Approving your application
Approving an application means obtaining formal authorization from BTG Pactual Empresas for it to operate in the production environment, consuming real data and resources. The process varies according to the integration model chosen when the application was created.
Before starting the approval process, make sure you have registered a developer user and created the application in Production mode.
First-party applications
First-party applications are those developed for internal use by the company that holds the business account. The approval process is conducted entirely by the BTG Pactual Empresas team after the prerequisites below are met.
Prerequisites
| Requirement | Description |
|---|---|
| Advanced Plan | The Advanced Plan must be contracted before the approval request. |
| Application created in Production mode | The environment toggle during creation must be set to Production. |
| Business model questionnaire | The form filled out during application creation is reviewed by the compliance team. |
Process steps
- Contract the Advanced Plan — go to the BTG Pactual Empresas panel and upgrade your plan.
- Create the application in Production mode — see the application creation guide for the step by step.
- Wait for the internal review — BTG Pactual Empresas internal teams assess the application's regulatory compliance and technical viability.
- Receive the response — you will be notified about the approval or denial and the next steps.
The response can take up to 7 business days from the moment the Advanced Plan is contracted and the application is submitted in Production mode.
Third-party applications
Third-party applications are external solutions — software, ERPs, or platforms — that integrate with the BTG Pactual Empresas APIs to offer financial features to business customers. Approval involves a partnership assessment.
How it works
- Integrate with the APIs — use the Sandbox environment to develop and validate your solution.
- Contact the partnerships team — send an email to parcerias@btgpactual.com describing your solution, the target audience, and the APIs you intend to consume.
- Go through the eligibility assessment — the partnerships team reviews how well your solution aligns with the BTG Pactual Empresas portfolio.
- Become an Approved Software — after approval, your company is added to the Approved Software list and gets dedicated support.
Third-party applications do not have access to the Production environment before approval. All development and validation must take place in the Sandbox.
Model comparison
| First-party | Third-party | |
|---|---|---|
| Developed by | The company that holds the business account | External partner company |
| Approval channel | BTG Pactual Empresas platform | Email parcerias@btgpactual.com |
| Main prerequisite | Advanced Plan contracted | Eligibility assessment |
| Estimated timeline | Up to 7 business days | Varies according to the review |
| Result | Verified application in Production | Added as Approved Software |
To understand the structural differences between the models, see Integration models.