API usage by the client for Document Maintenance and Portfolio Maintenance.

<b>Purpose</b>: To provide access for external clients to manage their document portfolios. <br></br> <b>Key Features</b>: <ul><li>Creation, reading, updating, and deletion (CRUD) of Portfolios.</li> <li>Inclusion, editing, and deletion of Documents (records) within the portfolios.</li> <li>Execution of queries and extraction of data from the portfolios.</li></ul>
Benefits
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Increased Operational Efficiency
The API allows the client to process large volumes of information (CPFs and CNPJs) efficiently, automating document and portfolio maintenance.
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Autonomy and Self-Service
It offers the client the power to execute Creation, Reading, Updating, and Deletion (CRUD) for both Portfolios and Documents.
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Precise and Strategic Portfolio Management
The API’s portfolio data query and extraction features provide detailed insights.
Key Features
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      Document maintenance via API (CPFs and CNPJs), including query, inclusion, alteration, and deletion.
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      Portfolio maintenance via API, including query, inclusion, alteration, and deletion of portfolios.

Use Cases
Portfolio Management is for businesses that want to…
  • Minimize Losses due to Default: Instantly identify and react to changes in document attributes (changes in the status or registration situation of a CNPJ/CPF).
  • Refine Risk Models: Each alert becomes a new behavioral datapoint.

Portfolio Management is for...
  • Large Banks: It monitors 100 million individual/corporate documents (PF/PJ) across various portfolios for specific purposes.
  • Small and Medium-sized Enterprise: Client with only 1 portfolio and few monitored documents. Self-service and accessible solution.

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