Card Management

Create Card Purchase Rule

This method is used to link a specific purchase rule to an active card. The purchase rule defines the spending restrictions and permissions, such as spending category (For example, food, transportation) and allowed merchants.

📘

Important:

Rules are pre-defined and can only be linked to a card.

{  
  "Method": "CreateCardPurchaseRule",  
  "PartnerId": 30326,  
  "BusinessUnitId": 30326,  
  "IdentifierCard": 800015485,  
  "PurchaseRuleId": 1208  
}
{  
  "Success": "true",  
  "Message": "Rule 1208 successfully linked to card 800015485"  
}

Field Descripition

FieldDescriptionTypeRequired
MethodAPI method to be invoked.StringYes
PartnerIdIdentifier of the partner making the request.IntegerYes
BusinessUnitIdIdentifier of the business unit associated with the partner.IntegerYes
IdentifierCardUnique identifier of the card for which the purchase rule is being created.StringYes
PurchaseRuleIdIdentifier of the purchase rule to be applied to the card.IntegerYes

Unbind Card Purchase Rule

Used to remove a purchase rule previously linked to a card. Unlinking a purchase rule removes the specific restrictions associated with the rule.

{  
  "Method": "UnbindCardPurchaseRule",  
  "PartnerId": 30326,  
  "BusinessUnitId": 30326,  
  "IdentifierCard": 800015485,  
  "PurchaseRuleId": 1208  
}
{  
  "Success": "true",  
  "Message": "Rule successfully unlinked."  
}

Field Descripition

FieldDescriptionTypeRequired
MethodAPI method to be invoked.StringYes
PartnerIdIdentifier of the partner making the request.IntegerYes
BusinessUnitIdIdentifier of the business unit associated with the partner.IntegerYes
IdentifierCardUnique identifier of the card for which the purchase rule is being unbound.StringYes
PurchaseRuleIdIdentifier of the purchase rule to be unbound from the card.IntegerYes

Recharge Card

This method allows recharging an active card linked to a cardholder or a Locker account. The method supports both immediate recharges and scheduled recharges, which can be set for specific dates, either one-time or recurring (for example, monthly). This provides flexibility for companies to manage benefits, ensuring that balances are credited automatically according to their policies.

Types of Recharge:

  • Immediate Recharge: The value is credited to the card or Locker account as soon as the request is made.
  • Scheduled Recharge (One-time): The recharge is scheduled for a specific future date.
  • Recurring Recharge: The recharge is configured to occur repeatedly, ensuring benefit continuity (for example, monthly).

Example of requisition:

{
  "Method": "RechargeCard",
  "PartnerId": 30326,
  "BusinessUnitId": 30326,
  "Type": 1, 
  "PrepaidCardId": "800234100", 
  "LockerAccount": "54455464-4654645-564-56", 
  "RechargeValue": 50,
  "Identifier": "e64dc360-7692-483c-a242-91e7d533e1d7",
  "Description": "recharge description",
  "Tags": "Card X",
  "PurchaseRuleId": 16,
  "ScheduleDate": "2024-09-26T00:00:00.000Z",
  "RecurringSchedule": 0
}
{  
  "Success": "true",  
  "Message": "ISI0179 - Recharge request successfully registered!",  
  "DocumentNumber": 93071543  
}

Field Descripition:

FieldDescriptionTypeRequired
MethodAPI method to be invoked.StringYes
PartnerIdIdentifier of the partner making the request.IntegerYes
BusinessUnitIdIdentifier of the business unit associated with the partner.IntegerYes
TypeType of recharge request. Options:IntegerYes
- 0 = card identifier (PrepaidCardId)
- 1 = Locker account (LockerAccount)
PrepaidCardIdUnique identifier of the prepaid card to be recharged.StringYes (if Type = 0)
LockerAccountUnique identifier of the Locker account to be recharged.StringYes (if Type = 1)
RechargeValueAmount to be recharged to the prepaid card or Locker account.FloatYes
IdentifierUnique identifier for the recharge transaction.StringYes
DescriptionDescription of the recharge transaction.StringYes
TagsTags associated with the recharge transaction (e.g., "Cartão X").StringNo
PurchaseRuleIdIdentifier for the purchase rule associated with the recharge.IntegerNo
ScheduleDateDate on which the recharge will be scheduled (format YYYY-MM-DD).StringNo
RecurringScheduleWhether the recharge is recurring. Options:IntegerNo
- 0 = no
- 1 = yes (recurring)

Discharge Card

This method allows the withdrawal of balance from a prepaid card or a Locker account. The withdrawal is processed immediately, and the value is deducted from the available balance in the associated card or Locker account. Flexibility is also provided for Locker accounts, allowing the operation to be performed without the need for a physical card.

Withdrawal Types:

  • Card Withdrawal (Type = 0): The value is withdrawn from a prepaid card, identified by the PrepaidCardId.
  • Locker Account Withdrawal (Type = 1): The value is withdrawn from a Locker account, identified by the LockerAccount.

Example of requisition:

{
  "Method": "DischargeCard",
  "PartnerId": 30326,
  "BusinessUnitId": 30326,
  "Type": 1, 
  "PrepaidCardId": "800234100",
  "LockerAccount": "54455464-4654645-564-56", 
  "RechargeValue": 50,
  "Identifier": "e64dc360-7692-483c-a242-91e7d533e1d7",
  "Description": "descrição da retirada de saldo",
  "Tags": "Cartão X",
  "PurchaseRuleId": 16,
}
{
  "Success": "true",
  "Message": "ISI0180 - Discharge successfully completed!",
  "DocumentNumber": 92448006
}

Field Descripition:

FieldDescriptionTypeRequired
MethodAPI method to be invoked.StringYes
PartnerIdIdentifier of the partner making the request.IntegerYes
BusinessUnitIdIdentifier of the business unit associated with the partner.IntegerYes
TypeType of discharge request. Options:IntegerYes
- 0 = card identifier (PrepaidCardId)
- 1 = Locker account (LockerAccount)
PrepaidCardIdUnique identifier of the prepaid card to have balance discharged.StringYes (if Type = 0)
LockerAccountUnique identifier of the Locker account to have balance discharged.StringYes (if Type = 1)
RechargeValueAmount to be discharged from the prepaid card or Locker account.FloatYes
IdentifierUnique identifier for the discharge transaction.StringYes
DescriptionDescription of the discharge transaction.StringNo
TagsTags associated with the discharge transaction (e.g., "Card X").StringNo
PurchaseRuleIdIdentifier for the purchase rule associated with the discharge.IntegerNo

Card Benefit Transfer

This method allows transferring values between different benefit rules (For example, from "Food" to "Transportation") within the card. It is useful for redistributing balances according to the user's needs.

{  
  "Method": "CardBenefitTransfer",  
  "PartnerId": 30326,  
  "BusinessUnitId": 30326,  
  "IdentifierCard": 800015485,  
  "BenefitFrom": 1208,  
  "BenefitTo": 1306,  
  "Value": 589.89,  
  "Identifier": "5ede542f-a7c4-4afb-9b63-129b8422d470"  
}
{  
  "Success": "true",  
  "Message": "Transfer successfully completed!"  
}

Field Descripition

FieldDescriptionTypeRequired
MethodAPI method to be invoked.StringYes
PartnerIdIdentifier of the partner making the request.IntegerYes
BusinessUnitIdIdentifier of the business unit associated with the partner.IntegerYes
IdentifierCardUnique identifier of the card involved in the benefit transfer.StringYes
BenefitFromThe identifier of the benefit source (from which the value will be transferred).IntegerYes
BenefitToThe identifier of the benefit destination (to which the value will be transferred).IntegerYes
ValueThe amount to be transferred between the benefits.DecimalYes
IdentifierUnique identifier for the benefit transfer request.StringYes