API Explorer

v3.0.0 (241 APIs)

Bank
Accounts
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Create Customer

Add a customer linked to the user specified by user_id
The Customer resource stores the customer number, 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

Authentication is Mandatory

CanCreateCustomer and CanCreateUserCustomerLink OR CanCreateCustomerAtAnyBank and CanCreateUserCustomerLinkAtAnyBank

URL Parameters:

BANK_ID: gh.29.uk

JSON request body fields:

amount: 10.12

credit_limit:

credit_rating:

currency: EUR

customer_number: 5987953

date: 2020-01-27

date_of_birth: 2018-03-09

dependants: 1

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

email: felixsmith@example.com

employment_status: worker

face_image:

highest_education_attained: Master

kyc_status: true

last_ok_date: 2023-03-13T11:43:04.605Z

legal_name: Eveline Tripman

mobile_phone_number: +49 30 901820

rating:

relationship_status: single

source:

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

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

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]

email: felixsmith@example.com

employment_status: worker

face_image:

highest_education_attained: Master

kyc_status: true

last_ok_date: 2023-03-13T11:43:04.605Z

legal_name: Eveline Tripman

mobile_phone_number: +49 30 901820

rating:

relationship_status: single

source:

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

credit_limit:

credit_rating:

Typical Successful Response:

								
									
{ "bank_id":"gh.29.uk", "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh", "customer_number":"5987953", "legal_name":"Eveline Tripman", "mobile_phone_number":"+44 07972 444 876", "email":"felixsmith@example.com", "face_image":{ "url":"www.openbankproject", "date":"1100-01-01T00:00:00Z" }, "date_of_birth":"1100-01-01T00:00:00Z", "relationship_status":"single", "dependants":1, "dob_of_dependants":["1100-01-01T00:00:00Z"], "credit_rating":{ "rating":"OBP", "source":"OBP" }, "credit_limit":{ "currency":"EUR", "amount":"0" }, "highest_education_attained":"Master", "employment_status":"worker", "kyc_status":true, "last_ok_date":"2023-03-13T11:43:05Z" }
Required Roles:
  • CanCreateCustomer - Please login to request this Role
  • CanCreateUserCustomerLink - Please login to request this Role
  • CanCreateCustomerAtAnyBank - Please login to request this Role
  • CanCreateUserCustomerLinkAtAnyBank - Please login to request this Role
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-10001: Incorrect json format.
  • OBP-30006: Customer Number already exists. Please specify a different value for BANK_ID or CUSTOMER_NUMBER.
  • OBP-20005: User not found. Please specify a valid value for USER_ID.
  • OBP-30007: The User is already linked to a Customer at the bank specified by BANK_ID
  • OBP-30024: Could not create Consumer
  • OBP-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Version: OBPv2.1.0, function_name: by createCustomer, operation_id: OBPv2.1.0-createCustomer Tags: Customer, Person, Old-Style,

Create Customer Social Media Handle

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

Authentication is Mandatory

URL Parameters:

BANK_ID: gh.29.uk

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

JSON request body fields:

customer_number: 5987953

date_activated:

date_added:

handle:

type:

JSON response body fields:

success:

Typical Successful Response:

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

Link a User to a Customer

Authentication is Mandatory

CanCreateUserCustomerLink OR CanCreateUserCustomerLinkAtAnyBank entitlements are required.

URL Parameters:

BANK_ID: gh.29.uk

JSON request body fields:

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

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

JSON response body fields:

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

date_inserted:

is_active: true

user_customer_link_id:

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

Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Version: OBPv2.0.0, function_name: by createUserCustomerLinks, operation_id: OBPv2.0.0-createUserCustomerLinks Tags: Customer, User, Old-Style,

Get CRM Events

Authentication is Mandatory

URL Parameters:

BANK_ID: gh.29.uk

JSON response body fields:

actual_date: 2020-01-27

bank_id: gh.29.uk

category:

channel:

crm_events:

customer_name:

customer_number: 5987953

detail:

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

result:

scheduled_date: 2020-01-27

Typical Successful Response:

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

Get 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:

checks:

customer_number: 5987953

date_activated:

date_added:

handle:

type:

Typical Successful Response:

								
									
{ "checks":[{ "customer_number":"5987953", "type":"PlaceholderString", "handle":"PlaceholderString", "date_added":"1100-01-01T00:00:00Z", "date_activated":"1100-01-01T00:00:00Z" }] }
Required Roles:
  • CanGetSocialMediaHandles - 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-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv2.0.0, function_name: by getSocialMediaHandles, operation_id: OBPv2.0.0-getSocialMediaHandles Tags: Customer,

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_attributes:

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

customer_number: 5987953

customers:

date: 2020-01-27

date_of_birth: 2018-03-09

dependants: 1

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

email: felixsmith@example.com

employment_status: worker

face_image:

highest_education_attained: Master

kyc_status: true

last_ok_date: 2023-03-13T11:43:04.605Z

legal_name: Eveline Tripman

mobile_phone_number: +49 30 901820

name: ACCOUNT_MANAGEMENT_FEE

name_suffix: Sr

rating:

relationship_status: single

source:

title: Dr.

type:

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

value: 5987953

credit_limit:

credit_rating:

Typical Successful Response:

								
									
{ "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":true, "last_ok_date":"2023-03-13T11:43:05Z", "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" }] }] }
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30008: User Customer Link not found by USER_ID
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.0.0, function_name: by getCustomersForUser, operation_id: OBPv3.0.0-getCustomersForUser Tags: Customer, User,

Get Customers for current User 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

customers:

date: 2020-01-27

date_of_birth: 2018-03-09

dependants: 1

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

email: felixsmith@example.com

employment_status: worker

face_image:

highest_education_attained: Master

kyc_status: true

last_ok_date: 2023-03-13T11:43:04.605Z

legal_name: Eveline Tripman

mobile_phone_number: +49 30 901820

rating:

relationship_status: single

source:

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

credit_limit:

credit_rating:

Typical Successful Response:

								
									
{ "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":true, "last_ok_date":"2023-03-13T11:43:05Z" }] }
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-30008: User Customer Link not found by USER_ID
  • OBP-30008: User Customer Link not found by USER_ID
  • OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv2.1.0, function_name: by getCustomersForCurrentUserAtBank, operation_id: OBPv2.1.0-getCustomersForCurrentUserAtBank Tags: Customer,