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v3.1.0 (327 APIs)

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

Create Custom View

Create a custom view on bank account

Authentication is Mandatory and the user needs to have access to the owner view.
The 'alias' field in the JSON can take one of three values:

  • public: to use the public alias if there is one specified for the other account.
  • private: to use the private alias if there is one specified for the other account.

  • ''(empty string): to use no alias; the view shows the real name of the other account.

The 'hide_metadata_if_alias_used' field in the JSON can take boolean values. If it is set to true and there is an alias on the other account then the other accounts' metadata (like more_info, url, image_url, open_corporates_url, etc.) will be hidden. Otherwise the metadata will be shown.

The 'allowed_actions' field is a list containing the name of the actions allowed on this view, all the actions contained will be set to true on the view creation, the rest will be set to false.

You MUST use a leading _ (underscore) in the view name because other view names are reserved for OBP system views.

URL Parameters:

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

BANK_ID: gh.29.uk

JSON request body fields:

allowed_actions:

description: This an optional field. Maximum length is 2000. It can be any characters here.

hide_metadata_if_alias_used: false

is_public: false

metadata_view:

name: ACCOUNT_MANAGEMENT_FEE

which_alias_to_use: public

JSON response body fields:

alias:

can_add_comment:

can_add_corporate_location:

can_add_counterparty: false

can_add_image:

can_add_image_url: false

can_add_more_info: false

can_add_open_corporates_url:

can_add_physical_location:

can_add_private_alias:

can_add_public_alias:

can_add_tag: false

can_add_transaction_request_to_any_account:

can_add_transaction_request_to_own_account:

can_add_url:

can_add_where_tag:

can_create_direct_debit: false

can_create_standing_order:

can_delete_comment:

can_delete_corporate_location: false

can_delete_image: false

can_delete_physical_location:

can_delete_tag:

can_delete_where_tag: false

can_edit_owner_comment: false

can_query_available_funds: false

can_see_bank_account_balance:

can_see_bank_account_bank_name: false

can_see_bank_account_credit_limit: false

can_see_bank_account_currency:

can_see_bank_account_iban:

can_see_bank_account_label: false

can_see_bank_account_national_identifier:

can_see_bank_account_number: false

can_see_bank_account_owners: false

can_see_bank_account_routing_address:

can_see_bank_account_routing_scheme:

can_see_bank_account_swift_bic:

can_see_bank_account_type:

can_see_bank_routing_address: false

can_see_bank_routing_scheme:

can_see_comments:

can_see_corporate_location: false

can_see_image_url: false

can_see_images: false

can_see_more_info:

can_see_open_corporates_url:

can_see_other_account_bank_name:

can_see_other_account_iban:

can_see_other_account_kind:

can_see_other_account_metadata:

can_see_other_account_national_identifier: false

can_see_other_account_number: false

can_see_other_account_routing_address: false

can_see_other_account_routing_scheme:

can_see_other_account_swift_bic: false

can_see_other_bank_routing_address:

can_see_other_bank_routing_scheme:

can_see_owner_comment:

can_see_physical_location:

can_see_private_alias:

can_see_public_alias:

can_see_tags:

can_see_transaction_amount: false

can_see_transaction_balance:

can_see_transaction_currency:

can_see_transaction_description: false

can_see_transaction_finish_date:

can_see_transaction_metadata:

can_see_transaction_other_bank_account:

can_see_transaction_start_date:

can_see_transaction_this_bank_account:

can_see_transaction_type:

can_see_url: false

can_see_where_tag: false

description: This an optional field. Maximum length is 2000. It can be any characters here.

hide_metadata_if_alias_used: false

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

is_public: false

is_system: true

metadata_view:

short_name:

is_firehose:

Typical Successful Response: 

								
									
{
  "id":"1234",
  "short_name":"short_name",
  "description":"description",
  "metadata_view":"owner",
  "is_public":true,
  "is_system":true,
  "alias":"No",
  "hide_metadata_if_alias_used":true,
  "can_add_comment":true,
  "can_add_corporate_location":true,
  "can_add_image":true,
  "can_add_image_url":true,
  "can_add_more_info":true,
  "can_add_open_corporates_url":true,
  "can_add_physical_location":true,
  "can_add_private_alias":true,
  "can_add_public_alias":true,
  "can_add_tag":true,
  "can_add_url":true,
  "can_add_where_tag":true,
  "can_delete_comment":true,
  "can_add_counterparty":true,
  "can_delete_corporate_location":true,
  "can_delete_image":true,
  "can_delete_physical_location":true,
  "can_delete_tag":true,
  "can_delete_where_tag":true,
  "can_edit_owner_comment":true,
  "can_see_bank_account_balance":true,
  "can_query_available_funds":true,
  "can_see_bank_account_bank_name":true,
  "can_see_bank_account_currency":true,
  "can_see_bank_account_iban":true,
  "can_see_bank_account_label":true,
  "can_see_bank_account_national_identifier":true,
  "can_see_bank_account_number":true,
  "can_see_bank_account_owners":true,
  "can_see_bank_account_swift_bic":true,
  "can_see_bank_account_type":true,
  "can_see_comments":true,
  "can_see_corporate_location":true,
  "can_see_image_url":true,
  "can_see_images":true,
  "can_see_more_info":true,
  "can_see_open_corporates_url":true,
  "can_see_other_account_bank_name":true,
  "can_see_other_account_iban":true,
  "can_see_other_account_kind":true,
  "can_see_other_account_metadata":true,
  "can_see_other_account_national_identifier":true,
  "can_see_other_account_number":true,
  "can_see_other_account_swift_bic":true,
  "can_see_owner_comment":true,
  "can_see_physical_location":true,
  "can_see_private_alias":true,
  "can_see_public_alias":true,
  "can_see_tags":true,
  "can_see_transaction_amount":true,
  "can_see_transaction_balance":true,
  "can_see_transaction_currency":true,
  "can_see_transaction_description":true,
  "can_see_transaction_finish_date":true,
  "can_see_transaction_metadata":true,
  "can_see_transaction_other_bank_account":true,
  "can_see_transaction_start_date":true,
  "can_see_transaction_this_bank_account":true,
  "can_see_transaction_type":true,
  "can_see_url":true,
  "can_see_where_tag":true,
  "can_see_bank_routing_scheme":true,
  "can_see_bank_routing_address":true,
  "can_see_bank_account_routing_scheme":true,
  "can_see_bank_account_routing_address":true,
  "can_see_other_bank_routing_scheme":true,
  "can_see_other_bank_routing_address":true,
  "can_see_other_account_routing_scheme":true,
  "can_see_other_account_routing_address":true,
  "can_add_transaction_request_to_own_account":true,
  "can_add_transaction_request_to_any_account":true,
  "can_see_bank_account_credit_limit":true,
  "can_create_direct_debit":true,
  "can_create_standing_order":true
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-10001: Incorrect json format.
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.0.0, function_name: by createViewForBankAccount, operation_id: OBPv3.0.0-createViewForBankAccount Tags: View-Custom, Account,

Delete Custom View

Deletes the custom view specified by VIEW_ID on the bank account specified by ACCOUNT_ID at bank BANK_ID

Authentication is Mandatory

URL Parameters:

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

BANK_ID: gh.29.uk

VIEW_ID: owner

JSON response body fields:

Typical Successful Response: 

								
									
{
  "jsonString":"{}"
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-50000: Unknown Error.
  • user does not have owner access
Connector Methods:
Version: OBPv1.2.1, function_name: by deleteViewForBankAccount, operation_id: OBPv1.2.1-deleteViewForBankAccount Tags: View-Custom, Account,

Get Account access for User

Returns the list of the views at BANK_ID for account ACCOUNT_ID that a user identified by PROVIDER_ID at their provider PROVIDER has access to.
All url parameters must be %-encoded, which is often especially relevant for USER_ID and PROVIDER.

Authentication is Mandatory

The user needs to have access to the owner view.

URL Parameters:

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

BANK_ID: gh.29.uk

PROVIDER: ETHEREUM

PROVIDER_ID:

JSON response body fields:

alias:

can_add_comment:

can_add_corporate_location:

can_add_counterparty: false

can_add_image:

can_add_image_url: false

can_add_more_info: false

can_add_open_corporates_url:

can_add_physical_location:

can_add_private_alias:

can_add_public_alias:

can_add_tag: false

can_add_transaction_request_to_any_account:

can_add_transaction_request_to_own_account:

can_add_url:

can_add_where_tag:

can_create_direct_debit: false

can_create_standing_order:

can_delete_comment:

can_delete_corporate_location: false

can_delete_image: false

can_delete_physical_location:

can_delete_tag:

can_delete_where_tag: false

can_edit_owner_comment: false

can_query_available_funds: false

can_see_bank_account_balance:

can_see_bank_account_bank_name: false

can_see_bank_account_credit_limit: false

can_see_bank_account_currency:

can_see_bank_account_iban:

can_see_bank_account_label: false

can_see_bank_account_national_identifier:

can_see_bank_account_number: false

can_see_bank_account_owners: false

can_see_bank_account_routing_address:

can_see_bank_account_routing_scheme:

can_see_bank_account_swift_bic:

can_see_bank_account_type:

can_see_bank_routing_address: false

can_see_bank_routing_scheme:

can_see_comments:

can_see_corporate_location: false

can_see_image_url: false

can_see_images: false

can_see_more_info:

can_see_open_corporates_url:

can_see_other_account_bank_name:

can_see_other_account_iban:

can_see_other_account_kind:

can_see_other_account_metadata:

can_see_other_account_national_identifier: false

can_see_other_account_number: false

can_see_other_account_routing_address: false

can_see_other_account_routing_scheme:

can_see_other_account_swift_bic: false

can_see_other_bank_routing_address:

can_see_other_bank_routing_scheme:

can_see_owner_comment:

can_see_physical_location:

can_see_private_alias:

can_see_public_alias:

can_see_tags:

can_see_transaction_amount: false

can_see_transaction_balance:

can_see_transaction_currency:

can_see_transaction_description: false

can_see_transaction_finish_date:

can_see_transaction_metadata:

can_see_transaction_other_bank_account:

can_see_transaction_start_date:

can_see_transaction_this_bank_account:

can_see_transaction_type:

can_see_url: false

can_see_where_tag: false

description: This an optional field. Maximum length is 2000. It can be any characters here.

hide_metadata_if_alias_used: false

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

is_public: false

is_system: true

metadata_view:

short_name:

views:

is_firehose:

Typical Successful Response: 

								
									
{
  "views":[{
    "id":"1234",
    "short_name":"short_name",
    "description":"description",
    "metadata_view":"owner",
    "is_public":true,
    "is_system":true,
    "alias":"No",
    "hide_metadata_if_alias_used":true,
    "can_add_comment":true,
    "can_add_corporate_location":true,
    "can_add_image":true,
    "can_add_image_url":true,
    "can_add_more_info":true,
    "can_add_open_corporates_url":true,
    "can_add_physical_location":true,
    "can_add_private_alias":true,
    "can_add_public_alias":true,
    "can_add_tag":true,
    "can_add_url":true,
    "can_add_where_tag":true,
    "can_delete_comment":true,
    "can_add_counterparty":true,
    "can_delete_corporate_location":true,
    "can_delete_image":true,
    "can_delete_physical_location":true,
    "can_delete_tag":true,
    "can_delete_where_tag":true,
    "can_edit_owner_comment":true,
    "can_see_bank_account_balance":true,
    "can_query_available_funds":true,
    "can_see_bank_account_bank_name":true,
    "can_see_bank_account_currency":true,
    "can_see_bank_account_iban":true,
    "can_see_bank_account_label":true,
    "can_see_bank_account_national_identifier":true,
    "can_see_bank_account_number":true,
    "can_see_bank_account_owners":true,
    "can_see_bank_account_swift_bic":true,
    "can_see_bank_account_type":true,
    "can_see_comments":true,
    "can_see_corporate_location":true,
    "can_see_image_url":true,
    "can_see_images":true,
    "can_see_more_info":true,
    "can_see_open_corporates_url":true,
    "can_see_other_account_bank_name":true,
    "can_see_other_account_iban":true,
    "can_see_other_account_kind":true,
    "can_see_other_account_metadata":true,
    "can_see_other_account_national_identifier":true,
    "can_see_other_account_number":true,
    "can_see_other_account_swift_bic":true,
    "can_see_owner_comment":true,
    "can_see_physical_location":true,
    "can_see_private_alias":true,
    "can_see_public_alias":true,
    "can_see_tags":true,
    "can_see_transaction_amount":true,
    "can_see_transaction_balance":true,
    "can_see_transaction_currency":true,
    "can_see_transaction_description":true,
    "can_see_transaction_finish_date":true,
    "can_see_transaction_metadata":true,
    "can_see_transaction_other_bank_account":true,
    "can_see_transaction_start_date":true,
    "can_see_transaction_this_bank_account":true,
    "can_see_transaction_type":true,
    "can_see_url":true,
    "can_see_where_tag":true,
    "can_see_bank_routing_scheme":true,
    "can_see_bank_routing_address":true,
    "can_see_bank_account_routing_scheme":true,
    "can_see_bank_account_routing_address":true,
    "can_see_other_bank_routing_scheme":true,
    "can_see_other_bank_routing_address":true,
    "can_see_other_account_routing_scheme":true,
    "can_see_other_account_routing_address":true,
    "can_add_transaction_request_to_own_account":true,
    "can_add_transaction_request_to_any_account":true,
    "can_see_bank_account_credit_limit":true,
    "can_create_direct_debit":true,
    "can_create_standing_order":true
  }]
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-30003: Account not found. Please specify a valid value for ACCOUNT_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.0.0, function_name: by getPermissionForUserForBankAccount, operation_id: OBPv3.0.0-getPermissionForUserForBankAccount Tags: View-Custom, Account, User,

Get Views for Account

Views

Views in Open Bank Project provide a mechanism for fine grained access control and delegation to Accounts and Transactions. Account holders use the 'owner' view by default. Delegated access is made through other views for example 'accountants', 'share-holders' or 'tagging-application'. Views can be created via the API and each view has a list of entitlements.

Views on accounts and transactions filter the underlying data to redact certain fields for certain users. For instance the balance on an account may be hidden from the public. The way to know what is possible on a view is determined in the following JSON.

Data: When a view moderates a set of data, some fields my contain the value null rather than the original value. This indicates either that the user is not allowed to see the original data or the field is empty.

There is currently one exception to this rule; the 'holder' field in the JSON contains always a value which is either an alias or the real name - indicated by the 'is_alias' field.

Action: When a user performs an action like trying to post a comment (with POST API call), if he is not allowed, the body response will contain an error message.

Metadata:
Transaction metadata (like images, tags, comments, etc.) will appears ONLY on the view where they have been created e.g. comments posted to the public view only appear on the public view.

The other account metadata fields (like image_URL, more_info, etc.) are unique through all the views. Example, if a user edits the 'more_info' field in the 'team' view, then the view 'authorities' will show the new value (if it is allowed to do it).

All

Optional

Returns the list of the views created for account ACCOUNT_ID at BANK_ID.

Authentication is Mandatory and the user needs to have access to the owner view.

URL Parameters:

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

BANK_ID: gh.29.uk

JSON response body fields:

alias:

can_add_comment:

can_add_corporate_location:

can_add_counterparty: false

can_add_image:

can_add_image_url: false

can_add_more_info: false

can_add_open_corporates_url:

can_add_physical_location:

can_add_private_alias:

can_add_public_alias:

can_add_tag: false

can_add_transaction_request_to_any_account:

can_add_transaction_request_to_own_account:

can_add_url:

can_add_where_tag:

can_create_direct_debit: false

can_create_standing_order:

can_delete_comment:

can_delete_corporate_location: false

can_delete_image: false

can_delete_physical_location:

can_delete_tag:

can_delete_where_tag: false

can_edit_owner_comment: false

can_query_available_funds: false

can_see_bank_account_balance:

can_see_bank_account_bank_name: false

can_see_bank_account_credit_limit: false

can_see_bank_account_currency:

can_see_bank_account_iban:

can_see_bank_account_label: false

can_see_bank_account_national_identifier:

can_see_bank_account_number: false

can_see_bank_account_owners: false

can_see_bank_account_routing_address:

can_see_bank_account_routing_scheme:

can_see_bank_account_swift_bic:

can_see_bank_account_type:

can_see_bank_routing_address: false

can_see_bank_routing_scheme:

can_see_comments:

can_see_corporate_location: false

can_see_image_url: false

can_see_images: false

can_see_more_info:

can_see_open_corporates_url:

can_see_other_account_bank_name:

can_see_other_account_iban:

can_see_other_account_kind:

can_see_other_account_metadata:

can_see_other_account_national_identifier: false

can_see_other_account_number: false

can_see_other_account_routing_address: false

can_see_other_account_routing_scheme:

can_see_other_account_swift_bic: false

can_see_other_bank_routing_address:

can_see_other_bank_routing_scheme:

can_see_owner_comment:

can_see_physical_location:

can_see_private_alias:

can_see_public_alias:

can_see_tags:

can_see_transaction_amount: false

can_see_transaction_balance:

can_see_transaction_currency:

can_see_transaction_description: false

can_see_transaction_finish_date:

can_see_transaction_metadata:

can_see_transaction_other_bank_account:

can_see_transaction_start_date:

can_see_transaction_this_bank_account:

can_see_transaction_type:

can_see_url: false

can_see_where_tag: false

description: This an optional field. Maximum length is 2000. It can be any characters here.

hide_metadata_if_alias_used: false

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

is_public: false

is_system: true

metadata_view:

short_name:

views:

is_firehose:

Typical Successful Response: 

								
									
{
  "views":[{
    "id":"1234",
    "short_name":"short_name",
    "description":"description",
    "metadata_view":"owner",
    "is_public":true,
    "is_system":true,
    "alias":"No",
    "hide_metadata_if_alias_used":true,
    "can_add_comment":true,
    "can_add_corporate_location":true,
    "can_add_image":true,
    "can_add_image_url":true,
    "can_add_more_info":true,
    "can_add_open_corporates_url":true,
    "can_add_physical_location":true,
    "can_add_private_alias":true,
    "can_add_public_alias":true,
    "can_add_tag":true,
    "can_add_url":true,
    "can_add_where_tag":true,
    "can_delete_comment":true,
    "can_add_counterparty":true,
    "can_delete_corporate_location":true,
    "can_delete_image":true,
    "can_delete_physical_location":true,
    "can_delete_tag":true,
    "can_delete_where_tag":true,
    "can_edit_owner_comment":true,
    "can_see_bank_account_balance":true,
    "can_query_available_funds":true,
    "can_see_bank_account_bank_name":true,
    "can_see_bank_account_currency":true,
    "can_see_bank_account_iban":true,
    "can_see_bank_account_label":true,
    "can_see_bank_account_national_identifier":true,
    "can_see_bank_account_number":true,
    "can_see_bank_account_owners":true,
    "can_see_bank_account_swift_bic":true,
    "can_see_bank_account_type":true,
    "can_see_comments":true,
    "can_see_corporate_location":true,
    "can_see_image_url":true,
    "can_see_images":true,
    "can_see_more_info":true,
    "can_see_open_corporates_url":true,
    "can_see_other_account_bank_name":true,
    "can_see_other_account_iban":true,
    "can_see_other_account_kind":true,
    "can_see_other_account_metadata":true,
    "can_see_other_account_national_identifier":true,
    "can_see_other_account_number":true,
    "can_see_other_account_swift_bic":true,
    "can_see_owner_comment":true,
    "can_see_physical_location":true,
    "can_see_private_alias":true,
    "can_see_public_alias":true,
    "can_see_tags":true,
    "can_see_transaction_amount":true,
    "can_see_transaction_balance":true,
    "can_see_transaction_currency":true,
    "can_see_transaction_description":true,
    "can_see_transaction_finish_date":true,
    "can_see_transaction_metadata":true,
    "can_see_transaction_other_bank_account":true,
    "can_see_transaction_start_date":true,
    "can_see_transaction_this_bank_account":true,
    "can_see_transaction_type":true,
    "can_see_url":true,
    "can_see_where_tag":true,
    "can_see_bank_routing_scheme":true,
    "can_see_bank_routing_address":true,
    "can_see_bank_account_routing_scheme":true,
    "can_see_bank_account_routing_address":true,
    "can_see_other_bank_routing_scheme":true,
    "can_see_other_bank_routing_address":true,
    "can_see_other_account_routing_scheme":true,
    "can_see_other_account_routing_address":true,
    "can_add_transaction_request_to_own_account":true,
    "can_add_transaction_request_to_any_account":true,
    "can_see_bank_account_credit_limit":true,
    "can_create_direct_debit":true,
    "can_create_standing_order":true
  }]
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.0.0, function_name: by getViewsForBankAccount, operation_id: OBPv3.0.0-getViewsForBankAccount Tags: View-Custom, Account,

Get access

Returns the list of the permissions at BANK_ID for account ACCOUNT_ID, with each time a pair composed of the user and the views that he has access to.

Authentication is Mandatory
and the user needs to have access to the owner view.

URL Parameters:

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

BANK_ID: gh.29.uk

JSON response body fields:

alias:

can_add_comment:

can_add_corporate_location:

can_add_image:

can_add_image_url: false

can_add_more_info: false

can_add_open_corporates_url:

can_add_physical_location:

can_add_private_alias:

can_add_public_alias:

can_add_tag: false

can_add_url:

can_add_where_tag:

can_delete_comment:

can_delete_corporate_location: false

can_delete_image: false

can_delete_physical_location:

can_delete_tag:

can_delete_where_tag: false

can_edit_owner_comment: false

can_see_bank_account_balance:

can_see_bank_account_bank_name: false

can_see_bank_account_currency:

can_see_bank_account_iban:

can_see_bank_account_label: false

can_see_bank_account_national_identifier:

can_see_bank_account_number: false

can_see_bank_account_owners: false

can_see_bank_account_swift_bic:

can_see_bank_account_type:

can_see_comments:

can_see_corporate_location: false

can_see_image_url: false

can_see_images: false

can_see_more_info:

can_see_open_corporates_url:

can_see_other_account_bank_name:

can_see_other_account_iban:

can_see_other_account_kind:

can_see_other_account_metadata:

can_see_other_account_national_identifier: false

can_see_other_account_number: false

can_see_other_account_swift_bic: false

can_see_owner_comment:

can_see_physical_location:

can_see_private_alias:

can_see_public_alias:

can_see_tags:

can_see_transaction_amount: false

can_see_transaction_balance:

can_see_transaction_currency:

can_see_transaction_description: false

can_see_transaction_finish_date:

can_see_transaction_metadata:

can_see_transaction_other_bank_account:

can_see_transaction_start_date:

can_see_transaction_this_bank_account:

can_see_transaction_type:

can_see_url: false

can_see_where_tag: false

description: This an optional field. Maximum length is 2000. It can be any characters here.

display_name:

hide_metadata_if_alias_used: false

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

is_public: false

permissions:

provider: ETHEREUM

short_name:

user:

views:

Typical Successful Response: 

								
									
{
  "permissions":[{
    "user":{
      "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
      "provider":"http://127.0.0.1:8080",
      "display_name":"OBP"
    },
    "views":[{
      "id":"123",
      "short_name":"short_name",
      "description":"description",
      "is_public":true,
      "alias":"None",
      "hide_metadata_if_alias_used":true,
      "can_add_comment":true,
      "can_add_corporate_location":true,
      "can_add_image":true,
      "can_add_image_url":true,
      "can_add_more_info":true,
      "can_add_open_corporates_url":true,
      "can_add_physical_location":true,
      "can_add_private_alias":true,
      "can_add_public_alias":true,
      "can_add_tag":true,
      "can_add_url":true,
      "can_add_where_tag":true,
      "can_delete_comment":true,
      "can_delete_corporate_location":true,
      "can_delete_image":true,
      "can_delete_physical_location":true,
      "can_delete_tag":true,
      "can_delete_where_tag":true,
      "can_edit_owner_comment":true,
      "can_see_bank_account_balance":true,
      "can_see_bank_account_bank_name":true,
      "can_see_bank_account_currency":true,
      "can_see_bank_account_iban":true,
      "can_see_bank_account_label":true,
      "can_see_bank_account_national_identifier":true,
      "can_see_bank_account_number":true,
      "can_see_bank_account_owners":true,
      "can_see_bank_account_swift_bic":true,
      "can_see_bank_account_type":true,
      "can_see_comments":true,
      "can_see_corporate_location":true,
      "can_see_image_url":true,
      "can_see_images":true,
      "can_see_more_info":true,
      "can_see_open_corporates_url":true,
      "can_see_other_account_bank_name":true,
      "can_see_other_account_iban":true,
      "can_see_other_account_kind":true,
      "can_see_other_account_metadata":true,
      "can_see_other_account_national_identifier":true,
      "can_see_other_account_number":true,
      "can_see_other_account_swift_bic":true,
      "can_see_owner_comment":true,
      "can_see_physical_location":true,
      "can_see_private_alias":true,
      "can_see_public_alias":true,
      "can_see_tags":true,
      "can_see_transaction_amount":true,
      "can_see_transaction_balance":true,
      "can_see_transaction_currency":true,
      "can_see_transaction_description":true,
      "can_see_transaction_finish_date":true,
      "can_see_transaction_metadata":true,
      "can_see_transaction_other_bank_account":true,
      "can_see_transaction_start_date":true,
      "can_see_transaction_this_bank_account":true,
      "can_see_transaction_type":true,
      "can_see_url":true,
      "can_see_where_tag":true
    }]
  }]
}
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-30003: Account not found. Please specify a valid value for ACCOUNT_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv2.0.0, function_name: by getPermissionsForBankAccount, operation_id: OBPv2.0.0-getPermissionsForBankAccount Tags: View-Custom, Account, User, Entitlement,

Grant User access to View

Grants the User identified by PROVIDER_ID at PROVIDER access to the view VIEW_ID at BANK_ID for account ACCOUNT_ID.

All url parameters must be %-encoded, which is often especially relevant for PROVIDER and PROVIDER_ID.

Authentication is Mandatory and the user needs to have access to the owner view.

Granting access to a public view will return an error message, as the user already has access.

URL Parameters:

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

BANK_ID: gh.29.uk

PROVIDER: ETHEREUM

PROVIDER_ID:

VIEW_ID: owner

JSON request body fields:

JSON response body fields:

alias:

can_add_comment:

can_add_corporate_location:

can_add_image:

can_add_image_url: false

can_add_more_info: false

can_add_open_corporates_url:

can_add_physical_location:

can_add_private_alias:

can_add_public_alias:

can_add_tag: false

can_add_url:

can_add_where_tag:

can_delete_comment:

can_delete_corporate_location: false

can_delete_image: false

can_delete_physical_location:

can_delete_tag:

can_delete_where_tag: false

can_edit_owner_comment: false

can_see_bank_account_balance:

can_see_bank_account_bank_name: false

can_see_bank_account_currency:

can_see_bank_account_iban:

can_see_bank_account_label: false

can_see_bank_account_national_identifier:

can_see_bank_account_number: false

can_see_bank_account_owners: false

can_see_bank_account_swift_bic:

can_see_bank_account_type:

can_see_comments:

can_see_corporate_location: false

can_see_image_url: false

can_see_images: false

can_see_more_info:

can_see_open_corporates_url:

can_see_other_account_bank_name:

can_see_other_account_iban:

can_see_other_account_kind:

can_see_other_account_metadata:

can_see_other_account_national_identifier: false

can_see_other_account_number: false

can_see_other_account_swift_bic: false

can_see_owner_comment:

can_see_physical_location:

can_see_private_alias:

can_see_public_alias:

can_see_tags:

can_see_transaction_amount: false

can_see_transaction_balance:

can_see_transaction_currency:

can_see_transaction_description: false

can_see_transaction_finish_date:

can_see_transaction_metadata:

can_see_transaction_other_bank_account:

can_see_transaction_start_date:

can_see_transaction_this_bank_account:

can_see_transaction_type:

can_see_url: false

can_see_where_tag: false

description: This an optional field. Maximum length is 2000. It can be any characters here.

hide_metadata_if_alias_used: false

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

is_public: false

short_name:

Typical Successful Response: 

								
									
{
  "id":"123",
  "short_name":"short_name",
  "description":"description",
  "is_public":true,
  "alias":"None",
  "hide_metadata_if_alias_used":true,
  "can_add_comment":true,
  "can_add_corporate_location":true,
  "can_add_image":true,
  "can_add_image_url":true,
  "can_add_more_info":true,
  "can_add_open_corporates_url":true,
  "can_add_physical_location":true,
  "can_add_private_alias":true,
  "can_add_public_alias":true,
  "can_add_tag":true,
  "can_add_url":true,
  "can_add_where_tag":true,
  "can_delete_comment":true,
  "can_delete_corporate_location":true,
  "can_delete_image":true,
  "can_delete_physical_location":true,
  "can_delete_tag":true,
  "can_delete_where_tag":true,
  "can_edit_owner_comment":true,
  "can_see_bank_account_balance":true,
  "can_see_bank_account_bank_name":true,
  "can_see_bank_account_currency":true,
  "can_see_bank_account_iban":true,
  "can_see_bank_account_label":true,
  "can_see_bank_account_national_identifier":true,
  "can_see_bank_account_number":true,
  "can_see_bank_account_owners":true,
  "can_see_bank_account_swift_bic":true,
  "can_see_bank_account_type":true,
  "can_see_comments":true,
  "can_see_corporate_location":true,
  "can_see_image_url":true,
  "can_see_images":true,
  "can_see_more_info":true,
  "can_see_open_corporates_url":true,
  "can_see_other_account_bank_name":true,
  "can_see_other_account_iban":true,
  "can_see_other_account_kind":true,
  "can_see_other_account_metadata":true,
  "can_see_other_account_national_identifier":true,
  "can_see_other_account_number":true,
  "can_see_other_account_swift_bic":true,
  "can_see_owner_comment":true,
  "can_see_physical_location":true,
  "can_see_private_alias":true,
  "can_see_public_alias":true,
  "can_see_tags":true,
  "can_see_transaction_amount":true,
  "can_see_transaction_balance":true,
  "can_see_transaction_currency":true,
  "can_see_transaction_description":true,
  "can_see_transaction_finish_date":true,
  "can_see_transaction_metadata":true,
  "can_see_transaction_other_bank_account":true,
  "can_see_transaction_start_date":true,
  "can_see_transaction_this_bank_account":true,
  "can_see_transaction_type":true,
  "can_see_url":true,
  "can_see_where_tag":true
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-50000: Unknown Error.
  • OBP-20047: If target viewId is system view, the current view.can_grant_access_to_views does not contains it. Orif target viewId is custom view, the current view.can_grant_access_to_custom_views is false.
  • could not save the privilege
  • user does not have access to owner view on account
Connector Methods:
Version: OBPv1.2.1, function_name: by addPermissionForUserForBankAccountForOneView, operation_id: OBPv1.2.1-addPermissionForUserForBankAccountForOneView Tags: View-Custom, Account, User, OwnerViewRequired,

Grant User access to a list of views

Grants the user identified by PROVIDER_ID at their provider PROVIDER access to a list of views at BANK_ID for account ACCOUNT_ID.

All url parameters must be %-encoded, which is often especially relevant for PROVIDER_ID and PROVIDER.

Authentication is Mandatory

The User needs to have access to the owner view.

URL Parameters:

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

BANK_ID: gh.29.uk

PROVIDER: ETHEREUM

PROVIDER_ID:

JSON request body fields:

views:

JSON response body fields:

alias:

can_add_comment:

can_add_corporate_location:

can_add_image:

can_add_image_url: false

can_add_more_info: false

can_add_open_corporates_url:

can_add_physical_location:

can_add_private_alias:

can_add_public_alias:

can_add_tag: false

can_add_url:

can_add_where_tag:

can_delete_comment:

can_delete_corporate_location: false

can_delete_image: false

can_delete_physical_location:

can_delete_tag:

can_delete_where_tag: false

can_edit_owner_comment: false

can_see_bank_account_balance:

can_see_bank_account_bank_name: false

can_see_bank_account_currency:

can_see_bank_account_iban:

can_see_bank_account_label: false

can_see_bank_account_national_identifier:

can_see_bank_account_number: false

can_see_bank_account_owners: false

can_see_bank_account_swift_bic:

can_see_bank_account_type:

can_see_comments:

can_see_corporate_location: false

can_see_image_url: false

can_see_images: false

can_see_more_info:

can_see_open_corporates_url:

can_see_other_account_bank_name:

can_see_other_account_iban:

can_see_other_account_kind:

can_see_other_account_metadata:

can_see_other_account_national_identifier: false

can_see_other_account_number: false

can_see_other_account_swift_bic: false

can_see_owner_comment:

can_see_physical_location:

can_see_private_alias:

can_see_public_alias:

can_see_tags:

can_see_transaction_amount: false

can_see_transaction_balance:

can_see_transaction_currency:

can_see_transaction_description: false

can_see_transaction_finish_date:

can_see_transaction_metadata:

can_see_transaction_other_bank_account:

can_see_transaction_start_date:

can_see_transaction_this_bank_account:

can_see_transaction_type:

can_see_url: false

can_see_where_tag: false

description: This an optional field. Maximum length is 2000. It can be any characters here.

hide_metadata_if_alias_used: false

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

is_public: false

short_name:

views:

Typical Successful Response: 

								
									
{
  "views":[{
    "id":"123",
    "short_name":"short_name",
    "description":"description",
    "is_public":true,
    "alias":"None",
    "hide_metadata_if_alias_used":true,
    "can_add_comment":true,
    "can_add_corporate_location":true,
    "can_add_image":true,
    "can_add_image_url":true,
    "can_add_more_info":true,
    "can_add_open_corporates_url":true,
    "can_add_physical_location":true,
    "can_add_private_alias":true,
    "can_add_public_alias":true,
    "can_add_tag":true,
    "can_add_url":true,
    "can_add_where_tag":true,
    "can_delete_comment":true,
    "can_delete_corporate_location":true,
    "can_delete_image":true,
    "can_delete_physical_location":true,
    "can_delete_tag":true,
    "can_delete_where_tag":true,
    "can_edit_owner_comment":true,
    "can_see_bank_account_balance":true,
    "can_see_bank_account_bank_name":true,
    "can_see_bank_account_currency":true,
    "can_see_bank_account_iban":true,
    "can_see_bank_account_label":true,
    "can_see_bank_account_national_identifier":true,
    "can_see_bank_account_number":true,
    "can_see_bank_account_owners":true,
    "can_see_bank_account_swift_bic":true,
    "can_see_bank_account_type":true,
    "can_see_comments":true,
    "can_see_corporate_location":true,
    "can_see_image_url":true,
    "can_see_images":true,
    "can_see_more_info":true,
    "can_see_open_corporates_url":true,
    "can_see_other_account_bank_name":true,
    "can_see_other_account_iban":true,
    "can_see_other_account_kind":true,
    "can_see_other_account_metadata":true,
    "can_see_other_account_national_identifier":true,
    "can_see_other_account_number":true,
    "can_see_other_account_swift_bic":true,
    "can_see_owner_comment":true,
    "can_see_physical_location":true,
    "can_see_private_alias":true,
    "can_see_public_alias":true,
    "can_see_tags":true,
    "can_see_transaction_amount":true,
    "can_see_transaction_balance":true,
    "can_see_transaction_currency":true,
    "can_see_transaction_description":true,
    "can_see_transaction_finish_date":true,
    "can_see_transaction_metadata":true,
    "can_see_transaction_other_bank_account":true,
    "can_see_transaction_start_date":true,
    "can_see_transaction_this_bank_account":true,
    "can_see_transaction_type":true,
    "can_see_url":true,
    "can_see_where_tag":true
  }]
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-50000: Unknown Error.
  • wrong format JSON
  • could not save the privilege
  • user does not have access to owner view on account
Connector Methods:
Version: OBPv1.2.1, function_name: by addPermissionForUserForBankAccountForMultipleViews, operation_id: OBPv1.2.1-addPermissionForUserForBankAccountForMultipleViews Tags: View-Custom, Account, User, OwnerViewRequired,

Revoke access to all Views on Account

"Revokes access to all Views on an Account for a certain User.

The User is identified by PROVIDER_ID at their PROVIDER.

The Account is specified by BANK_ID and ACCOUNT_ID.

The View is specified by VIEW_ID.

PROVIDER (may be a URL so) must be URL Encoded.

PROVIDER_ID is normally equivalent to USERNAME. However, see Get User by ID or GET Current User for Provider information.

Attempting to revoke access to a public view will return an error message.

An Account Owner cannot revoke access to an Owner View unless at least one other User has Owner View access.

Authentication is Mandatory and the user needs to have access to the owner view.

URL Parameters:

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

BANK_ID: gh.29.uk

PROVIDER: ETHEREUM

PROVIDER_ID:

JSON response body fields:

Typical Successful Response: 

								
									
{
  "jsonString":"{}"
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-50000: Unknown Error.
  • user does not have access to owner view on account
Connector Methods:
Version: OBPv1.2.1, function_name: by removePermissionForUserForBankAccountForAllViews, operation_id: OBPv1.2.1-removePermissionForUserForBankAccountForAllViews Tags: View-Custom, Account, User, OwnerViewRequired,

Revoke access to one View

Revokes access to a View on an Account for a certain User.

The User is identified by PROVIDER_ID at their PROVIDER.

The Account is specified by BANK_ID and ACCOUNT_ID.

The View is specified by VIEW_ID.

PROVIDER (may be a URL so) must be URL Encoded.

PROVIDER_ID is normally equivalent to USERNAME. However, see Get User by ID or GET Current User for Provider information.

Attempting to revoke access to a public view will return an error message.

An Account Owner cannot revoke access to an Owner View unless at least one other User has Owner View access.

Authentication is Mandatory and the user needs to have access to the owner view.

URL Parameters:

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

BANK_ID: gh.29.uk

PROVIDER: ETHEREUM

PROVIDER_ID:

VIEW_ID: owner

JSON response body fields:

Typical Successful Response: 

								
									
{
  "jsonString":"{}"
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • could not save the privilege
  • user does not have access to owner view on account
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv1.2.1, function_name: by removePermissionForUserForBankAccountForOneView, operation_id: OBPv1.2.1-removePermissionForUserForBankAccountForOneView Tags: View-Custom, Account, User, Entitlement, OwnerViewRequired,

Update Custom View

Update an existing custom view on a bank account

Authentication is Mandatory and the user needs to have access to the owner view.

The json sent is the same as during view creation (above), with one difference: the 'name' field
of a view is not editable (it is only set when a view is created)

URL Parameters:

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

BANK_ID: gh.29.uk

VIEW_ID: owner

JSON response body fields:

alias:

can_add_comment:

can_add_corporate_location:

can_add_counterparty: false

can_add_image:

can_add_image_url: false

can_add_more_info: false

can_add_open_corporates_url:

can_add_physical_location:

can_add_private_alias:

can_add_public_alias:

can_add_tag: false

can_add_transaction_request_to_any_account:

can_add_transaction_request_to_own_account:

can_add_url:

can_add_where_tag:

can_create_direct_debit: false

can_create_standing_order:

can_delete_comment:

can_delete_corporate_location: false

can_delete_image: false

can_delete_physical_location:

can_delete_tag:

can_delete_where_tag: false

can_edit_owner_comment: false

can_query_available_funds: false

can_see_bank_account_balance:

can_see_bank_account_bank_name: false

can_see_bank_account_credit_limit: false

can_see_bank_account_currency:

can_see_bank_account_iban:

can_see_bank_account_label: false

can_see_bank_account_national_identifier:

can_see_bank_account_number: false

can_see_bank_account_owners: false

can_see_bank_account_routing_address:

can_see_bank_account_routing_scheme:

can_see_bank_account_swift_bic:

can_see_bank_account_type:

can_see_bank_routing_address: false

can_see_bank_routing_scheme:

can_see_comments:

can_see_corporate_location: false

can_see_image_url: false

can_see_images: false

can_see_more_info:

can_see_open_corporates_url:

can_see_other_account_bank_name:

can_see_other_account_iban:

can_see_other_account_kind:

can_see_other_account_metadata:

can_see_other_account_national_identifier: false

can_see_other_account_number: false

can_see_other_account_routing_address: false

can_see_other_account_routing_scheme:

can_see_other_account_swift_bic: false

can_see_other_bank_routing_address:

can_see_other_bank_routing_scheme:

can_see_owner_comment:

can_see_physical_location:

can_see_private_alias:

can_see_public_alias:

can_see_tags:

can_see_transaction_amount: false

can_see_transaction_balance:

can_see_transaction_currency:

can_see_transaction_description: false

can_see_transaction_finish_date:

can_see_transaction_metadata:

can_see_transaction_other_bank_account:

can_see_transaction_start_date:

can_see_transaction_this_bank_account:

can_see_transaction_type:

can_see_url: false

can_see_where_tag: false

description: This an optional field. Maximum length is 2000. It can be any characters here.

hide_metadata_if_alias_used: false

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

is_public: false

is_system: true

metadata_view:

short_name:

is_firehose:

Typical Successful Response: 

								
									
{
  "id":"1234",
  "short_name":"short_name",
  "description":"description",
  "metadata_view":"owner",
  "is_public":true,
  "is_system":true,
  "alias":"No",
  "hide_metadata_if_alias_used":true,
  "can_add_comment":true,
  "can_add_corporate_location":true,
  "can_add_image":true,
  "can_add_image_url":true,
  "can_add_more_info":true,
  "can_add_open_corporates_url":true,
  "can_add_physical_location":true,
  "can_add_private_alias":true,
  "can_add_public_alias":true,
  "can_add_tag":true,
  "can_add_url":true,
  "can_add_where_tag":true,
  "can_delete_comment":true,
  "can_add_counterparty":true,
  "can_delete_corporate_location":true,
  "can_delete_image":true,
  "can_delete_physical_location":true,
  "can_delete_tag":true,
  "can_delete_where_tag":true,
  "can_edit_owner_comment":true,
  "can_see_bank_account_balance":true,
  "can_query_available_funds":true,
  "can_see_bank_account_bank_name":true,
  "can_see_bank_account_currency":true,
  "can_see_bank_account_iban":true,
  "can_see_bank_account_label":true,
  "can_see_bank_account_national_identifier":true,
  "can_see_bank_account_number":true,
  "can_see_bank_account_owners":true,
  "can_see_bank_account_swift_bic":true,
  "can_see_bank_account_type":true,
  "can_see_comments":true,
  "can_see_corporate_location":true,
  "can_see_image_url":true,
  "can_see_images":true,
  "can_see_more_info":true,
  "can_see_open_corporates_url":true,
  "can_see_other_account_bank_name":true,
  "can_see_other_account_iban":true,
  "can_see_other_account_kind":true,
  "can_see_other_account_metadata":true,
  "can_see_other_account_national_identifier":true,
  "can_see_other_account_number":true,
  "can_see_other_account_swift_bic":true,
  "can_see_owner_comment":true,
  "can_see_physical_location":true,
  "can_see_private_alias":true,
  "can_see_public_alias":true,
  "can_see_tags":true,
  "can_see_transaction_amount":true,
  "can_see_transaction_balance":true,
  "can_see_transaction_currency":true,
  "can_see_transaction_description":true,
  "can_see_transaction_finish_date":true,
  "can_see_transaction_metadata":true,
  "can_see_transaction_other_bank_account":true,
  "can_see_transaction_start_date":true,
  "can_see_transaction_this_bank_account":true,
  "can_see_transaction_type":true,
  "can_see_url":true,
  "can_see_where_tag":true,
  "can_see_bank_routing_scheme":true,
  "can_see_bank_routing_address":true,
  "can_see_bank_account_routing_scheme":true,
  "can_see_bank_account_routing_address":true,
  "can_see_other_bank_routing_scheme":true,
  "can_see_other_bank_routing_address":true,
  "can_see_other_account_routing_scheme":true,
  "can_see_other_account_routing_address":true,
  "can_add_transaction_request_to_own_account":true,
  "can_add_transaction_request_to_any_account":true,
  "can_see_bank_account_credit_limit":true,
  "can_create_direct_debit":true,
  "can_create_standing_order":true
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-10001: Incorrect json format.
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.0.0, function_name: by updateViewForBankAccount, operation_id: OBPv3.0.0-updateViewForBankAccount Tags: View-Custom, Account,