API Explorer

v3.1.0 (327 APIs)

Bank
Accounts
Views
Counterparties
Transactions

Create System View

Create a system view

Authentication is Mandatory and the user needs to have access to the CanCreateSystemView entitlement.
The 'alias' field in the JSON can take one of two 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.

Please note that system views cannot be public. In case you try to set it you will get the error OBP-30258: System view cannot be public

JSON request body fields:

allowed_actions:

description: Description of the object. 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: Description of the object. 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 }
Required Roles:
  • CanCreateSystemView - Please login to request this Role
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Version: OBPv3.1.0, function_name: by createSystemView, operation_id: OBPv3.1.0-createSystemView Tags: View-System,

Delete System View

Deletes the system view specified by VIEW_ID

Authentication is Mandatory

URL Parameters:

VIEW_ID: owner

JSON response body fields:

Typical Successful Response:

								
									
Required Roles:
  • CanDeleteSystemView - Please login to request this Role
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-50000: Unknown Error.
  • user does not have owner access
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Version: OBPv3.1.0, function_name: by deleteSystemView, operation_id: OBPv3.1.0-deleteSystemView Tags: View-System,

Get System View

Get System View

Authentication is Mandatory

URL Parameters:

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_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: Description of the object. 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":"1234", "short_name":"short_name", "description":"description", "is_public":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_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 }
Required Roles:
  • CanGetSystemView - Please login to request this Role
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Version: OBPv3.1.0, function_name: by getSystemView, operation_id: OBPv3.1.0-getSystemView Tags: View-System,

Update System View

Update an existing 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:

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: Description of the object. 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 }
Required Roles:
  • CanUpdateSystemView - Please login to request this Role
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-10001: Incorrect json format.
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Version: OBPv3.1.0, function_name: by updateSystemView, operation_id: OBPv3.1.0-updateSystemView Tags: View-System,