Atualização do Guia de Experiência do Usuário – versão 18.00.00Disponibilização da versão beta.1 do motor de conformidade da API PagamentosLançamento das versões estáveis das APIs de InvestimentosAlteração na data de go live da versão 3.3.1 (patch) da ...
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Atualização do Guia de Experiência do Usuário – versão 18.00.00Disponibilização da versão beta.1 do motor de conformidade da API PagamentosLançamento das versões estáveis das APIs de InvestimentosAlteração na data de go live da versão 3.3.1 (patch) da ...
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Atualização do Guia de Experiência do Usuário – versão 18.00.00 Informamos que o time de UX disponibilizou, no dia 19/12/2025, uma nova versão do Guia de Experiência do Usuário (v18.00.00). Esta atualização de versão inclui: Revisão do capítulo "Fundamentos do Open Finance", que passou a se chamar “Visão Geral”; Ajuste de texto e reorganização das tabelas em "Gestão d...
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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 o time de UX disponibilizou, no dia 19/12/2025, uma nova versão do Guia de Experiência do Usuário (v18.00.00). Esta atualização de versão inclui: </p>
<ul>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;">Revisão do capítulo "Fundamentos do Open Finance", que passou a se chamar “Visão Geral”; </li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;">Ajuste de texto e reorganização das tabelas em "Gestão de Portabilidade de Crédito"; </li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;">Alteração de requisito na Etapa 1 da "Jornada Básica de Iniciação de Pagamentos"; </li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;">Inclusão de requisitos na Etapa 5 da "Jornada de Vinculação de Conta (JSR)"; </li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;">Alterações das etapas 1, 2 e 3 da "Jornada de Pagamentos sem Redirecionamento (JSR)"; </li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;">Alteração do subcapítulo "Comunicação e Notificações da Jornada de Pagamentos sem Redirecionamento (JSR)"; </li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;">Revisão dos "Anexos" do Guia. </li>
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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;">O detalhamento dos ajustes presentes nesta atualização do Guia encontra-se na página <strong>“<em>Changelog</em> – Guia de Experiência do Usuário”</strong>. <br/>
<br/>
<strong>Importante:</strong> Esta versão do Guia de UX poderá ser monitorada a partir de 90 dias da sua publicação (19/12/2025) para produtos já implementados. Novos produtos, por sua vez, poderão ser monitorados a partir de 90 dias após o início de seu piloto, conforme o calendário vigente. </p>
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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>
<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;"><font color="#008080">Disponibilização da versão beta.1 do motor de conformidade da API Pagamentos</font></h1>
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Conforme compartilhado no Informa #812 (“<em>Divulgação do cronograma de certificação e implementação da v5.0.0 da API Pagamentos</em>”, divulgado em 11/11/2025), <strong>a versão beta.1 do motor de conformidade para a API Pagamentos v5.0.0 foi disponibilizada em 19/12/2025. </strong>Esta versão será utilizada para o<strong> marco A em 29/01/2026. </strong><br/>
<br/>
<strong>Sucesso no marco A</strong><br/>
Para o marco A, as instituições devem obter sucesso nos seguintes módulos de teste:
<ol data-editing-info='{"orderedStyleType":1}' start="1">
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;">payments_api_consents_negative_test-module_v5;</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;">payments_api_recurring-payments-custom-core_test-module_v5;</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;">payments_api_recurring-payments-patch_timezone_test-module_v5;</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;">payments_api_recurring_payments_weekly_test-module_v5;</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;">payments_api_unmatching-loggedUser_test-module_v5;</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;">payments_api_scheduled-key-divergence_test-module_v5;</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;">payments_api_consent-bulk-cancel_negative_timezone_test-module_v5;</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;">payments_api_apes-good-happy-path-with-txid_test-module_v5;</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;">payments_api_apes-good-happy-path-without-txid_test-module_v5;</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;">payments_api_apes-code-unhappy-path-required_test-module_v5;</li>
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;">payments_api_apes-mismatched-consent-payment_test-module_v5.</li>
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Reforçamos que as instituições que não obtiverem sucesso no marco serão notificadas via <em>tickets</em> do Service Desk.<br/>
<br/>
Mais detalhes sobre os testes podem ser consultados na página de plano de testes.
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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>
<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;"><font color="#008080">Lançamento das versões estáveis das APIs de Investimentos</font></h1>
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<td class="mcnTextContent" style="padding-top: 0;padding-right: 18px;padding-bottom: 9px;padding-left: 18px;mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;word-break: break-word;color: #202020;font-family: Helvetica;font-size: 16px;line-height: 150%;text-align: left;" valign="top">
<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;">Comunicamos que, em 19/12/2025, foram publicados os versionamentos (estáveis) das APIs de Investimentos, as quais estão disponíveis na área do desenvolvedor do Portal do Open Finance Brasil em: </p>
<ul type="disc">
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;">Especificações de APIs > Dados Cadastrais e Transacionais – DC > [DC] APIs – Investimentos</li>
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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;">Informações sobre o cronograma de implementação, certificação, bem como a data de <em>go live</em>, podem ser encontradas no Informa #789 (“<em>Divulgação dos cronogramas de versionamento minor para as APIs de Dados do cliente</em>”, enviado em 25/09/2025). <br/>
<br/>
Para mais detalhes, sugerimos acessar os links de documentação abaixo:</p>
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<a class="mcnButton" href="https://openfinancebrasil.atlassian.net/wiki/spaces/OF/pages/1394900993/v1.3.0+-+DC+Renda+Vari+vel" 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 v1.3.0 da API Renda Variável">Clique aqui para acessar a v1.3.0 da API Renda Variável</a>
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<a class="mcnButton" href="https://openfinancebrasil.atlassian.net/wiki/spaces/OF/pages/1394933761/v1.1.0+-+DC+T+tulos+do+Tesouro+Direto" 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 v1.1.0 da API Títulos do Tesouro Direto">Clique aqui para acessar a v1.1.0 da API Títulos do Tesouro Direto</a>
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<a class="mcnButton" href="https://openfinancebrasil.atlassian.net/wiki/spaces/OF/pages/1394901401/Changelog+-+DC+Renda+Vari+vel+-+v1.3.0+-+v1.3.0-beta.1" 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 Changlog entre as versões 1.3.0 e 1.3.0-beta.1 da API Renda Variável">Clique aqui para acessar o Changlog entre as versões 1.3.0 e 1.3.0-beta.1 da API Renda Variável</a>
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<a class="mcnButton" href="https://openfinancebrasil.atlassian.net/wiki/spaces/OF/pages/1394933985/Changelog+-+DC+T+tulos+do+Tesouro+Direto+-+v1.1.0+-+v1.1.0-beta.1" 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 Changlog entre as versões 1.1.0 e 1.1.0-beta.1 da API Títulos do Tesouro Direto">Clique aqui para acessar o Changlog entre as versões 1.1.0 e 1.1.0-beta.1 da API Títulos do Tesouro Direto</a>
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<a class="mcnButton" href="https://bra01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fmailchi.mp%2F1e7a82d60e41%2Fopen-banking-informa-10145411%3Fe%3D14df6b9a60&data=05%7C02%7Csecretariado%40openfinancebrasil.org.br%7C8af518281b534391446d08de3f35b07d%7C8f7a00640d0049c7b6b833cd71b65429%7C0%7C0%7C639017697001209225%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=3HjsF6Rn88iOqzp%2BazuYO5MTIBG5DdeuOPBraLnx3So%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 cessar o Informa #789">Clique aqui para cessar o Informa #789</a>
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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>
<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;"><font color="#008080">Alteração na data de <em>go live</em> da versão 3.3.1 (<em>patch</em>) da API Consentimento</font></h1>
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<table align="left" border="0" cellpadding="0" cellspacing="0" class="mcnTextContentContainer" style="max-width: 100%;min-width: 100%;border-collapse: collapse;mso-table-lspace: 0pt;mso-table-rspace: 0pt;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;float: left;" width="100%">
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<td class="mcnTextContent" style="padding-top: 0;padding-right: 18px;padding-bottom: 9px;padding-left: 18px;mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;word-break: break-word;color: #202020;font-family: Helvetica;font-size: 16px;line-height: 150%;text-align: left;" valign="top">
<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, conforme divulgado no Informa #824 (“<em>Lançamento da versão v3.3.1 (patch) da API Consentimento</em>”, enviado em 16/12/2025), a data de <em>go live</em> da API Consentimento v3.3.1 estava programada para 18/01/2026. Entretanto, por se tratar de um domingo, a data de <em>go live</em> foi ajustada para 19/01/2026 (segunda-feira).<br/>
<br/>
As demais informações presentes no Informa #824 permanecem inalteradas.</p>
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<a class="mcnButton" href="https://bra01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fus5.campaign-archive.com%2F%3Fu%3D49f5ff8910ce85bdb1d9a7864%26id%3Db33582bc23&data=05%7C02%7Csecretariado%40openfinancebrasil.org.br%7C8af518281b534391446d08de3f35b07d%7C8f7a00640d0049c7b6b833cd71b65429%7C0%7C0%7C639017697001255828%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=%2FLYBeOM%2FcIN3kbUezmJGv0FyK1XPV%2BgjFZZu27P2qbQ%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 o Informa #824">Clique aqui para acessar o Informa #824</a>
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<td class="mcnTextContent" style="padding: 0px 18px 9px;line-height: 100%;mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;word-break: break-word;color: #202020;font-family: Helvetica;font-size: 16px;text-align: left;" valign="top">
<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>
<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;"><font color="#008080">Adição de nova seção à página de orientações das API de Investimentos</font></h1>
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<table align="left" border="0" cellpadding="0" cellspacing="0" class="mcnTextContentContainer" style="max-width: 100%;min-width: 100%;border-collapse: collapse;mso-table-lspace: 0pt;mso-table-rspace: 0pt;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;float: left;" width="100%">
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<td class="mcnTextContent" style="padding-top: 0;padding-right: 18px;padding-bottom: 9px;padding-left: 18px;mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;word-break: break-word;color: #202020;font-family: Helvetica;font-size: 16px;line-height: 150%;text-align: left;" valign="top">
<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 à área do desenvolvedor do Portal Open Finance foi atualizada com a <strong>adição de uma nova seção à página “Orientações - [DC] Investimentos”</strong>, conforme detalhado abaixo:</p>
<ul type="disc">
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;">“<em>Orientações de preenchimento para dados das APIs de Investimentos</em>
<ul type="circle">
<li style="mso-line-height-rule: exactly;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;"><em>Os campos /data/remuneration/preFixedRate e /data/remuneration/postFixedIndexerPercentage, do endpoint GET investments/{investmentId}, passam a ser de envio obrigatório quando se tratar de produto com remuneração híbrida, a partir da versão 1.1.0. Não é necessário o reprocessamento de históricos de contratos cuja posição seja igual a zero para atender à nova regra.”</em></li>
</ul>
</li>
</ul>
<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;">Reforçamos que os ajustes dos dados enviados nos campos <strong>/data/remuneration/preFixedRate </strong>e <strong>/data/remuneration/postFixedIndexerPercentage</strong>, do <em>endpoint</em> <strong>GET investments/{investmentId}</strong>,<strong> </strong>devem ser aplicados somente aos contratos de clientes que ainda possuam posição diferente de zero, a partir do <em>go live</em> da versão 1.1.0 da API.<br/>
<br/>
Para mais detalhes, acesse o link de documentação abaixo:</p>
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