Service Desk – Campos de preenchimento obrigatório na abertura de chamados por APIAmpliação do Monitoramento para todas as instituições participantes[Reforço] — Coleta semanal de indicadores pelas planilhas auto reportadasAtualização na documentação – ...
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Service Desk – Campos de preenchimento obrigatório na abertura de chamados por APIAmpliação do Monitoramento para todas as instituições participantes[Reforço] — Coleta semanal de indicadores pelas planilhas auto reportadasAtualização na documentação – ...
Conteúdo do Documento
Ampliação do Monitoramento para todas as instituições participantes Informamos que, de acordo com a IN 575 de 20/12/2024 que divulga a versão 2.0 do Manual de Monitoramento do Open Finance, todas as instituições participantes do ecossistema, estarão sujeitas ao monitoramento e gestão de consequências de...
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Informamos que, de acordo com a IN 575 de 20/12/2024 que divulga a versão 2.0 do Manual de Monitoramento do <em>Open Finance</em><strong>, todas as instituições participantes</strong> do ecossistema, <strong>estarão sujeitas ao monitoramento e gestão de consequências de todos os itens monitorados </strong>previstos neste manual<strong>, a partir de 2 janeiro de 2026.</strong><br/>
<br/>
O processo de Monitoramento e Gestão de Consequências ocorre através do envio às instituições participantes, de tickets de monitoramento conforme previsto na IN 588 de 31/01/2025 que divulga a versão 4.0 do Manual de Serviços Prestados pela Estrutura de Governança do <em>Open Finance. </em>Para isso, todas as instituições participantes devem estar com os seus usuários devidamente cadastrados no Service Desk.<br/>
A solicitação de acesso a essa plataforma deve ser realizada para a equipe de atendimento através do seguinte caminho:
<ol>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;">Acessar: <a href="https://bra01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fservicedesk.openfinancebrasil.org.br%2F&data=05%7C02%7Cpaloma.silva%40openfinancebrasil.org.br%7Cbdedd3e8ac9b4f1b1ea508de07f8b95d%7C8f7a00640d0049c7b6b833cd71b65429%7C0%7C0%7C638956962012279030%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=rPu8nwTV4j9tB5g%2BoswXg1eHqu1IsSXZLKf8KkXryaI%3D&reserved=0" style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color: #007C89;font-weight: normal;text-decoration: underline;" target="_blank" title="https://bra01.safelinks.protection.outlook.com/?url=https%3a%2f%2fservicedesk.openfinancebrasil.org.br%2f&data=05%7c02%7cpaloma.silva%40openfinancebrasil.org.br%7cbdedd3e8ac9b4f1b1ea508de07f8b95d%7c8f7a00640d0049c7b6b833cd71b65429%7c0%7c0%7c63895696201227">https://servicedesk.openfinancebrasil.org.br</a></li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;">Logar como convidado e acessar o seguinte caminho: Instituição financeira > Solicitação de acesso > Service Desk > Cadastro de equipe nível 2</li>
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Lembramos também que o acesso à Plataforma de Visualização de Dados do Open Finance, que inclui o painel de desconformidades e outros dashboards, deverá ser realizada pelo administrador da instituição, no Diretório de participantes, através do cadastro de usuário de domínio da organização ‘PDV’ ou ‘SDV’ no sistema ‘Data Visualization Plataform’. Usuários PDV podem adicionar e excluir membros do grupo SDV e usuários SDV têm acesso limitado, sem permissão para adicionar ou excluir membros.
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<h1 style="text-align: justify;display: block;margin: 0;padding: 0;color: #202020;font-family: Helvetica;font-size: 26px;font-style: normal;font-weight: bold;line-height: 125%;letter-spacing: normal;"><font color="#008080"><!--StartFragment--></font></h1>
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Para a consolidação dos indicadores reportados via processo das planilhas, reforçamos os pontos abaixo:
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<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>Envio:</strong> as planilhas semanais devem ser encaminhadas <strong>para</strong> <a href="mailto:indicadores@openfinancebrasil.org.br" style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color: #007C89;font-weight: normal;text-decoration: underline;" target="_blank" title="mailto:indicadores@openfinancebrasil.org.br"><strong>indicadores@openfinancebrasil.org.br</strong></a>.
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<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;">Relembrando que o reporte à Associação Open Financie Brasil, não desobriga a instituição de encaminhar as informações ao Banco Central, por meio do endereço <a href="mailto:openfinance.desup@bcb.gov.br" style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color: #007C89;font-weight: normal;text-decoration: underline;" target="_blank" title="mailto:openfinance.desup@bcb.gov.br">openfinance.desup@bcb.gov.br</a>, e vice-versa. </li>
</ul>
</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>Dúvidas:</strong> quaisquer questionamentos sobre preenchimento, modelo ou envio devem ser direcionados <strong>ao mesmo endereço</strong> (<a href="mailto:indicadores@openfinancebrasil.org.br" style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color: #007C89;font-weight: normal;text-decoration: underline;" target="_blank" title="mailto:indicadores@openfinancebrasil.org.br"><strong>indicadores@openfinancebrasil.org.br</strong></a>) não sendo necessário abertura de tickets.</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>Formato:</strong> atentar-se <strong>ao modelo enviado semanalmente</strong> (não alterar, adicionar ou excluir a estrutura, abas, nomes de colunas e nome modelo do arquivo).</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>Prazos:</strong>
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<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>Período de referência (Data-base):</strong> <strong>Sempre do sábado até a próxima sexta-feira.</strong>
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<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>Exemplo: Data base de 24/10/2025, se refere do dia 18/10/2025 até 24/10/2025.</strong></li>
</ul>
</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>Envio regular:</strong> até <strong>quarta-feira, 12h</strong>, da semana seguinte ao período de referência.
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<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>Exemplo:</strong> Data base de 24/10/2025 deve ser enviada até 29/10/2025.</li>
</ul>
</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>Janela de erratas/correções:</strong> até <strong>a segunda quarta-</strong>feira do mês seguinte ao mês da data base de referencia
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<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>Exemplo:</strong> Data base de 24/10/2025, pode receber errata/ajuste até 12/11/2025.</li>
</ul>
</li>
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<a class="mcnButton" href="https://openfinancebrasil.atlassian.net/wiki/spaces/OF/pages/460521473/Processo+de+coleta+de+dados+de+indicadores+para+o+Dashboard+do+Cidad+o+da+estrutura+do+Open+Finance" style="font-weight: bold;letter-spacing: normal;line-height: 100%;text-align: center;text-decoration: none;color: #FFFFFF;mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;display: block;" target="_blank" title="Clique aqui para acessar o processo em detalhes">Clique aqui para acessar o processo em detalhes</a>
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<p style="margin: 10px 0;padding: 0;mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color: #202020;font-family: Helvetica;font-size: 16px;line-height: 150%;text-align: left;">Informamos que a documentação referente às "<strong>Orientações – [DC] Consentimento"</strong> foi atualizada para incluir a seção “Consentimentos para empresas com sócio único pessoa natural”.</p>
<p style="margin: 10px 0;padding: 0;mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color: #202020;font-family: Helvetica;font-size: 16px;line-height: 150%;text-align: left;">As instituições participantes devem se <strong>adequar às novas orientações até o dia 31/10/2025</strong>. A partir desta data, o monitoramento fará a abertura de tickets para os casos em desacordo com o novo padrão.</p>
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<a class="mcnButton" href="https://bra01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fopenfinancebrasil.atlassian.net%2Fwiki%2Fspaces%2FOF%2Fpages%2F219480491%2FOrienta%2Bes%2B-%2BDC%2BConsentimento%23Consentimentos-para-empresas-com-s%25C3%25B3cio-%25C3%25BAnico-pessoa-natural&data=05%7C02%7Clara.aline%40chicagoadvisory.com.br%7Cfcc13aeae4c54d4c788e08de119786be%7C7531e8b3c928494b9b897ee3d353272d%7C0%7C0%7C638967539677621464%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=Xf4cNyK%2FqXSE7z%2F7Xvj0QrOhdnivHEt1fSB1PfcR2XI%3D&reserved=0" style="font-weight: bold;letter-spacing: normal;line-height: 100%;text-align: center;text-decoration: none;color: #FFFFFF;mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;display: block;" target="_blank" title="Clique aqui para acessar a documentação atualizada">Clique aqui para acessar a documentação atualizada</a>
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