Account application prospect created
This event occurs when the platform creates an account application prospect.
Generated by: Create account application with the submit property set to false
More information: Create or update account
Type: object
Domain: onboarding
Event: prospect
Version: 1
applicationId
Title: The identifier for the application form.
Type: integer
acquisitionChannel
Title: Onboarding acquisition channel. A program has many Acquisition Channel, generally used to identify by where users was registered.
Type: integer
dueDate
Title: Due date ID. Used to identify choose date by client.
Type: integer
statusCode
Title: Application status code
Type: integer
statusName
Title: Application status name
Type: string
prospectCancel
Title: Used to cancel a prospect created
Type: boolean
Example:
true
false
program required
Title: Program information.
Type: objectid required
Title: Program ID - Identifier
Type: integertype required
Title: Program type definitions.
Type: objectid required
Title: Program Type ID - Identifier
Type: integerdescription required
Title: Program Type description.
Type: string
Example:
CREDITO
PRE-PAGO
DEBITO
ALIMENTACAO
MERCHANT
CONTA-CORRENTEpci required
Title: Is program type inside a PCI context?
Type: boolean
Example:
true
false
applicant
Type: object
documentNumber required
Description: The company or person document. E.g: In Brazil, it will be the unformatted value of the CPF/CNPJ (only number)
Type: string
Example:
03165757712birthDate
Description: Birth date
Type: string or nullpersonal
Title: The applicant's personal information
Type: objectexternalId
Description: A key defined by the client. It can have any format
Type: string or null
Example:
3d0ca315-aff9–4fc2-be61–3b76b9a2d798name
Type: string
Type: string
gender
Type: string or null
Must be one of the following:
M
FprintedName
Description: The name that must be printed in the card
Type: string or nullnickname
Type: string or null
socialName
Description: Social name, can be different of the document name
Type: string or nullcountryOfBirth
Type: string or null
Example:
BrazilcityOfBirth
Type: string or null
Example:
Campo BelostateOfBirth
Type: string or null
educationDegree
Type: string or null
maritalStatus
Type: string or null
Example:
SINGLE
MARRIEDfathersName
Type: string or null
mothersName
Type: string or null
nationality
Type: string or null
otherIdNumber
Description: Another document id. E.g. Driver license number
Type: string or nulldocumentType
Description: The otherIdNumber document type. E.g. Drive license
Type: string or nulldocumentIssuedBy
Type: string or null
Example:
SSP
PCdocumentIssuedAt
Description: Where the document was issued
Type: string or null
Example:
RJ
SPdocumentIssuedDate
Type: string or null
occupation
Description: Person job
Type: string or nullassets
Description: Person assets
Type: string or nullincome
Description: Person income
Type: string or nullnetWorth
Description: Person net worth
Type: string or nullpep
Description: Indicates if person is politically exposed
Type: string or null
Example:
true
falsestatutory
Type: string or null
Example:
true
falsecompany
Title: The applicant's company information
Type: objectexternalId
Description: A key defined by the client. It can have any format
Type: string or null
Example:
3d0ca315-aff9–4fc2-be61–3b76b9a2d798name required
Description: The same as the document
Type: stringType: string or null
registrationNumber
Type: string or null
companyName
Description: Trading name
Type: string or nullactivity
Description: Company activity
Type: string or nullcompanyType
Type: string or null
Example:
S.A
LTDAcompanyFormat
Description: It's related to the company classification
Type: string or null
Example:
ME
MEIcompanyConstitutionDate
Type: string or null
occupation
Description: It also can be the company activity
Type: string or nullannualRevenues
Type: string or null
Example:
112312.12type
Description: Always is 2
Type: string or nullnumberOfPartners
Type: string or null
Example:
1
2percOwnership
Description: Percentual of ownership
Type: string or null
Example:
30fiscalSituation
Description: Company fiscal situation
Type: string or nulldebt
Type: string or null
Example:
1800income
Description: Company income
Type: string or null
Example:
112312.12netWorth
Description: Company net worth
Type: string or null
Example:
112312.12partner
Title: The company partner information. This is a metadata, so this object returns what we receive from the onboarding request
Type: ['object', 'null']partners
Title: List of partners
Type: arrayaddresses
Title: List of addresses
Type: array or nulladdressExternalId
Type: string or null
zipCode
Description: Zipcode. Depends on the region. E.g. In Brasil it's CEP
Type: string or nulladdress
Description: The street/avenue/etc name
Type: string or nullnumber
Description: The number of the address. Accepts only numbers
Type: string or nullneighborhood
Type: string or null
complementaryAddress
Type: string or null
city
Type: string
state
Type: string
Example:
SP
AC
RJcountry
Type: string or null
Example:
BrasiladdressType
Type: string
Example:
COMMERCIAL
OTHER
RESIDENTIALmailingAddress
Description: Indicates if is the mailing address
Type: boolean or nullphones
Title: A list of phone numbers
Type: array or nullphoneType required
Description: Indicates the phone type
Type: string
Example:
MOBILE
RESIDENTIAL
COMMERCIALphone required
Type: string
Example:
999618921extension
Description: Phone's extension
Type: string or null
Example:
Ramal 32customFields
Description: It's possible to insert any value
Type: object or null
Example:
Any valueaccount
Title: The applicant's account options
Type: objectexchangeMode
Title: Wether any foreign transaction should be charged by the exchange rate at the day it occurred or at the statement's closing date
Type: string
Must be one of the following:
SAME_DAY
CLOSINGgrantedLimit
Description: Credit limit granted to the account
Type: stringlimit
Description: Account's limit
Type: stringexternalId
Description: A key defined by the client. It can have any format
Type: string or null
Max length: 60
Example:
3d0ca315-aff9–4fc2-be61–3b76b9a2d798division_id
Title: Account's administrative division ID
Type: integer
Example:
2856813
{
"$schema": "http://json-schema.org/draft-07/schema#",
"$id": "http://pismo.io/events/account/application-prospect.json",
"type": "object",
"title": "Account application prospect created",
"description": "This event occurs when the platform creates an account application prospect.<br>Generated by: <a href='https://developers.pismo.io/pismo-docs/reference/post-acquisitions-v3-s2s-applications' target='_blank'>Create account application</a> with the `submit` property set to `false` <br>More information: <a href='https://developers.pismo.io/pismo-docs/docs/create-an-account' target='_blank'>Create or update account</a>",
"required": [],
"properties": {
"applicationId": {
"type": "integer",
"title": "The identifier for the application form."
},
"acquisitionChannel": {
"type": "integer",
"title": "Onboarding acquisition channel. A program has many Acquisition Channel, generally used to identify by where users was registered."
},
"dueDate": {
"type": "integer",
"title": "Due date ID. Used to identify choose date by client."
},
"statusCode": {
"type": "integer",
"title": "Application status code"
},
"statusName": {
"type": "string",
"title": "Application status name"
},
"prospectCancel": {
"type": "boolean",
"title": "Used to cancel a prospect created",
"default": false,
"examples": [
true,
false
]
},
"program": {
"type": "object",
"title": "Program information.",
"required": [
"id",
"type"
],
"properties": {
"id": {
"type": "integer",
"title": "Program ID - Identifier"
},
"type": {
"type": "object",
"title": "Program type definitions.",
"required": [
"id",
"description",
"pci"
],
"properties": {
"id": {
"type": "integer",
"title": "Program Type ID - Identifier"
},
"description": {
"type": "string",
"title": "Program Type description.",
"examples": [
"CREDITO",
"PRE-PAGO",
"DEBITO",
"ALIMENTACAO",
"MERCHANT",
"CONTA-CORRENTE"
]
},
"pci": {
"type": "boolean",
"title": "Is program type inside a PCI context?",
"examples": [
true,
false
]
}
}
}
}
},
"applicant": {
"type": "object",
"required": [
"documentNumber"
],
"properties": {
"documentNumber": {
"type": "string",
"description": "The company or person document. E.g: In Brazil, it will be the unformatted value of the CPF/CNPJ (only number)",
"examples": [
"03165757712"
]
},
"birthDate": {
"type": [
"string",
"null"
],
"description": "Birth date",
"pattern": "^([0-2][0-9]|(3)[0-1])(/)(((0)[0-9])|((1)[0-2]))(/)\\d{4}$"
},
"personal": {
"$ref": "#/definitions/personal"
},
"company": {
"$ref": "#/definitions/company"
},
"addresses": {
"type": [
"array",
"null"
],
"title": "List of addresses",
"items": {
"$ref": "#/definitions/address"
}
},
"customFields": {
"type": [
"object",
"null"
],
"description": "It's possible to insert any value",
"examples": [
"Any value"
]
},
"account": {
"$ref": "#/definitions/account"
}
}
}
},
"definitions": {
"personal": {
"type": "object",
"title": "The applicant's personal information",
"properties": {
"externalId": {
"type": [
"string",
"null"
],
"description": "A key defined by the client. It can have any format",
"examples": [
"3d0ca315-aff9\u20134fc2-be61\u20133b76b9a2d798"
]
},
"name": {
"type": "string"
},
"email": {
"type": "string"
},
"gender": {
"type": [
"string",
"null"
],
"enum": [
"M",
"F"
]
},
"printedName": {
"type": [
"string",
"null"
],
"description": "The name that must be printed in the card"
},
"nickname": {
"type": [
"string",
"null"
]
},
"socialName": {
"type": [
"string",
"null"
],
"description": "Social name, can be different of the document name"
},
"countryOfBirth": {
"type": [
"string",
"null"
],
"examples": [
"Brazil"
]
},
"cityOfBirth": {
"type": [
"string",
"null"
],
"examples": [
"Campo Belo"
]
},
"stateOfBirth": {
"type": [
"string",
"null"
]
},
"educationDegree": {
"type": [
"string",
"null"
]
},
"maritalStatus": {
"type": [
"string",
"null"
],
"examples": [
"SINGLE",
"MARRIED"
]
},
"fathersName": {
"type": [
"string",
"null"
]
},
"mothersName": {
"type": [
"string",
"null"
]
},
"nationality": {
"type": [
"string",
"null"
]
},
"otherIdNumber": {
"type": [
"string",
"null"
],
"description": "Another document id. E.g. Driver license number"
},
"documentType": {
"type": [
"string",
"null"
],
"description": "The otherIdNumber document type. E.g. Drive license"
},
"documentIssuedBy": {
"type": [
"string",
"null"
],
"examples": [
"SSP",
"PC"
]
},
"documentIssuedAt": {
"type": [
"string",
"null"
],
"description": "Where the document was issued",
"examples": [
"RJ",
"SP"
]
},
"documentIssuedDate": {
"type": [
"string",
"null"
],
"pattern": "^([0-2][0-9]|(3)[0-1])(/)(((0)[0-9])|((1)[0-2]))(/)\\d{4}$"
},
"occupation": {
"type": [
"string",
"null"
],
"description": "Person job"
},
"assets": {
"type": [
"string",
"null"
],
"description": "Person assets"
},
"income": {
"type": [
"string",
"null"
],
"description": "Person income"
},
"netWorth": {
"type": [
"string",
"null"
],
"description": "Person net worth"
},
"pep": {
"type": [
"string",
"null"
],
"description": "Indicates if person is politically exposed",
"examples": [
"true",
"false"
]
},
"statutory": {
"type": [
"string",
"null"
],
"examples": [
"true",
"false"
]
}
}
},
"partner": {
"type": [
"object",
"null"
],
"title": "The company partner information. This is a metadata, so this object returns what we receive from the onboarding request"
},
"company": {
"type": "object",
"title": "The applicant's company information",
"required": [
"name"
],
"properties": {
"externalId": {
"type": [
"string",
"null"
],
"description": "A key defined by the client. It can have any format",
"examples": [
"3d0ca315-aff9\u20134fc2-be61\u20133b76b9a2d798"
]
},
"name": {
"type": "string",
"description": "The same as the document"
},
"email": {
"type": [
"string",
"null"
]
},
"registrationNumber": {
"type": [
"string",
"null"
]
},
"companyName": {
"type": [
"string",
"null"
],
"description": "Trading name"
},
"activity": {
"type": [
"string",
"null"
],
"description": "Company activity"
},
"companyType": {
"type": [
"string",
"null"
],
"examples": [
"S.A",
"LTDA"
]
},
"companyFormat": {
"type": [
"string",
"null"
],
"description": "It's related to the company classification",
"examples": [
"ME",
"MEI"
]
},
"companyConstitutionDate": {
"type": [
"string",
"null"
],
"pattern": "^([0-2][0-9]|(3)[0-1])(/)(((0)[0-9])|((1)[0-2]))(/)\\d{4}$"
},
"occupation": {
"type": [
"string",
"null"
],
"description": "It also can be the company activity"
},
"annualRevenues": {
"type": [
"string",
"null"
],
"examples": [
"112312.12"
]
},
"type": {
"type": [
"string",
"null"
],
"description": "Always is 2"
},
"numberOfPartners": {
"type": [
"string",
"null"
],
"examples": [
"1",
"2"
]
},
"percOwnership": {
"type": [
"string",
"null"
],
"description": "Percentual of ownership",
"examples": [
"30"
]
},
"fiscalSituation": {
"type": [
"string",
"null"
],
"description": "Company fiscal situation"
},
"debt": {
"type": [
"string",
"null"
],
"examples": [
"1800"
]
},
"income": {
"type": [
"string",
"null"
],
"description": "Company income",
"examples": [
"112312.12"
]
},
"netWorth": {
"type": [
"string",
"null"
],
"description": "Company net worth",
"examples": [
"112312.12"
]
},
"partner": {
"$ref": "#/definitions/partner"
},
"partners": {
"type": "array",
"title": "List of partners",
"items": {
"$ref": "#/definitions/partner"
}
}
}
},
"address": {
"type": "object",
"title": "Address",
"required": [],
"properties": {
"addressExternalId": {
"type": [
"string",
"null"
]
},
"zipCode": {
"type": [
"string",
"null"
],
"description": "Zipcode. Depends on the region. E.g. In Brasil it's CEP"
},
"address": {
"type": [
"string",
"null"
],
"description": "The street/avenue/etc name"
},
"number": {
"type": [
"string",
"null"
],
"description": "The number of the address. Accepts only numbers"
},
"neighborhood": {
"type": [
"string",
"null"
]
},
"complementaryAddress": {
"type": [
"string",
"null"
]
},
"city": {
"type": "string"
},
"state": {
"type": "string",
"examples": [
"SP",
"AC",
"RJ"
]
},
"country": {
"type": [
"string",
"null"
],
"examples": [
"Brasil"
]
},
"addressType": {
"type": "string",
"examples": [
"COMMERCIAL",
"OTHER",
"RESIDENTIAL"
]
},
"mailingAddress": {
"type": [
"boolean",
"null"
],
"description": "Indicates if is the mailing address"
},
"phones": {
"type": [
"array",
"null"
],
"title": "A list of phone numbers",
"items": {
"$ref": "#/definitions/phone"
}
}
}
},
"phone": {
"type": "object",
"title": "Phone item",
"required": [
"phoneType",
"phone"
],
"properties": {
"phoneType": {
"type": "string",
"description": "Indicates the phone type",
"examples": [
"MOBILE",
"RESIDENTIAL",
"COMMERCIAL"
]
},
"phone": {
"type": "string",
"examples": [
"999618921"
]
},
"extension": {
"type": [
"string",
"null"
],
"description": "Phone's extension",
"examples": [
"Ramal 32"
]
}
}
},
"account": {
"type": "object",
"title": "The applicant's account options",
"properties": {
"exchangeMode": {
"type": "string",
"title": "Wether any foreign transaction should be charged by the exchange rate at the day it occurred or at the statement's closing date",
"enum": [
"SAME_DAY",
"CLOSING"
]
},
"grantedLimit": {
"type": "string",
"description": "Credit limit granted to the account"
},
"limit": {
"type": "string",
"description": "Account's limit"
},
"externalId": {
"type": [
"string",
"null"
],
"description": "A key defined by the client. It can have any format",
"maxLength": 60,
"examples": [
"3d0ca315-aff9\u20134fc2-be61\u20133b76b9a2d798"
]
},
"division_id": {
"type": "integer",
"title": "Account's administrative division ID",
"example": 2856813
}
}
}
}
}
Updated 15 days ago