Open Finance Brasil
Informativo
•
30/10/2023
Período de convivência dos campos /transactionDate e /transactionDateTime das APIs Contas e Cartão de Crédito (fase 2)Atualização dos marcos de sucesso da fase 4BAlteração da data de liberação do motor da Fase 2 (minor) – melhoria na qualidade de dados
Sumário Regulatório
Período de convivência dos campos /transactionDate e /transactionDateTime das APIs Contas e Cartão de Crédito (fase 2)Atualização dos marcos de sucesso da fase 4BAlteração da data de liberação do motor da Fase 2 (minor) – melhoria na qualidade de dados
Conteúdo do Documento
Período de convivência dos campos /transactionDate e /transactionDateTime das APIs Contas e Cartão de Crédito (fase 2) Em complemento ao Informa #437 - Lançamento da versão 2.1.0-rc.1 das APIs Contas, Cartão de Crédito e Operações de Crédito (fase 2), o Grupo Técnico de Dados do cliente informa que haverá um período de convivência entre o campo /transactionDate e o novo campo /trans...
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<h1 style="text-align: left;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;"><span style="color:#008080">Período de convivência dos campos /transactionDate e /transactionDateTime das APIs Contas e Cartão de Crédito (fase 2) </span></h1>
<div style="text-align: left;"> </div>
<div style="text-align: left;">
<p style="text-align: justify;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%;">Em complemento ao Informa #437 - Lançamento da versão 2.1.0-rc.1 das APIs Contas, Cartão de Crédito e Operações de Crédito (fase 2), o Grupo Técnico de Dados do cliente informa que haverá um período de convivência entre o campo /transactionDate e o novo campo /transactionDateTime criado na versão 2.1.0 (<em>minor</em>) das APIs Contas e Cartão de Crédito, que entra em produção em 30/10/2023.<br/>
<br/>
<strong>O período de convivência inicia em 30/10/2023 e encerra em 31/01/2024, </strong>data na qual haverá o lançamento da versão 2.2.0 (<em>minor)</em> das APIs Contas e Cartão de Crédito, com a exclusão do campo /transactionDate.<br/>
<br/>
Desta maneira, as instituições devem seguir a orientação abaixo:</p>
<ul>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>Em 31/01/2024, para a API Cartão de Crédito:</strong>
<ul>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;">As instituições devem excluir o campo /transactionDate nos <em>endpoints</em> /transactions, /transactions-current e {billId}/transactions</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;">É esperado que as transmissoras tenham processado o histórico de informações com o correto preenchimento do campo /transactionDateTime<br/>
</li>
</ul>
</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>Em 31/01/2024, para a API Contas:</strong>
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<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;">As instituições devem excluir o campo /transactionDate dos <em>endpoints</em> /transactions e /transactions-current</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;">É esperado que as transmissoras tenham processado o histórico de informações com o correto preenchimento do campo /transactionDateTime</li>
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<a class="mcnButton" href="https://mailchi.mp/0cb7aeca3534/open-banking-informa-9395136?e=f334c71485" 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 Informe #437">Clique aqui para acessar o Informe #437</a>
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<a class="mcnButton" href="https://openfinancebrasil.atlassian.net/wiki/spaces/OF/pages/163545276/v2.1.0-rc.2+-+Contas" 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 v2.1.0-rc.2 da API Contas">Clique aqui para acessar a v2.1.0-rc.2 da API Contas</a>
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<a class="mcnButton" href="https://openfinancebrasil.atlassian.net/wiki/spaces/OF/pages/163513686/v2.1.0-rc.2+-+Cart+o+de+Cr+dito" 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 v2.1.0-rc.2 da API Cartão de Crédito">Clique aqui para acessar a v2.1.0-rc.2 da API Cartão de Crédito</a>
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<h1 style="text-align: left;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;"><span style="color:#008080">Atualização dos marcos de sucesso da fase 4B </span></h1>
<div style="text-align: left;"> </div>
<div style="text-align: left;">
<p style="text-align: justify;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%;">Comunicamos que<strong> os marcos de sucesso da fase 4B serão prorrogados</strong> em uma semana e o período de processamento das certificações será reduzido em uma semana – sem alteração da data de go-live, em decorrência da atualização das especificações das APIs de Investimentos conforme divulgado no Informa #441 “Atualização do motor funcional da API de Investimentos – Fase 4B”.<br/>
<br/>
Além disso, informamos que, <strong>para a contabilização do marco de sucesso de 100%, serão consideradas apenas as execuções de planos criados a partir de 25/08/2023</strong>. É sugerido que as instituições criem novos planos também para a execução do marco de 75%.<br/>
<br/>
Dessa forma, o cronograma divulgado no Informa #384 “Atualização do cronograma das APIs de Investimentos, Consents e Resources da fase 4B (dados do cliente)” foi atualizado para as seguintes datas:</p>
<ul>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>30/08/2023</strong>: marco de 75% de sucesso</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>14/09/2023</strong>: marco de 100% de sucesso</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>15/09 até 21/09</strong>: submissão dos pedidos de certificação</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>15/09 até 28/09</strong>: processamento de pedidos de certificação</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>29/09</strong>: go live</li>
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<a class="mcnButton" href="https://mailchi.mp/993e266bab5a/open-banking-informa-9341984?e=2eb7798bd9" 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 Informe #384">Clique aqui para acessar o Informe #384</a>
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<h1 style="text-align: left;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;"><span style="color:#008080">Alteração da data de liberação do motor da Fase 2 (minor) – melhoria na qualidade de dados </span></h1>
<div style="text-align: left;"> </div>
<div style="text-align: left;">
<p style="text-align: justify;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%;">O Informa #422 previa a liberação do motor do versionamento minor das APIs de Fase 2 para 27/08/2023. Comunicamos que essa data foi alterada para 30/08/2023, sem impactos nos demais marcos de certificação.<br/>
O cronograma completo é o seguinte:</p>
<ul>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>30/08/2023</strong>: Lançamento do motor de conformidade</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>11/09/2023: </strong>Data limite para execução com sucesso de 25% dos módulos de teste</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>25/09/2023: </strong>Data limite para execução com sucesso de 50% dos módulos de teste</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>05/10/2023</strong>: Lançamento da versão estável</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>09/10/2023: </strong>Data limite para execução com sucesso de 75% dos módulos de teste</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>23/10/2023: </strong>Data limite para execução com sucesso de 100% dos módulos de teste</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>Entre 23/10/2023 e 31/10/2023:</strong> Possíveis ajustes finais de documentação e testes</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>31/10/2023: </strong><em>Go live</em> das versões atualizadas das APIs Cartões, Contas e Operações de crédito</li>
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<h1 style="text-align: left;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;"><span style="color:#008080">Período de convivência dos campos /transactionDate e /transactionDateTime das APIs Contas e Cartão de Crédito (fase 2) </span></h1>
<div style="text-align: left;"> </div>
<div style="text-align: left;">
<p style="text-align: justify;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%;">Em complemento ao Informa #437 - Lançamento da versão 2.1.0-rc.1 das APIs Contas, Cartão de Crédito e Operações de Crédito (fase 2), o Grupo Técnico de Dados do cliente informa que haverá um período de convivência entre o campo /transactionDate e o novo campo /transactionDateTime criado na versão 2.1.0 (<em>minor</em>) das APIs Contas e Cartão de Crédito, que entra em produção em 30/10/2023.<br/>
<br/>
<strong>O período de convivência inicia em 30/10/2023 e encerra em 31/01/2024, </strong>data na qual haverá o lançamento da versão 2.2.0 (<em>minor)</em> das APIs Contas e Cartão de Crédito, com a exclusão do campo /transactionDate.<br/>
<br/>
Desta maneira, as instituições devem seguir a orientação abaixo:</p>
<ul>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>Em 31/01/2024, para a API Cartão de Crédito:</strong>
<ul>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;">As instituições devem excluir o campo /transactionDate nos <em>endpoints</em> /transactions, /transactions-current e {billId}/transactions</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;">É esperado que as transmissoras tenham processado o histórico de informações com o correto preenchimento do campo /transactionDateTime<br/>
</li>
</ul>
</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>Em 31/01/2024, para a API Contas:</strong>
<ul>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;">As instituições devem excluir o campo /transactionDate dos <em>endpoints</em> /transactions e /transactions-current</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;">É esperado que as transmissoras tenham processado o histórico de informações com o correto preenchimento do campo /transactionDateTime</li>
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<a class="mcnButton" href="https://openfinancebrasil.atlassian.net/wiki/spaces/OF/pages/163545276/v2.1.0-rc.2+-+Contas" 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 v2.1.0-rc.2 da API Contas">Clique aqui para acessar a v2.1.0-rc.2 da API Contas</a>
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<a class="mcnButton" href="https://openfinancebrasil.atlassian.net/wiki/spaces/OF/pages/163513686/v2.1.0-rc.2+-+Cart+o+de+Cr+dito" 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 v2.1.0-rc.2 da API Cartão de Crédito">Clique aqui para acessar a v2.1.0-rc.2 da API Cartão de Crédito</a>
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<h1 style="text-align: left;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;"><span style="color:#008080">Atualização dos marcos de sucesso da fase 4B </span></h1>
<div style="text-align: left;"> </div>
<div style="text-align: left;">
<p style="text-align: justify;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%;">Comunicamos que<strong> os marcos de sucesso da fase 4B serão prorrogados</strong> em uma semana e o período de processamento das certificações será reduzido em uma semana – sem alteração da data de go-live, em decorrência da atualização das especificações das APIs de Investimentos conforme divulgado no Informa #441 “Atualização do motor funcional da API de Investimentos – Fase 4B”.<br/>
<br/>
Além disso, informamos que, <strong>para a contabilização do marco de sucesso de 100%, serão consideradas apenas as execuções de planos criados a partir de 25/08/2023</strong>. É sugerido que as instituições criem novos planos também para a execução do marco de 75%.<br/>
<br/>
Dessa forma, o cronograma divulgado no Informa #384 “Atualização do cronograma das APIs de Investimentos, Consents e Resources da fase 4B (dados do cliente)” foi atualizado para as seguintes datas:</p>
<ul>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>30/08/2023</strong>: marco de 75% de sucesso</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>14/09/2023</strong>: marco de 100% de sucesso</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>15/09 até 21/09</strong>: submissão dos pedidos de certificação</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>15/09 até 28/09</strong>: processamento de pedidos de certificação</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>29/09</strong>: go live</li>
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<h1 style="text-align: left;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;"><span style="color:#008080">Alteração da data de liberação do motor da Fase 2 (minor) – melhoria na qualidade de dados </span></h1>
<div style="text-align: left;"> </div>
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<p style="text-align: justify;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%;">O Informa #422 previa a liberação do motor do versionamento minor das APIs de Fase 2 para 27/08/2023. Comunicamos que essa data foi alterada para 30/08/2023, sem impactos nos demais marcos de certificação.<br/>
O cronograma completo é o seguinte:</p>
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<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>30/08/2023</strong>: Lançamento do motor de conformidade</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>11/09/2023: </strong>Data limite para execução com sucesso de 25% dos módulos de teste</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>25/09/2023: </strong>Data limite para execução com sucesso de 50% dos módulos de teste</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>05/10/2023</strong>: Lançamento da versão estável</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>09/10/2023: </strong>Data limite para execução com sucesso de 75% dos módulos de teste</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>23/10/2023: </strong>Data limite para execução com sucesso de 100% dos módulos de teste</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>Entre 23/10/2023 e 31/10/2023:</strong> Possíveis ajustes finais de documentação e testes</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><strong>31/10/2023: </strong><em>Go live</em> das versões atualizadas das APIs Cartões, Contas e Operações de crédito</li>
</ul>
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<a class="mcnButton" href="https://mailchi.mp/04c545c874b3/open-banking-informa-9387808?e=2eb7798bd9" 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 Informa #422">Clique aqui para acessar o Informa #422</a>
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