Pix Key Portability In RequestRequest SMS resend (Phone type Pix Key) or Email (Email type Pix Key) for a pending Pix Key Portability In Request (pending_claimer_validation)Documentation LinkPIX0013
PIX0015*Pix Key Portability In Request deletionDelete a pending Pix Key Portability In RequestDocumentation LinkPIX0013
PIX0016*Pix Key Portability In completion webhook readingCorrectly 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 simulationSimulate the arrival of a Pix Key Portability Out RequestItem 5:
Documentation Link		PIX0013
PIX0018*Pix Key Portability Out Request approval and rejectionApprove a Pix Key Portability Out RequestDocumentation LinkPIX0017
PIX0019*2fa resend for Pix Key Portability Out RequestRequest 2fa resend for a Pix Key Portability Out RequestEnum "pending_donator_validation"
Documentation Link		PIX0018
PIX0020*Pix Key Portability Out completion webhook readingCorrectly read the completion webhook of a Pix Key Portability Out Request. Testing all possible completion statuses (concluded, cancelled and failed)Documentation LinkPIX0018

Pix QR Code Management​

CodeStepDescriptionLinkPrerequisite
PIX0022*Static Pix QR Code creationGenerate Static QR CodeDocumentation LinkPIX0008
PIX0023Dynamic Pix QR Code creationGenerate Dynamic QR Code with expiration (expiration date) and generate Instant Dynamic QR Code (with expiration seconds).Documentation LinkPIX0008
PIX0024Dynamic Pix QR Code deletionDelete Pix QR CodeDocumentation LinkPIX0023
PIX0025List Dynamic Pix QR CodesList Dynamic Pix QR CodesDocumentation LinkPIX0023
PIX0026Instant Dynamic Pix QR Code expiration webhook readingSuccessfully receive an Instant Dynamic Pix QR Code expiration webhookDocumentation LinkPIX0023

Pix QR Code Payment​

CodeStepDescriptionLinkPrerequisite

| PIX0029* | Static Pix QR Code payment | Pay a Static Pix QR Code | Documentation Link | PIX0022 | | PIX0030* | Dynamic Pix QR Code payment | Pay 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​

CodeStepDescriptionLinkPrerequisite
PIX0032*Pix limit change requestRequest Pix limit change for a QI AccountDocumentation LinkQIC0003 or QIC0005
PIX0033List Pix limit change requestsList Pix limit change requests for a QI AccountDocumentation LinkPIX0032
PIX0034*Consumed Pix limit queryQuery consumed Pix limit for a QI AccountDocumentation LinkQIC0003 or QIC0005

Fee Management

CodeStepDescriptionLinkPrerequisite
GTF0001*Fee change requestChange account feesDocumentation LinkQIC0003 or QIC0005
GTF0002*Fee queryQuery fees registered on an accountDocumentation LinkQIC0003 or QIC0005

Card Management

Card Creation​

CodeStepDescriptionLinkPrerequisite
GDC0001*Virtual Card creationCreate a virtual cardDocumentation LinkQIC0003 or QIC0005
GDC0002*Physical Card creationCreate a physical cardDocumentation LinkQIC0003 or QIC0005

Card Query​

CodeStepDescriptionLinkPrerequisite
GDC0003*Query card by keyQuery a cardDocumentation LinkGDC0001 or GDC0002
GDC0004*List cardsList cardsDocumentation LinkGDC0001 or GDC0002
GDC0005*Search card dataSearch card dataDocumentation LinkGDC0001 or GDC0002
GDC0006*Search PCI PasswordSearch PCI PasswordDocumentation LinkGDC0001 or GDC0002
GDC0007*Query delivery dataQuery delivery dataDocumentation LinkGDC0001 or GDC0002

Update card data​

CodeStepDescriptionLinkPrerequisite
GDC0008*Update card statusUpdate card statusDocumentation LinkGDC0001 or GDC0002
GDC0009*Activate physical cardActivate a physical cardDocumentation LinkGDC0001 or GDC0002
GDC0010*Change PasswordChange card passwordDocumentation LinkGDC0001 or GDC0002
GDC0011*Configure card contactlessConfigure card contactlessDocumentation LinkGDC0002