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v5.0.0 filtered by tags: Account ... (74 APIs)

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

Check Available Funds

Check Available Funds
Mandatory URL parameters:

  • amount=NUMBER
  • currency=STRING

Authentication is Mandatory

URL Parameters:

JSON response body fields:

  • [date](/glossary#Scenario 6: Update credit score based on transaction and device data.): 2020-01-27
Typical Successful Response:

								
									
{
  "answer":"yes",
  "date":"2022-09-12T20:14:21Z",
  "available_funds_request_id":"c4ykz59svsr9b7fmdxk8ezs7"
}
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-20054: Invalid amount. Please specify a valid value for amount.
  • OBP-10003: Invalid Currency Value. It should be three letters ISO Currency Code.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by checkFundsAvailable, operation_id: OBPv3.1.0-checkFundsAvailable Tags: Account, Confirmation of Funds Service (PIIS), PSD2, New-Style,

Create Account (POST)

Create Account at bank specified by BANK_ID.

The User can create an Account for himself - or - the User that has the USER_ID specified in the POST body.

If the POST body USER_ID is specified, the logged in user must have the Role CanCreateAccount. Once created, the Account will be owned by the User specified by USER_ID.

If the POST body USER_ID is not specified, the account will be owned by the logged in User.

The 'product_code' field SHOULD be a product_code from Product.
If the product_code matches a product_code from Product, account attributes will be created that match the Product Attributes.

Note: The Amount MUST be zero.

Authentication is Mandatory

URL Parameters:

JSON request body fields:

JSON response body fields:

Typical Successful Response:

								
									
{
  "account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
  "user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
  "label":"My Account",
  "product_code":"1234BW",
  "balance":{
    "currency":"EUR",
    "amount":"0"
  },
  "branch_id":"DERBY6",
  "account_routings":[{
    "scheme":"AccountNumber",
    "address":"4930396"
  }],
  "account_attributes":[{
    "product_code":"1234BW",
    "account_attribute_id":"613c83ea-80f9-4560-8404-b9cd4ec42a7f",
    "name":"OVERDRAFT_START_DATE",
    "type":"DATE_WITH_DAY",
    "value":"2012-04-23"
  }]
}
Required Roles:
  • CanCreateAccount - Please login to request this Role
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-10001: Incorrect json format.
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
  • OBP-30106: Invalid Balance Amount.
  • OBP-30112: Invalid Number. Initial balance must be a number, e.g 1000.00
  • OBP-30109: Initial Balance of Account must be Zero (0).
  • OBP-30105: Invalid Balance Currency.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv4.0.0, function_name: by addAccount, operation_id: OBPv4.0.0-addAccount Tags: Account, New-Style,

Create Account Attribute

Create Account Attribute

Account Attributes are used to describe a financial Product with a list of typed key value pairs.

Each Account Attribute is linked to its Account by ACCOUNT_ID

Typical account attributes might be:

ISIN (for International bonds)
VKN (for German bonds)
REDCODE (markit short code for credit derivative)
LOAN_ID (e.g. used for Anacredit reporting)

ISSUE_DATE (When the bond was issued in the market)
MATURITY_DATE (End of life time of a product)
TRADABLE

See FPML for more examples.

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

Authentication is Mandatory

URL Parameters:

JSON request body fields:

JSON response body fields:

Typical Successful Response:

								
									
{
  "product_code":"1234BW",
  "account_attribute_id":"613c83ea-80f9-4560-8404-b9cd4ec42a7f",
  "name":"OVERDRAFT_START_DATE",
  "type":"DATE_WITH_DAY",
  "value":"2012-04-23"
}
Required Roles:
  • CanCreateAccountAttributeAtOneBank - 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-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Version: OBPv3.1.0, function_name: by createAccountAttribute, operation_id: OBPv3.1.0-createAccountAttribute Tags: Account, New-Style,

Create or Update Account Attribute Definition

Create or Update Account Attribute Definition

The category field must be Account

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

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "attribute_definition_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
  "bank_id":"gh.29.uk",
  "name":"SPECIAL_TAX_NUMBER",
  "category":"Account",
  "type":"STRING",
  "description":"description",
  "alias":"STRING",
  "can_be_seen_on_views":["bank"],
  "is_active":true
}
Required Roles:
  • CanCreateAccountAttributeDefinitionAtOneBank - 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 createOrUpdateAccountAttributeDefinition, operation_id: OBPv4.0.0-createOrUpdateAccountAttributeDefinition Tags: Account, New-Style,

Delete Account Attribute Definition

Delete Account Attribute Definition by ATTRIBUTE_DEFINITION_ID

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:
Required Roles:
  • CanDeleteAccountAttributeDefinitionAtOneBank - 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 deleteAccountAttributeDefinition, operation_id: OBPv4.0.0-deleteAccountAttributeDefinition Tags: Account, New-Style,

Delete Account Cascade

Delete an Account Cascade specified by ACCOUNT_ID.

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:
Required Roles:
  • CanDeleteAccountCascade - 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-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv4.0.0, function_name: by deleteAccountCascade, operation_id: OBPv4.0.0-deleteAccountCascade Tags: Account, New-Style,

Get Account Attribute Definition

Get Account Attribute Definition

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "attributes":[{
    "attribute_definition_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
    "bank_id":"gh.29.uk",
    "name":"SPECIAL_TAX_NUMBER",
    "category":"Account",
    "type":"STRING",
    "description":"description",
    "alias":"STRING",
    "can_be_seen_on_views":["bank"],
    "is_active":true
  }]
}
Required Roles:
  • CanGetAccountAttributeDefinitionAtOneBank - 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 getAccountAttributeDefinition, operation_id: OBPv4.0.0-getAccountAttributeDefinition Tags: Account, New-Style,

Get Account Balances

Get the Balances for one Account of the current User at one bank.

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
  "bank_id":"gh.29.uk",
  "account_routings":[{
    "scheme":"accountNumber",
    "address":"123456"
  }],
  "label":"My Account",
  "balances":[{
    "type":"",
    "currency":"EUR",
    "amount":"10"
  }]
}
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-30065: Cannot find account access.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv4.0.0, function_name: by getBankAccountBalances, operation_id: OBPv4.0.0-getBankAccountBalances Tags: Account, Account Information Service (AIS), PSD2, New-Style,

Get Account by Account Routing

This endpoint returns the account (if it exists) linked with the provided scheme and address.

The bank_id field is optional, but if it's not provided, we don't guarantee that the returned account is unique across all the banks.

Example of account routing scheme: IBAN, "OBP", "AccountNumber", ...
Example of account routing address: DE17500105178275645584, "321774cc-fccd-11ea-adc1-0242ac120002", "55897106215", ...

Authentication is Mandatory

JSON request body fields:

JSON response body fields:

Typical Successful Response:

								
									
{
  "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
  "label":"NoneLabel",
  "number":"123",
  "owners":[{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "provider":"http://127.0.0.1:8080",
    "display_name":"OBP"
  }],
  "product_code":"1234BW",
  "balance":{
    "currency":"EUR",
    "amount":"0"
  },
  "views_available":[{
    "id":"123",
    "short_name":"short_name",
    "description":"description",
    "is_public":true,
    "alias":"None",
    "hide_metadata_if_alias_used":true,
    "can_add_comment":true,
    "can_add_corporate_location":true,
    "can_add_image":true,
    "can_add_image_url":true,
    "can_add_more_info":true,
    "can_add_open_corporates_url":true,
    "can_add_physical_location":true,
    "can_add_private_alias":true,
    "can_add_public_alias":true,
    "can_add_tag":true,
    "can_add_url":true,
    "can_add_where_tag":true,
    "can_delete_comment":true,
    "can_delete_corporate_location":true,
    "can_delete_image":true,
    "can_delete_physical_location":true,
    "can_delete_tag":true,
    "can_delete_where_tag":true,
    "can_edit_owner_comment":true,
    "can_see_bank_account_balance":true,
    "can_see_bank_account_bank_name":true,
    "can_see_bank_account_currency":true,
    "can_see_bank_account_iban":true,
    "can_see_bank_account_label":true,
    "can_see_bank_account_national_identifier":true,
    "can_see_bank_account_number":true,
    "can_see_bank_account_owners":true,
    "can_see_bank_account_swift_bic":true,
    "can_see_bank_account_type":true,
    "can_see_comments":true,
    "can_see_corporate_location":true,
    "can_see_image_url":true,
    "can_see_images":true,
    "can_see_more_info":true,
    "can_see_open_corporates_url":true,
    "can_see_other_account_bank_name":true,
    "can_see_other_account_iban":true,
    "can_see_other_account_kind":true,
    "can_see_other_account_metadata":true,
    "can_see_other_account_national_identifier":true,
    "can_see_other_account_number":true,
    "can_see_other_account_swift_bic":true,
    "can_see_owner_comment":true,
    "can_see_physical_location":true,
    "can_see_private_alias":true,
    "can_see_public_alias":true,
    "can_see_tags":true,
    "can_see_transaction_amount":true,
    "can_see_transaction_balance":true,
    "can_see_transaction_currency":true,
    "can_see_transaction_description":true,
    "can_see_transaction_finish_date":true,
    "can_see_transaction_metadata":true,
    "can_see_transaction_other_bank_account":true,
    "can_see_transaction_start_date":true,
    "can_see_transaction_this_bank_account":true,
    "can_see_transaction_type":true,
    "can_see_url":true,
    "can_see_where_tag":true
  }],
  "bank_id":"gh.29.uk",
  "account_routings":[{
    "scheme":"AccountNumber",
    "address":"4930396"
  }],
  "account_attributes":[{
    "product_code":"1234BW",
    "account_attribute_id":"613c83ea-80f9-4560-8404-b9cd4ec42a7f",
    "name":"OVERDRAFT_START_DATE",
    "type":"DATE_WITH_DAY",
    "value":"2012-04-23"
  }],
  "tags":[{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "value":"OBP",
    "date":"1100-01-01T00:00:00Z",
    "user":{
      "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
      "provider":"http://127.0.0.1:8080",
      "display_name":"OBP"
    }
  }]
}
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-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv4.0.0, function_name: by getAccountByAccountRouting, operation_id: OBPv4.0.0-getAccountByAccountRouting Tags: Account, New-Style,

Get Account by Id (Core)

Information returned about the account specified by ACCOUNT_ID:

  • Number - The human readable account number given by the bank that identifies the account.
  • Label - A label given by the owner of the account
  • Owners - Users that own this account
  • Type - The type of account
  • Balance - Currency and Value
  • Account Routings - A list that might include IBAN or national account identifiers
  • Account Rules - A list that might include Overdraft and other bank specific rules
  • Tags - A list of Tags assigned to this account

This call returns the owner view and requires access to that view.

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
  "bank_id":"gh.29.uk",
  "label":"My Account",
  "number":"546387432",
  "product_code":"AC",
  "balance":{
    "currency":"EUR",
    "amount":"0"
  },
  "account_routings":[{
    "scheme":"AccountNumber",
    "address":"4930396"
  }],
  "views_basic":["owner"]
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv4.0.0, function_name: by getCoreAccountById, operation_id: OBPv4.0.0-getCoreAccountById Tags: Account, Account Information Service (AIS), PSD2, New-Style,

Get Account by Id (Full)

Information returned about an account specified by ACCOUNT_ID as moderated by the view (VIEW_ID):

  • Number
  • Owners
  • Type
  • Balance
  • IBAN
  • Available views (sorted by short_name)

More details about the data moderation by the view here.

PSD2 Context: PSD2 requires customers to have access to their account information via third party applications.
This call provides balance and other account information via delegated authentication using OAuth.

Authentication is required if the 'is_public' field in view (VIEW_ID) is not set to true.

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
  "label":"NoneLabel",
  "number":"123",
  "owners":[{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "provider":"http://127.0.0.1:8080",
    "display_name":"OBP"
  }],
  "product_code":"1234BW",
  "balance":{
    "currency":"EUR",
    "amount":"0"
  },
  "views_available":[{
    "id":"123",
    "short_name":"short_name",
    "description":"description",
    "is_public":true,
    "alias":"None",
    "hide_metadata_if_alias_used":true,
    "can_add_comment":true,
    "can_add_corporate_location":true,
    "can_add_image":true,
    "can_add_image_url":true,
    "can_add_more_info":true,
    "can_add_open_corporates_url":true,
    "can_add_physical_location":true,
    "can_add_private_alias":true,
    "can_add_public_alias":true,
    "can_add_tag":true,
    "can_add_url":true,
    "can_add_where_tag":true,
    "can_delete_comment":true,
    "can_delete_corporate_location":true,
    "can_delete_image":true,
    "can_delete_physical_location":true,
    "can_delete_tag":true,
    "can_delete_where_tag":true,
    "can_edit_owner_comment":true,
    "can_see_bank_account_balance":true,
    "can_see_bank_account_bank_name":true,
    "can_see_bank_account_currency":true,
    "can_see_bank_account_iban":true,
    "can_see_bank_account_label":true,
    "can_see_bank_account_national_identifier":true,
    "can_see_bank_account_number":true,
    "can_see_bank_account_owners":true,
    "can_see_bank_account_swift_bic":true,
    "can_see_bank_account_type":true,
    "can_see_comments":true,
    "can_see_corporate_location":true,
    "can_see_image_url":true,
    "can_see_images":true,
    "can_see_more_info":true,
    "can_see_open_corporates_url":true,
    "can_see_other_account_bank_name":true,
    "can_see_other_account_iban":true,
    "can_see_other_account_kind":true,
    "can_see_other_account_metadata":true,
    "can_see_other_account_national_identifier":true,
    "can_see_other_account_number":true,
    "can_see_other_account_swift_bic":true,
    "can_see_owner_comment":true,
    "can_see_physical_location":true,
    "can_see_private_alias":true,
    "can_see_public_alias":true,
    "can_see_tags":true,
    "can_see_transaction_amount":true,
    "can_see_transaction_balance":true,
    "can_see_transaction_currency":true,
    "can_see_transaction_description":true,
    "can_see_transaction_finish_date":true,
    "can_see_transaction_metadata":true,
    "can_see_transaction_other_bank_account":true,
    "can_see_transaction_start_date":true,
    "can_see_transaction_this_bank_account":true,
    "can_see_transaction_type":true,
    "can_see_url":true,
    "can_see_where_tag":true
  }],
  "bank_id":"gh.29.uk",
  "account_routings":[{
    "scheme":"AccountNumber",
    "address":"4930396"
  }],
  "account_attributes":[{
    "product_code":"1234BW",
    "account_attribute_id":"613c83ea-80f9-4560-8404-b9cd4ec42a7f",
    "name":"OVERDRAFT_START_DATE",
    "type":"DATE_WITH_DAY",
    "value":"2012-04-23"
  }],
  "tags":[{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "value":"OBP",
    "date":"1100-01-01T00:00:00Z",
    "user":{
      "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
      "provider":"http://127.0.0.1:8080",
      "display_name":"OBP"
    }
  }]
}
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-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv4.0.0, function_name: by getPrivateAccountByIdFull, operation_id: OBPv4.0.0-getPrivateAccountByIdFull Tags: Account, New-Style,

Get Accounts Balances

Get the Balances for the Accounts of the current User at one bank.

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "accounts":[{
    "account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
    "bank_id":"gh.29.uk",
    "account_routings":[{
      "scheme":"accountNumber",
      "address":"123456"
    }],
    "label":"My Account",
    "balances":[{
      "type":"",
      "currency":"EUR",
      "amount":"10"
    }]
  }]
}
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 getBankAccountsBalances, operation_id: OBPv4.0.0-getBankAccountsBalances Tags: Account, Account Information Service (AIS), PSD2, New-Style,

Get Accounts Held

Get Accounts held by the current User if even the User has not been assigned the owner View yet.

Can be used to onboard the account to the API - since all other account and transaction endpoints require views to be assigned.

optional request parameters:

  • account_type_filter: one or many accountType value, split by comma
  • account_type_filter_operation: the filter type of account_type_filter, value must be INCLUDE or EXCLUDE

whole url example:
/banks/BANK_ID/accounts-held?account_type_filter=330,CURRENT+PLUS&account_type_filter_operation=INCLUDE

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "accounts":[{
    "id":"12314",
    "label":"My Account",
    "bank_id":"123",
    "number":"123",
    "account_routings":[{
      "scheme":"AccountNumber",
      "address":"4930396"
    }]
  }]
}
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: OBPv3.0.0, function_name: by getAccountsHeld, operation_id: OBPv3.0.0-getAccountsHeld Tags: Account, Account Information Service (AIS), View-Custom, PSD2, New-Style,

Get Accounts Minimal for a Customer

Get Accounts Minimal by CUSTOMER_ID

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "accounts":[{
    "bank_id":"gh.29.uk",
    "account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
    "view_id":"owner"
  }]
}
Required Roles:
  • CanGetAccountsMinimalForCustomerAtAnyBank - 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-30002: Customer not found. Please specify a valid value for CUSTOMER_NUMBER.
  • OBP-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Version: OBPv4.0.0, function_name: by getAccountsMinimalByCustomerId, operation_id: OBPv4.0.0-getAccountsMinimalByCustomerId Tags: Account, New-Style,

Get Accounts at Bank

Returns the list of accounts at BANK_ID that the user has access to.
For each account the API returns the account ID and the views available to the user..
Each account must have at least one private View.

optional request parameters for filter with attributes
URL params example: /banks/some-bank-id/accounts?manager=John&count=8

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "accounts":[{
    "id":"8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0",
    "label":"NoneLabel",
    "bank_id":"gh.29.uk",
    "views_available":[{
      "id":"1",
      "short_name":"HHH",
      "is_public":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-50000: Unknown Error.
Connector Methods:
Version: OBPv4.0.0, function_name: by getPrivateAccountsAtOneBank, operation_id: OBPv4.0.0-getPrivateAccountsAtOneBank Tags: Account, PrivateData, PublicData, New-Style,

Get Accounts at Bank (IDs only)

Returns only the list of accounts ids at BANK_ID that the user has access to.

Each account must have at least one private View.

For each account the API returns its account ID.

If you want to see more information on the Views, use the Account Detail call.

optional request parameters:

  • account_type_filter: one or many accountType value, split by comma
  • account_type_filter_operation: the filter type of account_type_filter, value must be INCLUDE or EXCLUDE

whole url example:
/banks/BANK_ID/accounts/account_ids/private?account_type_filter=330,CURRENT+PLUS&account_type_filter_operation=INCLUDE

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "accounts":[{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf"
  }]
}
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: OBPv3.0.0, function_name: by getPrivateAccountIdsbyBankId, operation_id: OBPv3.0.0-getPrivateAccountIdsbyBankId Tags: Account, Account Information Service (AIS), PSD2, New-Style,

Get Accounts at Bank (Minimal)

Returns the minimal list of private accounts at BANK_ID that the user has access to.
For each account, the API returns the ID, routing addresses and the views available to the current user.

If you want to see more information on the Views, use the Account Detail call.

optional request parameters:

  • account_type_filter: one or many accountType value, split by comma
  • account_type_filter_operation: the filter type of account_type_filter, value must be INCLUDE or EXCLUDE

whole url example:
/banks/BANK_ID/accounts/private?account_type_filter=330,CURRENT+PLUS&account_type_filter_operation=INCLUDE

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "accounts":[{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "label":"String",
    "bank_id":"gh.29.uk",
    "account_type":"330",
    "account_routings":[{
      "scheme":"AccountNumber",
      "address":"4930396"
    }],
    "views":[{
      "id":"owner",
      "short_name":"Owner",
      "description":"This view is for the owner for the account.",
      "is_public":false
    }]
  }]
}
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: OBPv3.0.0, function_name: by privateAccountsAtOneBank, operation_id: OBPv3.0.0-privateAccountsAtOneBank Tags: Account, Account Information Service (AIS), New-Style, PSD2,

Get Accounts at all Banks (private)

Returns the list of accounts containing private views for the user.
Each account lists the views available to the user.

optional request parameters:

  • account_type_filter: one or many accountType value, split by comma
  • account_type_filter_operation: the filter type of account_type_filter, value must be INCLUDE or EXCLUDE

whole url example:
/my/accounts?account_type_filter=330,CURRENT+PLUS&account_type_filter_operation=INCLUDE

Authentication is Mandatory

JSON response body fields:

Typical Successful Response:

								
									
{
  "accounts":[{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "label":"String",
    "bank_id":"gh.29.uk",
    "account_type":"330",
    "account_routings":[{
      "scheme":"AccountNumber",
      "address":"4930396"
    }],
    "views":[{
      "id":"owner",
      "short_name":"Owner",
      "description":"This view is for the owner for the account.",
      "is_public":false
    }]
  }]
}
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: OBPv3.0.0, function_name: by corePrivateAccountsAllBanks, operation_id: OBPv3.0.0-corePrivateAccountsAllBanks Tags: Account, Account Information Service (AIS), PrivateData, PSD2, New-Style,

Get Accounts by Account Routing Regex

This endpoint returns an array of accounts matching the provided routing scheme and the routing address regex.

The bank_id field is optional.

Example of account routing scheme: IBAN, OBP, AccountNumber, ...
Example of account routing address regex: DE175.*, 55897106215-[A-Z]{3}, ...

This endpoint can be used to retrieve multiples accounts matching a same account routing address pattern.
For example, if you want to link multiple accounts having different currencies, you can create an account
with 123456789-EUR as Account Number and an other account with 123456789-USD as Account Number.
So we can identify the Account Number as 123456789, so to get all the accounts with the same account number
and the different currencies, we can use this body in the request :

{
   "bank_id": "BANK_ID",
   "account_routing": {
       "scheme": "AccountNumber",
       "address": "123456789-[A-Z]{3}"
   }
}

This request will returns the accounts matching the routing address regex (123456789-EUR and 123456789-USD).

Authentication is Mandatory

JSON request body fields:

JSON response body fields:

Typical Successful Response:

								
									
{
  "accounts":[{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "label":"NoneLabel",
    "number":"123",
    "owners":[{
      "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
      "provider":"http://127.0.0.1:8080",
      "display_name":"OBP"
    }],
    "product_code":"1234BW",
    "balance":{
      "currency":"EUR",
      "amount":"0"
    },
    "views_available":[{
      "id":"123",
      "short_name":"short_name",
      "description":"description",
      "is_public":true,
      "alias":"None",
      "hide_metadata_if_alias_used":true,
      "can_add_comment":true,
      "can_add_corporate_location":true,
      "can_add_image":true,
      "can_add_image_url":true,
      "can_add_more_info":true,
      "can_add_open_corporates_url":true,
      "can_add_physical_location":true,
      "can_add_private_alias":true,
      "can_add_public_alias":true,
      "can_add_tag":true,
      "can_add_url":true,
      "can_add_where_tag":true,
      "can_delete_comment":true,
      "can_delete_corporate_location":true,
      "can_delete_image":true,
      "can_delete_physical_location":true,
      "can_delete_tag":true,
      "can_delete_where_tag":true,
      "can_edit_owner_comment":true,
      "can_see_bank_account_balance":true,
      "can_see_bank_account_bank_name":true,
      "can_see_bank_account_currency":true,
      "can_see_bank_account_iban":true,
      "can_see_bank_account_label":true,
      "can_see_bank_account_national_identifier":true,
      "can_see_bank_account_number":true,
      "can_see_bank_account_owners":true,
      "can_see_bank_account_swift_bic":true,
      "can_see_bank_account_type":true,
      "can_see_comments":true,
      "can_see_corporate_location":true,
      "can_see_image_url":true,
      "can_see_images":true,
      "can_see_more_info":true,
      "can_see_open_corporates_url":true,
      "can_see_other_account_bank_name":true,
      "can_see_other_account_iban":true,
      "can_see_other_account_kind":true,
      "can_see_other_account_metadata":true,
      "can_see_other_account_national_identifier":true,
      "can_see_other_account_number":true,
      "can_see_other_account_swift_bic":true,
      "can_see_owner_comment":true,
      "can_see_physical_location":true,
      "can_see_private_alias":true,
      "can_see_public_alias":true,
      "can_see_tags":true,
      "can_see_transaction_amount":true,
      "can_see_transaction_balance":true,
      "can_see_transaction_currency":true,
      "can_see_transaction_description":true,
      "can_see_transaction_finish_date":true,
      "can_see_transaction_metadata":true,
      "can_see_transaction_other_bank_account":true,
      "can_see_transaction_start_date":true,
      "can_see_transaction_this_bank_account":true,
      "can_see_transaction_type":true,
      "can_see_url":true,
      "can_see_where_tag":true
    }],
    "bank_id":"gh.29.uk",
    "account_routings":[{
      "scheme":"AccountNumber",
      "address":"4930396"
    }],
    "account_attributes":[{
      "product_code":"1234BW",
      "account_attribute_id":"613c83ea-80f9-4560-8404-b9cd4ec42a7f",
      "name":"OVERDRAFT_START_DATE",
      "type":"DATE_WITH_DAY",
      "value":"2012-04-23"
    }],
    "tags":[{
      "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
      "value":"OBP",
      "date":"1100-01-01T00:00:00Z",
      "user":{
        "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
        "provider":"http://127.0.0.1:8080",
        "display_name":"OBP"
      }
    }]
  }]
}
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-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv4.0.0, function_name: by getAccountsByAccountRoutingRegex, operation_id: OBPv4.0.0-getAccountsByAccountRoutingRegex Tags: Account, New-Style,

Get Checkbook orders

Get all checkbook orders

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "account":{
    "bank_id":"gh.29.uk",
    "account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
    "account_type":"330",
    "account_routings":[{
      "scheme":"AccountNumber",
      "address":"4930396"
    }],
    "branch_routings":[{
      "scheme":"BranchNumber",
      "address":"678"
    }]
  },
  "orders":[{
    "order":{
      "order_id":"xjksajfkj",
      "order_date":"07082013",
      "number_of_checkbooks":"4",
      "distribution_channel":"1201",
      "status":"2",
      "first_check_number":"5165276",
      "shipping_code":"1"
    }
  }]
}
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-50211: Connector did not return the set of check book.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by getCheckbookOrders, operation_id: OBPv3.1.0-getCheckbookOrders Tags: Account, New-Style,

Get Fast Firehose Accounts at Bank

This endpoint allows bulk access to accounts.

optional pagination parameters for filter with accounts

Possible custom url parameters for pagination:

  • limit=NUMBER ==> default value: 50
  • offset=NUMBER ==> default value: 0

eg1:?limit=100&offset=0

  • sort_direction=ASC/DESC ==> default value: DESC.

eg2:?limit=100&offset=0&sort_direction=ASC

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "accounts":[{
    "id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
    "bank_id":"gh.29.uk",
    "label":"My Account",
    "number":"no-example-provided",
    "owners":"user_id:b27327a2-a822-41e5-a909-0150da688939,provider:https://finx22openplatform.fintech-galaxy.com,user_name:synth_user_1_54891",
    "product_code":"1234BW",
    "balance":{
      "currency":"EUR",
      "amount":"0"
    },
    "account_routings":"bank_id:bisb.com,account_id:c590e38e-847c-466f-9a62-f2ad67daf106",
    "account_attributes":"type:INTEGER,code:Loan1,value:0,type:STRING,code:Loan1,value:4421.783"
  }]
}
Required Roles:
  • CanUseAccountFirehoseAtAnyBank - Please login to request this Role
  • CanUseAccountFirehose - Please login to request this Role
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Version: OBPv4.0.0, function_name: by getFastFirehoseAccountsAtOneBank, operation_id: OBPv4.0.0-getFastFirehoseAccountsAtOneBank Tags: Account, Account-Firehose, FirehoseData, New-Style,

Get Firehose Accounts at Bank

Get Accounts which have a firehose view assigned to them.

This endpoint allows bulk access to accounts.

Requires the CanUseFirehoseAtAnyBank Role

To be shown on the list, each Account must have a firehose View linked to it.

A firehose view has is_firehose = true

For VIEW_ID try 'owner'

optional request parameters for filter with attributes
URL params example:
/banks/some-bank-id/firehose/accounts/views/owner?manager=John&count=8

to invalid Browser cache, add timestamp query parameter as follow, the parameter name must be _timestamp_
URL params example:
/banks/some-bank-id/firehose/accounts/views/owner?manager=John&count=8&_timestamp_=1596762180358

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "accounts":[{
    "id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
    "bank_id":"gh.29.uk",
    "label":"My Account",
    "number":"no-example-provided",
    "owners":[{
      "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
      "provider":"http://127.0.0.1:8080",
      "display_name":"OBP"
    }],
    "product_code":"1234BW",
    "balance":{
      "currency":"EUR",
      "amount":"0"
    },
    "account_routings":[{
      "scheme":"AccountNumber",
      "address":"4930396"
    }],
    "account_rules":[{
      "scheme":"OVERDRAFT",
      "value":"10"
    }]
  }]
}
Required Roles:
  • CanUseAccountFirehoseAtAnyBank - Please login to request this Role
  • CanUseAccountFirehose - Please login to request this Role
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Version: OBPv4.0.0, function_name: by getFirehoseAccountsAtOneBank, operation_id: OBPv4.0.0-getFirehoseAccountsAtOneBank Tags: Account, Account-Firehose, FirehoseData, New-Style,

Update Account

Update the account.

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "bank_id":"gh.29.uk",
  "account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
  "label":"Label",
  "type":"CURRENT",
  "branch_id":"1234",
  "account_routings":[{
    "scheme":"IBAN",
    "address":"DE91 1000 0000 0123 4567 89"
  }]
}
Required Roles:
  • CanUpdateAccount - Please login to request this Role
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-10001: Incorrect json format.
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-50000: Unknown Error.
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Version: OBPv3.1.0, function_name: by updateAccount, operation_id: OBPv3.1.0-updateAccount Tags: Account, New-Style,

Update Account Attribute

Update Account Attribute

Account Attributes are used to describe a financial Product with a list of typed key value pairs.

Each Account Attribute is linked to its Account by ACCOUNT_ID

Typical account attributes might be:

ISIN (for International bonds)
VKN (for German bonds)
REDCODE (markit short code for credit derivative)
LOAN_ID (e.g. used for Anacredit reporting)

ISSUE_DATE (When the bond was issued in the market)
MATURITY_DATE (End of life time of a product)
TRADABLE

See FPML for more examples.

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "product_code":"1234BW",
  "account_attribute_id":"613c83ea-80f9-4560-8404-b9cd4ec42a7f",
  "name":"OVERDRAFT_START_DATE",
  "type":"DATE_WITH_DAY",
  "value":"2012-04-23"
}
Required Roles:
  • CanUpdateAccountAttribute - 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-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Version: OBPv3.1.0, function_name: by updateAccountAttribute, operation_id: OBPv3.1.0-updateAccountAttribute Tags: Account, New-Style,

Update Account Label

Update the label for the account. The label is how the account is known to the account owner e.g. 'My savings account'

Authentication is Mandatory

URL Parameters:

JSON request body fields:

JSON response body fields:

Typical Successful Response:

								
									
{
  "success":"Success"
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-10001: Incorrect json format.
  • 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-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • user does not have access to owner view on account
Connector Methods:
Version: OBPv4.0.0, function_name: by updateAccountLabel, operation_id: OBPv4.0.0-updateAccountLabel Tags: Account, New-Style,

Validate and check IBAN number

Validate and check IBAN number for errors

Authentication is Optional

JSON request body fields:

JSON response body fields:

Typical Successful Response:

								
									
{
  "is_valid":true,
  "details":{
    "bank_routings":[{
      "scheme":"BIC",
      "address":"SOGEDEFF"
    }],
    "bank":"Societe Generale",
    "branch":"",
    "address":"Neue mainzer strasse 46-50",
    "city":"Frankfurt am Main",
    "postcode":"60311",
    "phone":"",
    "country":"Germany",
    "attributes":[{
      "name":"country_iso",
      "value":""
    },{
      "name":"sepa_credit_transfer",
      "value":"YES"
    },{
      "name":"sepa_direct_debit",
      "value":"YES"
    },{
      "name":"sepa_sdd_core",
      "value":"YES"
    },{
      "name":"sepa_b2b",
      "value":"YES"
    },{
      "name":"sepa_card_clearing",
      "value":"YES"
    }]
  }
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv4.0.0, function_name: by ibanChecker, operation_id: OBPv4.0.0-ibanChecker Tags: Account, New-Style,

Create (DAuth) User with Account Access

This endpoint is used as part of the DAuth solution to grant access to account and transaction data to a smart contract on the blockchain.

Put the smart contract address in username

For provider use "dauth"

This endpoint will create the (DAuth) User with username and provider if the User does not already exist.

Authentication is Mandatory and the logged in user needs to be account holder.

For information about DAuth see below:

DAuth

DAuth Introduction, Setup and Usage

DAuth is an experimental authentication mechanism that aims to pin an ethereum or other blockchain Smart Contract to an OBP "User".

In the future, it might be possible to be more specific and pin specific actors (wallets) that are acting within the smart contract, but so far, one smart contract acts on behalf of one User.

Thus, if a smart contract "X" calls the OBP API using the DAuth header, OBP will get or create a user called X and the call will proceed in the context of that User "X".

DAuth is invoked by the REST client (caller) including a specific header (see step 3 below) in any OBP REST call.

When OBP receives the DAuth token, it creates or gets a User with a username based on the smart_contract_address and the provider based on the network_name. The combination of username and provider is unique in OBP.

If you are calling OBP-API via an API3 Airnode, the Airnode will take care of constructing the required header.

When OBP detects a DAuth header / token it first checks if the Consumer is allowed to make such a call. OBP will validate the Consumer ip address and signature etc.

Note: The DAuth flow does not require an explicit POST like Direct Login to create the token.

Permissions may be assigned to an OBP User at any time, via the UserAuthContext, Views, Entitlements to Roles or Consents.

Note: DAuth is NOT enabled on this instance!

Note: The DAuth client is responsible for creating a token which will be trusted by OBP absolutely!

To use DAuth:

1) Configure OBP API to accept DAuth.

Set up properties in your props file

# -- DAuth --------------------------------------
# Define secret used to validate JWT token
# jwt.public_key_rsa=path-to-the-pem-file
# Enable/Disable DAuth communication at all
# In case isn't defined default value is false
# allow_dauth=false
# Define comma separated list of allowed IP addresses
# dauth.host=127.0.0.1
# -------------------------------------- DAuth--

Please keep in mind that property jwt.public_key_rsa is used to validate JWT token to check it is not changed or corrupted during transport.

2) Create / have access to a JWT

The following videos are available:
* DAuth in local environment

HEADER:ALGORITHM & TOKEN TYPE

{
  "alg": "RS256",
  "typ": "JWT"
}

PAYLOAD:DATA

{
  "smart_contract_address": "0xe123425E7734CE288F8367e1Bb143E90bb3F051224",
  "network_name": "AIRNODE.TESTNET.ETHEREUM",
  "msg_sender": "0xe12340927f1725E7734CE288F8367e1Bb143E90fhku767",
  "consumer_key": "0x1234a4ec31e89cea54d1f125db7536e874ab4a96b4d4f6438668b6bb10a6adb",
  "timestamp": "2021-11-04T14:13:40Z",
  "request_id": "0Xe876987694328763492876348928736497869273649"
}

VERIFY SIGNATURE

RSASHA256(
  base64UrlEncode(header) + "." +
  base64UrlEncode(payload),

) your-RSA-key-pair

Here is an example token:

eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzbWFydF9jb250cmFjdF9hZGRyZXNzIjoiMHhlMTIzNDI1RTc3MzRDRTI4OEY4MzY3ZTFCYjE0M0U5MGJiM0YwNTEyMjQiLCJuZXR3b3JrX25hbWUiOiJFVEhFUkVVTSIsIm1zZ19zZW5kZXIiOiIweGUxMjM0MDkyN2YxNzI1RTc3MzRDRTI4OEY4MzY3ZTFCYjE0M0U5MGZoa3U3NjciLCJjb25zdW1lcl9rZXkiOiIweDEyMzRhNGVjMzFlODljZWE1NGQxZjEyNWRiNzUzNmU4NzRhYjRhOTZiNGQ0ZjY0Mzg2NjhiNmJiMTBhNmFkYiIsInRpbWVzdGFtcCI6IjIwMjEtMTEtMDRUMTQ6MTM6NDBaIiwicmVxdWVzdF9pZCI6IjBYZTg3Njk4NzY5NDMyODc2MzQ5Mjg3NjM0ODkyODczNjQ5Nzg2OTI3MzY0OSJ9.XSiQxjEVyCouf7zT8MubEKsbOBZuReGVhnt9uck6z6k

3) Try a REST call using the header

Using your favorite http client:

GET https://apisandbox.openbankproject.com/obp/v3.0.0/users/current

Body

Leave Empty!

Headers:

   DAuth: your-jwt-from-step-above

Here is it all together:

GET https://apisandbox.openbankproject.com/obp/v3.0.0/users/current HTTP/1.1
Host: localhost:8080
User-Agent: curl/7.47.0
Accept: /
DAuth: eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzbWFydF9jb250cmFjdF9hZGRyZXNzIjoiMHhlMTIzNDI1RTc3MzRDRTI4OEY4MzY3ZTFCYjE0M0U5MGJiM0YwNTEyMjQiLCJuZXR3b3JrX25hbWUiOiJFVEhFUkVVTSIsIm1zZ19zZW5kZXIiOiIweGUxMjM0MDkyN2YxNzI1RTc3MzRDRTI4OEY4MzY3ZTFCYjE0M0U5MGZoa3U3NjciLCJjb25zdW1lcl9rZXkiOiIweDEyMzRhNGVjMzFlODljZWE1NGQxZjEyNWRiNzUzNmU4NzRhYjRhOTZiNGQ0ZjY0Mzg2NjhiNmJiMTBhNmFkYiIsInRpbWVzdGFtcCI6IjIwMjEtMTEtMDRUMTQ6MTM6NDBaIiwicmVxdWVzdF9pZCI6IjBYZTg3Njk4NzY5NDMyODc2MzQ5Mjg3NjM0ODkyODczNjQ5Nzg2OTI3MzY0OSJ9.XSiQxjEVyCouf7zT8MubEKsbOBZuReGVhnt9uck6z6k

CURL example

curl -v -H 'DAuth: eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzbWFydF9jb250cmFjdF9hZGRyZXNzIjoiMHhlMTIzNDI1RTc3MzRDRTI4OEY4MzY3ZTFCYjE0M0U5MGJiM0YwNTEyMjQiLCJuZXR3b3JrX25hbWUiOiJFVEhFUkVVTSIsIm1zZ19zZW5kZXIiOiIweGUxMjM0MDkyN2YxNzI1RTc3MzRDRTI4OEY4MzY3ZTFCYjE0M0U5MGZoa3U3NjciLCJjb25zdW1lcl9rZXkiOiIweDEyMzRhNGVjMzFlODljZWE1NGQxZjEyNWRiNzUzNmU4NzRhYjRhOTZiNGQ0ZjY0Mzg2NjhiNmJiMTBhNmFkYiIsInRpbWVzdGFtcCI6IjIwMjEtMTEtMDRUMTQ6MTM6NDBaIiwicmVxdWVzdF9pZCI6IjBYZTg3Njk4NzY5NDMyODc2MzQ5Mjg3NjM0ODkyODczNjQ5Nzg2OTI3MzY0OSJ9.XSiQxjEVyCouf7zT8MubEKsbOBZuReGVhnt9uck6z6k' https://apisandbox.openbankproject.com/obp/v3.0.0/users/current

You should receive a response like:

{
    "user_id": "4c4d3175-1e5c-4cfd-9b08-dcdc209d8221",
    "email": "",
    "provider_id": "0xe123425E7734CE288F8367e1Bb143E90bb3F051224",
    "provider": "ETHEREUM",
    "username": "0xe123425E7734CE288F8367e1Bb143E90bb3F051224",
    "entitlements": {
        "list": []
    }
}

Under the hood

The file, dauth.scala handles the DAuth,

We:

-> Check if Props allow_dauth is true
  -> Check if DAuth header exists
    -> Check if getRemoteIpAddress is OK
      -> Look for "token"
        -> parse the JWT token and getOrCreate the user
          -> get the data of the user

More information

Parameter names and values are case sensitive.
Each parameter MUST NOT appear more than once per request.


URL Parameters:

JSON request body fields:

JSON response body fields:

Typical Successful Response:

								
									
[{
  "id":"1234",
  "short_name":"short_name",
  "description":"description",
  "metadata_view":"owner",
  "is_public":true,
  "is_system":true,
  "alias":"No",
  "hide_metadata_if_alias_used":true,
  "can_add_comment":true,
  "can_add_corporate_location":true,
  "can_add_image":true,
  "can_add_image_url":true,
  "can_add_more_info":true,
  "can_add_open_corporates_url":true,
  "can_add_physical_location":true,
  "can_add_private_alias":true,
  "can_add_public_alias":true,
  "can_add_tag":true,
  "can_add_url":true,
  "can_add_where_tag":true,
  "can_delete_comment":true,
  "can_add_counterparty":true,
  "can_delete_corporate_location":true,
  "can_delete_image":true,
  "can_delete_physical_location":true,
  "can_delete_tag":true,
  "can_delete_where_tag":true,
  "can_edit_owner_comment":true,
  "can_see_bank_account_balance":true,
  "can_query_available_funds":true,
  "can_see_bank_account_bank_name":true,
  "can_see_bank_account_currency":true,
  "can_see_bank_account_iban":true,
  "can_see_bank_account_label":true,
  "can_see_bank_account_national_identifier":true,
  "can_see_bank_account_number":true,
  "can_see_bank_account_owners":true,
  "can_see_bank_account_swift_bic":true,
  "can_see_bank_account_type":true,
  "can_see_comments":true,
  "can_see_corporate_location":true,
  "can_see_image_url":true,
  "can_see_images":true,
  "can_see_more_info":true,
  "can_see_open_corporates_url":true,
  "can_see_other_account_bank_name":true,
  "can_see_other_account_iban":true,
  "can_see_other_account_kind":true,
  "can_see_other_account_metadata":true,
  "can_see_other_account_national_identifier":true,
  "can_see_other_account_number":true,
  "can_see_other_account_swift_bic":true,
  "can_see_owner_comment":true,
  "can_see_physical_location":true,
  "can_see_private_alias":true,
  "can_see_public_alias":true,
  "can_see_tags":true,
  "can_see_transaction_amount":true,
  "can_see_transaction_balance":true,
  "can_see_transaction_currency":true,
  "can_see_transaction_description":true,
  "can_see_transaction_finish_date":true,
  "can_see_transaction_metadata":true,
  "can_see_transaction_other_bank_account":true,
  "can_see_transaction_start_date":true,
  "can_see_transaction_this_bank_account":true,
  "can_see_transaction_type":true,
  "can_see_url":true,
  "can_see_where_tag":true,
  "can_see_bank_routing_scheme":true,
  "can_see_bank_routing_address":true,
  "can_see_bank_account_routing_scheme":true,
  "can_see_bank_account_routing_address":true,
  "can_see_other_bank_routing_scheme":true,
  "can_see_other_bank_routing_address":true,
  "can_see_other_account_routing_scheme":true,
  "can_see_other_account_routing_address":true,
  "can_add_transaction_request_to_own_account":true,
  "can_add_transaction_request_to_any_account":true,
  "can_see_bank_account_credit_limit":true,
  "can_create_direct_debit":true,
  "can_create_standing_order":true
}]
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20047: User must have access to the owner view or must be an account holder.
  • OBP-10001: Incorrect json format.
  • OBP-30252: System view not found. Please specify a valid value for VIEW_ID
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-30063: Cannot grant account access.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv4.0.0, function_name: by createUserWithAccountAccess, operation_id: OBPv4.0.0-createUserWithAccountAccess Tags: Account-Access, View-Custom, Account, User, OwnerViewRequired, DAuth, New-Style,

Grant User access to View

Grants the User identified by USER_ID access to the view identified by VIEW_ID.

Authentication is Mandatory and the user needs to be account holder.

URL Parameters:

JSON request body fields:

JSON response body fields:

Typical Successful Response:

								
									
{
  "id":"1234",
  "short_name":"short_name",
  "description":"description",
  "metadata_view":"owner",
  "is_public":true,
  "is_system":true,
  "alias":"No",
  "hide_metadata_if_alias_used":true,
  "can_add_comment":true,
  "can_add_corporate_location":true,
  "can_add_image":true,
  "can_add_image_url":true,
  "can_add_more_info":true,
  "can_add_open_corporates_url":true,
  "can_add_physical_location":true,
  "can_add_private_alias":true,
  "can_add_public_alias":true,
  "can_add_tag":true,
  "can_add_url":true,
  "can_add_where_tag":true,
  "can_delete_comment":true,
  "can_add_counterparty":true,
  "can_delete_corporate_location":true,
  "can_delete_image":true,
  "can_delete_physical_location":true,
  "can_delete_tag":true,
  "can_delete_where_tag":true,
  "can_edit_owner_comment":true,
  "can_see_bank_account_balance":true,
  "can_query_available_funds":true,
  "can_see_bank_account_bank_name":true,
  "can_see_bank_account_currency":true,
  "can_see_bank_account_iban":true,
  "can_see_bank_account_label":true,
  "can_see_bank_account_national_identifier":true,
  "can_see_bank_account_number":true,
  "can_see_bank_account_owners":true,
  "can_see_bank_account_swift_bic":true,
  "can_see_bank_account_type":true,
  "can_see_comments":true,
  "can_see_corporate_location":true,
  "can_see_image_url":true,
  "can_see_images":true,
  "can_see_more_info":true,
  "can_see_open_corporates_url":true,
  "can_see_other_account_bank_name":true,
  "can_see_other_account_iban":true,
  "can_see_other_account_kind":true,
  "can_see_other_account_metadata":true,
  "can_see_other_account_national_identifier":true,
  "can_see_other_account_number":true,
  "can_see_other_account_swift_bic":true,
  "can_see_owner_comment":true,
  "can_see_physical_location":true,
  "can_see_private_alias":true,
  "can_see_public_alias":true,
  "can_see_tags":true,
  "can_see_transaction_amount":true,
  "can_see_transaction_balance":true,
  "can_see_transaction_currency":true,
  "can_see_transaction_description":true,
  "can_see_transaction_finish_date":true,
  "can_see_transaction_metadata":true,
  "can_see_transaction_other_bank_account":true,
  "can_see_transaction_start_date":true,
  "can_see_transaction_this_bank_account":true,
  "can_see_transaction_type":true,
  "can_see_url":true,
  "can_see_where_tag":true,
  "can_see_bank_routing_scheme":true,
  "can_see_bank_routing_address":true,
  "can_see_bank_account_routing_scheme":true,
  "can_see_bank_account_routing_address":true,
  "can_see_other_bank_routing_scheme":true,
  "can_see_other_bank_routing_address":true,
  "can_see_other_account_routing_scheme":true,
  "can_see_other_account_routing_address":true,
  "can_add_transaction_request_to_own_account":true,
  "can_add_transaction_request_to_any_account":true,
  "can_see_bank_account_credit_limit":true,
  "can_create_direct_debit":true,
  "can_create_standing_order":true
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20047: User must have access to the owner view or must be an account holder.
  • OBP-10001: Incorrect json format.
  • OBP-20005: User not found. Please specify a valid value for USER_ID.
  • OBP-30252: System view not found. Please specify a valid value for VIEW_ID
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-30063: Cannot grant account access.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv4.0.0, function_name: by grantUserAccessToView, operation_id: OBPv4.0.0-grantUserAccessToView Tags: Account-Access, View-Custom, Account, User, OwnerViewRequired, New-Style,

Revoke User access to View

Revoke the User identified by USER_ID access to the view identified by VIEW_ID.

Authentication is Mandatory and the user needs to be account holder.

URL Parameters:

JSON request body fields:

JSON response body fields:

Typical Successful Response:

								
									
{
  "revoked":true
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20047: User must have access to the owner view or must be an account holder.
  • OBP-10001: Incorrect json format.
  • OBP-20005: User not found. Please specify a valid value for USER_ID.
  • OBP-30252: System view not found. Please specify a valid value for VIEW_ID
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-30064: Cannot revoke account access.
  • OBP-30065: Cannot find account access.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv4.0.0, function_name: by revokeUserAccessToView, operation_id: OBPv4.0.0-revokeUserAccessToView Tags: Account-Access, View-Custom, Account, User, OwnerViewRequired, New-Style,

Revoke/Grant User access to View

Revoke/Grant the logged in User access to the views identified by json.

Authentication is Mandatory and the user needs to be an account holder or has owner view access.

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "revoked":true
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20047: User must have access to the owner view or must be an account holder.
  • OBP-10001: Incorrect json format.
  • OBP-20005: User not found. Please specify a valid value for USER_ID.
  • OBP-30252: System view not found. Please specify a valid value for VIEW_ID
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-30064: Cannot revoke account access.
  • OBP-30065: Cannot find account access.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv4.0.0, function_name: by revokeGrantUserAccessToViews, operation_id: OBPv4.0.0-revokeGrantUserAccessToViews Tags: Account-Access, View-Custom, Account, User, OwnerViewRequired,

Create Account Application

Create Account Application

Authentication is Mandatory

URL Parameters:

JSON request body fields:

JSON response body fields:

Typical Successful Response:

								
									
{
  "account_application_id":"gc23a7e2-7dd2-4bdf-a0b4-ae31232a4763",
  "product_code":"1234BW",
  "user":{
    "user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
    "email":"felixsmith@example.com",
    "provider_id":"Chris",
    "provider":"http://127.0.0.1:8080",
    "username":"felixsmith"
  },
  "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":true,
    "last_ok_date":"1100-01-01T00:00:00Z",
    "title":"Dr.",
    "branch_id":"DERBY6",
    "name_suffix":"Sr"
  },
  "date_of_application":"1100-01-01T00:00:00Z",
  "status":"REQUESTED"
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
  • OBP-20001: User not logged in. Authentication is required!
Connector Methods:
Version: OBPv3.1.0, function_name: by createAccountApplication, operation_id: OBPv3.1.0-createAccountApplication Tags: Account-Application, Account, New-Style,

Get Account Application by Id

Get the Account Application.

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "account_application_id":"gc23a7e2-7dd2-4bdf-a0b4-ae31232a4763",
  "product_code":"1234BW",
  "user":{
    "user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
    "email":"felixsmith@example.com",
    "provider_id":"Chris",
    "provider":"http://127.0.0.1:8080",
    "username":"felixsmith"
  },
  "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":true,
    "last_ok_date":"1100-01-01T00:00:00Z",
    "title":"Dr.",
    "branch_id":"DERBY6",
    "name_suffix":"Sr"
  },
  "date_of_application":"1100-01-01T00:00:00Z",
  "status":"REQUESTED"
}
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 getAccountApplication, operation_id: OBPv3.1.0-getAccountApplication Tags: Account-Application, Account, New-Style,

Get Account Applications

Get the Account Applications.

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "account_applications":[{
    "account_application_id":"gc23a7e2-7dd2-4bdf-a0b4-ae31232a4763",
    "product_code":"1234BW",
    "user":{
      "user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
      "email":"felixsmith@example.com",
      "provider_id":"Chris",
      "provider":"http://127.0.0.1:8080",
      "username":"felixsmith"
    },
    "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":true,
      "last_ok_date":"1100-01-01T00:00:00Z",
      "title":"Dr.",
      "branch_id":"DERBY6",
      "name_suffix":"Sr"
    },
    "date_of_application":"1100-01-01T00:00:00Z",
    "status":"REQUESTED"
  }]
}
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 getAccountApplications, operation_id: OBPv3.1.0-getAccountApplications Tags: Account-Application, Account, New-Style,

Update Account Application Status

Update an Account Application status

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "account_application_id":"gc23a7e2-7dd2-4bdf-a0b4-ae31232a4763",
  "product_code":"1234BW",
  "user":{
    "user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
    "email":"felixsmith@example.com",
    "provider_id":"Chris",
    "provider":"http://127.0.0.1:8080",
    "username":"felixsmith"
  },
  "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":true,
    "last_ok_date":"1100-01-01T00:00:00Z",
    "title":"Dr.",
    "branch_id":"DERBY6",
    "name_suffix":"Sr"
  },
  "date_of_application":"1100-01-01T00:00:00Z",
  "status":"REQUESTED"
}
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 updateAccountApplicationStatus, operation_id: OBPv3.1.0-updateAccountApplicationStatus Tags: Account-Application, Account, New-Style,

Create a tag on account

Posts a tag about an account ACCOUNT_ID on a view VIEW_ID.

Authentication is Mandatory

Authentication is required as the tag is linked with the user.

URL Parameters:

JSON request body fields:

JSON response body fields:

  • [date](/glossary#Scenario 6: Update credit score based on transaction and device data.): 2020-01-27

  • provider: ETHEREUM

  • value: 5987953

Typical Successful Response:

								
									
{
  "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
  "value":"OBP",
  "date":"1100-01-01T00:00:00Z",
  "user":{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "provider":"http://127.0.0.1:8080",
    "display_name":"OBP"
  }
}
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-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
  • OBP-10001: Incorrect json format.
  • OBP-30022: The current view does not have the permission:
  • OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv4.0.0, function_name: by addTagForViewOnAccount, operation_id: OBPv4.0.0-addTagForViewOnAccount Tags: Account-Metadata, Account, New-Style,

Delete a tag on account

Deletes the tag TAG_ID about the account ACCOUNT_ID made on view.

Authentication is Mandatory

Authentication is required as the tag is linked with the user.

URL Parameters:

JSON response body fields:

Typical Successful Response:
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-30022: The current view does not have the permission:
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • 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-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv4.0.0, function_name: by deleteTagForViewOnAccount, operation_id: OBPv4.0.0-deleteTagForViewOnAccount Tags: Account-Metadata, Account, New-Style,

Get tags on account

Returns the account ACCOUNT_ID tags made on a view (VIEW_ID).
Authentication is Mandatory

Authentication is required as the tag is linked with the user.

URL Parameters:

JSON response body fields:

  • [date](/glossary#Scenario 6: Update credit score based on transaction and device data.): 2020-01-27

  • provider: ETHEREUM

  • tags: Create-My-User

  • value: 5987953

Typical Successful Response:

								
									
{
  "tags":[{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "value":"OBP",
    "date":"1100-01-01T00:00:00Z",
    "user":{
      "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
      "provider":"http://127.0.0.1:8080",
      "display_name":"OBP"
    }
  }]
}
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-30022: The current view does not have the permission:
  • OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv4.0.0, function_name: by getTagsForViewOnAccount, operation_id: OBPv4.0.0-getTagsForViewOnAccount Tags: Account-Metadata, Account, New-Style,

Get Public Account by Id

Returns information about an account that has a public view.

The account is specified by ACCOUNT_ID. The information is moderated by the view specified by VIEW_ID.

  • Number
  • Owners
  • Type
  • Balance
  • Routing

PSD2 Context: PSD2 requires customers to have access to their account information via third party applications.
This call provides balance and other account information via delegated authentication using OAuth.

Authentication is Optional

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
  "bank_id":"gh.29.uk",
  "label":"My Account",
  "number":"no-example-provided",
  "owners":[{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "provider":"http://127.0.0.1:8080",
    "display_name":"OBP"
  }],
  "type":"",
  "balance":{
    "currency":"EUR",
    "amount":"0"
  },
  "account_routings":[{
    "scheme":"AccountNumber",
    "address":"4930396"
  }],
  "account_rules":[{
    "scheme":"OVERDRAFT",
    "value":"10"
  }]
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-30003: Account not found. Please specify a valid value for ACCOUNT_ID.
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.0.0, function_name: by getPublicAccountById, operation_id: OBPv3.0.0-getPublicAccountById Tags: Account-Public, Account, New-Style,

Get Public Accounts at Bank

Returns a list of the public accounts (Anonymous access) at BANK_ID. For each account the API returns the ID and the available views.

Authentication is Optional

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "accounts":[{
    "id":"8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0",
    "label":"NoneLabel",
    "bank_id":"gh.29.uk",
    "views_available":[{
      "id":"1",
      "short_name":"HHH",
      "is_public":true
    }]
  }]
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv2.0.0, function_name: by publicAccountsAtOneBank, operation_id: OBPv2.0.0-publicAccountsAtOneBank Tags: Account-Public, Account, PublicData, New-Style,

Get Public Accounts at all Banks

Get public accounts at all banks (Anonymous access).
Returns accounts that contain at least one public view (a view where is_public is true)
For each account the API returns the ID and the available views.

Authentication is Optional

JSON response body fields:

Typical Successful Response:

								
									
{
  "accounts":[{
    "id":"8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0",
    "label":"NoneLabel",
    "bank_id":"gh.29.uk",
    "views_available":[{
      "id":"1",
      "short_name":"HHH",
      "is_public":true
    }]
  }]
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-30066: Could not get accounts.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv2.0.0, function_name: by publicAccountsAllBanks, operation_id: OBPv2.0.0-publicAccountsAllBanks Tags: Account-Public, Account, PublicData,

Create Card

Create Card at bank specified by BANK_ID .

Authentication is Mandatory

URL Parameters:

JSON request body fields:

JSON response body fields:

Typical Successful Response:

								
									
{
  "card_id":"36f8a9e6-c2b1-407a-8bd0-421b7119307e ",
  "bank_id":"gh.29.uk",
  "card_number":"364435172576215",
  "card_type":"Credit",
  "name_on_card":"SusanSmith",
  "issue_number":"1",
  "serial_number":"1324234",
  "valid_from_date":"1100-01-01T00:00:00Z",
  "expires_date":"1100-01-01T00:00:00Z",
  "enabled":true,
  "cancelled":true,
  "on_hot_list":true,
  "technology":"technologyString1",
  "networks":["networks1"],
  "allows":["credit","debit"],
  "account":{
    "id":"123",
    "label":"OBP",
    "views_available":[{
      "id":"123",
      "short_name":"short_name",
      "description":"description",
      "is_public":true,
      "alias":"None",
      "hide_metadata_if_alias_used":true,
      "can_add_comment":true,
      "can_add_corporate_location":true,
      "can_add_image":true,
      "can_add_image_url":true,
      "can_add_more_info":true,
      "can_add_open_corporates_url":true,
      "can_add_physical_location":true,
      "can_add_private_alias":true,
      "can_add_public_alias":true,
      "can_add_tag":true,
      "can_add_url":true,
      "can_add_where_tag":true,
      "can_delete_comment":true,
      "can_delete_corporate_location":true,
      "can_delete_image":true,
      "can_delete_physical_location":true,
      "can_delete_tag":true,
      "can_delete_where_tag":true,
      "can_edit_owner_comment":true,
      "can_see_bank_account_balance":true,
      "can_see_bank_account_bank_name":true,
      "can_see_bank_account_currency":true,
      "can_see_bank_account_iban":true,
      "can_see_bank_account_label":true,
      "can_see_bank_account_national_identifier":true,
      "can_see_bank_account_number":true,
      "can_see_bank_account_owners":true,
      "can_see_bank_account_swift_bic":true,
      "can_see_bank_account_type":true,
      "can_see_comments":true,
      "can_see_corporate_location":true,
      "can_see_image_url":true,
      "can_see_images":true,
      "can_see_more_info":true,
      "can_see_open_corporates_url":true,
      "can_see_other_account_bank_name":true,
      "can_see_other_account_iban":true,
      "can_see_other_account_kind":true,
      "can_see_other_account_metadata":true,
      "can_see_other_account_national_identifier":true,
      "can_see_other_account_number":true,
      "can_see_other_account_swift_bic":true,
      "can_see_owner_comment":true,
      "can_see_physical_location":true,
      "can_see_private_alias":true,
      "can_see_public_alias":true,
      "can_see_tags":true,
      "can_see_transaction_amount":true,
      "can_see_transaction_balance":true,
      "can_see_transaction_currency":true,
      "can_see_transaction_description":true,
      "can_see_transaction_finish_date":true,
      "can_see_transaction_metadata":true,
      "can_see_transaction_other_bank_account":true,
      "can_see_transaction_start_date":true,
      "can_see_transaction_this_bank_account":true,
      "can_see_transaction_type":true,
      "can_see_url":true,
      "can_see_where_tag":true
    }],
    "bank_id":"gh.29.uk"
  },
  "replacement":{
    "requested_date":"1100-01-01T00:00:00Z",
    "reason_requested":"RENEW"
  },
  "pin_reset":[{
    "requested_date":"1100-01-01T00:00:00Z",
    "reason_requested":"FORGOT"
  }],
  "collected":"1100-01-01T00:00:00Z",
  "posted":"1100-01-01T00:00:00Z",
  "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh"
}
Required Roles:
  • CanCreateCardsForBank - 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-10015: Allowed values are:
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by addCardForBank, operation_id: OBPv3.1.0-addCardForBank Tags: Card, New-Style,

Create Card Attribute

Create Card Attribute

Card Attributes are used to describe a financial Product with a list of typed key value pairs.

Each Card Attribute is linked to its Card by CARD_ID

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

Authentication is Mandatory

URL Parameters:

JSON request body fields:

JSON response body fields:

Typical Successful Response:

								
									
{
  "name":"OVERDRAFT_START_DATE",
  "card_id":"36f8a9e6-c2b1-407a-8bd0-421b7119307e ",
  "attribute_type":"DOUBLE",
  "bank_id":{
    "value":"gh.29.uk"
  },
  "value":"2012-04-23",
  "card_attribute_id":"b4e0352a-9a0f-4bfa-b30b-9003aa467f50"
}
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-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by createCardAttribute, operation_id: OBPv3.1.0-createCardAttribute Tags: Card, New-Style,

Create or Update Card Attribute Definition

Create or Update Card Attribute Definition

The category field must be Card

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

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "attribute_definition_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
  "bank_id":"gh.29.uk",
  "name":"SPECIAL_TAX_NUMBER",
  "category":"Card",
  "type":"STRING",
  "description":"description",
  "alias":"STRING",
  "can_be_seen_on_views":["bank"],
  "is_active":true
}
Required Roles:
  • CanCreateCardAttributeDefinitionAtOneBank - 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 createOrUpdateCardAttributeDefinition, operation_id: OBPv4.0.0-createOrUpdateCardAttributeDefinition Tags: Card, New-Style,

Delete Card

Delete a Card at bank specified by CARD_ID .

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "jsonString":"{}"
}
Required Roles:
  • CanCreateCardsForBank - 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-10015: Allowed values are:
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by deleteCardForBank, operation_id: OBPv3.1.0-deleteCardForBank Tags: Card, New-Style,

Delete Card Attribute Definition

Delete Card Attribute Definition by ATTRIBUTE_DEFINITION_ID

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:
Required Roles:
  • CanDeleteCardAttributeDefinitionAtOneBank - 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 deleteCardAttributeDefinition, operation_id: OBPv4.0.0-deleteCardAttributeDefinition Tags: Card, New-Style,

Get Card Attribute Definition

Get Card Attribute Definition

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "attributes":[{
    "attribute_definition_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
    "bank_id":"gh.29.uk",
    "name":"SPECIAL_TAX_NUMBER",
    "category":"Card",
    "type":"STRING",
    "description":"description",
    "alias":"STRING",
    "can_be_seen_on_views":["bank"],
    "is_active":true
  }]
}
Required Roles:
  • CanGetCardAttributeDefinitionAtOneBank - 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 getCardAttributeDefinition, operation_id: OBPv4.0.0-getCardAttributeDefinition Tags: Card, New-Style,

Get Card By Id

This will the datails of the card.
It shows the account infomation which linked the the card.
Also shows the card attributes of the card.

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "card_id":"36f8a9e6-c2b1-407a-8bd0-421b7119307e ",
  "bank_id":"gh.29.uk",
  "card_number":"364435172576215",
  "card_type":"Credit",
  "name_on_card":"SusanSmith",
  "issue_number":"1",
  "serial_number":"1324234",
  "valid_from_date":"1100-01-01T00:00:00Z",
  "expires_date":"1100-01-01T00:00:00Z",
  "enabled":true,
  "cancelled":true,
  "on_hot_list":true,
  "technology":"technologyString1",
  "networks":["networks1"],
  "allows":["credit","debit"],
  "account":{
    "id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
    "label":"My Account",
    "views_available":[{
      "id":"owner",
      "name":"Owner",
      "description":"This view is for the owner for the account."
    }],
    "bank_id":"gh.29.uk"
  },
  "replacement":{
    "requested_date":"1100-01-01T00:00:00Z",
    "reason_requested":"RENEW"
  },
  "pin_reset":[{
    "requested_date":"1100-01-01T00:00:00Z",
    "reason_requested":"FORGOT"
  }],
  "collected":"1100-01-01T00:00:00Z",
  "posted":"1100-01-01T00:00:00Z",
  "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "card_attributes":[{
    "name":"OVERDRAFT_START_DATE",
    "card_id":"36f8a9e6-c2b1-407a-8bd0-421b7119307e ",
    "attribute_type":"STRING",
    "bank_id":{
      "value":"gh.29.uk"
    },
    "value":"2012-04-23",
    "card_attribute_id":"b4e0352a-9a0f-4bfa-b30b-9003aa467f50"
  }]
}
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: OBPv3.1.0, function_name: by getCardForBank, operation_id: OBPv3.1.0-getCardForBank Tags: Card, New-Style,

Get Cards for the specified bank

Should be able to filter on the following fields

eg:/management/banks/BANK_ID/cards?customer_id=66214b8e-259e-44ad-8868-3eb47be70646&account_id=8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0

1 customer_id should be valid customer_id, otherwise, it will return an empty card list.

2 account_id should be valid account_id , otherwise, it will return an empty card list.

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "cards":[{
    "card_id":"36f8a9e6-c2b1-407a-8bd0-421b7119307e ",
    "bank_id":"gh.29.uk",
    "card_number":"364435172576215",
    "card_type":"Credit",
    "name_on_card":"SusanSmith",
    "issue_number":"1",
    "serial_number":"1324234",
    "valid_from_date":"1100-01-01T00:00:00Z",
    "expires_date":"1100-01-01T00:00:00Z",
    "enabled":true,
    "cancelled":true,
    "on_hot_list":true,
    "technology":"technologyString1",
    "networks":["networks1"],
    "allows":["credit","debit"],
    "account":{
      "id":"123",
      "label":"OBP",
      "views_available":[{
        "id":"123",
        "short_name":"short_name",
        "description":"description",
        "is_public":true,
        "alias":"None",
        "hide_metadata_if_alias_used":true,
        "can_add_comment":true,
        "can_add_corporate_location":true,
        "can_add_image":true,
        "can_add_image_url":true,
        "can_add_more_info":true,
        "can_add_open_corporates_url":true,
        "can_add_physical_location":true,
        "can_add_private_alias":true,
        "can_add_public_alias":true,
        "can_add_tag":true,
        "can_add_url":true,
        "can_add_where_tag":true,
        "can_delete_comment":true,
        "can_delete_corporate_location":true,
        "can_delete_image":true,
        "can_delete_physical_location":true,
        "can_delete_tag":true,
        "can_delete_where_tag":true,
        "can_edit_owner_comment":true,
        "can_see_bank_account_balance":true,
        "can_see_bank_account_bank_name":true,
        "can_see_bank_account_currency":true,
        "can_see_bank_account_iban":true,
        "can_see_bank_account_label":true,
        "can_see_bank_account_national_identifier":true,
        "can_see_bank_account_number":true,
        "can_see_bank_account_owners":true,
        "can_see_bank_account_swift_bic":true,
        "can_see_bank_account_type":true,
        "can_see_comments":true,
        "can_see_corporate_location":true,
        "can_see_image_url":true,
        "can_see_images":true,
        "can_see_more_info":true,
        "can_see_open_corporates_url":true,
        "can_see_other_account_bank_name":true,
        "can_see_other_account_iban":true,
        "can_see_other_account_kind":true,
        "can_see_other_account_metadata":true,
        "can_see_other_account_national_identifier":true,
        "can_see_other_account_number":true,
        "can_see_other_account_swift_bic":true,
        "can_see_owner_comment":true,
        "can_see_physical_location":true,
        "can_see_private_alias":true,
        "can_see_public_alias":true,
        "can_see_tags":true,
        "can_see_transaction_amount":true,
        "can_see_transaction_balance":true,
        "can_see_transaction_currency":true,
        "can_see_transaction_description":true,
        "can_see_transaction_finish_date":true,
        "can_see_transaction_metadata":true,
        "can_see_transaction_other_bank_account":true,
        "can_see_transaction_start_date":true,
        "can_see_transaction_this_bank_account":true,
        "can_see_transaction_type":true,
        "can_see_url":true,
        "can_see_where_tag":true
      }],
      "bank_id":"gh.29.uk"
    },
    "replacement":{
      "requested_date":"1100-01-01T00:00:00Z",
      "reason_requested":"RENEW"
    },
    "pin_reset":[{
      "requested_date":"1100-01-01T00:00:00Z",
      "reason_requested":"FORGOT"
    }],
    "collected":"1100-01-01T00:00:00Z",
    "posted":"1100-01-01T00:00:00Z",
    "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh"
  }]
}
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: OBPv3.1.0, function_name: by getCardsForBank, operation_id: OBPv3.1.0-getCardsForBank Tags: Card, New-Style,

Get cards for the current user

Returns data about all the physical cards a user has been issued. These could be debit cards, credit cards, etc.

Authentication is Mandatory

JSON response body fields:

Typical Successful Response:

								
									
{
  "cards":[{
    "bank_id":"gh.29.uk",
    "bank_card_number":"364435172576215",
    "name_on_card":"String",
    "issue_number":"1",
    "serial_number":"1324234",
    "valid_from_date":"1100-01-01T00:00:00Z",
    "expires_date":"1100-01-01T00:00:00Z",
    "enabled":true,
    "cancelled":true,
    "on_hot_list":true,
    "technology":"String",
    "networks":["String"],
    "allows":["String"],
    "account":{
      "id":"123",
      "label":"OBP",
      "views_available":[{
        "id":"123",
        "short_name":"short_name",
        "description":"description",
        "is_public":true,
        "alias":"None",
        "hide_metadata_if_alias_used":true,
        "can_add_comment":true,
        "can_add_corporate_location":true,
        "can_add_image":true,
        "can_add_image_url":true,
        "can_add_more_info":true,
        "can_add_open_corporates_url":true,
        "can_add_physical_location":true,
        "can_add_private_alias":true,
        "can_add_public_alias":true,
        "can_add_tag":true,
        "can_add_url":true,
        "can_add_where_tag":true,
        "can_delete_comment":true,
        "can_delete_corporate_location":true,
        "can_delete_image":true,
        "can_delete_physical_location":true,
        "can_delete_tag":true,
        "can_delete_where_tag":true,
        "can_edit_owner_comment":true,
        "can_see_bank_account_balance":true,
        "can_see_bank_account_bank_name":true,
        "can_see_bank_account_currency":true,
        "can_see_bank_account_iban":true,
        "can_see_bank_account_label":true,
        "can_see_bank_account_national_identifier":true,
        "can_see_bank_account_number":true,
        "can_see_bank_account_owners":true,
        "can_see_bank_account_swift_bic":true,
        "can_see_bank_account_type":true,
        "can_see_comments":true,
        "can_see_corporate_location":true,
        "can_see_image_url":true,
        "can_see_images":true,
        "can_see_more_info":true,
        "can_see_open_corporates_url":true,
        "can_see_other_account_bank_name":true,
        "can_see_other_account_iban":true,
        "can_see_other_account_kind":true,
        "can_see_other_account_metadata":true,
        "can_see_other_account_national_identifier":true,
        "can_see_other_account_number":true,
        "can_see_other_account_swift_bic":true,
        "can_see_owner_comment":true,
        "can_see_physical_location":true,
        "can_see_private_alias":true,
        "can_see_public_alias":true,
        "can_see_tags":true,
        "can_see_transaction_amount":true,
        "can_see_transaction_balance":true,
        "can_see_transaction_currency":true,
        "can_see_transaction_description":true,
        "can_see_transaction_finish_date":true,
        "can_see_transaction_metadata":true,
        "can_see_transaction_other_bank_account":true,
        "can_see_transaction_start_date":true,
        "can_see_transaction_this_bank_account":true,
        "can_see_transaction_type":true,
        "can_see_url":true,
        "can_see_where_tag":true
      }],
      "bank_id":"gh.29.uk"
    },
    "replacement":{
      "requested_date":"1100-01-01T00:00:00Z",
      "reason_requested":"RENEW"
    },
    "pin_reset":[{
      "requested_date":"1100-01-01T00:00:00Z",
      "reason_requested":"FORGOT"
    }],
    "collected":"1100-01-01T00:00:00Z",
    "posted":"1100-01-01T00:00:00Z"
  }]
}
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: OBPv1.3.0, function_name: by getCards, operation_id: OBPv1.3.0-getCards Tags: Card,

Get status of Credit Card order

Get status of Credit Card orders
Get all orders

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "cards":[{
    "card_type":"5",
    "card_description":"good",
    "use_type":"3"
  }]
}
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-50212: Connector did not return the set of status of credit card.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by getStatusOfCreditCardOrder, operation_id: OBPv3.1.0-getStatusOfCreditCardOrder Tags: Card, New-Style,

Update Card

Update Card at bank specified by CARD_ID .
Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "card_id":"36f8a9e6-c2b1-407a-8bd0-421b7119307e ",
  "bank_id":"gh.29.uk",
  "card_number":"364435172576215",
  "card_type":"Credit",
  "name_on_card":"SusanSmith",
  "issue_number":"1",
  "serial_number":"1324234",
  "valid_from_date":"1100-01-01T00:00:00Z",
  "expires_date":"1100-01-01T00:00:00Z",
  "enabled":true,
  "cancelled":true,
  "on_hot_list":true,
  "technology":"technologyString1",
  "networks":["networks1"],
  "allows":["credit","debit"],
  "account":{
    "id":"123",
    "label":"OBP",
    "views_available":[{
      "id":"123",
      "short_name":"short_name",
      "description":"description",
      "is_public":true,
      "alias":"None",
      "hide_metadata_if_alias_used":true,
      "can_add_comment":true,
      "can_add_corporate_location":true,
      "can_add_image":true,
      "can_add_image_url":true,
      "can_add_more_info":true,
      "can_add_open_corporates_url":true,
      "can_add_physical_location":true,
      "can_add_private_alias":true,
      "can_add_public_alias":true,
      "can_add_tag":true,
      "can_add_url":true,
      "can_add_where_tag":true,
      "can_delete_comment":true,
      "can_delete_corporate_location":true,
      "can_delete_image":true,
      "can_delete_physical_location":true,
      "can_delete_tag":true,
      "can_delete_where_tag":true,
      "can_edit_owner_comment":true,
      "can_see_bank_account_balance":true,
      "can_see_bank_account_bank_name":true,
      "can_see_bank_account_currency":true,
      "can_see_bank_account_iban":true,
      "can_see_bank_account_label":true,
      "can_see_bank_account_national_identifier":true,
      "can_see_bank_account_number":true,
      "can_see_bank_account_owners":true,
      "can_see_bank_account_swift_bic":true,
      "can_see_bank_account_type":true,
      "can_see_comments":true,
      "can_see_corporate_location":true,
      "can_see_image_url":true,
      "can_see_images":true,
      "can_see_more_info":true,
      "can_see_open_corporates_url":true,
      "can_see_other_account_bank_name":true,
      "can_see_other_account_iban":true,
      "can_see_other_account_kind":true,
      "can_see_other_account_metadata":true,
      "can_see_other_account_national_identifier":true,
      "can_see_other_account_number":true,
      "can_see_other_account_swift_bic":true,
      "can_see_owner_comment":true,
      "can_see_physical_location":true,
      "can_see_private_alias":true,
      "can_see_public_alias":true,
      "can_see_tags":true,
      "can_see_transaction_amount":true,
      "can_see_transaction_balance":true,
      "can_see_transaction_currency":true,
      "can_see_transaction_description":true,
      "can_see_transaction_finish_date":true,
      "can_see_transaction_metadata":true,
      "can_see_transaction_other_bank_account":true,
      "can_see_transaction_start_date":true,
      "can_see_transaction_this_bank_account":true,
      "can_see_transaction_type":true,
      "can_see_url":true,
      "can_see_where_tag":true
    }],
    "bank_id":"gh.29.uk"
  },
  "replacement":{
    "requested_date":"1100-01-01T00:00:00Z",
    "reason_requested":"RENEW"
  },
  "pin_reset":[{
    "requested_date":"1100-01-01T00:00:00Z",
    "reason_requested":"FORGOT"
  }],
  "collected":"1100-01-01T00:00:00Z",
  "posted":"1100-01-01T00:00:00Z",
  "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh"
}
Required Roles:
  • CanCreateCardsForBank - 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-10015: Allowed values are:
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by updatedCardForBank, operation_id: OBPv3.1.0-updatedCardForBank Tags: Card, New-Style,

Update Card Attribute

Update Card Attribute

Card Attributes are used to describe a financial Product with a list of typed key value pairs.

Each Card Attribute is linked to its Card by CARD_ID

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "name":"OVERDRAFT_START_DATE",
  "card_id":"36f8a9e6-c2b1-407a-8bd0-421b7119307e ",
  "attribute_type":"DOUBLE",
  "bank_id":{
    "value":"gh.29.uk"
  },
  "value":"2012-04-23",
  "card_attribute_id":"b4e0352a-9a0f-4bfa-b30b-9003aa467f50"
}
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-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by updateCardAttribute, operation_id: OBPv3.1.0-updateCardAttribute Tags: Card, New-Style,

Create Counterparty (Explicit)

Create Counterparty (Explicit) for an Account.

In OBP, there are two types of Counterparty.

  • Explicit Counterparties (those here) which we create explicitly and are used in COUNTERPARTY Transaction Requests

  • Implicit Counterparties (AKA Other Accounts) which are generated automatically from the other sides of Transactions.

Explicit Counterparties are created for the account / view
They are how the user of the view (e.g. account owner) refers to the other side of the transaction

name : the human readable name (e.g. Piano teacher, Miss Nipa)

description : the human readable name (e.g. Piano teacher, Miss Nipa)

currency : counterparty account currency (e.g. EUR, GBP, USD, ...)

bank_routing_scheme : eg: bankId or bankCode or any other strings

bank_routing_address : eg: gh.29.uk, must be valid sandbox bankIds

account_routing_scheme : eg: AccountId or AccountNumber or any other strings

account_routing_address : eg: 1d65db7c-a7b2-4839-af41-95, must be valid accountIds

other_account_secondary_routing_scheme : eg: IBan or any other strings

other_account_secondary_routing_address : if it is an IBAN, it should be unique for each counterparty.

other_branch_routing_scheme : eg: branchId or any other strings or you can leave it empty, not useful in sandbox mode.

other_branch_routing_address : eg: branch-id-123 or you can leave it empty, not useful in sandbox mode.

is_beneficiary : must be set to true in order to send payments to this counterparty

bespoke: It supports a list of key-value, you can add it to the counterparty.

bespoke.key : any info-key you want to add to this counterparty

bespoke.value : any info-value you want to add to this counterparty

The view specified by VIEW_ID must have the canAddCounterparty permission

A minimal example for TransactionRequestType == COUNTERPARTY
{
"name": "Tesobe1",
"description": "Good Company",
"currency": "EUR",
"other_bank_routing_scheme": "OBP",
"other_bank_routing_address": "gh.29.uk",
"other_account_routing_scheme": "OBP",
"other_account_routing_address": "8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0",
"is_beneficiary": true,
"other_account_secondary_routing_scheme": "",
"other_account_secondary_routing_address": "",
"other_branch_routing_scheme": "",
"other_branch_routing_address": "",
"bespoke": []
}

A minimal example for TransactionRequestType == SEPA

{
"name": "Tesobe2",
"description": "Good Company",
"currency": "EUR",
"other_bank_routing_scheme": "OBP",
"other_bank_routing_address": "gh.29.uk",
"other_account_routing_scheme": "OBP",
"other_account_routing_address": "8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0",
"other_account_secondary_routing_scheme": "IBAN",
"other_account_secondary_routing_address": "DE89 3704 0044 0532 0130 00",
"is_beneficiary": true,
"other_branch_routing_scheme": "",
"other_branch_routing_address": "",
"bespoke": []
}

Authentication is Mandatory

URL Parameters:

JSON request body fields:

JSON response body fields:

Typical Successful Response:

								
									
{
  "name":"CounterpartyName",
  "description":"My landlord",
  "currency":"EUR",
  "created_by_user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
  "this_bank_id":"gh.29.uk",
  "this_account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
  "this_view_id":"owner",
  "counterparty_id":"9fg8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "other_bank_routing_scheme":"OBP",
  "other_bank_routing_address":"gh.29.uk",
  "other_branch_routing_scheme":"OBP",
  "other_branch_routing_address":"12f8a9e6-c2b1-407a-8bd0-421b7119307e",
  "other_account_routing_scheme":"OBP",
  "other_account_routing_address":"36f8a9e6-c2b1-407a-8bd0-421b7119307e",
  "other_account_secondary_routing_scheme":"IBAN",
  "other_account_secondary_routing_address":"DE89370400440532013000",
  "is_beneficiary":true,
  "bespoke":[{
    "key":"englishName",
    "value":"english Name"
  }],
  "metadata":{
    "public_alias":"String",
    "more_info":"String",
    "url":"String",
    "image_url":"String",
    "open_corporates_url":"String",
    "corporate_location":{
      "latitude":11.45,
      "longitude":11.45,
      "date":"1100-01-01T00:00:00Z",
      "user":{
        "id":"123",
        "provider":"http://127.0.0.1:8080",
        "username":"felixsmith"
      }
    },
    "physical_location":{
      "latitude":11.45,
      "longitude":11.45,
      "date":"1100-01-01T00:00:00Z",
      "user":{
        "id":"123",
        "provider":"http://127.0.0.1:8080",
        "username":"felixsmith"
      }
    },
    "private_alias":"String"
  }
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30110: Invalid Account Id. The ACCOUNT_ID should only contain 0-9/a-z/A-Z/'-'/'.'/'_', the length should be smaller than 255.
  • 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-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
  • OBP-10001: Incorrect json format.
  • OBP-10003: Invalid Currency Value. It should be three letters ISO Currency Code.
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-30014: Counterparty already exists. Please specify a different value for BANK_ID or ACCOUNT_ID or VIEW_ID or NAME.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv4.0.0, function_name: by createCounterparty, operation_id: OBPv4.0.0-createCounterparty Tags: Counterparty, Account, New-Style,

Create Counterparty for any account (Explicit)

Create Counterparty for any Account. (Explicit)

In OBP, there are two types of Counterparty.

  • Explicit Counterparties (those here) which we create explicitly and are used in COUNTERPARTY Transaction Requests

  • Implicit Counterparties (AKA Other Accounts) which are generated automatically from the other sides of Transactions.

Explicit Counterparties are created for the account / view
They are how the user of the view (e.g. account owner) refers to the other side of the transaction

name : the human readable name (e.g. Piano teacher, Miss Nipa)

description : the human readable name (e.g. Piano teacher, Miss Nipa)

currency : counterparty account currency (e.g. EUR, GBP, USD, ...)

bank_routing_scheme : eg: bankId or bankCode or any other strings

bank_routing_address : eg: gh.29.uk, must be valid sandbox bankIds

account_routing_scheme : eg: AccountId or AccountNumber or any other strings

account_routing_address : eg: 1d65db7c-a7b2-4839-af41-95, must be valid accountIds

other_account_secondary_routing_scheme : eg: IBan or any other strings

other_account_secondary_routing_address : if it is an IBAN, it should be unique for each counterparty.

other_branch_routing_scheme : eg: branchId or any other strings or you can leave it empty, not useful in sandbox mode.

other_branch_routing_address : eg: branch-id-123 or you can leave it empty, not useful in sandbox mode.

is_beneficiary : must be set to true in order to send payments to this counterparty

bespoke: It supports a list of key-value, you can add it to the counterparty.

bespoke.key : any info-key you want to add to this counterparty

bespoke.value : any info-value you want to add to this counterparty

The view specified by VIEW_ID must have the canAddCounterparty permission

A minimal example for TransactionRequestType == COUNTERPARTY
{
"name": "Tesobe1",
"description": "Good Company",
"currency": "EUR",
"other_bank_routing_scheme": "OBP",
"other_bank_routing_address": "gh.29.uk",
"other_account_routing_scheme": "OBP",
"other_account_routing_address": "8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0",
"is_beneficiary": true,
"other_account_secondary_routing_scheme": "",
"other_account_secondary_routing_address": "",
"other_branch_routing_scheme": "",
"other_branch_routing_address": "",
"bespoke": []
}

A minimal example for TransactionRequestType == SEPA

{
"name": "Tesobe2",
"description": "Good Company",
"currency": "EUR",
"other_bank_routing_scheme": "OBP",
"other_bank_routing_address": "gh.29.uk",
"other_account_routing_scheme": "OBP",
"other_account_routing_address": "8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0",
"other_account_secondary_routing_scheme": "IBAN",
"other_account_secondary_routing_address": "DE89 3704 0044 0532 0130 00",
"is_beneficiary": true,
"other_branch_routing_scheme": "",
"other_branch_routing_address": "",
"bespoke": []
}

Authentication is Mandatory

URL Parameters:

JSON request body fields:

JSON response body fields:

Typical Successful Response:

								
									
{
  "name":"CounterpartyName",
  "description":"My landlord",
  "currency":"EUR",
  "created_by_user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
  "this_bank_id":"gh.29.uk",
  "this_account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
  "this_view_id":"owner",
  "counterparty_id":"9fg8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "other_bank_routing_scheme":"OBP",
  "other_bank_routing_address":"gh.29.uk",
  "other_branch_routing_scheme":"OBP",
  "other_branch_routing_address":"12f8a9e6-c2b1-407a-8bd0-421b7119307e",
  "other_account_routing_scheme":"OBP",
  "other_account_routing_address":"36f8a9e6-c2b1-407a-8bd0-421b7119307e",
  "other_account_secondary_routing_scheme":"IBAN",
  "other_account_secondary_routing_address":"DE89370400440532013000",
  "is_beneficiary":true,
  "bespoke":[{
    "key":"englishName",
    "value":"english Name"
  }],
  "metadata":{
    "public_alias":"String",
    "more_info":"String",
    "url":"String",
    "image_url":"String",
    "open_corporates_url":"String",
    "corporate_location":{
      "latitude":11.45,
      "longitude":11.45,
      "date":"1100-01-01T00:00:00Z",
      "user":{
        "id":"123",
        "provider":"http://127.0.0.1:8080",
        "username":"felixsmith"
      }
    },
    "physical_location":{
      "latitude":11.45,
      "longitude":11.45,
      "date":"1100-01-01T00:00:00Z",
      "user":{
        "id":"123",
        "provider":"http://127.0.0.1:8080",
        "username":"felixsmith"
      }
    },
    "private_alias":"String"
  }
}
Required Roles:
  • CanCreateCounterparty - Please login to request this Role
  • CanCreateCounterpartyAtAnyBank - 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-30110: Invalid Account Id. The ACCOUNT_ID should only contain 0-9/a-z/A-Z/'-'/'.'/'_', the length should be smaller than 255.
  • 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-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30003: Account not found. Please specify a valid value for ACCOUNT_ID.
  • OBP-10001: Incorrect json format.
  • OBP-10003: Invalid Currency Value. It should be three letters ISO Currency Code.
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-30014: Counterparty already exists. Please specify a different value for BANK_ID or ACCOUNT_ID or VIEW_ID or NAME.
  • OBP-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Version: OBPv4.0.0, function_name: by createCounterpartyForAnyAccount, operation_id: OBPv4.0.0-createCounterpartyForAnyAccount Tags: Counterparty, Account, New-Style,

Delete Counterparty (Explicit)

Delete Counterparty (Explicit) for an Account.
and also delete the Metadata for its counterparty.

need the view permission can_delete_counterparty
Authentication is Mandatory

URL Parameters:

JSON request body fields:

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-30110: Invalid Account Id. The ACCOUNT_ID should only contain 0-9/a-z/A-Z/'-'/'.'/'_', the length should be smaller than 255.
  • 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-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv4.0.0, function_name: by deleteExplicitCounterparty, operation_id: OBPv4.0.0-deleteExplicitCounterparty Tags: Counterparty, Account, New-Style,

Delete Counterparty for any account (Explicit)

Delete Counterparty (Explicit) for any account
and also delete the Metadata for its counterparty.

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:
Required Roles:
  • CanDeleteCounterparty - Please login to request this Role
  • CanDeleteCounterpartyAtAnyBank - 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-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-30110: Invalid Account Id. The ACCOUNT_ID should only contain 0-9/a-z/A-Z/'-'/'.'/'_', the length should be smaller than 255.
  • 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-50000: Unknown Error.
Connector Methods:
Version: OBPv4.0.0, function_name: by deleteCounterpartyForAnyAccount, operation_id: OBPv4.0.0-deleteCounterpartyForAnyAccount Tags: Counterparty, Account, New-Style,

Get Counterparties (Explicit)

Get the Counterparties (Explicit) for the account / view.

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "counterparties":[{
    "name":"CounterpartyName",
    "description":"My landlord",
    "currency":"EUR",
    "created_by_user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
    "this_bank_id":"gh.29.uk",
    "this_account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
    "this_view_id":"owner",
    "counterparty_id":"9fg8a7e4-6d02-40e3-a129-0b2bf89de8uh",
    "other_bank_routing_scheme":"OBP",
    "other_bank_routing_address":"gh.29.uk",
    "other_branch_routing_scheme":"OBP",
    "other_branch_routing_address":"12f8a9e6-c2b1-407a-8bd0-421b7119307e",
    "other_account_routing_scheme":"OBP",
    "other_account_routing_address":"36f8a9e6-c2b1-407a-8bd0-421b7119307e",
    "other_account_secondary_routing_scheme":"IBAN",
    "other_account_secondary_routing_address":"DE89370400440532013000",
    "is_beneficiary":true,
    "bespoke":[{
      "key":"englishName",
      "value":"english Name"
    }]
  }]
}
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-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv4.0.0, function_name: by getExplictCounterpartiesForAccount, operation_id: OBPv4.0.0-getExplictCounterpartiesForAccount Tags: Counterparty, Payment Initiation Service (PIS), PSD2, Account, New-Style,

Get Counterparties for any account (Explicit)

Get the Counterparties (Explicit) for any account .

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "counterparties":[{
    "name":"CounterpartyName",
    "description":"My landlord",
    "currency":"EUR",
    "created_by_user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
    "this_bank_id":"gh.29.uk",
    "this_account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
    "this_view_id":"owner",
    "counterparty_id":"9fg8a7e4-6d02-40e3-a129-0b2bf89de8uh",
    "other_bank_routing_scheme":"OBP",
    "other_bank_routing_address":"gh.29.uk",
    "other_branch_routing_scheme":"OBP",
    "other_branch_routing_address":"12f8a9e6-c2b1-407a-8bd0-421b7119307e",
    "other_account_routing_scheme":"OBP",
    "other_account_routing_address":"36f8a9e6-c2b1-407a-8bd0-421b7119307e",
    "other_account_secondary_routing_scheme":"IBAN",
    "other_account_secondary_routing_address":"DE89370400440532013000",
    "is_beneficiary":true,
    "bespoke":[{
      "key":"englishName",
      "value":"english Name"
    }]
  }]
}
Required Roles:
  • CanGetCounterparties - Please login to request this Role
  • CanGetCounterpartiesAtAnyBank - 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-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Version: OBPv4.0.0, function_name: by getCounterpartiesForAnyAccount, operation_id: OBPv4.0.0-getCounterpartiesForAnyAccount Tags: Counterparty, Payment Initiation Service (PIS), PSD2, Account, New-Style,

Get Counterparty by Id for any account (Explicit)

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "name":"CounterpartyName",
  "description":"My landlord",
  "currency":"EUR",
  "created_by_user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
  "this_bank_id":"gh.29.uk",
  "this_account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
  "this_view_id":"owner",
  "counterparty_id":"9fg8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "other_bank_routing_scheme":"OBP",
  "other_bank_routing_address":"gh.29.uk",
  "other_branch_routing_scheme":"OBP",
  "other_branch_routing_address":"12f8a9e6-c2b1-407a-8bd0-421b7119307e",
  "other_account_routing_scheme":"OBP",
  "other_account_routing_address":"36f8a9e6-c2b1-407a-8bd0-421b7119307e",
  "other_account_secondary_routing_scheme":"IBAN",
  "other_account_secondary_routing_address":"DE89370400440532013000",
  "is_beneficiary":true,
  "bespoke":[{
    "key":"englishName",
    "value":"english Name"
  }],
  "metadata":{
    "public_alias":"String",
    "more_info":"String",
    "url":"String",
    "image_url":"String",
    "open_corporates_url":"String",
    "corporate_location":{
      "latitude":11.45,
      "longitude":11.45,
      "date":"1100-01-01T00:00:00Z",
      "user":{
        "id":"123",
        "provider":"http://127.0.0.1:8080",
        "username":"felixsmith"
      }
    },
    "physical_location":{
      "latitude":11.45,
      "longitude":11.45,
      "date":"1100-01-01T00:00:00Z",
      "user":{
        "id":"123",
        "provider":"http://127.0.0.1:8080",
        "username":"felixsmith"
      }
    },
    "private_alias":"String"
  }
}
Required Roles:
  • CanGetCounterpartyAtAnyBank - Please login to request this Role
  • CanGetCounterparty - 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-30110: Invalid Account Id. The ACCOUNT_ID should only contain 0-9/a-z/A-Z/'-'/'.'/'_', the length should be smaller than 255.
  • 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-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-10001: Incorrect json format.
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Version: OBPv4.0.0, function_name: by getCounterpartyByIdForAnyAccount, operation_id: OBPv4.0.0-getCounterpartyByIdForAnyAccount Tags: Counterparty, Account, New-Style,

Get Counterparty by name for any account (Explicit)

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "name":"CounterpartyName",
  "description":"My landlord",
  "currency":"EUR",
  "created_by_user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
  "this_bank_id":"gh.29.uk",
  "this_account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
  "this_view_id":"owner",
  "counterparty_id":"9fg8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "other_bank_routing_scheme":"OBP",
  "other_bank_routing_address":"gh.29.uk",
  "other_branch_routing_scheme":"OBP",
  "other_branch_routing_address":"12f8a9e6-c2b1-407a-8bd0-421b7119307e",
  "other_account_routing_scheme":"OBP",
  "other_account_routing_address":"36f8a9e6-c2b1-407a-8bd0-421b7119307e",
  "other_account_secondary_routing_scheme":"IBAN",
  "other_account_secondary_routing_address":"DE89370400440532013000",
  "is_beneficiary":true,
  "bespoke":[{
    "key":"englishName",
    "value":"english Name"
  }],
  "metadata":{
    "public_alias":"String",
    "more_info":"String",
    "url":"String",
    "image_url":"String",
    "open_corporates_url":"String",
    "corporate_location":{
      "latitude":11.45,
      "longitude":11.45,
      "date":"1100-01-01T00:00:00Z",
      "user":{
        "id":"123",
        "provider":"http://127.0.0.1:8080",
        "username":"felixsmith"
      }
    },
    "physical_location":{
      "latitude":11.45,
      "longitude":11.45,
      "date":"1100-01-01T00:00:00Z",
      "user":{
        "id":"123",
        "provider":"http://127.0.0.1:8080",
        "username":"felixsmith"
      }
    },
    "private_alias":"String"
  }
}
Required Roles:
  • CanGetCounterpartyAtAnyBank - Please login to request this Role
  • CanGetCounterparty - 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-30110: Invalid Account Id. The ACCOUNT_ID should only contain 0-9/a-z/A-Z/'-'/'.'/'_', the length should be smaller than 255.
  • 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-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-10001: Incorrect json format.
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Version: OBPv4.0.0, function_name: by getCounterpartyByNameForAnyAccount, operation_id: OBPv4.0.0-getCounterpartyByNameForAnyAccount Tags: Counterparty, Account, New-Style,

Get Other Account by Id

Returns data about the Other Account that has shared at least one transaction with ACCOUNT_ID at BANK_ID.
Authentication is Optional

Authentication is required if the view is not public.

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
  "holder":{
    "name":"OBP",
    "is_alias":true
  },
  "bank_routing":{
    "scheme":"Bank_ID",
    "address":"gh.29.uk"
  },
  "account_routings":[{
    "scheme":"AccountNumber",
    "address":"4930396"
  }],
  "metadata":{
    "public_alias":"NONE",
    "private_alias":"NONE",
    "more_info":"www.openbankproject.com",
    "URL":"www.openbankproject.com",
    "image_URL":"www.openbankproject.com",
    "open_corporates_URL":"www.openbankproject.com",
    "corporate_location":{
      "latitude":1.231,
      "longitude":1.231,
      "date":"1100-01-01T00:00:00Z",
      "user":{
        "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
        "provider":"http://127.0.0.1:8080",
        "display_name":"OBP"
      }
    },
    "physical_location":{
      "latitude":1.231,
      "longitude":1.231,
      "date":"1100-01-01T00:00:00Z",
      "user":{
        "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
        "provider":"http://127.0.0.1:8080",
        "display_name":"OBP"
      }
    }
  }
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-50200: Connector cannot return the data we requested.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.0.0, function_name: by getOtherAccountByIdForBankAccount, operation_id: OBPv3.0.0-getOtherAccountByIdForBankAccount Tags: Counterparty, Account, New-Style,

Get Other Accounts of one Account

Returns data about all the other accounts that have shared at least one transaction with the ACCOUNT_ID at BANK_ID.
Authentication is Optional

Authentication is required if the view VIEW_ID is not public.

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{
  "other_accounts":[{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "holder":{
      "name":"OBP",
      "is_alias":true
    },
    "bank_routing":{
      "scheme":"Bank_ID",
      "address":"gh.29.uk"
    },
    "account_routings":[{
      "scheme":"AccountNumber",
      "address":"4930396"
    }],
    "metadata":{
      "public_alias":"NONE",
      "private_alias":"NONE",
      "more_info":"www.openbankproject.com",
      "URL":"www.openbankproject.com",
      "image_URL":"www.openbankproject.com",
      "open_corporates_URL":"www.openbankproject.com",
      "corporate_location":{
        "latitude":1.231,
        "longitude":1.231,
        "date":"1100-01-01T00:00:00Z",
        "user":{
          "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
          "provider":"http://127.0.0.1:8080",
          "display_name":"OBP"
        }
      },
      "physical_location":{
        "latitude":1.231,
        "longitude":1.231,
        "date":"1100-01-01T00:00:00Z",
        "user":{
          "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
          "provider":"http://127.0.0.1:8080",
          "display_name":"OBP"
        }
      }
    }
  }]
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-50200: Connector cannot return the data we requested.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.0.0, function_name: by getOtherAccountsForBankAccount, operation_id: OBPv3.0.0-getOtherAccountsForBankAccount Tags: Counterparty, Account, New-Style,

Create Direct Debit

Create direct debit for an account.

Authentication is Mandatory

URL Parameters:

JSON request body fields:

JSON response body fields:

Typical Successful Response:

								
									
{
  "direct_debit_id":"aa0533bd-eb22-4bff-af75-d45240361b05",
  "bank_id":"gh.29.uk",
  "account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
  "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
  "counterparty_id":"9fg8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "date_signed":"2022-09-12T20:14:21Z",
  "date_starts":"2022-09-12T20:14:21Z",
  "date_expires":"2022-09-12T20:14:21Z",
  "date_cancelled":"2022-09-12T20:14:21Z",
  "active":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-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30022: The current view does not have the permission:
  • OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
  • OBP-10001: Incorrect json format.
  • OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
  • OBP-20057: User not found by userId.
  • OBP-30017: Counterparty not found. Please specify a valid value for COUNTERPARTY_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv4.0.0, function_name: by createDirectDebit, operation_id: OBPv4.0.0-createDirectDebit Tags: Direct-Debit, Account, New-Style,

Create Direct Debit (management)

Create direct debit for an account.

Authentication is Mandatory

URL Parameters:

JSON request body fields:

JSON response body fields:

Typical Successful Response:

								
									
{
  "direct_debit_id":"aa0533bd-eb22-4bff-af75-d45240361b05",
  "bank_id":"gh.29.uk",
  "account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
  "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
  "counterparty_id":"9fg8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "date_signed":"2022-09-12T20:14:21Z",
  "date_starts":"2022-09-12T20:14:21Z",
  "date_expires":"2022-09-12T20:14:21Z",
  "date_cancelled":"2022-09-12T20:14:21Z",
  "active":true
}
Required Roles:
  • CanCreateDirectDebitAtOneBank - 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-30022: The current view does not have the permission:
  • OBP-10001: Incorrect json format.
  • OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
  • OBP-20057: User not found by userId.
  • OBP-30017: Counterparty not found. Please specify a valid value for COUNTERPARTY_ID.
  • OBP-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Version: OBPv4.0.0, function_name: by createDirectDebitManagement, operation_id: OBPv4.0.0-createDirectDebitManagement Tags: Direct-Debit, Account, New-Style,

Create Standing Order

Create standing order for an account.

when -> frequency = {‘YEARLY’,’MONTHLY, ‘WEEKLY’, ‘BI-WEEKLY’, DAILY’}
when -> detail = { ‘FIRST_MONDAY’, ‘FIRST_DAY’, ‘LAST_DAY’}}

Authentication is Mandatory

URL Parameters:

  • ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0