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API
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The terms `API` (Application Programming Interface) and `Endpoint` are used somewhat interchangeablyMore...
- Get API Configuration
- Get API Info (root)
- Get Adapter Info
- Get Adapter Info for a bank
- Get Connector Status (Loopback)
- Get JSON Web Key (JWK)
- Get JSON Web Key (JWK) URIs
- Get Rate Limiting Info
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Account
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The thing that tokens of value (money) come in and out of. An account has one or more `owners` whichMore...
- Check Available Funds
- Create Account
- Create Account Attribute
- Get Account by Id (Core)
- Get Account by Id (Full)
- Get Accounts Balances
- Get Accounts Held
- Get Accounts at Bank
- Get Accounts at Bank (IDs only)
- Get Accounts at Bank (Minimal)
- Get Accounts at all Banks (private)
- Get Checkbook orders
- Get Firehose Accounts at Bank
- Update Account
- Update Account Attribute
- Update Account Label
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Bank
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A Bank (aka Space) represents a financial institution, brand or organizational unit under which resMore...
- Create Bank
- Create Transaction Type at bank
- Get Bank
- Get Banks
- Get Transaction Types at Bank
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Consent
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Consents provide a mechanism through which a resource owner (e.g. a customer) can grant a third partMore...
- Answer Consent Challenge
- Create Consent (EMAIL)
- Create Consent (IMPLICIT)
- Create Consent (SMS)
- Get Consents
- Revoke Consent
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Consumer
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The "consumer" of the API, i.e. the web, mobile or serverside "App" that calls on the OBP API on beMore...
- Enable or Disable Consumers
- Get Call Limits for a Consumer
- Get Consumer
- Get Consumers
- Get Consumers (logged in User)
- Set Rate Limiting (call limits) per Consumer
- Update Consumer RedirectUrl
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Counterparty Metadata
- Add Corporate Location to Counterparty
- Add Counterparty More Info
- Add Open Corporates URL to Counterparty
- Add image url to other bank account
- Add physical location to other bank account
- Add public alias to other bank account
- Add url to other bank account
- Create Other Account Private Alias
- Delete Counterparty Corporate Location
- Delete Counterparty Image URL
- Delete Counterparty Open Corporates URL
- Delete Counterparty Physical Location
- Delete Counterparty Private Alias
- Delete Counterparty Public Alias
- Delete more info of other bank account
- Delete url of other bank account
- Get Other Account Metadata
- Get Other Account Private Alias
- Get public alias of other bank account
- Update Counterparty Corporate Location
- Update Counterparty Image Url
- Update Counterparty More Info
- Update Counterparty Physical Location
- Update Counterparty Private Alias
- Update Open Corporates Url of Counterparty
- Update public alias of other bank account
- Update url of other bank account
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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 Customer
- Create Customer Social Media Handle
- Create Tax Residence
- Create User Customer Link
- Delete Customer Address
- Delete Tax Residence
- Get CRM Events
- Get Customer Addresses
- Get Customer Social Media Handles
- Get Customer by CUSTOMER_ID
- Get Customer by CUSTOMER_NUMBER
- Get Customers for Current User
- Get Customers for current User at Bank
- Get Firehose Customers
- Get Tax Residences of Customer
- 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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Method Routing
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Open Bank Project can have different connectors, to connect difference data sources. We supportMore...
- Create MethodRouting
- Delete MethodRouting
- Get MethodRoutings
- Update MethodRouting
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Role
- Add Entitlement for a User
- Create Entitlement Request for current User
- Delete Entitlement
- Delete Entitlement Request
- Get Entitlement Requests for a User
- Get Entitlement Requests for the current User
- Get Entitlements for User
- Get Entitlements for User at Bank
- Get Entitlements for the current User
- Get Roles
- Get all Entitlement Requests
- Get all Entitlements
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Transaction
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Transactions are records of successful movements of value into or out of an `Account`. OBP TransacMore...
- Get Firehose Transactions for Account
- Get Other Account of Transaction
- Get Transaction by Id
- Get Transactions for Account (Core)
- Get Transactions for Account (Full)
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Transaction Metadata
- Add a Transaction Comment
- Add a Transaction Image
- Add a Transaction Narrative
- Add a Transaction Tag
- Add a Transaction where Tag
- Delete a Transaction Comment
- Delete a Transaction Image
- Delete a Transaction Narrative
- Delete a Transaction Tag
- Delete a Transaction Tag
- Get Transaction Comments
- Get Transaction Images
- Get Transaction Tags
- Get a Transaction Narrative
- Get a Transaction where Tag
- Update a Transaction Narrative
- Update a Transaction where Tag
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Transaction Request
- Answer Transaction Request Challenge
- Create Transaction Request (COUNTERPARTY)
- Create Transaction Request (FREE_FORM)
- Create Transaction Request (SANDBOX_TAN)
- Create Transaction Request (SEPA)
- Get Transaction Request Types at Bank
- Get Transaction Request Types for Account
- Get Transaction Requests
- Save Historical Transactions
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User
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The entity that accesses the API with a login / authorisation token and has access to zero or moreMore...
- Answer Auth Context Update Challenge
- Create User
- Create User Auth Context
- Create User Auth Context Update Request
- Delete User Auth Context
- Delete User's Auth Contexts
- Get User (Current)
- Get User Auth Contexts
- Get User Lock Status
- Get User by USERNAME
- Get User by USER_ID
- Get Users by Email Address
- Get all Users
- Refresh User
- Unlock the user
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API
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Get API Configuration
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Get API Info (root)
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Get Adapter Info
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Get Adapter Info for a bank
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Get Connector Status (Loopback)
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Get JSON Web Key (JWK)
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Get JSON Web Key (JWK) URIs
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Get Rate Limiting Info
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Get API Configuration
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ATM
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Account
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Check Available Funds
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Create Account
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Create Account Attribute
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Get Account by Id (Core)
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Get Account by Id (Full)
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Get Accounts Balances
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Get Accounts Held
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Get Accounts at Bank
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Get Accounts at Bank (IDs only)
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Get Accounts at Bank (Minimal)
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Get Accounts at all Banks (private)
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Get Checkbook orders
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Get Firehose Accounts at Bank
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Update Account
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Update Account Attribute
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Update Account Label
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Check Available Funds
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Account Application
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Create Account Application
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Get Account Application by Id
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Get Account Applications
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Update Account Application Status
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Create Account Application
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Account Public
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Bank
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Bank Accounts (Dynamic Endpoint)
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Branch
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Card
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Create Card
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Create Card Attribute
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Delete Card
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Get Card By Id
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Get Cards for the specified bank
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Get cards for the current user
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Get status of Credit Card order
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Update Card
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Update Card Attribute
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Create Card
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Consent
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Answer Consent Challenge
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Create Consent (EMAIL)
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Create Consent (IMPLICIT)
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Create Consent (SMS)
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Get Consents
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Revoke Consent
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Answer Consent Challenge
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Consumer
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Enable or Disable Consumers
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Get Call Limits for a Consumer
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Get Consumer
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Get Consumers
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Get Consumers (logged in User)
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Set Rate Limiting (call limits) per Consumer
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Update Consumer RedirectUrl
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Enable or Disable Consumers
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Counterparty
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Create Counterparty (Explicit)
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Get Counterparties (Explicit)
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Get Counterparty by Counterparty Id (Explicit)
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Get Other Account by Id
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Get Other Accounts of one Account
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Create Counterparty (Explicit)
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Counterparty Metadata
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Add Corporate Location to Counterparty
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Add Counterparty More Info
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Add Open Corporates URL to Counterparty
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Add image url to other bank account
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Add physical location to other bank account
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Add public alias to other bank account
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Add url to other bank account
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Create Other Account Private Alias
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Delete Counterparty Corporate Location
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Delete Counterparty Image URL
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Delete Counterparty Open Corporates URL
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Delete Counterparty Physical Location
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Delete Counterparty Private Alias
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Delete Counterparty Public Alias
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Delete more info of other bank account
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Delete url of other bank account
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Get Other Account Metadata
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Get Other Account Private Alias
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Get public alias of other bank account
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Update Counterparty Corporate Location
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Update Counterparty Image Url
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Update Counterparty More Info
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Update Counterparty Physical Location
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Update Counterparty Private Alias
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Update Open Corporates Url of Counterparty
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Update public alias of other bank account
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Update url of other bank account
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Add Corporate Location to Counterparty
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Customer
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Create Address
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Create Customer
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Create Customer Social Media Handle
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Create Tax Residence
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Create User Customer Link
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Delete Customer Address
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Delete Tax Residence
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Get CRM Events
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Get Customer Addresses
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Get Customer Social Media Handles
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Get Customer by CUSTOMER_ID
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Get Customer by CUSTOMER_NUMBER
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Get Customers for Current User
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Get Customers for current User at Bank
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Get Firehose Customers
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Get Tax Residences of Customer
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Update the Address of a Customer
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Update the Branch of a Customer
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Update the credit limit of a Customer
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Update the credit rating and source of a Customer
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Update the email of a Customer
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Update the identity data of a Customer
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Update the mobile number of a Customer
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Update the number of a Customer
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Update the other data of a Customer
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Create Address
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Customer Meeting
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Customer Message
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Data Warehouse
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Documentation
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Get Bank Level Dynamic Resource Docs
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Get Glossary of the API
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Get Message Docs
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Get Message Docs Swagger
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Get Resource Docs
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Get Resource Docs
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Get Swagger documentation
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Get Bank Level Dynamic Resource Docs
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Dynamic Resource Doc
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FX
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KYC
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Add KYC Check
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Add KYC Document
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Add KYC Media
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Add KYC Status
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Get Customer KYC Checks
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Get Customer KYC Documents
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Get Customer KYC statuses
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Get KYC Media for a customer
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Add KYC Check
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Method Routing
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Metric
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Get Aggregate Metrics
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Get Connector Metrics
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Get Metrics
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Get Top APIs
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Get Top Consumers
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Search API Metrics via Elasticsearch
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Get Aggregate Metrics
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Product
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Create Product
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Create Product Attribute
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Delete Product Attribute
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Get Bank Product
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Get Product Attribute
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Get Product Tree
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Get Products
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Update Product Attribute
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Create Product
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Product Collection
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Role
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Add Entitlement for a User
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Create Entitlement Request for current User
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Delete Entitlement
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Delete Entitlement Request
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Get Entitlement Requests for a User
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Get Entitlement Requests for the current User
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Get Entitlements for User
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Get Entitlements for User at Bank
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Get Entitlements for the current User
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Get Roles
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Get all Entitlement Requests
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Get all Entitlements
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Add Entitlement for a User
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Sandbox
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Scope
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Transaction
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Get Firehose Transactions for Account
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Get Other Account of Transaction
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Get Transaction by Id
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Get Transactions for Account (Core)
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Get Transactions for Account (Full)
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Get Firehose Transactions for Account
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Transaction Metadata
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Add a Transaction Comment
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Add a Transaction Image
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Add a Transaction Narrative
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Add a Transaction Tag
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Add a Transaction where Tag
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Delete a Transaction Comment
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Delete a Transaction Image
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Delete a Transaction Narrative
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Delete a Transaction Tag
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Delete a Transaction Tag
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Get Transaction Comments
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Get Transaction Images
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Get Transaction Tags
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Get a Transaction Narrative
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Get a Transaction where Tag
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Update a Transaction Narrative
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Update a Transaction where Tag
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Add a Transaction Comment
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Transaction Request
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Answer Transaction Request Challenge
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Create Transaction Request (COUNTERPARTY)
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Create Transaction Request (FREE_FORM)
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Create Transaction Request (SANDBOX_TAN)
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Create Transaction Request (SEPA)
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Get Transaction Request Types at Bank
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Get Transaction Request Types for Account
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Get Transaction Requests
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Save Historical Transactions
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Answer Transaction Request Challenge
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User
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Answer Auth Context Update Challenge
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Create User
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Create User Auth Context
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Create User Auth Context Update Request
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Delete User Auth Context
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Delete User's Auth Contexts
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Get User (Current)
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Get User Auth Contexts
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Get User Lock Status
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Get User by USERNAME
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Get User by USER_ID
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Get Users by Email Address
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Get all Users
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Refresh User
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Unlock the user
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Answer Auth Context Update Challenge
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View Custom
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Create Custom View
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Delete Custom View
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Get Account access for User
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Get Views for Account
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Get access
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Grant User access to View
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Grant User access to a list of views
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Revoke access to all Views on Account
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Revoke access to one View
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Update Custom View
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Create Custom View
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View System
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WebUi Props
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Webhook
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_Covid APIDays
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Create new Covid APIDays
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Delete Covid APIDays by id
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Get Covid APIDays List
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Get Covid APIDays by id
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Update Covid APIDays
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Create new Covid APIDays
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_Customer Cars
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Create new Customer Cars
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Delete Customer Cars by id
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Get Customer Cars List
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Get Customer Cars by id
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Update Customer Cars
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Create new Customer Cars
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_D Entity1(gh.29.uk)
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_Fish Port
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_Foo Bar
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_Insurance Policy(gh.29.uk)
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Create new Insurance Policy
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Delete Insurance Policy by id
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Get Insurance Policy List
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Get Insurance Policy by id
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Update Insurance Policy
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Create new Insurance Policy
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_Insurance Premium(gh.29.uk)
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Create new Insurance Premium
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Delete Insurance Premium by id
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Get Insurance Premium List
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Get Insurance Premium by id
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Update Insurance Premium
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Create new Insurance Premium
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_March Hare(gh.29.uk)
-
Create new March Hare
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Delete March Hare by id
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Get March Hare List
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Get March Hare by id
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Update March Hare
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Create new March Hare
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_Obp Activity(obp.testing.01)
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Create new Obp Activity
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Delete Obp Activity by id
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Get Obp Activity List
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Get Obp Activity by id
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Update Obp Activity
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Create new Obp Activity
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_Odometer(gh.29.uk)
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_Simon Covid
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Create new Simon Covid
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Delete Simon Covid by id
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Get Simon Covid List
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Get Simon Covid by id
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Update Simon Covid
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Create new Simon Covid
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_Sustrans
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_Test Daniel707
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Create new My Test Daniel707
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Create new Test Daniel707
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Delete My Test Daniel707 by id
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Delete Test Daniel707 by id
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Get My Test Daniel707 List
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Get My Test Daniel707 by id
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Get Test Daniel707 List
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Get Test Daniel707 by id
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Update My Test Daniel707
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Update Test Daniel707
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Create new My Test Daniel707
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_Test1
v3.1.0 (327 APIs)
Create new Fish Port
Create new Fish Port.
Portfolio of fishbased values
Property List:
- fish: description of name field, can be markdown text.
- number: description of number field, can be markdown text.
MethodRouting settings example:
{
"is_bank_id_exact_match":false,
"method_name":"dynamicEntityProcess",
"connector_name":"rest_vMar2019",
"bank_id_pattern":".*",
"parameters":[
{
"key":"entityName",
"value":"FishPort"
}
{
"key":"url",
"value":"http://mydomain.com/xxx"
}
]
}
User Authentication is Required. The User must be logged in. The Application must also be authenticated.
{
"fish_port":{
"fishPortId":"d8839721-ad8f-45dd-9f78-2080414b93f9",
"fish":"James Brown",
"number":6987233228
}
}
-
CanCreateDynamicEntity_SystemFishPort
- 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.
Delete Fish Port by id
Delete Fish Port by id
MethodRouting settings example:
{
"is_bank_id_exact_match":false,
"method_name":"dynamicEntityProcess",
"connector_name":"rest_vMar2019",
"bank_id_pattern":".*",
"parameters":[
{
"key":"entityName",
"value":"FishPort"
}
{
"key":"url",
"value":"http://mydomain.com/xxx"
}
]
}
User Authentication is Required. The User must be logged in. The Application must also be authenticated.
{
"fish_port":{
"fishPortId":"d8839721-ad8f-45dd-9f78-2080414b93f9",
"fish":"James Brown",
"number":6987233228
}
}
-
CanDeleteDynamicEntity_SystemFishPort
- 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.
Get Fish Port List
Get Fish Port List.
Portfolio of fishbased values
Property List:
- fish: description of name field, can be markdown text.
- number: description of number field, can be markdown text.
MethodRouting settings example:
{
"is_bank_id_exact_match":false,
"method_name":"dynamicEntityProcess",
"connector_name":"rest_vMar2019",
"bank_id_pattern":".*",
"parameters":[
{
"key":"entityName",
"value":"FishPort"
}
{
"key":"url",
"value":"http://mydomain.com/xxx"
}
]
}
User Authentication is Required. The User must be logged in. The Application must also be authenticated.
Can do filter on the fields
e.g: /FishPort?name=James%20Brown&number=123.456&number=11.11
Will do filter by this rule: name == "James Brown" && (number==123.456 || number=11.11)
{
"fish_port_list":[{
"fish_port":{
"fishPortId":"d8839721-ad8f-45dd-9f78-2080414b93f9",
"fish":"James Brown",
"number":6987233228
}
}]
}
-
CanGetDynamicEntity_SystemFishPort
- 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 Fish Port by id
Get Fish Port by id.
Portfolio of fishbased values
Property List:
- fish: description of name field, can be markdown text.
- number: description of number field, can be markdown text.
MethodRouting settings example:
{
"is_bank_id_exact_match":false,
"method_name":"dynamicEntityProcess",
"connector_name":"rest_vMar2019",
"bank_id_pattern":".*",
"parameters":[
{
"key":"entityName",
"value":"FishPort"
}
{
"key":"url",
"value":"http://mydomain.com/xxx"
}
]
}
User Authentication is Required. The User must be logged in. The Application must also be authenticated.
{
"fish_port":{
"fishPortId":"d8839721-ad8f-45dd-9f78-2080414b93f9",
"fish":"James Brown",
"number":6987233228
}
}
-
CanGetDynamicEntity_SystemFishPort
- 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.
Update Fish Port
Update Fish Port.
Portfolio of fishbased values
Property List:
- fish: description of name field, can be markdown text.
- number: description of number field, can be markdown text.
MethodRouting settings example:
{
"is_bank_id_exact_match":false,
"method_name":"dynamicEntityProcess",
"connector_name":"rest_vMar2019",
"bank_id_pattern":".*",
"parameters":[
{
"key":"entityName",
"value":"FishPort"
}
{
"key":"url",
"value":"http://mydomain.com/xxx"
}
]
}
User Authentication is Required. The User must be logged in. The Application must also be authenticated.
{
"fish_port":{
"fishPortId":"d8839721-ad8f-45dd-9f78-2080414b93f9",
"fish":"James Brown",
"number":6987233228
}
}
-
CanUpdateDynamicEntity_SystemFishPort
- 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.