Proposal API
The Proposal API begins the second step of credit's flow. After you get a quotation and then this quotation becomes aproved, it will be send a response with the conditions and installments options of this quotation. Each installment option will be relaeted to a ID (installments_option_id). It should be informed to the Proposal API wich installment option was chosed by the borrower. Then it will be created a proposal, relaeted to the aproved quotation and the installment option id.
After the proposal creation, it will be send a value that can assume different values. We highlight the folowing "response_type":
- (i) "RETORNO_PROPOSTA_ENVIADA";
- (ii) "RETORNO_PROPOSTA_RECEBIDA";
- (iii) "RETORNO_PROPOSTA_CONFIRMAR_CONTRATO"; ou
- (iv) “RETORNO_PROPOSTA_EM_ASSINATURA".
The “RETORNO_PROPOSTA_ENVIADA” is sent when the Requester does not want to synchronously receive the result of the proposal creation or approval. The “RETORNO_PROPOSTA_RECEBIDA”, indicates that the request was received and, according to the product's configuration, it does not have a completely automatic flow, and may, for example, have documentation analysis step. Therefore, the return will be effective later. The “RETORNO_PROPOSTA_CONFIRMAR_CONTRATO”, indicates that the proposal was successfully created and the formalization step was started and, according to the product configuration, it is waiting for the contract to be released. The “RETORNO_PROPOSTA_EM_ASSINATURA”, indicates that the proposal was created, the formalization of the operation was started and a contract was generated, awaiting the signature of the previously defined signatories.
Another feature of the Proposal API is that, in addition to informing the installment option chosen by the Borrower, registration data, documents and disbursement data that were not informed in the Quotation API can be sent.
Integration
There is an example to consume the API, or click here to follow the full documentation.
- Payload
- curl
- PHP
- Java
- Node.js
- C#
- Python
{- "request_info": {
- "operation_tracking_id": "12547853gFtBgDtuGGjYVFBkubyf000002871",
- "installments_option_id": "444547853gFtBgDtuGGjYVFBkubyf000002871",
- "external_id": "MKTPLACECompra0021345",
- "contract_settlement": false,
- "new_contract_settlement_is_financial": false
}, - "borrower_info": {
- "person_type": "pf",
- "cpf_cnpj": "11122233344",
- "birth_opening_date": "1990-05-30",
- "name": "João Alegre da Silva",
- "cell_phone": "11955551111",
- "terms_agreement": true,
- "address": {
- "postal_code": "05400222",
- "street": "Rua da Alegria",
- "number": "77",
- "complement": "casa",
- "neighborhood": "Pinheiros",
- "city": "São Paulo",
- "state": "SP"
}
}, - "natural_borrower_complement_info": {
- "gender": "Masculino",
- "mother_name": "Maria da Alegria",
- "father_name": "José Silva",
- "nationality": "Brasileiro",
- "place_birth": "São Paulo",
- "profession": "Empresário",
- "marital_status": "Casado(a)",
- "separation_of_goods": true,
- "spouse_name": "Joana Ferreira Gomes",
- "pep": false,
- "resident_abroad": false,
- "monthly_income": 10000.55,
- "net_worth": 500000.11,
- "id_document": {
- "document_type": "RG",
- "document_number": "22457845X",
- "date_issue": "1999-06-30",
- "document_authority": "SSP",
- "document_uf": "SP"
}
}, - "legal_borrower_complement_info": {
- "foundation_date": "1990-06-25",
- "company_type": "LTDA",
- "cnae_code": 4541207,
- "estate_code": "4.82757-8",
- "city_code": "123456789-10",
- "trade_name": "Pizzaria do João",
- "annual_revenue": 1000000.55
}, - "legal_borrower_representatives": {
- "natural_representative_one": {
- "person_type": "pf",
- "cpf_cnpj": "11122233344",
- "birth_opening_date": "1990-05-30",
- "name": "João Alegre da Silva",
- "cell_phone": "11955551111",
- "terms_agreement": true,
- "address": {
- "postal_code": "05400222",
- "street": "Rua da Alegria",
- "number": "77",
- "complement": "casa",
- "neighborhood": "Pinheiros",
- "city": "São Paulo",
- "state": "SP"
}, - "gender": "Masculino",
- "mother_name": "Maria da Alegria",
- "father_name": "José Silva",
- "nationality": "Brasileiro",
- "place_birth": "São Paulo",
- "profession": "Empresário",
- "marital_status": "Casado(a)",
- "separation_of_goods": true,
- "spouse_name": "Joana Ferreira Gomes",
- "pep": false,
- "resident_abroad": false,
- "monthly_income": 10000.55,
- "net_worth": 500000.11,
- "id_document": {
- "document_type": "RG",
- "document_number": "22457845X",
- "date_issue": "1999-06-30",
- "document_authority": "SSP",
- "document_uf": "SP"
}
}, - "natural_representative_two": {
- "person_type": "pf",
- "cpf_cnpj": "11122233344",
- "birth_opening_date": "1990-05-30",
- "name": "José Alegre da Silva",
- "cell_phone": "11955551111",
- "terms_agreement": true,
- "address": {
- "postal_code": "05400222",
- "street": "Rua da Alegria",
- "number": "78",
- "complement": "casa",
- "neighborhood": "Pinheiros",
- "city": "São Paulo",
- "state": "SP"
}, - "gender": "Masculino",
- "mother_name": "Maria da Alegria",
- "father_name": "José Silva",
- "nationality": "Brasileiro",
- "place_birth": "São Paulo",
- "profession": "Empresário",
- "marital_status": "Casado(a)",
- "separation_of_goods": true,
- "spouse_name": "Ana Ferreira Gomes",
- "pep": false,
- "resident_abroad": false,
- "monthly_income": 10000.55,
- "net_worth": 500000.11,
- "id_document": {
- "document_type": "RG",
- "document_number": "22457845X",
- "date_issue": "1999-06-30",
- "document_authority": "SSP",
- "document_uf": "SP"
}
}
}, - "natural_guarantors_info": [
- {
- "person_type": "pf",
- "cpf_cnpj": "11122233344",
- "birth_opening_date": "1990-05-30",
- "name": "João Alegre da Silva",
- "cell_phone": "11955551111",
- "terms_agreement": true,
- "address": {
- "postal_code": "05400222",
- "street": "Rua da Alegria",
- "number": "77",
- "complement": "casa",
- "neighborhood": "Pinheiros",
- "city": "São Paulo",
- "state": "SP"
}, - "gender": "Masculino",
- "mother_name": "Maria da Alegria",
- "father_name": "José Silva",
- "nationality": "Brasileiro",
- "place_birth": "São Paulo",
- "profession": "Empresário",
- "marital_status": "Casado(a)",
- "separation_of_goods": true,
- "spouse_name": "Joana Ferreira Gomes",
- "pep": false,
- "resident_abroad": false,
- "monthly_income": 10000.55,
- "net_worth": 500000.11,
- "id_document": {
- "document_type": "RG",
- "document_number": "22457845X",
- "date_issue": "1999-06-30",
- "document_authority": "SSP",
- "document_uf": "SP"
}, - "spouse": {
- "person_type": "pf",
- "cpf_cnpj": "55522233344",
- "birth_opening_date": "string",
- "name": "Joana Ferreira Gomes",
- "cell_phone": "11955552222",
- "terms_agreement": true,
- "address": {
- "postal_code": "05400222",
- "street": "Rua da Alegria",
- "number": "77",
- "complement": "casa",
- "neighborhood": "Pinheiros",
- "city": "São Paulo",
- "state": "SP"
}, - "gender": "Feminino",
- "mother_name": "Juliana Maria Silva",
- "father_name": "Rodrigo Gomes",
- "nationality": "Brasileiro",
- "place_birth": "Jundiaí",
- "profession": "professora",
- "marital_status": "Casado(a)",
- "spouse_name": "João Alegre da Silva",
- "pep": false,
- "resident_abroad": false,
- "monthly_income": 5000.22,
- "net_worth": 200000.55,
- "id_document": {
- "document_type": "CNH",
- "document_number": "012445785245632",
- "date_issue": "2007-06-30",
- "document_authority": "DETRAN",
- "document_uf": "RS"
}
}
}
], - "disbursement_info": {
- "beneficiary_type": "BORROWER",
- "name": "João Alegre da Silva",
- "cpf_cnpj": "11122233344",
- "bank_code": "077",
- "branch_number": "001",
- "account_number": "7299004",
- "account_digit": "5",
- "account_type": "corrente",
- "pix_key": "00020101021227790014br.gov.bcb.pix2557invoice.xbank.com/v2/b96053853d388d09b87808ea63dac2ab5204000053039865802BR5924marketplace6753Sao Paulo62070503***55546539",
- "disbursement_type": "TRANSFERENCIA_CONTA",
- "use_type": "conta_desembolso_credito"
}, - "documents": {
- "person_documents": [
- {
- "person_type": "pf",
- "cpf_cnpj": "11122233344",
- "document_type": "rg ou cnh (frente)",
- "document_subtype": "documento",
- "document_complement_info": "cnh",
}
], - "operation_documents": [
- {
- "document_type": "documento_veiculo",
- "document_subtype": "documento",
}
]
}, - "additional_fields": {
- "operation_costs_amount_stakeholder": {
- "value": 200.55
}, - "operation_costs_net_share_stakeholder": {
- "value": 0.01511
}, - "rent_contract_amount": {
- "value": 5000.55
}, - "rent_contract_sign_date": {
- "value": "2022-04-16T16:03:04Z"
}, - "rent_contract_id": {
- "value": "676418941698"
}, - "rent_contract_property_id": {
- "value": "45421134"
}, - "rent_address_street": {
- "value": "Rua da Alegria"
}, - "rent_address_number": {
- "value": "89"
}, - "rent_address_complement": {
- "value": "casa"
}, - "rent_address_neighborhood": {
- "value": "Pinheiros"
}, - "rent_address_city": {
- "value": "São Paulo"
}, - "rent_address_region": {
- "value": "SP"
}, - "rent_address_postal_code": {
- "value": "05401000"
}, - "installment_amount_1": {
- "value": 107.8
}, - "installment_due_date_1": {
- "value": "10/02/2024"
}, - "installment_external_id_1": {
- "value": "abcd1234-1234abcd"
}, - "installment_info_1": {
- "value": "72901580000107"
}, - "installment_other_1": {
- "value": "25753334000167"
}, - "installment_amount_2": {
- "value": 500.8
}, - "installment_due_date_2": {
- "value": "10/02/2024"
}, - "installment_external_id_2": {
- "value": "efgh5678-5678efgh"
}, - "installment_info_2": {
- "value": "58711370000117"
}, - "installment_other_2": {
- "value": "67385366000105"
}, - "payment_amount_1": {
- "value": 500.8
}, - "payment_due_date_1": {
- "value": "10/02/2024"
}, - "payment_external_id_1": {
- "value": "ijkl9012-9012ijkl"
}
}
}
Document historic
Version | Data | Notes |
---|---|---|
1.0 | 2022-06-20 | First version |
1.1 | 2022-06-23 | disbursement_info schemes |
1.2 | 2022-07-22 | Obj:'spouse' de 'region' para 'state'. Em /proposal/cancelation - Response de 201 para 200. Novo status RETORNO_CANCELAMENTO_RECEBIDO. |
1.3 | 2022-07-27 | Renomeado o header mova_client_id para mova-client-id Formatação api_version para 'x.y.z' onde x,y e z são numeros inteiros.Obj:'gender' - preenchimento com iniciais maiúsculas. Obj:'id_document' - preenchimento com letras maiúsculas. Campo 'installments_option_id' não é obrigatório. Retirado objeto 'data' Post ProposalRequest |
1.4 | 2022-08-04 | individual_installments em forma de array nos PostWebhookCallbackLiquidada e PostWebhookCallbackEmLiquidacaoInclusão URL de produção. Alteração mensagem 403 |
1.5 | 2022-08-10 | Renomeando Schemas, exceto WebHooks para inglês. Alteração exemplo details erro 422.Retirada dos objetos no topo do payload 'api_version','transaction_id' e 'data' dos webhooks. Em /proposal/settlement alterado de:PROPOSTA_LIQUIDADA para RETORNO_PROPOSTA_LIQUIDADA |
1.6 | 2022-08-19 | Alteração response 201 para 200 proposal/settlement.Inclusão de no status de proposta RETORNO_PROPOSTA_LIQUIDACAO_REGISTRADA. Objeto marital_status alterado valor de 'OUTROS' para 'Outros' Objeto document_number retirado '-' dos exemplos pois não é permitido pontuação no geral. |
1.7 | 2022-09-05 | Ajuste no schema 'error' que não estava aparecendo seus descritivos. |
1.8 | 2022-09-19 | Inclusão de 3 novos campos no webhook de proposta liquidada - proposal_info.document_location / proposal_info.signed_at / general_info.product_id |