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Customer
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The legal entity that has the relationship to the bank. Customers are linked to Users via `User CusMore...
- Create Address
- Create Agent
- Create Customer
- Create Customer Account Link
- Create Customer Attribute
- Create Customer Social Media Handle
- Create Tax Residence
- Create User Customer Link
- Create or Update Customer Attribute Definition
- Delete Customer Account Link
- Delete Customer Address
- Delete Customer Attribute
- Delete Customer Attribute Definition
- Delete Customer Cascade
- Delete Tax Residence
- Delete User Customer Link
- Get CRM Events
- Get Correlated Entities for the current User
- Get Correlated User Info by Customer
- Get Customer Account Link by Id
- Get Customer Account Links by ACCOUNT_ID
- Get Customer Account Links by CUSTOMER_ID
- Get Customer Addresses
- Get Customer Attribute By Id
- Get Customer Attribute Definition
- Get Customer Attributes
- Get Customer Overview
- Get Customer Overview Flat
- Get Customer Social Media Handles
- Get Customer by CUSTOMER_ID
- Get Customer by CUSTOMER_NUMBER
- Get Customers Minimal at Any Bank
- Get Customers Minimal at Bank
- Get Customers at Any Bank
- Get Customers at Bank
- Get Customers by Legal Name
- Get Customers by MOBILE_PHONE_NUMBER
- Get Customers for Current User
- Get Customers for Current User (IDs only)
- Get Firehose Customers
- Get My Customers
- Get My Customers at Bank
- Get Tax Residences of Customer
- Get User Customer Links by Customer
- Get User Customer Links by User
- Update Agent status
- Update Customer Account Link by Id
- Update Customer Attribute
- Update the Address of a Customer
- Update the Branch of a Customer
- Update the credit limit of a Customer
- Update the credit rating and source of a Customer
- Update the email of a Customer
- Update the identity data of a Customer
- Update the mobile number of a Customer
- Update the number of a Customer
- Update the other data of a Customer
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Customer
- Create Address
- Create Agent
- Create Customer
- Create Customer Account Link
- Create Customer Attribute
- Create Customer Social Media Handle
- Create Tax Residence
- Create User Customer Link
- Create or Update Customer Attribute Definition
- Delete Customer Account Link
- Delete Customer Address
- Delete Customer Attribute
- Delete Customer Attribute Definition
- Delete Customer Cascade
- Delete Tax Residence
- Delete User Customer Link
- Get CRM Events
- Get Correlated Entities for the current User
- Get Correlated User Info by Customer
- Get Customer Account Link by Id
- Get Customer Account Links by ACCOUNT_ID
- Get Customer Account Links by CUSTOMER_ID
- Get Customer Addresses
- Get Customer Attribute By Id
- Get Customer Attribute Definition
- Get Customer Attributes
- Get Customer Overview
- Get Customer Overview Flat
- Get Customer Social Media Handles
- Get Customer by CUSTOMER_ID
- Get Customer by CUSTOMER_NUMBER
- Get Customers Minimal at Any Bank
- Get Customers Minimal at Bank
- Get Customers at Any Bank
- Get Customers at Bank
- Get Customers by Legal Name
- Get Customers by MOBILE_PHONE_NUMBER
- Get Customers for Current User
- Get Customers for Current User (IDs only)
- Get Firehose Customers
- Get My Customers
- Get My Customers at Bank
- Get Tax Residences of Customer
- Get User Customer Links by Customer
- Get User Customer Links by User
- Update Agent status
- Update Customer Account Link by Id
- Update Customer Attribute
- Update the Address of a Customer
- Update the Branch of a Customer
- Update the credit limit of a Customer
- Update the credit rating and source of a Customer
- Update the email of a Customer
- Update the identity data of a Customer
- Update the mobile number of a Customer
- Update the number of a Customer
- Update the other data of a Customer
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Customer Meeting
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Customer Message
- Create Customer Message
- Create Customer Message
- Get Customer Messages for a Customer
- Get Customer Messages for all Customers
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KYC
- Add KYC Check
- Add KYC Document
- Add KYC Media
- Add KYC Status
- Get Customer KYC Checks
- Get Customer KYC Documents
- Get Customer KYC statuses
- Get KYC Media for a customer
v5.1.0 filtered by tag: Customer (72 APIs)
Create Address
Create an Address for a Customer specified by CUSTOMER_ID.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON request body fields:
city:
country_code: 1254
tags: Create-My-User
JSON response body fields:
city:
country_code: 1254
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
insert_date: 2020-01-27
tags: Create-My-User
{
"customer_address_id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"line_1":"No 1 the Road",
"line_2":"The Place",
"line_3":"The Hill",
"city":"Berlin",
"county":"",
"state":"Brandenburg",
"postcode":"13359",
"country_code":"DE",
"tags":["mailing","home"],
"status":"OK",
"insert_date":"1100-01-01T00:00:00Z"
}
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CanCreateCustomerAddress
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-20006: User is missing one or more roles:
- OBP-10001: Incorrect json format.
- OBP-50000: Unknown Error.
Create Agent
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON request body fields:
agent_number: 5987953
currency: EUR
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
JSON response body fields:
agent_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
agent_number: 5987953
bank_id: gh.29.uk
currency: EUR
is_confirmed_agent: is_confirmed_agent
is_pending_agent: is_pending_agent
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
{
"agent_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"bank_id":"gh.29.uk",
"legal_name":"Eveline Tripman",
"mobile_phone_number":"+49 30 901820",
"agent_number":"5987953",
"currency":"EUR",
"is_confirmed_agent":false,
"is_pending_agent":true
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-10001: Incorrect json format.
- OBP-30328: Agent Number already exists. Please specify a different value for BANK_ID or AGENT_NUMBER.
- OBP-30202: Could not create Agent.
- OBP-50000: Unknown Error.
Create Customer
The Customer resource stores the customer number (which is set by the backend), legal name, email, phone number, their date of birth, relationship status, education attained, a url for a profile image, KYC status etc.
Dates need to be in the format 2013-01-21T23:08:00Z
Note: If you need to set a specific customer number, use the Update Customer Number endpoint after this call.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON request body fields:
amount: 10.12
currency: EUR
date: 2020-01-27
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
url: http://www.example.com/id-docs/123/image.png
branch_id: DERBY6
customer_number: 5987953
date_of_birth: 2018-03-09
dependants: 1
dob_of_dependants: [2019-09-08, 2017-07-12]
employment_status: worker
highest_education_attained: Master
kyc_status: false
last_ok_date: 2023-12-04T12:21:58.038Z
name_suffix: Sr
relationship_status: single
title: Dr.
JSON response body fields:
amount: 10.12
bank_id: gh.29.uk
branch_id: DERBY6
currency: EUR
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_number: 5987953
date: 2020-01-27
date_of_birth: 2018-03-09
dependants: 1
dob_of_dependants: [2019-09-08, 2017-07-12]
employment_status: worker
highest_education_attained: Master
kyc_status: false
last_ok_date: 2023-12-04T12:21:58.038Z
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
name_suffix: Sr
relationship_status: single
title: Dr.
{
"bank_id":"gh.29.uk",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"customer_number":"5987953",
"legal_name":"Eveline Tripman",
"mobile_phone_number":"+44 07972 444 876",
"email":"felixsmith@example.com",
"face_image":{
"url":"www.openbankproject",
"date":"1100-01-01T00:00:00Z"
},
"date_of_birth":"1100-01-01T00:00:00Z",
"relationship_status":"single",
"dependants":1,
"dob_of_dependants":["1100-01-01T00:00:00Z"],
"credit_rating":{
"rating":"OBP",
"source":"OBP"
},
"credit_limit":{
"currency":"EUR",
"amount":"0"
},
"highest_education_attained":"Master",
"employment_status":"worker",
"kyc_status":false,
"last_ok_date":"2023-12-04T12:21:58Z",
"title":"Dr.",
"branch_id":"DERBY6",
"name_suffix":"Sr"
}
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CanCreateCustomer
- Please login to request this Role
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CanCreateCustomerAtAnyBank
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-10001: Incorrect json format.
- OBP-30006: Customer Number already exists. Please specify a different value for BANK_ID or CUSTOMER_NUMBER.
- OBP-20005: User not found. Please specify a valid value for USER_ID.
- OBP-30007: The User is already linked to a Customer at the bank specified by BANK_ID
- OBP-30024: Could not create Consumer
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Create Customer Account Link
Link a Customer to a Account
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON request body fields:
account_id: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
bank_id: gh.29.uk
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
relationship_type: Owner
JSON response body fields:
account_id: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
bank_id: gh.29.uk
customer_account_link_id: xyz8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
relationship_type: Owner
{
"customer_account_link_id":"xyz8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"bank_id":"gh.29.uk",
"account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
"relationship_type":"Owner"
}
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CanCreateCustomerAccountLink
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
- OBP-10001: Incorrect json format.
- OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
- OBP-20006: User is missing one or more roles:
- OBP-30223: The Account is already linked to a Customer at the bank specified by BANK_ID
- OBP-30224: Could not create the customer account link.
- OBP-50000: Unknown Error.
Create Customer Attribute
Create Customer Attribute
The type field must be one of "STRING", "INTEGER", "DOUBLE" or DATE_WITH_DAY"
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON request body fields:
name: ACCOUNT_MANAGEMENT_FEE
type:
value: 5987953
JSON response body fields:
customer_attribute_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
name: ACCOUNT_MANAGEMENT_FEE
type:
value: 5987953
{
"customer_attribute_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"name":"SPECIAL_TAX_NUMBER",
"type":"STRING",
"value":"123456789"
}
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CanCreateCustomerAttributeAtOneBank
- Please login to request this Role
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CanCreateCustomerAttributeAtAnyBank
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- 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:
Create Customer Social Media Handle
Create a customer social media handle for the customer specified by CUSTOMER_ID
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON request body fields:
customer_number: 5987953
type:
JSON response body fields:
{
"success":"Success"
}
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CanAddSocialMediaHandle
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-10001: Incorrect json format.
- OBP-30111: Invalid Bank Id. The BANK_ID should only contain 0-9/a-z/A-Z/'-'/'.'/'_', the length should be smaller than 255.
- OBP-20006: User is missing one or more roles:
- OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
- OBP-50000: Unknown Error.
Create Tax Residence
Create a Tax Residence for a Customer specified by CUSTOMER_ID.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON request body fields:
tax_number: 456
JSON response body fields:
tax_number: 456
{
"domain":"Enter some domain",
"tax_number":"Enter some number",
"tax_residence_id":"902ba3bb-dedd-45e7-9319-2fd3f2cd98a1"
}
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CanCreateTaxResidence
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-20006: User is missing one or more roles:
- OBP-10001: Incorrect json format.
- OBP-50000: Unknown Error.
Create User Customer Link
Link a User to a Customer
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON request body fields:
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
user_id: 9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1
JSON response body fields:
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
is_active: false
user_id: 9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1
{
"user_customer_link_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
"date_inserted":"1100-01-01T00:00:00Z",
"is_active":true
}
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CanCreateUserCustomerLinkAtAnyBank
- Please login to request this Role
-
CanCreateUserCustomerLink
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30111: Invalid Bank Id. The BANK_ID should only contain 0-9/a-z/A-Z/'-'/'.'/'_', the length should be smaller than 255.
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-10001: Incorrect json format.
- OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
- OBP-20006: User is missing one or more roles:
- OBP-30007: The User is already linked to a Customer at the bank specified by BANK_ID
- OBP-30025: Could not create user_customer_links
- OBP-50000: Unknown Error.
Create or Update Customer Attribute Definition
Create or Update Customer Attribute Definition
The category field must be one of: Customer
The type field must be one of; DOUBLE, STRING, INTEGER and DATE_WITH_DAY
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
bank_id: gh.29.uk
can_be_seen_on_views: false
description: Description of the object. Maximum length is 2000. It can be any characters here.
is_active: false
name: ACCOUNT_MANAGEMENT_FEE
type:
{
"attribute_definition_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
"bank_id":"gh.29.uk",
"name":"SPECIAL_TAX_NUMBER",
"category":"Customer",
"type":"STRING",
"description":"description",
"alias":"STRING",
"can_be_seen_on_views":["bank"],
"is_active":true
}
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CanCreateCustomerAttributeDefinitionAtOneBank
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- 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:
Delete Customer Account Link
Delete Customer Account Link by CUSTOMER_ACCOUNT_LINK_ID
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ACCOUNT_LINK_ID: xyz8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
-
CanDeleteCustomerAccountLink
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-20006: User is missing one or more roles:
- OBP-50000: Unknown Error.
Delete Customer Address
Delete an Address of the Customer specified by CUSTOMER_ADDRESS_ID.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
-
CanDeleteCustomerAddress
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-20006: User is missing one or more roles:
- OBP-50000: Unknown Error.
Delete Customer Attribute
Delete Customer Attribute
CustomerAttributes are used to enhance the OBP Customer object with Bank specific entities.
Delete a Customer Attribute by its id.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ATTRIBUTE_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
-
CanDeleteCustomerAttributeAtOneBank
- Please login to request this Role
-
CanDeleteCustomerAttributeAtAnyBank
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-20006: User is missing one or more roles:
- OBP-50000: Unknown Error.
Delete Customer Attribute Definition
Delete Customer Attribute Definition by ATTRIBUTE_DEFINITION_ID
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
-
CanDeleteCustomerAttributeDefinitionAtOneBank
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- 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:
Delete Customer Cascade
Delete a Customer Cascade specified by CUSTOMER_ID.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
-
CanDeleteCustomerCascade
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
- OBP-20006: User is missing one or more roles:
- OBP-50000: Unknown Error.
Delete Tax Residence
Delete a Tax Residence of the Customer specified by TAX_RESIDENCE_ID.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-50000: Unknown Error.
Delete User Customer Link
Delete User Customer Link by USER_CUSTOMER_LINK_ID
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
-
CanDeleteUserCustomerLink
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-20006: User is missing one or more roles:
- OBP-50000: Unknown Error.
Get CRM Events
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
actual_date: 2020-01-27
bank_id: gh.29.uk
customer_number: 5987953
id: d8839721-ad8f-45dd-9f78-2080414b93f9
scheduled_date: 2020-01-27
{
"crm_events":[{
"id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"bank_id":"gh.29.uk",
"customer_name":"String",
"customer_number":"5987953",
"category":"String",
"detail":"String",
"channel":"String",
"scheduled_date":"1100-01-01T00:00:00Z",
"actual_date":"1100-01-01T00:00:00Z",
"result":"String"
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- No CRM Events available.
- OBP-50000: Unknown Error.
Correlated Entities are users and customers linked to the currently authenticated user via User-Customer-Links
Authentication is Mandatory
JSON response body fields:
amount: 10.12
bank_id: gh.29.uk
branch_id: DERBY6
correlated_entities: correlated_entities
currency: EUR
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_number: 5987953
date: 2020-01-27
date_of_birth: 2018-03-09
dependants: 1
dob_of_dependants: [2019-09-08, 2017-07-12]
employment_status: worker
highest_education_attained: Master
insert_date: 2020-01-27
kyc_status: false
last_ok_date: 2023-12-04T12:21:58.038Z
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
name: ACCOUNT_MANAGEMENT_FEE
name_suffix: Sr
provider: ETHEREUM
relationship_status: single
title: Dr.
type:
url: http://www.example.com/id-docs/123/image.png
user_attribute_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
user_attributes: user_attributes
user_id: 9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1
username: felixsmith
users: user list
value: 5987953
- Required JSON Validation: No
- Allowed Authentication Types: Not set
Get Correlated User Info by CUSTOMER_ID
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
amount: 10.12
bank_id: gh.29.uk
branch_id: DERBY6
currency: EUR
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_number: 5987953
date: 2020-01-27
date_of_birth: 2018-03-09
dependants: 1
dob_of_dependants: [2019-09-08, 2017-07-12]
employment_status: worker
highest_education_attained: Master
insert_date: 2020-01-27
kyc_status: false
last_ok_date: 2023-12-04T12:21:58.038Z
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
name: ACCOUNT_MANAGEMENT_FEE
name_suffix: Sr
provider: ETHEREUM
relationship_status: single
title: Dr.
type:
url: http://www.example.com/id-docs/123/image.png
user_attribute_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
user_attributes: user_attributes
user_id: 9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1
username: felixsmith
users: user list
value: 5987953
- Required JSON Validation: No
- Allowed Authentication Types: Not set
Get Customer Account Link by Id
Get Customer Account Link by CUSTOMER_ACCOUNT_LINK_ID
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ACCOUNT_LINK_ID: xyz8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
account_id: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
bank_id: gh.29.uk
customer_account_link_id: xyz8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
relationship_type: Owner
{
"customer_account_link_id":"xyz8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"bank_id":"gh.29.uk",
"account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
"relationship_type":"Owner"
}
-
CanGetCustomerAccountLink
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-20006: User is missing one or more roles:
- OBP-50000: Unknown Error.
Get Customer Account Links by ACCOUNT_ID
Get Customer Account Links by ACCOUNT_ID
Authentication is Mandatory
URL Parameters:
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
BANK_ID: gh.29.uk
JSON response body fields:
account_id: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
bank_id: gh.29.uk
customer_account_link_id: xyz8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
links: links
relationship_type: Owner
{
"links":[{
"customer_account_link_id":"xyz8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"bank_id":"gh.29.uk",
"account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
"relationship_type":"Owner"
}]
}
-
CanGetCustomerAccountLinks
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- 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.
Get Customer Account Links by CUSTOMER_ID
Get Customer Account Links by CUSTOMER_ID
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
account_id: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
bank_id: gh.29.uk
customer_account_link_id: xyz8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
links: links
relationship_type: Owner
{
"links":[{
"customer_account_link_id":"xyz8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"bank_id":"gh.29.uk",
"account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
"relationship_type":"Owner"
}]
}
-
CanGetCustomerAccountLinks
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
- OBP-20006: User is missing one or more roles:
- OBP-50000: Unknown Error.
Get Customer Addresses
Get the Addresses of the Customer specified by CUSTOMER_ID.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
city:
country_code: 1254
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
insert_date: 2020-01-27
tags: Create-My-User
{
"addresses":[{
"customer_address_id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"line_1":"No 1 the Road",
"line_2":"The Place",
"line_3":"The Hill",
"city":"Berlin",
"county":"",
"state":"Brandenburg",
"postcode":"13359",
"country_code":"DE",
"tags":["mailing","home"],
"status":"OK",
"insert_date":"1100-01-01T00:00:00Z"
}]
}
-
CanGetCustomerAddress
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-20006: User is missing one or more roles:
- OBP-50000: Unknown Error.
Get Customer Attribute By Id
Get Customer Attribute By Id
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
customer_attribute_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
name: ACCOUNT_MANAGEMENT_FEE
type:
value: 5987953
{
"customer_attribute_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"name":"SPECIAL_TAX_NUMBER",
"type":"STRING",
"value":"123456789"
}
-
CanGetCustomerAttributeAtOneBank
- Please login to request this Role
-
CanGetCustomerAttributeAtAnyBank
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- 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:
Get Customer Attribute Definition
Get Customer Attribute Definition
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
attributes: attribute value in form of (name, value)
bank_id: gh.29.uk
can_be_seen_on_views: false
description: Description of the object. Maximum length is 2000. It can be any characters here.
is_active: false
name: ACCOUNT_MANAGEMENT_FEE
type:
{
"attributes":[{
"attribute_definition_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
"bank_id":"gh.29.uk",
"name":"SPECIAL_TAX_NUMBER",
"category":"Customer",
"type":"STRING",
"description":"description",
"alias":"STRING",
"can_be_seen_on_views":["bank"],
"is_active":true
}]
}
-
CanGetCustomerAttributeDefinitionAtOneBank
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- 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:
Get Customer Attributes
Get Customer Attributes
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
customer_attribute_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
name: ACCOUNT_MANAGEMENT_FEE
type:
value: 5987953
{
"customer_attributes":[{
"customer_attribute_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"name":"SPECIAL_TAX_NUMBER",
"type":"STRING",
"value":"123456789"
}]
}
-
CanGetCustomerAttributesAtOneBank
- Please login to request this Role
-
CanGetCustomerAttributesAtAnyBank
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- 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:
Get Customer Overview
Gets the Customer Overview specified by customer_number and bank_code.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON request body fields:
customer_number: 5987953
JSON response body fields:
account_id: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
amount: 10.12
balance: 10
bank_id: gh.29.uk
branch_id: DERBY6
currency: EUR
customer_attribute_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_number: 5987953
date: 2020-01-27
date_of_birth: 2018-03-09
dependants: 1
dob_of_dependants: [2019-09-08, 2017-07-12]
employment_status: worker
highest_education_attained: Master
kyc_status: false
label: My Account
last_ok_date: 2023-12-04T12:21:58.038Z
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
name: ACCOUNT_MANAGEMENT_FEE
name_suffix: Sr
product_code: 1234BW
relationship_status: single
scheme: OBP
title: Dr.
type:
url: http://www.example.com/id-docs/123/image.png
value: 5987953
contract_code: contract_code
contracts: contracts
{
"bank_id":"gh.29.uk",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"customer_number":"5987953",
"legal_name":"Eveline Tripman",
"mobile_phone_number":"+44 07972 444 876",
"email":"felixsmith@example.com",
"face_image":{
"url":"www.openbankproject",
"date":"1100-01-01T00:00:00Z"
},
"date_of_birth":"1100-01-01T00:00:00Z",
"relationship_status":"single",
"dependants":1,
"dob_of_dependants":["1100-01-01T00:00:00Z"],
"credit_rating":{
"rating":"OBP",
"source":"OBP"
},
"credit_limit":{
"currency":"EUR",
"amount":"0"
},
"highest_education_attained":"Master",
"employment_status":"worker",
"kyc_status":false,
"last_ok_date":"2023-12-04T12:21:58Z",
"title":"Dr.",
"branch_id":"DERBY6",
"name_suffix":"Sr",
"customer_attributes":[{
"customer_attribute_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"name":"SPECIAL_TAX_NUMBER",
"type":"STRING",
"value":"123456789"
}],
"accounts":[{
"account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
"label":"My Account",
"product_code":"787LOW",
"balance":{
"currency":"EUR",
"amount":"0"
},
"branch_id":"DERBY6",
"account_routings":[{
"scheme":"OBP",
"address":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0"
}],
"account_attributes":[{
"contract_code":"LKJL98769F",
"product_code":"1234BW",
"account_attribute_id":"613c83ea-80f9-4560-8404-b9cd4ec42a7f",
"name":"OVERDRAFT_START_DATE",
"type":"DATE_WITH_DAY",
"value":"2012-04-23"
}]
}]
}
-
CanGetCustomerOverview
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30008: User Customer Link not found by USER_ID
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Get Customer Overview Flat
Gets the Customer Overview Flat specified by customer_number and bank_code.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON request body fields:
customer_number: 5987953
JSON response body fields:
account_id: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
amount: 10.12
balance: 10
bank_id: gh.29.uk
branch_id: DERBY6
contract_code: contract_code
currency: EUR
customer_attribute_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_number: 5987953
date_of_birth: 2018-03-09
label: My Account
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
name: ACCOUNT_MANAGEMENT_FEE
name_suffix: Sr
product_code: 1234BW
scheme: OBP
title: Dr.
type:
value: 5987953
branch_code: branch_code
cancellation_date: cancellation_date
contract_code: contract_code
contracts: contracts
form_of_payment: form_of_payment
instrument_status_code: instrument_status_code
instrument_status_definition: instrument_status_definition
interest_amount: interest_amount
interest_rate: interest_rate
is_substituted: is_substituted
issuance_amount: issuance_amount
maturity_date: maturity_date
opening_date: opening_date
payment_method: payment_method
product_description: product_description
renewal_date: renewal_date
term: term
{
"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",
"date_of_birth":"1100-01-01T00:00:00Z",
"title":"Dr.",
"branch_id":"DERBY6",
"name_suffix":"Sr",
"customer_attributes":[{
"customer_attribute_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"name":"SPECIAL_TAX_NUMBER",
"type":"STRING",
"value":"123456789"
}],
"accounts":[{
"account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
"label":"My Account",
"product_code":"787LOW",
"balance":{
"currency":"EUR",
"amount":"0"
},
"branch_id":"DERBY6",
"contracts":[{
"product_code":"787LOW",
"contract_code":"LKJL98769F",
"payment_method":"cache"
}],
"account_routings":[{
"scheme":"OBP",
"address":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0"
}],
"account_attributes":[{
"contract_code":"LKJL98769F",
"product_code":"1234BW",
"account_attribute_id":"613c83ea-80f9-4560-8404-b9cd4ec42a7f",
"name":"OVERDRAFT_START_DATE",
"type":"DATE_WITH_DAY",
"value":"2012-04-23"
}]
}]
}
-
CanGetCustomerOverviewFlat
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30008: User Customer Link not found by USER_ID
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Get Customer Social Media Handles
Get social media handles for a customer specified by CUSTOMER_ID.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
customer_number: 5987953
type:
{
"checks":[{
"customer_number":"5987953",
"type":"PlaceholderString",
"handle":"PlaceholderString",
"date_added":"1100-01-01T00:00:00Z",
"date_activated":"1100-01-01T00:00:00Z"
}]
}
-
CanGetSocialMediaHandles
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-20006: User is missing one or more roles:
- OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
- OBP-50000: Unknown Error.
Get Customer by CUSTOMER_ID
Gets the Customer specified by CUSTOMER_ID.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
amount: 10.12
bank_id: gh.29.uk
branch_id: DERBY6
currency: EUR
customer_attribute_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_number: 5987953
date: 2020-01-27
date_of_birth: 2018-03-09
dependants: 1
dob_of_dependants: [2019-09-08, 2017-07-12]
employment_status: worker
highest_education_attained: Master
kyc_status: false
last_ok_date: 2023-12-04T12:21:58.038Z
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
name: ACCOUNT_MANAGEMENT_FEE
name_suffix: Sr
relationship_status: single
title: Dr.
type:
url: http://www.example.com/id-docs/123/image.png
value: 5987953
{
"bank_id":"gh.29.uk",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"customer_number":"5987953",
"legal_name":"Eveline Tripman",
"mobile_phone_number":"+44 07972 444 876",
"email":"felixsmith@example.com",
"face_image":{
"url":"www.openbankproject",
"date":"1100-01-01T00:00:00Z"
},
"date_of_birth":"1100-01-01T00:00:00Z",
"relationship_status":"single",
"dependants":1,
"dob_of_dependants":["1100-01-01T00:00:00Z"],
"credit_rating":{
"rating":"OBP",
"source":"OBP"
},
"credit_limit":{
"currency":"EUR",
"amount":"0"
},
"highest_education_attained":"Master",
"employment_status":"worker",
"kyc_status":false,
"last_ok_date":"2023-12-04T12:21:58Z",
"title":"Dr.",
"branch_id":"DERBY6",
"name_suffix":"Sr",
"customer_attributes":[{
"customer_attribute_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"name":"SPECIAL_TAX_NUMBER",
"type":"STRING",
"value":"123456789"
}]
}
-
CanGetCustomer
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-20006: User is missing one or more roles:
- OBP-30008: User Customer Link not found by USER_ID
- OBP-50000: Unknown Error.
Get Customer by CUSTOMER_NUMBER
Gets the Customer specified by CUSTOMER_NUMBER.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON request body fields:
customer_number: 5987953
JSON response body fields:
amount: 10.12
bank_id: gh.29.uk
branch_id: DERBY6
currency: EUR
customer_attribute_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_number: 5987953
date: 2020-01-27
date_of_birth: 2018-03-09
dependants: 1
dob_of_dependants: [2019-09-08, 2017-07-12]
employment_status: worker
highest_education_attained: Master
kyc_status: false
last_ok_date: 2023-12-04T12:21:58.038Z
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
name: ACCOUNT_MANAGEMENT_FEE
name_suffix: Sr
relationship_status: single
title: Dr.
type:
url: http://www.example.com/id-docs/123/image.png
value: 5987953
{
"bank_id":"gh.29.uk",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"customer_number":"5987953",
"legal_name":"Eveline Tripman",
"mobile_phone_number":"+44 07972 444 876",
"email":"felixsmith@example.com",
"face_image":{
"url":"www.openbankproject",
"date":"1100-01-01T00:00:00Z"
},
"date_of_birth":"1100-01-01T00:00:00Z",
"relationship_status":"single",
"dependants":1,
"dob_of_dependants":["1100-01-01T00:00:00Z"],
"credit_rating":{
"rating":"OBP",
"source":"OBP"
},
"credit_limit":{
"currency":"EUR",
"amount":"0"
},
"highest_education_attained":"Master",
"employment_status":"worker",
"kyc_status":false,
"last_ok_date":"2023-12-04T12:21:58Z",
"title":"Dr.",
"branch_id":"DERBY6",
"name_suffix":"Sr",
"customer_attributes":[{
"customer_attribute_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"name":"SPECIAL_TAX_NUMBER",
"type":"STRING",
"value":"123456789"
}]
}
-
CanGetCustomer
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30008: User Customer Link not found by USER_ID
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Get Customers Minimal at Any Bank
Get Customers Minimal at Any Bank.
Authentication is Mandatory
JSON response body fields:
bank_id: gh.29.uk
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
{
"customers":[{
"bank_id":"gh.29.uk",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh"
}]
}
-
CanGetCustomersMinimalAtAnyBank
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30008: User Customer Link not found by USER_ID
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Get Customers Minimal at Bank
Get Customers Minimal at Bank.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
bank_id: gh.29.uk
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
{
"customers":[{
"bank_id":"gh.29.uk",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh"
}]
}
-
CanGetCustomersMinimal
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-30008: User Customer Link not found by USER_ID
- OBP-50000: Unknown Error.
- OBP-20001: User not logged in. Authentication is required!
- OBP-20006: User is missing one or more roles:
Get Customers at Any Bank
Get Customers at Any Bank.
Authentication is Mandatory
JSON response body fields:
amount: 10.12
bank_id: gh.29.uk
branch_id: DERBY6
currency: EUR
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_number: 5987953
date: 2020-01-27
date_of_birth: 2018-03-09
dependants: 1
dob_of_dependants: [2019-09-08, 2017-07-12]
employment_status: worker
highest_education_attained: Master
kyc_status: false
last_ok_date: 2023-12-04T12:21:58.038Z
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
name_suffix: Sr
relationship_status: single
title: Dr.
{
"customers":[{
"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":"19900101",
"relationship_status":"single",
"dependants":1,
"dob_of_dependants":["19900101"],
"credit_rating":{
"rating":"OBP",
"source":"OBP"
},
"credit_limit":{
"currency":"EUR",
"amount":"0"
},
"highest_education_attained":"Master",
"employment_status":"worker",
"kyc_status":false,
"last_ok_date":"2023-12-04T12:21:58Z",
"title":"Dr.",
"branch_id":"DERBY6",
"name_suffix":"Sr"
}]
}
-
CanGetCustomersAtAnyBank
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30008: User Customer Link not found by USER_ID
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Get Customers at Bank
Get Customers at Bank.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
amount: 10.12
bank_id: gh.29.uk
branch_id: DERBY6
currency: EUR
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_number: 5987953
date: 2020-01-27
date_of_birth: 2018-03-09
dependants: 1
dob_of_dependants: [2019-09-08, 2017-07-12]
employment_status: worker
highest_education_attained: Master
kyc_status: false
last_ok_date: 2023-12-04T12:21:58.038Z
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
name_suffix: Sr
relationship_status: single
title: Dr.
{
"customers":[{
"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":"19900101",
"relationship_status":"single",
"dependants":1,
"dob_of_dependants":["19900101"],
"credit_rating":{
"rating":"OBP",
"source":"OBP"
},
"credit_limit":{
"currency":"EUR",
"amount":"0"
},
"highest_education_attained":"Master",
"employment_status":"worker",
"kyc_status":false,
"last_ok_date":"2023-12-04T12:21:58Z",
"title":"Dr.",
"branch_id":"DERBY6",
"name_suffix":"Sr"
}]
}
-
CanGetCustomers
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30008: User Customer Link not found by USER_ID
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Get Customers by Legal Name
Gets the Customers specified by Legal Name.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON request body fields:
legal_name: Eveline Tripman
JSON response body fields:
amount: 10.12
bank_id: gh.29.uk
branch_id: DERBY6
currency: EUR
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_number: 5987953
date: 2020-01-27
date_of_birth: 2018-03-09
dependants: 1
dob_of_dependants: [2019-09-08, 2017-07-12]
employment_status: worker
highest_education_attained: Master
kyc_status: false
last_ok_date: 2023-12-04T12:21:58.038Z
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
name_suffix: Sr
relationship_status: single
title: Dr.
{
"bank_id":"gh.29.uk",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"customer_number":"5987953",
"legal_name":"Eveline Tripman",
"mobile_phone_number":"+44 07972 444 876",
"email":"felixsmith@example.com",
"face_image":{
"url":"www.openbankproject",
"date":"1100-01-01T00:00:00Z"
},
"date_of_birth":"1100-01-01T00:00:00Z",
"relationship_status":"single",
"dependants":1,
"dob_of_dependants":["1100-01-01T00:00:00Z"],
"credit_rating":{
"rating":"OBP",
"source":"OBP"
},
"credit_limit":{
"currency":"EUR",
"amount":"0"
},
"highest_education_attained":"Master",
"employment_status":"worker",
"kyc_status":false,
"last_ok_date":"2023-12-04T12:21:58Z",
"title":"Dr.",
"branch_id":"DERBY6",
"name_suffix":"Sr"
}
-
CanGetCustomer
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30008: User Customer Link not found by USER_ID
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Get Customers by MOBILE_PHONE_NUMBER
Gets the Customers specified by MOBILE_PHONE_NUMBER.
There are two wildcards often used in conjunction with the LIKE operator:
% - The percent sign represents zero, one, or multiple characters
_ - The underscore represents a single character
For example {"customer_phone_number":"%381%"} lists all numbers which contain 381 sequence
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON request body fields:
mobile_phone_number: +49 30 901820
JSON response body fields:
amount: 10.12
bank_id: gh.29.uk
branch_id: DERBY6
currency: EUR
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_number: 5987953
date: 2020-01-27
date_of_birth: 2018-03-09
dependants: 1
dob_of_dependants: [2019-09-08, 2017-07-12]
employment_status: worker
highest_education_attained: Master
kyc_status: false
last_ok_date: 2023-12-04T12:21:58.038Z
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
name_suffix: Sr
relationship_status: single
title: Dr.
{
"bank_id":"gh.29.uk",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"customer_number":"5987953",
"legal_name":"Eveline Tripman",
"mobile_phone_number":"+44 07972 444 876",
"email":"felixsmith@example.com",
"face_image":{
"url":"www.openbankproject",
"date":"1100-01-01T00:00:00Z"
},
"date_of_birth":"1100-01-01T00:00:00Z",
"relationship_status":"single",
"dependants":1,
"dob_of_dependants":["1100-01-01T00:00:00Z"],
"credit_rating":{
"rating":"OBP",
"source":"OBP"
},
"credit_limit":{
"currency":"EUR",
"amount":"0"
},
"highest_education_attained":"Master",
"employment_status":"worker",
"kyc_status":false,
"last_ok_date":"2023-12-04T12:21:58Z",
"title":"Dr.",
"branch_id":"DERBY6",
"name_suffix":"Sr"
}
-
CanGetCustomer
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30008: User Customer Link not found by USER_ID
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Get Customers for Current User
Gets all Customers that are linked to a User.
Authentication is Mandatory
JSON response body fields:
amount: 10.12
bank_id: gh.29.uk
branch_id: DERBY6
currency: EUR
customer_attribute_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_number: 5987953
date: 2020-01-27
date_of_birth: 2018-03-09
dependants: 1
dob_of_dependants: [2019-09-08, 2017-07-12]
employment_status: worker
highest_education_attained: Master
kyc_status: false
last_ok_date: 2023-12-04T12:21:58.038Z
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
name: ACCOUNT_MANAGEMENT_FEE
name_suffix: Sr
relationship_status: single
title: Dr.
type:
url: http://www.example.com/id-docs/123/image.png
value: 5987953
{
"customers":[{
"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":"19900101",
"relationship_status":"single",
"dependants":1,
"dob_of_dependants":["19900101"],
"credit_rating":{
"rating":"OBP",
"source":"OBP"
},
"credit_limit":{
"currency":"EUR",
"amount":"0"
},
"highest_education_attained":"Master",
"employment_status":"worker",
"kyc_status":false,
"last_ok_date":"2023-12-04T12:21:58Z",
"title":"Dr.",
"branch_id":"DERBY6",
"name_suffix":"Sr",
"customer_attributes":[{
"customer_attribute_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"name":"SPECIAL_TAX_NUMBER",
"type":"STRING",
"value":"123456789"
}]
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30008: User Customer Link not found by USER_ID
- OBP-50000: Unknown Error.
Get Customers for Current User (IDs only)
Gets all Customers Ids that are linked to a User.
Authentication is Mandatory
JSON response body fields:
amount: 10.12
bank_id: gh.29.uk
branch_id: DERBY6
currency: EUR
customer_attribute_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_number: 5987953
date: 2020-01-27
date_of_birth: 2018-03-09
dependants: 1
dob_of_dependants: [2019-09-08, 2017-07-12]
employment_status: worker
highest_education_attained: Master
kyc_status: false
last_ok_date: 2023-12-04T12:21:58.038Z
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
name: ACCOUNT_MANAGEMENT_FEE
name_suffix: Sr
relationship_status: single
title: Dr.
type:
url: http://www.example.com/id-docs/123/image.png
value: 5987953
{
"customers":[{
"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":"19900101",
"relationship_status":"single",
"dependants":1,
"dob_of_dependants":["19900101"],
"credit_rating":{
"rating":"OBP",
"source":"OBP"
},
"credit_limit":{
"currency":"EUR",
"amount":"0"
},
"highest_education_attained":"Master",
"employment_status":"worker",
"kyc_status":false,
"last_ok_date":"2023-12-04T12:21:58Z",
"title":"Dr.",
"branch_id":"DERBY6",
"name_suffix":"Sr",
"customer_attributes":[{
"customer_attribute_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"name":"SPECIAL_TAX_NUMBER",
"type":"STRING",
"value":"123456789"
}]
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30008: User Customer Link not found by USER_ID
- OBP-50000: Unknown Error.
Get Firehose Customers
Get Customers that has a firehose View.
Allows bulk access to customers.
User must have the CanUseFirehoseAtAnyBank Role
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
- from_date=DATE => example value: 1970-01-01T00:00:00.000Z. NOTE! The default value is one year ago (1970-01-01T00:00:00.000Z).
- to_date=DATE => example value: 2024-12-04T12:22:00.731Z. NOTE! The default value is now (2024-12-04T12:22:00.731Z).
Date format parameter: yyyy-MM-dd'T'HH:mm:ss.SSS'Z'(1100-01-01T01:01:01.000Z) ==> time zone is UTC.
eg3:?sort_direction=ASC&limit=100&offset=0&from_date=1100-01-01T01:01:01.000Z&to_date=1100-01-01T01:01:01.000Z
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
amount: 10.12
bank_id: gh.29.uk
currency: EUR
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_number: 5987953
date: 2020-01-27
date_of_birth: 2018-03-09
dependants: 1
dob_of_dependants: [2019-09-08, 2017-07-12]
employment_status: worker
highest_education_attained: Master
kyc_status: false
last_ok_date: 2023-12-04T12:21:58.038Z
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
relationship_status: single
{
"customers":[{
"bank_id":"gh.29.uk",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"customer_number":"5987953",
"legal_name":"Eveline Tripman",
"mobile_phone_number":"+44 07972 444 876",
"email":"felixsmith@example.com",
"face_image":{
"url":"www.openbankproject",
"date":"1100-01-01T00:00:00Z"
},
"date_of_birth":"1100-01-01T00:00:00Z",
"relationship_status":"single",
"dependants":1,
"dob_of_dependants":["1100-01-01T00:00:00Z"],
"credit_rating":{
"rating":"OBP",
"source":"OBP"
},
"credit_limit":{
"currency":"EUR",
"amount":"0"
},
"highest_education_attained":"Master",
"employment_status":"worker",
"kyc_status":false,
"last_ok_date":"2023-12-04T12:21:58Z"
}]
}
-
CanUseCustomerFirehoseAtAnyBank
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-00012: Customer firehose is not allowed on this instance. Please set allow_customer_firehose = true in props files.
- OBP-20006: User is missing one or more roles:
- OBP-50000: Unknown Error.
Get My Customers
Gets all Customers that are linked to me.
Authentication via OAuth is required.
Authentication is Mandatory
JSON response body fields:
amount: 10.12
bank_id: gh.29.uk
currency: EUR
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_number: 5987953
date: 2020-01-27
date_of_birth: 2018-03-09
dependants: 1
dob_of_dependants: [2019-09-08, 2017-07-12]
employment_status: worker
highest_education_attained: Master
kyc_status: false
last_ok_date: 2023-12-04T12:21:58.038Z
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
relationship_status: single
{
"bank_id":"gh.29.uk",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"customer_number":"5987953",
"legal_name":"Eveline Tripman",
"mobile_phone_number":"+44 07972 444 876",
"email":"felixsmith@example.com",
"face_image":{
"url":"www.openbankproject",
"date":"1100-01-01T00:00:00Z"
},
"date_of_birth":"1100-01-01T00:00:00Z",
"relationship_status":"single",
"dependants":1,
"dob_of_dependants":["1100-01-01T00:00:00Z"],
"credit_rating":{
"rating":"OBP",
"source":"OBP"
},
"credit_limit":{
"currency":"EUR",
"amount":"0"
},
"highest_education_attained":"Master",
"employment_status":"worker",
"kyc_status":false,
"last_ok_date":"2023-12-04T12:21:58Z"
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30008: User Customer Link not found by USER_ID
- OBP-50000: Unknown Error.
Get My Customers at Bank
Returns a list of Customers at the Bank that are linked to the currently authenticated User.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
amount: 10.12
bank_id: gh.29.uk
currency: EUR
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_number: 5987953
date: 2020-01-27
date_of_birth: 2018-03-09
dependants: 1
dob_of_dependants: [2019-09-08, 2017-07-12]
employment_status: worker
highest_education_attained: Master
kyc_status: false
last_ok_date: 2023-12-04T12:21:58.038Z
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
relationship_status: single
{
"customers":[{
"bank_id":"gh.29.uk",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"customer_number":"5987953",
"legal_name":"Eveline Tripman",
"mobile_phone_number":"+44 07972 444 876",
"email":"felixsmith@example.com",
"face_image":{
"url":"www.openbankproject",
"date":"1100-01-01T00:00:00Z"
},
"date_of_birth":"1100-01-01T00:00:00Z",
"relationship_status":"single",
"dependants":1,
"dob_of_dependants":["1100-01-01T00:00:00Z"],
"credit_rating":{
"rating":"OBP",
"source":"OBP"
},
"credit_limit":{
"currency":"EUR",
"amount":"0"
},
"highest_education_attained":"Master",
"employment_status":"worker",
"kyc_status":false,
"last_ok_date":"2023-12-04T12:21:58Z"
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30008: User Customer Link not found by USER_ID
- OBP-50000: Unknown Error.
Get Tax Residences of Customer
Get the Tax Residences of the Customer specified by CUSTOMER_ID.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
tax_number: 456
{
"tax_residence":[{
"domain":"Enter some domain",
"tax_number":"Enter some number",
"tax_residence_id":"902ba3bb-dedd-45e7-9319-2fd3f2cd98a1"
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-50000: Unknown Error.
Get User Customer Links by Customer
Get User Customer Links by CUSTOMER_ID
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
is_active: false
user_id: 9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1
{
"user_customer_links":[{
"user_customer_link_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
"date_inserted":"1100-01-01T00:00:00Z",
"is_active":true
}]
}
-
CanGetUserCustomerLink
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- 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:
Get User Customer Links by User
Get User Customer Links by USER_ID
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
USER_ID: 9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1
JSON response body fields:
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
is_active: false
user_id: 9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1
{
"user_customer_links":[{
"user_customer_link_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
"date_inserted":"1100-01-01T00:00:00Z",
"is_active":true
}]
}
-
CanGetUserCustomerLink
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- 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:
Update Agent status
Authentication is Mandatory
URL Parameters:
AGENT_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
BANK_ID: gh.29.uk
JSON response body fields:
agent_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
agent_number: 5987953
bank_id: gh.29.uk
currency: EUR
is_confirmed_agent: is_confirmed_agent
is_pending_agent: is_pending_agent
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
{
"agent_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"bank_id":"gh.29.uk",
"legal_name":"Eveline Tripman",
"mobile_phone_number":"+49 30 901820",
"agent_number":"5987953",
"currency":"EUR",
"is_confirmed_agent":false,
"is_pending_agent":true
}
-
CanUpdateAgentStatusAtAnyBank
- Please login to request this Role
-
CanUpdateAgentStatusAtOneBank
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- 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-30201: Agent not found. Please specify a valid value for AGENT_ID.
- OBP-30325: Agent Account Link not found.
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Update Customer Account Link by Id
Update Customer Account Link by CUSTOMER_ACCOUNT_LINK_ID
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ACCOUNT_LINK_ID: xyz8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
account_id: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
bank_id: gh.29.uk
customer_account_link_id: xyz8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
relationship_type: Owner
{
"customer_account_link_id":"xyz8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"bank_id":"gh.29.uk",
"account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
"relationship_type":"Owner"
}
-
CanUpdateCustomerAccountLink
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-20006: User is missing one or more roles:
- OBP-50000: Unknown Error.
Update Customer Attribute
Update Customer Attribute
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ATTRIBUTE_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
customer_attribute_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
name: ACCOUNT_MANAGEMENT_FEE
type:
value: 5987953
{
"customer_attribute_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"name":"SPECIAL_TAX_NUMBER",
"type":"STRING",
"value":"123456789"
}
-
CanUpdateCustomerAttributeAtOneBank
- Please login to request this Role
-
CanUpdateCustomerAttributeAtAnyBank
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- 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:
Update the Address of a Customer
Update an Address of the Customer specified by CUSTOMER_ADDRESS_ID.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
city:
country_code: 1254
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
insert_date: 2020-01-27
tags: Create-My-User
{
"customer_address_id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"line_1":"No 1 the Road",
"line_2":"The Place",
"line_3":"The Hill",
"city":"Berlin",
"county":"",
"state":"Brandenburg",
"postcode":"13359",
"country_code":"DE",
"tags":["mailing","home"],
"status":"OK",
"insert_date":"1100-01-01T00:00:00Z"
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-10001: Incorrect json format.
- OBP-50000: Unknown Error.
Update the Branch of a Customer
Update the Branch of the Customer specified by CUSTOMER_ID.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
amount: 10.12
bank_id: gh.29.uk
branch_id: DERBY6
currency: EUR
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_number: 5987953
date: 2020-01-27
date_of_birth: 2018-03-09
dependants: 1
dob_of_dependants: [2019-09-08, 2017-07-12]
employment_status: worker
highest_education_attained: Master
kyc_status: false
last_ok_date: 2023-12-04T12:21:58.038Z
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
name_suffix: Sr
relationship_status: single
title: Dr.
{
"bank_id":"gh.29.uk",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"customer_number":"5987953",
"legal_name":"Eveline Tripman",
"mobile_phone_number":"+44 07972 444 876",
"email":"felixsmith@example.com",
"face_image":{
"url":"www.openbankproject",
"date":"1100-01-01T00:00:00Z"
},
"date_of_birth":"1100-01-01T00:00:00Z",
"relationship_status":"single",
"dependants":1,
"dob_of_dependants":["1100-01-01T00:00:00Z"],
"credit_rating":{
"rating":"OBP",
"source":"OBP"
},
"credit_limit":{
"currency":"EUR",
"amount":"0"
},
"highest_education_attained":"Master",
"employment_status":"worker",
"kyc_status":false,
"last_ok_date":"2023-12-04T12:21:58Z",
"title":"Dr.",
"branch_id":"DERBY6",
"name_suffix":"Sr"
}
-
CanUpdateCustomerIdentity
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-20006: User is missing one or more roles:
- OBP-10001: Incorrect json format.
- OBP-50000: Unknown Error.
Update the credit limit of a Customer
Update the credit limit of the Customer specified by CUSTOMER_ID.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
amount: 10.12
bank_id: gh.29.uk
branch_id: DERBY6
currency: EUR
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_number: 5987953
date: 2020-01-27
date_of_birth: 2018-03-09
dependants: 1
dob_of_dependants: [2019-09-08, 2017-07-12]
employment_status: worker
highest_education_attained: Master
kyc_status: false
last_ok_date: 2023-12-04T12:21:58.038Z
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
name_suffix: Sr
relationship_status: single
title: Dr.
{
"bank_id":"gh.29.uk",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"customer_number":"5987953",
"legal_name":"Eveline Tripman",
"mobile_phone_number":"+44 07972 444 876",
"email":"felixsmith@example.com",
"face_image":{
"url":"www.openbankproject",
"date":"1100-01-01T00:00:00Z"
},
"date_of_birth":"1100-01-01T00:00:00Z",
"relationship_status":"single",
"dependants":1,
"dob_of_dependants":["1100-01-01T00:00:00Z"],
"credit_rating":{
"rating":"OBP",
"source":"OBP"
},
"credit_limit":{
"currency":"EUR",
"amount":"0"
},
"highest_education_attained":"Master",
"employment_status":"worker",
"kyc_status":false,
"last_ok_date":"2023-12-04T12:21:58Z",
"title":"Dr.",
"branch_id":"DERBY6",
"name_suffix":"Sr"
}
-
CanUpdateCustomerCreditLimit
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-20006: User is missing one or more roles:
- OBP-10001: Incorrect json format.
- OBP-50000: Unknown Error.
Update the credit rating and source of a Customer
Update the credit rating and source of the Customer specified by CUSTOMER_ID.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
amount: 10.12
bank_id: gh.29.uk
branch_id: DERBY6
currency: EUR
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_number: 5987953
date: 2020-01-27
date_of_birth: 2018-03-09
dependants: 1
dob_of_dependants: [2019-09-08, 2017-07-12]
employment_status: worker
highest_education_attained: Master
kyc_status: false
last_ok_date: 2023-12-04T12:21:58.038Z
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
name_suffix: Sr
relationship_status: single
title: Dr.
{
"bank_id":"gh.29.uk",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"customer_number":"5987953",
"legal_name":"Eveline Tripman",
"mobile_phone_number":"+44 07972 444 876",
"email":"felixsmith@example.com",
"face_image":{
"url":"www.openbankproject",
"date":"1100-01-01T00:00:00Z"
},
"date_of_birth":"1100-01-01T00:00:00Z",
"relationship_status":"single",
"dependants":1,
"dob_of_dependants":["1100-01-01T00:00:00Z"],
"credit_rating":{
"rating":"OBP",
"source":"OBP"
},
"credit_limit":{
"currency":"EUR",
"amount":"0"
},
"highest_education_attained":"Master",
"employment_status":"worker",
"kyc_status":false,
"last_ok_date":"2023-12-04T12:21:58Z",
"title":"Dr.",
"branch_id":"DERBY6",
"name_suffix":"Sr"
}
-
CanUpdateCustomerCreditRatingAndSource
- Please login to request this Role
-
CanUpdateCustomerCreditRatingAndSourceAtAnyBank
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-20006: User is missing one or more roles:
- OBP-10001: Incorrect json format.
- OBP-50000: Unknown Error.
Update the email of a Customer
Update an email of the Customer specified by CUSTOMER_ID.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
amount: 10.12
bank_id: gh.29.uk
branch_id: DERBY6
currency: EUR
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_number: 5987953
date: 2020-01-27
date_of_birth: 2018-03-09
dependants: 1
dob_of_dependants: [2019-09-08, 2017-07-12]
employment_status: worker
highest_education_attained: Master
kyc_status: false
last_ok_date: 2023-12-04T12:21:58.038Z
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
name_suffix: Sr
relationship_status: single
title: Dr.
{
"bank_id":"gh.29.uk",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"customer_number":"5987953",
"legal_name":"Eveline Tripman",
"mobile_phone_number":"+44 07972 444 876",
"email":"felixsmith@example.com",
"face_image":{
"url":"www.openbankproject",
"date":"1100-01-01T00:00:00Z"
},
"date_of_birth":"1100-01-01T00:00:00Z",
"relationship_status":"single",
"dependants":1,
"dob_of_dependants":["1100-01-01T00:00:00Z"],
"credit_rating":{
"rating":"OBP",
"source":"OBP"
},
"credit_limit":{
"currency":"EUR",
"amount":"0"
},
"highest_education_attained":"Master",
"employment_status":"worker",
"kyc_status":false,
"last_ok_date":"2023-12-04T12:21:58Z",
"title":"Dr.",
"branch_id":"DERBY6",
"name_suffix":"Sr"
}
-
CanUpdateCustomerEmail
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-20006: User is missing one or more roles:
- OBP-10001: Incorrect json format.
- OBP-50000: Unknown Error.
Update the identity data of a Customer
Update the identity data of the Customer specified by CUSTOMER_ID.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
amount: 10.12
bank_id: gh.29.uk
branch_id: DERBY6
currency: EUR
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_number: 5987953
date: 2020-01-27
date_of_birth: 2018-03-09
dependants: 1
dob_of_dependants: [2019-09-08, 2017-07-12]
employment_status: worker
highest_education_attained: Master
kyc_status: false
last_ok_date: 2023-12-04T12:21:58.038Z
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
name_suffix: Sr
relationship_status: single
title: Dr.
{
"bank_id":"gh.29.uk",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"customer_number":"5987953",
"legal_name":"Eveline Tripman",
"mobile_phone_number":"+44 07972 444 876",
"email":"felixsmith@example.com",
"face_image":{
"url":"www.openbankproject",
"date":"1100-01-01T00:00:00Z"
},
"date_of_birth":"1100-01-01T00:00:00Z",
"relationship_status":"single",
"dependants":1,
"dob_of_dependants":["1100-01-01T00:00:00Z"],
"credit_rating":{
"rating":"OBP",
"source":"OBP"
},
"credit_limit":{
"currency":"EUR",
"amount":"0"
},
"highest_education_attained":"Master",
"employment_status":"worker",
"kyc_status":false,
"last_ok_date":"2023-12-04T12:21:58Z",
"title":"Dr.",
"branch_id":"DERBY6",
"name_suffix":"Sr"
}
-
CanUpdateCustomerIdentity
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-20006: User is missing one or more roles:
- OBP-10001: Incorrect json format.
- OBP-50000: Unknown Error.
Update the mobile number of a Customer
Update the mobile number of the Customer specified by CUSTOMER_ID.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
amount: 10.12
bank_id: gh.29.uk
branch_id: DERBY6
currency: EUR
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_number: 5987953
date: 2020-01-27
date_of_birth: 2018-03-09
dependants: 1
dob_of_dependants: [2019-09-08, 2017-07-12]
employment_status: worker
highest_education_attained: Master
kyc_status: false
last_ok_date: 2023-12-04T12:21:58.038Z
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
name_suffix: Sr
relationship_status: single
title: Dr.
{
"bank_id":"gh.29.uk",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"customer_number":"5987953",
"legal_name":"Eveline Tripman",
"mobile_phone_number":"+44 07972 444 876",
"email":"felixsmith@example.com",
"face_image":{
"url":"www.openbankproject",
"date":"1100-01-01T00:00:00Z"
},
"date_of_birth":"1100-01-01T00:00:00Z",
"relationship_status":"single",
"dependants":1,
"dob_of_dependants":["1100-01-01T00:00:00Z"],
"credit_rating":{
"rating":"OBP",
"source":"OBP"
},
"credit_limit":{
"currency":"EUR",
"amount":"0"
},
"highest_education_attained":"Master",
"employment_status":"worker",
"kyc_status":false,
"last_ok_date":"2023-12-04T12:21:58Z",
"title":"Dr.",
"branch_id":"DERBY6",
"name_suffix":"Sr"
}
-
CanUpdateCustomerMobilePhoneNumber
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-20006: User is missing one or more roles:
- OBP-10001: Incorrect json format.
- OBP-50000: Unknown Error.
Update the number of a Customer
Update the number of the Customer specified by CUSTOMER_ID.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
amount: 10.12
bank_id: gh.29.uk
branch_id: DERBY6
currency: EUR
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_number: 5987953
date: 2020-01-27
date_of_birth: 2018-03-09
dependants: 1
dob_of_dependants: [2019-09-08, 2017-07-12]
employment_status: worker
highest_education_attained: Master
kyc_status: false
last_ok_date: 2023-12-04T12:21:58.038Z
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
name_suffix: Sr
relationship_status: single
title: Dr.
{
"bank_id":"gh.29.uk",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"customer_number":"5987953",
"legal_name":"Eveline Tripman",
"mobile_phone_number":"+44 07972 444 876",
"email":"felixsmith@example.com",
"face_image":{
"url":"www.openbankproject",
"date":"1100-01-01T00:00:00Z"
},
"date_of_birth":"1100-01-01T00:00:00Z",
"relationship_status":"single",
"dependants":1,
"dob_of_dependants":["1100-01-01T00:00:00Z"],
"credit_rating":{
"rating":"OBP",
"source":"OBP"
},
"credit_limit":{
"currency":"EUR",
"amount":"0"
},
"highest_education_attained":"Master",
"employment_status":"worker",
"kyc_status":false,
"last_ok_date":"2023-12-04T12:21:58Z",
"title":"Dr.",
"branch_id":"DERBY6",
"name_suffix":"Sr"
}
-
CanUpdateCustomerNumber
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-20006: User is missing one or more roles:
- OBP-10001: Incorrect json format.
- OBP-50000: Unknown Error.
Update the other data of a Customer
Update the other data of the Customer specified by CUSTOMER_ID.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
amount: 10.12
bank_id: gh.29.uk
branch_id: DERBY6
currency: EUR
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_number: 5987953
date: 2020-01-27
date_of_birth: 2018-03-09
dependants: 1
dob_of_dependants: [2019-09-08, 2017-07-12]
employment_status: worker
highest_education_attained: Master
kyc_status: false
last_ok_date: 2023-12-04T12:21:58.038Z
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
name_suffix: Sr
relationship_status: single
title: Dr.
{
"bank_id":"gh.29.uk",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"customer_number":"5987953",
"legal_name":"Eveline Tripman",
"mobile_phone_number":"+44 07972 444 876",
"email":"felixsmith@example.com",
"face_image":{
"url":"www.openbankproject",
"date":"1100-01-01T00:00:00Z"
},
"date_of_birth":"1100-01-01T00:00:00Z",
"relationship_status":"single",
"dependants":1,
"dob_of_dependants":["1100-01-01T00:00:00Z"],
"credit_rating":{
"rating":"OBP",
"source":"OBP"
},
"credit_limit":{
"currency":"EUR",
"amount":"0"
},
"highest_education_attained":"Master",
"employment_status":"worker",
"kyc_status":false,
"last_ok_date":"2023-12-04T12:21:58Z",
"title":"Dr.",
"branch_id":"DERBY6",
"name_suffix":"Sr"
}
-
CanUpdateCustomerIdentity
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-20006: User is missing one or more roles:
- OBP-10001: Incorrect json format.
- OBP-50000: Unknown Error.
Create Meeting (video conference/call)
Create Meeting: Initiate a video conference/call with the bank.
The Meetings resource contains meta data about video/other conference sessions
provider_id determines the provider of the meeting / video chat service. MUST be url friendly (no spaces).
purpose_id explains the purpose of the chat. onboarding | mortgage | complaint etc. MUST be url friendly (no spaces).
Login is required.
This call is experimental. Currently staff_user_id is not set. Further calls will be needed to correctly set this.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON request body fields:
date: 2020-01-27
name: ACCOUNT_MANAGEMENT_FEE
JSON response body fields:
bank_id: gh.29.uk
keys:
name: ACCOUNT_MANAGEMENT_FEE
session_id: b4e0352a-9a0f-4bfa-b30b-9003aa467f50
when: 2020-01-27
{
"meeting_id":"UUID-String",
"provider_id":"Chris",
"purpose_id":"String, eg: onboarding",
"bank_id":"gh.29.uk",
"present":{
"staff_user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
"customer_user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1"
},
"keys":{
"session_id":"String",
"staff_token":"String",
"customer_token":"String"
},
"when":"1100-01-01T00:00:00Z",
"creator":{
"name":"Simon ",
"mobile_phone":"+44 07972 444 876",
"email_address":"felixsmith@example.com"
},
"invitees":[{
"contact_details":{
"name":"Simon ",
"mobile_phone":"+44 07972 444 876",
"email_address":"felixsmith@example.com"
},
"status":"String, eg: Good"
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- 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.
Get Meeting
Get Meeting specified by BANK_ID / MEETING_ID
Meetings contain meta data about, and are used to facilitate, video conferences / chats etc.
The actual conference/chats are handled by external services.
Login is required.
This call is experimental and will require further authorisation in the future.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
bank_id: gh.29.uk
keys:
name: ACCOUNT_MANAGEMENT_FEE
session_id: b4e0352a-9a0f-4bfa-b30b-9003aa467f50
when: 2020-01-27
{
"meeting_id":"UUID-String",
"provider_id":"Chris",
"purpose_id":"String, eg: onboarding",
"bank_id":"gh.29.uk",
"present":{
"staff_user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
"customer_user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1"
},
"keys":{
"session_id":"String",
"staff_token":"String",
"customer_token":"String"
},
"when":"1100-01-01T00:00:00Z",
"creator":{
"name":"Simon ",
"mobile_phone":"+44 07972 444 876",
"email_address":"felixsmith@example.com"
},
"invitees":[{
"contact_details":{
"name":"Simon ",
"mobile_phone":"+44 07972 444 876",
"email_address":"felixsmith@example.com"
},
"status":"String, eg: Good"
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30104: Meeting not found.
- OBP-50000: Unknown Error.
Get Meetings
Meetings contain meta data about, and are used to facilitate, video conferences / chats etc.
The actual conference/chats are handled by external services.
Login is required.
This call is experimental and will require further authorisation in the future.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
bank_id: gh.29.uk
keys:
name: ACCOUNT_MANAGEMENT_FEE
session_id: b4e0352a-9a0f-4bfa-b30b-9003aa467f50
when: 2020-01-27
{
"meetings":[{
"meeting_id":"UUID-String",
"provider_id":"Chris",
"purpose_id":"String, eg: onboarding",
"bank_id":"gh.29.uk",
"present":{
"staff_user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
"customer_user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1"
},
"keys":{
"session_id":"String",
"staff_token":"String",
"customer_token":"String"
},
"when":"1100-01-01T00:00:00Z",
"creator":{
"name":"Simon ",
"mobile_phone":"+44 07972 444 876",
"email_address":"felixsmith@example.com"
},
"invitees":[{
"contact_details":{
"name":"Simon ",
"mobile_phone":"+44 07972 444 876",
"email_address":"felixsmith@example.com"
},
"status":"String, eg: Good"
}]
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- 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.
Create Customer Message
Create a message for the customer specified by CUSTOMER_ID
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON request body fields:
from_department: Open Bank
from_person: Tom
message: 123456
transport: SMS
JSON response body fields:
{
"success":"Success"
}
-
CanCreateCustomerMessage
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-20006: User is missing one or more roles:
Create Customer Message
Create a message for the customer specified by CUSTOMER_ID
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON request body fields:
from_department: Open Bank
from_person: Tom
message: 123456
JSON response body fields:
{
"success":"Success"
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-50000: Unknown Error.
Get Customer Messages for a Customer
Get messages for the customer specified by CUSTOMER_ID
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
date: 2020-01-27
from_department: Open Bank
from_person: Tom
id: d8839721-ad8f-45dd-9f78-2080414b93f9
message: 123456
transport: SMS
{
"messages":[{
"id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"date":"1100-01-01T00:00:00Z",
"transport":"SMS",
"message":"123456",
"from_department":"Open Bank",
"from_person":"Tom"
}]
}
-
CanGetCustomerMessages
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- 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:
Get Customer Messages for all Customers
Get messages for the logged in customer
Messages sent to the currently authenticated user.
Authentication via OAuth is required.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
date: 2020-01-27
from_department: Open Bank
from_person: Tom
id: d8839721-ad8f-45dd-9f78-2080414b93f9
message: 123456