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v5.1.0 (617 APIs)

API Host: https://apisandbox.openbankproject.com
Bank
Accounts
Views
Counterparties
Transactions

Create Address

Create an Address for a Customer specified by CUSTOMER_ID.

Authentication is Mandatory

URL Parameters:

BANK_ID: gh.29.uk

CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh

JSON request body fields:

city:

country_code: 1254

county:

line_1:

line_2:

line_3:

postcode:

state:

status:

tags: Create-My-User

JSON response body fields:

city:

country_code: 1254

county:

customer_address_id:

customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh

insert_date: 2020-01-27

line_1:

line_2:

line_3:

postcode:

state:

status:

tags: Create-My-User

Typical Successful Response: 

								
									
{
  "customer_address_id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
  "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "line_1":"No 1 the Road",
  "line_2":"The Place",
  "line_3":"The Hill",
  "city":"Berlin",
  "county":"",
  "state":"Brandenburg",
  "postcode":"13359",
  "country_code":"DE",
  "tags":["mailing","home"],
  "status":"OK",
  "insert_date":"1100-01-01T00:00:00Z"
}
Required Roles:
  • CanCreateCustomerAddress - Please login to request this Role
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by createCustomerAddress, operation_id: OBPv3.1.0-createCustomerAddress Tags: Customer,

Create Agent

Authentication is Mandatory

URL Parameters:

BANK_ID: gh.29.uk

JSON request body fields:

agent_number: 5987953

currency: EUR

legal_name: Eveline Tripman

mobile_phone_number: +49 30 901820

JSON response body fields:

agent_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh

agent_number: 5987953

bank_id: gh.29.uk

currency: EUR

is_confirmed_agent: is_confirmed_agent

is_pending_agent: is_pending_agent

legal_name: Eveline Tripman

mobile_phone_number: +49 30 901820

Typical Successful Response: 

								
									
{
  "agent_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "bank_id":"gh.29.uk",
  "legal_name":"Eveline Tripman",
  "mobile_phone_number":"+49 30 901820",
  "agent_number":"5987953",
  "currency":"EUR",
  "is_confirmed_agent":false,
  "is_pending_agent":true
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-10001: Incorrect json format.
  • OBP-30328: Agent Number already exists. Please specify a different value for BANK_ID or AGENT_NUMBER.
  • OBP-30202: Could not create Agent.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv5.1.0, function_name: by createAgent, operation_id: OBPv5.1.0-createAgent Tags: Customer, Person,

Create Customer

The Customer resource stores the customer number (which is set by the backend), legal name, email, phone number, their date of birth, relationship status, education attained, a url for a profile image, KYC status etc.
Dates need to be in the format 2013-01-21T23:08:00Z

Note: If you need to set a specific customer number, use the Update Customer Number endpoint after this call.

Authentication is Mandatory

URL Parameters:

BANK_ID: gh.29.uk

JSON request body fields:

amount: 10.12

currency: EUR

date: 2020-01-27

legal_name: Eveline Tripman

mobile_phone_number: +49 30 901820

rating:

source:

url: http://www.example.com/id-docs/123/image.png

branch_id: DERBY6

credit_limit:

credit_rating:

customer_number: 5987953

date_of_birth: 2018-03-09

dependants: 1

dob_of_dependants: [2019-09-08, 2017-07-12]

email: felixsmith@example.com

employment_status: worker

face_image:

highest_education_attained: Master

kyc_status: false

last_ok_date: 2024-01-02T11:01:58.164Z

name_suffix: Sr

relationship_status: single

title: Dr.

JSON response body fields:

amount: 10.12

bank_id: gh.29.uk

branch_id: DERBY6

currency: EUR

customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh

customer_number: 5987953

date: 2020-01-27

date_of_birth: 2018-03-09

dependants: 1

dob_of_dependants: [2019-09-08, 2017-07-12]

email: felixsmith@example.com

employment_status: worker

face_image:

highest_education_attained: Master

kyc_status: false

last_ok_date: 2024-01-02T11:01:58.164Z

legal_name: Eveline Tripman

mobile_phone_number: +49 30 901820

name_suffix: Sr

rating:

relationship_status: single

source:

title: Dr.

url: http://www.example.com/id-docs/123/image.png

credit_limit:

credit_rating:

Typical Successful Response: 

								
									
{
  "bank_id":"gh.29.uk",
  "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "customer_number":"5987953",
  "legal_name":"Eveline Tripman",
  "mobile_phone_number":"+44 07972 444 876",
  "email":"felixsmith@example.com",
  "face_image":{
    "url":"www.openbankproject",
    "date":"1100-01-01T00:00:00Z"
  },
  "date_of_birth":"1100-01-01T00:00:00Z",
  "relationship_status":"single",
  "dependants":1,
  "dob_of_dependants":["1100-01-01T00:00:00Z"],
  "credit_rating":{
    "rating":"OBP",
    "source":"OBP"
  },
  "credit_limit":{
    "currency":"EUR",
    "amount":"0"
  },
  "highest_education_attained":"Master",
  "employment_status":"worker",
  "kyc_status":false,
  "last_ok_date":"2024-01-02T11:01:58Z",
  "title":"Dr.",
  "branch_id":"DERBY6",
  "name_suffix":"Sr"
}
Required Roles:
  • CanCreateCustomer - Please login to request this Role
  • CanCreateCustomerAtAnyBank - Please login to request this Role
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-10001: Incorrect json format.
  • OBP-30006: Customer Number already exists. Please specify a different value for BANK_ID or CUSTOMER_NUMBER.
  • OBP-20005: User not found. Please specify a valid value for USER_ID.
  • OBP-30007: The User is already linked to a Customer at the bank specified by BANK_ID
  • OBP-30024: Could not create Consumer
  • OBP-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Version: OBPv5.0.0, function_name: by createCustomer, operation_id: OBPv5.0.0-createCustomer Tags: Customer, Person,

Create Customer Account Link

Link a Customer to a Account

Authentication is Mandatory

URL Parameters:

BANK_ID: gh.29.uk

JSON request body fields:

account_id: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0

bank_id: gh.29.uk

customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh

relationship_type: Owner

JSON response body fields:

account_id: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0

bank_id: gh.29.uk

customer_account_link_id: xyz8a7e4-6d02-40e3-a129-0b2bf89de8uh

customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh

relationship_type: Owner

Typical Successful Response: 

								
									
{
  "customer_account_link_id":"xyz8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "bank_id":"gh.29.uk",
  "account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
  "relationship_type":"Owner"
}
Required Roles:
  • CanCreateCustomerAccountLink - Please login to request this Role
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-10001: Incorrect json format.
  • OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
  • OBP-20006: User is missing one or more roles:
  • OBP-30223: The Account is already linked to a Customer at the bank specified by BANK_ID
  • OBP-30224: Could not create the customer account link.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv5.0.0, function_name: by createCustomerAccountLink, operation_id: OBPv5.0.0-createCustomerAccountLink Tags: Customer, Account,

Create Customer Attribute

Create Customer Attribute

The type field must be one of "STRING", "INTEGER", "DOUBLE" or DATE_WITH_DAY"

Authentication is Mandatory

URL Parameters:

BANK_ID: gh.29.uk

CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh

JSON request body fields:

name: ACCOUNT_MANAGEMENT_FEE

type:

value: 5987953

JSON response body fields:

customer_attribute_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh

name: ACCOUNT_MANAGEMENT_FEE

type:

value: 5987953

Typical Successful Response: 

								
									
{
  "customer_attribute_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "name":"SPECIAL_TAX_NUMBER",
  "type":"STRING",
  "value":"123456789"
}
Required Roles:
  • CanCreateCustomerAttributeAtOneBank - Please login to request this Role
  • CanCreateCustomerAttributeAtAnyBank - Please login to request this Role
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Version: OBPv4.0.0, function_name: by createCustomerAttribute, operation_id: OBPv4.0.0-createCustomerAttribute Tags: Customer,

Create Customer Social Media Handle

Create a customer social media handle for the customer specified by CUSTOMER_ID

Authentication is Mandatory

URL Parameters:

BANK_ID: gh.29.uk

CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh

JSON request body fields:

customer_number: 5987953

date_activated:

date_added:

handle:

type:

JSON response body fields:

success:

Typical Successful Response: 

								
									
{
  "success":"Success"
}
Required Roles:
  • CanAddSocialMediaHandle - Please login to request this Role
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-10001: Incorrect json format.
  • OBP-30111: Invalid Bank Id. The BANK_ID should only contain 0-9/a-z/A-Z/'-'/'.'/'_', the length should be smaller than 255.
  • OBP-20006: User is missing one or more roles:
  • OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv2.0.0, function_name: by addSocialMediaHandle, operation_id: OBPv2.0.0-addSocialMediaHandle Tags: Customer,

Create Tax Residence

Create a Tax Residence for a Customer specified by CUSTOMER_ID.

Authentication is Mandatory

URL Parameters:

BANK_ID: gh.29.uk

CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh

JSON request body fields:

domain:

tax_number: 456

JSON response body fields:

domain:

tax_number: 456

tax_residence_id:

Typical Successful Response: 

								
									
{
  "domain":"Enter some domain",
  "tax_number":"Enter some number",
  "tax_residence_id":"902ba3bb-dedd-45e7-9319-2fd3f2cd98a1"
}
Required Roles:
  • CanCreateTaxResidence - Please login to request this Role
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by createTaxResidence, operation_id: OBPv3.1.0-createTaxResidence Tags: Customer, KYC,

Create User Customer Link

Link a User to a Customer

Authentication is Mandatory

URL Parameters:

BANK_ID: gh.29.uk

JSON request body fields:

customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh

user_id: 9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1

JSON response body fields:

customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh

date_inserted:

is_active: false

user_customer_link_id:

user_id: 9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1

Typical Successful Response: 

								
									
{
  "user_customer_link_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
  "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
  "date_inserted":"1100-01-01T00:00:00Z",
  "is_active":true
}
Required Roles:
  • CanCreateUserCustomerLinkAtAnyBank - Please login to request this Role
  • CanCreateUserCustomerLink - Please login to request this Role
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30111: Invalid Bank Id. The BANK_ID should only contain 0-9/a-z/A-Z/'-'/'.'/'_', the length should be smaller than 255.
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-10001: Incorrect json format.
  • OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
  • OBP-20006: User is missing one or more roles:
  • OBP-30007: The User is already linked to a Customer at the bank specified by BANK_ID
  • OBP-30025: Could not create user_customer_links
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv4.0.0, function_name: by createUserCustomerLinks, operation_id: OBPv4.0.0-createUserCustomerLinks Tags: Customer, User,

Create or Update Customer Attribute Definition

Create or Update Customer Attribute Definition

The category field must be one of: Customer

The type field must be one of; DOUBLE, STRING, INTEGER and DATE_WITH_DAY

Authentication is Mandatory

URL Parameters:

BANK_ID: gh.29.uk

JSON response body fields:

alias:

attribute_definition_id:

bank_id: gh.29.uk

can_be_seen_on_views: false

category:

description: Description of the object. Maximum length is 2000. It can be any characters here.

is_active: false

name: ACCOUNT_MANAGEMENT_FEE

type:

Typical Successful Response: 

								
									
{
  "attribute_definition_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
  "bank_id":"gh.29.uk",
  "name":"SPECIAL_TAX_NUMBER",
  "category":"Customer",
  "type":"STRING",
  "description":"description",
  "alias":"STRING",
  "can_be_seen_on_views":["bank"],
  "is_active":true
}
Required Roles:
  • CanCreateCustomerAttributeDefinitionAtOneBank - Please login to request this Role
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Version: OBPv4.0.0, function_name: by createOrUpdateCustomerAttributeAttributeDefinition, operation_id: OBPv4.0.0-createOrUpdateCustomerAttributeAttributeDefinition Tags: Customer,

Delete Customer Account Link

Delete Customer Account Link by CUSTOMER_ACCOUNT_LINK_ID

Authentication is Mandatory

URL Parameters:

BANK_ID: gh.29.uk

CUSTOMER_ACCOUNT_LINK_ID: xyz8a7e4-6d02-40e3-a129-0b2bf89de8uh

JSON response body fields:

Typical Successful Response:
Required Roles:
  • CanDeleteCustomerAccountLink - Please login to request this Role
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv5.0.0, function_name: by deleteCustomerAccountLinkById, operation_id: OBPv5.0.0-deleteCustomerAccountLinkById Tags: Customer,

Delete Customer Address

Delete an Address of the Customer specified by CUSTOMER_ADDRESS_ID.

Authentication is Mandatory

URL Parameters:

BANK_ID: gh.29.uk

CUSTOMER_ADDRESS_ID:

CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh

JSON response body fields:

Typical Successful Response:
Required Roles:
  • CanDeleteCustomerAddress - Please login to request this Role
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by deleteCustomerAddress, operation_id: OBPv3.1.0-deleteCustomerAddress Tags: Customer, KYC,

Delete Customer Attribute

Delete Customer Attribute

CustomerAttributes are used to enhance the OBP Customer object with Bank specific entities.

Delete a Customer Attribute by its id.

Authentication is Mandatory

URL Parameters:

BANK_ID: gh.29.uk

CUSTOMER_ATTRIBUTE_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh

CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh

JSON response body fields:

Typical Successful Response:
Required Roles:
  • CanDeleteCustomerAttributeAtOneBank - Please login to request this Role
  • CanDeleteCustomerAttributeAtAnyBank - Please login to request this Role
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv4.0.0, function_name: by deleteCustomerAttribute, operation_id: OBPv4.0.0-deleteCustomerAttribute Tags: Customer,

Delete Customer Attribute Definition

Delete Customer Attribute Definition by ATTRIBUTE_DEFINITION_ID

Authentication is Mandatory

URL Parameters:

ATTRIBUTE_DEFINITION_ID:

BANK_ID: gh.29.uk

JSON response body fields:

Typical Successful Response:
Required Roles:
  • CanDeleteCustomerAttributeDefinitionAtOneBank - Please login to request this Role
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Version: OBPv4.0.0, function_name: by deleteCustomerAttributeDefinition, operation_id: OBPv4.0.0-deleteCustomerAttributeDefinition Tags: Customer,

Delete Customer Cascade

Delete a Customer Cascade specified by CUSTOMER_ID.

Authentication is Mandatory

URL Parameters:

BANK_ID: gh.29.uk

CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh

JSON response body fields:

Typical Successful Response:
Required Roles:
  • CanDeleteCustomerCascade - Please login to request this Role
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
  • OBP-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv4.0.0, function_name: by deleteCustomerCascade, operation_id: OBPv4.0.0-deleteCustomerCascade Tags: Customer,

Delete Tax Residence

Delete a Tax Residence of the Customer specified by TAX_RESIDENCE_ID.

Authentication is Mandatory

URL Parameters:

BANK_ID: gh.29.uk

CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh

TAX_RESIDENCE_ID:

JSON response body fields:

Typical Successful Response:
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by deleteTaxResidence, operation_id: OBPv3.1.0-deleteTaxResidence Tags: Customer, KYC,

Delete User Customer Link

Delete User Customer Link by USER_CUSTOMER_LINK_ID

Authentication is Mandatory

URL Parameters:

BANK_ID: gh.29.uk

USER_CUSTOMER_LINK_ID:

JSON response body fields:

Typical Successful Response:
Required Roles:
  • CanDeleteUserCustomerLink - Please login to request this Role
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv4.0.0, function_name: by deleteUserCustomerLink, operation_id: OBPv4.0.0-deleteUserCustomerLink Tags: Customer,

Get CRM Events

Authentication is Mandatory

URL Parameters:

BANK_ID: gh.29.uk

JSON response body fields:

actual_date: 2020-01-27

bank_id: gh.29.uk

category:

channel:

crm_events:

customer_name:

customer_number: 5987953

detail:

id: d8839721-ad8f-45dd-9f78-2080414b93f9

result:

scheduled_date: 2020-01-27

Typical Successful Response: 

								
									
{
  "crm_events":[{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "bank_id":"gh.29.uk",
    "customer_name":"String",
    "customer_number":"5987953",
    "category":"String",
    "detail":"String",
    "channel":"String",
    "scheduled_date":"1100-01-01T00:00:00Z",
    "actual_date":"1100-01-01T00:00:00Z",
    "result":"String"
  }]
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • No CRM Events available.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv1.4.0, function_name: by getCrmEvents, operation_id: OBPv1.4.0-getCrmEvents Tags: Customer,

Get Correlated Entities for the current User

Correlated Entities are users and customers linked to the currently authenticated user via User-Customer-Links

Authentication is Mandatory

JSON response body fields:

amount: 10.12

bank_id: gh.29.uk

branch_id: DERBY6

correlated_entities: correlated_entities

currency: EUR

customer:

customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh

customer_number: 5987953

date: 2020-01-27

date_of_birth: 2018-03-09

dependants: 1

dob_of_dependants: [2019-09-08, 2017-07-12]

email: felixsmith@example.com

employment_status: worker

face_image:

highest_education_attained: Master

insert_date: 2020-01-27

kyc_status: false

last_ok_date: 2024-01-02T11:01:58.164Z

legal_name: Eveline Tripman

mobile_phone_number: +49 30 901820

name: ACCOUNT_MANAGEMENT_FEE

name_suffix: Sr

provider: ETHEREUM

provider_id:

rating:

relationship_status: single

source:

title: Dr.

type:

url: http://www.example.com/id-docs/123/image.png

user_attribute_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh

user_attributes: user_attributes

user_id: 9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1

username: felixsmith

users: user list

value: 5987953

credit_limit:

credit_rating:

Typical Successful Response: 

								
									
{
  "correlated_entities":[{
    "customer":{
      "bank_id":"gh.29.uk",
      "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
      "customer_number":"5987953",
      "legal_name":"Eveline Tripman",
      "mobile_phone_number":"+44 07972 444 876",
      "email":"felixsmith@example.com",
      "face_image":{
        "url":"www.openbankproject",
        "date":"1100-01-01T00:00:00Z"
      },
      "date_of_birth":"1100-01-01T00:00:00Z",
      "relationship_status":"single",
      "dependants":1,
      "dob_of_dependants":["1100-01-01T00:00:00Z"],
      "credit_rating":{
        "rating":"OBP",
        "source":"OBP"
      },
      "credit_limit":{
        "currency":"EUR",
        "amount":"0"
      },
      "highest_education_attained":"Master",
      "employment_status":"worker",
      "kyc_status":false,
      "last_ok_date":"2024-01-02T11:01:58Z",
      "title":"Dr.",
      "branch_id":"DERBY6",
      "name_suffix":"Sr"
    },
    "users":[{
      "user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
      "email":"felixsmith@example.com",
      "provider_id":"Chris",
      "provider":"http://127.0.0.1:8080",
      "username":"felixsmith",
      "user_attributes":[{
        "user_attribute_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
        "name":"BATTERY_LEVEL",
        "type":"STRING",
        "value":"90",
        "insert_date":"2025-01-02T11:01:58Z"
      }]
    }]
  }]
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv4.0.0, function_name: by getMyCorrelatedEntities, operation_id: OBPv4.0.0-getMyCorrelatedEntities Tags: Customer,

Get Correlated User Info by Customer

Get Correlated User Info by CUSTOMER_ID

Authentication is Mandatory

URL Parameters:

BANK_ID: gh.29.uk

CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh

JSON response body fields:

amount: 10.12

bank_id: gh.29.uk

branch_id: DERBY6

currency: EUR

customer:

customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh

customer_number: 5987953

date: 2020-01-27

date_of_birth: 2018-03-09

dependants: 1

dob_of_dependants: [2019-09-08, 2017-07-12]

email: felixsmith@example.com

employment_status: worker

face_image:

highest_education_attained: Master

insert_date: 2020-01-27

kyc_status: false

last_ok_date: 2024-01-02T11:01:58.164Z

legal_name: Eveline Tripman

mobile_phone_number: +49 30 901820

name: ACCOUNT_MANAGEMENT_FEE

name_suffix: Sr

provider: ETHEREUM

provider_id:

rating:

relationship_status: single

source:

title: Dr.

type:

url: http://www.example.com/id-docs/123/image.png

user_attribute_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh

user_attributes: user_attributes

user_id: 9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1

username: felixsmith

users: user list

value: 5987953

credit_limit:

credit_rating: