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Certification Roadmap - BaaS Conta Payments

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

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

BaaS API Registration and Authentication​

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

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

QI Conta

Account Opening​

CodeStepDescriptionDocumentation LinkPrerequisite
QIC0002*Individual account reservationRequest the reservation of an account whose holder is an individualDocumentation LinkCAB0005 and CAB0006
QIC0003*Individual account openingOpen an account whose holder is an individualDocumentation LinkCAB0005 and CAB0006
QIC0004*Corporate account reservationRequest the reservation of an account whose holder is a legal entityDocumentation LinkCAB0005 and CAB0006
QIC0005*Corporate account openingOpen an account whose holder is a legal entityDocumentation LinkCAB0005 and CAB0006
QIC0006*Account opening webhook readingCorrectly read account opening webhooksItem 1.2. or 1.3:
Documentation Link		QIC0003 or QIC0005
QIC0007*List accountsList opened accountsDocumentation LinkQIC0003 or QIC0005
QIC0008*Account data queryQuery data such as balance, holder data, opening date, among othersDocumentation LinkQIC0003 or QIC0005

Transactions​

CodeStepDescriptionLinkPrerequisite
QIC0008*Statement QueryQuery an account's statementDocumentation 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 documents APIDocumentation Link

TED

CodeStepDescriptionLinkPrerequisite
TED0001*TED Out transferPerform TED transferDocumentation LinkQIC0003 or QIC0005
TED0002*TED Out reversal simulationSimulate the reversal of a TED Out sent from a QI ContaItem 3:
Documentation Link		TED0003
TED0003*TED In simulationSimulate the entry of a TED In into a QI contaItem 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

No.StepDescriptionLinkPrerequisite
TFI0001Internal transfer with account debitExecute a transfer from a QI Conta, with another QI Conta as the transfer destinationDocumentation LinkQIC0003 or QIC0005
TFI0002Internal transfer simulation with account creditSimulate the receipt of funds in the target QI Conta, having another QI Conta as originItem 1:
Documentation Link		QIC0003 or QIC0005

Boletos

Boleto Management​

No.StepDescriptionLinkPrerequisite
No.StepDescriptionLinkPrerequisite
---------------
BOL0001Single collection boleto registrationRegister a collection boletoDocumentation LinkCAB0002 or CAB0003
BOL0002Single instant collection boleto registrationRegister a collection boletoDocumentation LinkCAB0002 or CAB0003
BOL0003Batch boleto registrationRegister collection boletos 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
BOL0007Create discount on boleto amountCreate 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 late fee on a boletoInclude late fee on a boletoDocumentation LinkBOL0001, BOL0002 or BOL0003
BOL0013Write off a boletoWrite 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 webhook for boletoDocumentation LinkBOL0001, BOL0002 or BOL0003

Boleto Payment​

CodeStepDescriptionLinkPrerequisite
BOL0009*Digitable line or Barcode queryQuery a digitable line of a bank boletoDocumentation Link
BOL0010*Make a boleto paymentMake a bank boleto paymentDocumentation LinkQIC0003 or QIC0005
BOL0012*Agreement boleto digitable line or Barcode queryQuery a digitable line of an agreement boleto.Documentation Link
BOL0013*Make an agreement boleto paymentMake an agreement boleto paymentDocumentation LinkQIC0003 or QIC0005

Pix​

Pix Transfer​

CodeStepDescriptionDocumentation LinkPrerequisite
PIX0002*Pix Out transferPerform a Pix transfer from a QI Conta using banking data (manual pix) or Pix keyDocumentation LinkCAB0001
PIX0035Pix transfer queryRetrieve transfer dataDocumentation LinkPIX0002
PIX0003*Pix Out refund simulationSimulate the refund of a Pix Out.Documentation Link - Item 2PIX0002
PIX0004*Pix In simulationSimulate the credit of a Pix In to a QI Conta.Documentation Link -> Item 1
PIX0037*Pending transaction webhook readingSuccessfully receive a pending transaction webhookDocumentation LinkPIX0002
PIX0038*Pix In webhook readingSuccessfully receive an incoming Pix transfer webhookDocumentation LinkPIX0004
PIX0039Pix refund webhook readingSuccessfully receive a Pix refund webhookDocumentation LinkPIX0003
PIX0040Request refund of a received PixRequest the refund of a received PixDocumentation LinkPIX0003
PIX0041List account Pix transfersList Pix transfers from an accountDocumentation LinkPIX0003

Pix Key Management​

Pix Key Creation and Deletion​

CodeStepDescriptionLinkPrerequisite
PIX0008*Pix key creationCreate Pix keys of type cpf, cnpj, random, email and phoneDocumentation Link
PIX0010*List Pix keys of a QI ContaList Pix keys linked to a QI ContaDocumentation LinkPIX0008

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 day) and generate Instant Dynamic QR Code (with expiration in 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 paymentMake payment of a Static Pix QR CodeDocumentation LinkPIX0022
PIX0030*Dynamic Pix QR Code paymentMake payment of a Dynamic Pix QR CodeDocumentation LinkPIX0022
PIX0027*Pix QR Code decodingDecode a Static, Dynamic with expiration and Instant Dynamic Pix QR CodeDocumentation LinkPIX0022 and PIX0023

Pix Limit Management​

CodeStepDescriptionLinkPrerequisite
PIX0032*Pix limit change requestRequest Pix limit change for a QI ConteDocumentation LinkQIC0003 or QIC0005
PIX0033List Pix limit change requestsList Pix limit change requests for a QI ContaDocumentation LinkPIX0032
PIX0034*Used Pix limit queryQuery the used Pix limit for a QI ContaDocumentation LinkQIC0003 or QIC0005

Fee Management

CodeStepDescriptionLinkPrerequisite
GTF0001*Fee change requestRequest fee changes for an accountDocumentation LinkQIC0003 or QIC0005
GTF0002*Fee queryQuery fees registered on an accountDocumentation LinkQIC0003 or QIC0005