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API
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The terms `API` (Application Programming Interface) and `Endpoint` are used somewhat interchangeablyMore...
- Create Bank Level Endpoint Tag
- Create System Level Endpoint Tag
- Delete Bank Level Endpoint Tag
- Delete System Level Endpoint Tag
- Get API Configuration
- Get API Info (root)
- Get Adapter Info
- Get Adapter Info for a bank
- Get Bank Level Endpoint Tags
- Get Connector Status (Loopback)
- Get JSON Web Key (JWK)
- Get JSON Web Key (JWK) URIs
- Get Mapper Database Info
- Get Rate Limiting Info
- Get System Level Endpoint Tags
- Get the Call Context of a current call
- Update Bank Level Endpoint Tag
- Update System Level Endpoint Tag
- Verify Request and Sign Response of a current call
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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 (POST)
- Create Account Attribute
- Create or Update Account Attribute Definition
- Delete Account Attribute Definition
- Delete Account Cascade
- Get Account Attribute Definition
- Get Account Balances
- Get Account by Account Routing
- Get Account by Id (Core)
- Get Account by Id (Full)
- Get Accounts Balances
- Get Accounts Held
- Get Accounts Minimal for a Customer
- Get Accounts at Bank
- Get Accounts at Bank (IDs only)
- Get Accounts at Bank (Minimal)
- Get Accounts at all Banks (private)
- Get Accounts by Account Routing Regex
- Get Checkbook orders
- Get Fast Firehose Accounts at Bank
- Get Firehose Accounts at Bank
- Update Account
- Update Account Attribute
- Update Account Label
- Validate and check IBAN
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Account Access
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Account Access governs access to Bank Accounts by end Users. It is an intersecting entity between tMore...
- Create (DAuth) User with Account Access
- Grant User access to View
- Revoke User access to View
- Revoke/Grant User access to View
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Api Collection
- Create My Api Collection
- Create My Api Collection Endpoint
- Create My Api Collection Endpoint By Id
- Delete My Api Collection
- Delete My Api Collection Endpoint
- Delete My Api Collection Endpoint By Id
- Delete My Api Collection Endpoint By Id
- Get Api Collection Endpoints
- Get Api Collections for User
- Get Featured Api Collections
- Get My Api Collection By Id
- Get My Api Collection By Name
- Get My Api Collection Endpoint
- Get My Api Collection Endpoints
- Get My Api Collection Endpoints By Id
- Get My Api Collections
- Get Sharable Api Collection By Id
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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 Bank Attribute
- Create Settlement Account
- Create Transaction Type at bank
- Create or Update Bank Attribute Definition
- Delete Bank Attribute
- Delete Bank Cascade
- Get Bank
- Get Bank Attribute By BANK_ATTRIBUTE_ID
- Get Bank Attributes
- Get Settlement accounts at Bank
- Get Transaction Types at Bank
- Update Bank Attribute
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Connector Method
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Developers can override all the existing Connector methods. This function needs to be used togethMore...
- Create Connector Method
- Get Connector Method by Id
- Get all Connector Methods
- Update Connector Method
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Consent
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Consents provide a mechanism by which a third party App or User can access resources on behalf of aMore...
- Add User to a Consent
- Answer Consent Challenge
- Create Consent (EMAIL)
- Create Consent (IMPLICIT)
- Create Consent (SMS)
- Get Consents
- Get Consents Info
- Revoke Consent
- Update Consent Status
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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)
- Post a Consumer
- Set Rate Limits / Call Limits per Consumer
- Update Consumer RedirectUrl
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Counterparty
- Create Counterparty (Explicit)
- Create Counterparty for any account (Explicit)
- Delete Counterparty (Explicit)
- Delete Counterparty for any account (Explicit)
- Get Counterparties (Explicit)
- Get Counterparties for any account (Explicit)
- Get Counterparty by Id (Explicit)
- Get Counterparty by Id for any account (Explicit)
- Get Counterparty by name for any account (Explicit)
- Get Other Account by Id
- Get Other Accounts of one Account
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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 Attribute
- Create Customer Social Media Handle
- Create Tax Residence
- Create User Customer Link
- Create or Update Customer Attribute Definition
- Delete Customer Address
- Delete Customer Attribute
- Delete Customer Attribute Definition
- Delete Customer Cascade
- Delete Tax Residence
- Delete User Customer Link
- Get CRM Events
- Get Correlated Entities for the current User
- Get Correlated User Info by Customer
- Get Customer Addresses
- Get Customer Attribute By Id
- Get Customer Attribute Definition
- Get Customer Attributes
- Get Customer Social Media Handles
- Get Customer by CUSTOMER_ID
- Get Customer by CUSTOMER_NUMBER
- Get Customers Minimal at Any Bank
- Get Customers at Any Bank
- Get Customers by ATTRIBUTES
- Get Customers by MOBILE_PHONE_NUMBER
- Get Customers for Current User
- Get Firehose Customers
- Get Tax Residences of Customer
- Get User Customer Links by Customer
- Get User Customer Links by User
- Update Customer Attribute
- Update the Address of a Customer
- Update the Branch of a Customer
- Update the credit limit of a Customer
- Update the credit rating and source of a Customer
- Update the email of a Customer
- Update the identity data of a Customer
- Update the mobile number of a Customer
- Update the number of a Customer
- Update the other data of a Customer
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Dynamic Endpoint Manage
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If you want to create endpoints from Swagger / Open API specification files, use Dynamic EndpointsMore...
- Delete Bank Level Dynamic Endpoint
- Delete Dynamic Endpoint
- Get Bank Level Dynamic Endpoint
- Get Dynamic Endpoints
- Update Bank Level Dynamic Endpoint Host
- Update Dynamic Endpoint Host
- Create Bank Level Dynamic Endpoint
- Create Dynamic Endpoint
- Delete My Dynamic Endpoint
- Get Bank Level Dynamic Endpoints
- Get Dynamic Endpoint
- Get My Dynamic Endpoints
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Dynamic Entity Manage
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Dynamic Entities can be used to store and retrieve custom data objects (think your own tables andMore...
- Create Bank Level Dynamic Entity
- Create System Level Dynamic Entity
- Delete Bank Level Dynamic Entity
- Delete My Dynamic Entity
- Delete System Level Dynamic Entity
- Get Bank Level Dynamic Entities
- Get My Dynamic Entities
- Get System Dynamic Entities
- Update Bank Level Dynamic Entity
- Update My Dynamic Entity
- Update System Level Dynamic Entity
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Dynamic Message Doc
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In OBP we represent messages sent by a Connector method / function as MessageDocs. A MessageDoc dMore...
- Create Bank Level Dynamic Message Doc
- Create Dynamic Message Doc
- Delete Bank Level Dynamic Message Doc
- Delete Dynamic Message Doc
- Get Bank Level Dynamic Message Doc
- Get Dynamic Message Doc
- Get all Bank Level Dynamic Message Docs
- Get all Dynamic Message Docs
- Update Bank Level Dynamic Message Doc
- Update Dynamic Message Doc
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Dynamic Resource Doc
- A test endpoint
- Create Bank Level Dynamic Resource Doc
- Create Dynamic Resource Doc
- Create Dynamic Resource Doc endpoint code
- Delete Bank Level Dynamic Resource Doc
- Delete Dynamic Resource Doc
- Get Bank Level Dynamic Resource Doc by Id
- Get Dynamic Resource Doc by Id
- Get all Bank Level Dynamic Resource Docs
- Get all Dynamic Resource Docs
- Update Bank Level Dynamic Resource Doc
- Update Dynamic Resource Doc
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Endpoint Mapping
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Endpoint Mapping can be used to map each JSON field in a Dynamic Endpoint to different Dynamic EntiMore...
- Create Bank Level Endpoint Mapping
- Create Endpoint Mapping
- Delete Bank Level Endpoint Mapping
- Delete Endpoint Mapping
- Get Bank Level Endpoint Mapping
- Get Endpoint Mapping by Id
- Get all Bank Level Endpoint Mappings
- Get all Endpoint Mappings
- Update Bank Level Endpoint Mapping
- Update Endpoint Mapping
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JSON Schema Validation
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JSON Schema is "a vocabulary that allows you to annotate and validate JSON documents". By applyinMore...
- Create a JSON Schema Validation
- Delete a JSON Schema Validation
- Get a JSON Schema Validation
- Get all JSON Schema Validations
- Get all JSON Schema Validations - public
- Update a JSON Schema Validation
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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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Product
- Create Product
- Create Product Attribute
- Create Product Fee
- Create or Update Product Attribute Definition
- Delete Product Attribute
- Delete Product Attribute Definition
- Delete Product Cascade
- Delete Product Fee
- Get Bank Product
- Get Product Attribute
- Get Product Attribute Definition
- Get Product Fee
- Get Product Fees
- Get Product Tree
- Get Products
- Update Product Attribute
- Update Product Fee
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Role
- Add Entitlement for a User
- Create (DAuth) User with Roles
- 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 One Bank
- 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...
- Create Transaction Attribute
- Create or Update Transaction Attribute Definition
- Delete Transaction Attribute Definition
- Delete Transaction Cascade
- Get Balancing Transaction
- Get Double Entry Transaction
- Get Firehose Transactions for Account
- Get Other Account of Transaction
- Get Transaction Attribute By Id
- Get Transaction Attribute Definition
- Get Transaction Attributes
- Get Transaction by Id
- Get Transactions for Account (Core)
- Get Transactions for Account (Full)
- Update Transaction Attribute
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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 Historical Transactions
- Create Transaction Request (ACCOUNT)
- Create Transaction Request (ACCOUNT_OTP)
- Create Transaction Request (CARD)
- Create Transaction Request (COUNTERPARTY)
- Create Transaction Request (FREE_FORM)
- Create Transaction Request (REFUND)
- Create Transaction Request (SANDBOX_TAN)
- Create Transaction Request (SEPA)
- Create Transaction Request (SIMPLE)
- Create Transaction Request Attribute
- Create or Update Transaction Request Attribute Definition
- Delete Transaction Request Attribute Definition
- Get Transaction Request
- Get Transaction Request Attribute By Id
- Get Transaction Request Attribute Definition
- Get Transaction Request Attributes
- Get Transaction Request Types at Bank
- Get Transaction Request Types for Account
- Get Transaction Requests
- Save Historical Transactions
- Update Transaction Request Attribute
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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 My Personal User Attribute
- Create User
- Create User Auth Context
- Create User Auth Context Update Request
- Create password reset url
- Delete User Auth Context
- Delete User's Auth Contexts
- Delete a User
- Get Logout Link
- Get My Personal User Attributes
- Get My Spaces
- Get User (Current)
- Get User Auth Contexts
- Get User Id (Current)
- Get User Lock Status
- Get User by USERNAME
- Get User by USER_ID
- Get User with Attributes by USER_ID
- Get Users by Email Address
- Get all Users
- Lock the user
- Refresh User
- Unlock the user
- Update My Personal User Attribute
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API
- Create Bank Level Endpoint Tag
- Create System Level Endpoint Tag
- Delete Bank Level Endpoint Tag
- Delete System Level Endpoint Tag
- Get API Configuration
- Get API Info (root)
- Get Adapter Info
- Get Adapter Info for a bank
- Get Bank Level Endpoint Tags
- Get Connector Status (Loopback)
- Get JSON Web Key (JWK)
- Get JSON Web Key (JWK) URIs
- Get Mapper Database Info
- Get Rate Limiting Info
- Get System Level Endpoint Tags
- Get the Call Context of a current call
- Update Bank Level Endpoint Tag
- Update System Level Endpoint Tag
- Verify Request and Sign Response of a current call
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ATM
- Create ATM
- Delete ATM
- Get Bank ATM
- Get Bank ATMS
- UPDATE ATM
- Update ATM Accessibility Features
- Update ATM Location Categories
- Update ATM Notes
- Update ATM Services
- Update ATM Supported Currencies
- Update ATM Supported Languages
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Account
- Check Available Funds
- Create Account (POST)
- Create Account Attribute
- Create or Update Account Attribute Definition
- Delete Account Attribute Definition
- Delete Account Cascade
- Get Account Attribute Definition
- Get Account Balances
- Get Account by Account Routing
- Get Account by Id (Core)
- Get Account by Id (Full)
- Get Accounts Balances
- Get Accounts Held
- Get Accounts Minimal for a Customer
- Get Accounts at Bank
- Get Accounts at Bank (IDs only)
- Get Accounts at Bank (Minimal)
- Get Accounts at all Banks (private)
- Get Accounts by Account Routing Regex
- Get Checkbook orders
- Get Fast Firehose Accounts at Bank
- Get Firehose Accounts at Bank
- Update Account
- Update Account Attribute
- Update Account Label
- Validate and check IBAN
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Account Access
- Create (DAuth) User with Account Access
- Grant User access to View
- Revoke User access to View
- Revoke/Grant User access to View
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Account Application
- Create Account Application
- Get Account Application by Id
- Get Account Applications
- Update Account Application Status
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Account Metadata
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Account Public
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Api Collection
- Create My Api Collection
- Create My Api Collection Endpoint
- Create My Api Collection Endpoint By Id
- Delete My Api Collection
- Delete My Api Collection Endpoint
- Delete My Api Collection Endpoint By Id
- Delete My Api Collection Endpoint By Id
- Get Api Collection Endpoints
- Get Api Collections for User
- Get Featured Api Collections
- Get My Api Collection By Id
- Get My Api Collection By Name
- Get My Api Collection Endpoint
- Get My Api Collection Endpoints
- Get My Api Collection Endpoints By Id
- Get My Api Collections
- Get Sharable Api Collection By Id
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Authentication Type Validation
- Create an Authentication Type Validation
- Delete an Authentication Type Validation
- Get all Authentication Type Validations
- Get all Authentication Type Validations - public
- Get an Authentication Type Validation
- Update an Authentication Type Validation
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Bank
- Create Bank
- Create Bank Attribute
- Create Settlement Account
- Create Transaction Type at bank
- Create or Update Bank Attribute Definition
- Delete Bank Attribute
- Delete Bank Cascade
- Get Bank
- Get Bank Attribute By BANK_ATTRIBUTE_ID
- Get Bank Attributes
- Get Settlement accounts at Bank
- Get Transaction Types at Bank
- Update Bank Attribute
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Bank Accounts (Dynamic Endpoint)
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BankAccountTag1
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Branch
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Card
- Create Card
- Create Card Attribute
- Create or Update Card Attribute Definition
- Delete Card
- Delete Card Attribute Definition
- Get Card Attribute Definition
- Get Card By Id
- Get Cards for the specified bank
- Get cards for the current user
- Get status of Credit Card order
- Update Card
- Update Card Attribute
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Connector Method
- Create Connector Method
- Get Connector Method by Id
- Get all Connector Methods
- Update Connector Method
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Consent
- Add User to a Consent
- Answer Consent Challenge
- Create Consent (EMAIL)
- Create Consent (IMPLICIT)
- Create Consent (SMS)
- Get Consents
- Get Consents Info
- Revoke Consent
- Update Consent Status
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Consumer
- Enable or Disable Consumers
- Get Call Limits for a Consumer
- Get Consumer
- Get Consumers
- Get Consumers (logged in User)
- Post a Consumer
- Set Rate Limits / Call Limits per Consumer
- Update Consumer RedirectUrl
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Counterparty
- Create Counterparty (Explicit)
- Create Counterparty for any account (Explicit)
- Delete Counterparty (Explicit)
- Delete Counterparty for any account (Explicit)
- Get Counterparties (Explicit)
- Get Counterparties for any account (Explicit)
- Get Counterparty by Id (Explicit)
- Get Counterparty by Id for any account (Explicit)
- Get Counterparty by name for any account (Explicit)
- Get Other Account by Id
- Get Other Accounts of one Account
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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
- Create Address
- Create Customer
- Create Customer Attribute
- Create Customer Social Media Handle
- Create Tax Residence
- Create User Customer Link
- Create or Update Customer Attribute Definition
- Delete Customer Address
- Delete Customer Attribute
- Delete Customer Attribute Definition
- Delete Customer Cascade
- Delete Tax Residence
- Delete User Customer Link
- Get CRM Events
- Get Correlated Entities for the current User
- Get Correlated User Info by Customer
- Get Customer Addresses
- Get Customer Attribute By Id
- Get Customer Attribute Definition
- Get Customer Attributes
- Get Customer Social Media Handles
- Get Customer by CUSTOMER_ID
- Get Customer by CUSTOMER_NUMBER
- Get Customers Minimal at Any Bank
- Get Customers at Any Bank
- Get Customers by ATTRIBUTES
- Get Customers by MOBILE_PHONE_NUMBER
- Get Customers for Current User
- Get Firehose Customers
- Get Tax Residences of Customer
- Get User Customer Links by Customer
- Get User Customer Links by User
- Update Customer Attribute
- Update the Address of a Customer
- Update the Branch of a Customer
- Update the credit limit of a Customer
- Update the credit rating and source of a Customer
- Update the email of a Customer
- Update the identity data of a Customer
- Update the mobile number of a Customer
- Update the number of a Customer
- Update the other data of a Customer
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Customer Meeting
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Customer Message
- Create Customer Message
- Create Customer Message
- Get Customer Messages for a Customer
- Get Customer Messages for all Customers
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Data Warehouse
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Direct Debit
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Documentation
- Get Bank Level Dynamic Resource Docs
- Get Glossary of the API
- Get Message Docs
- Get Message Docs Swagger
- Get Resource Docs
- Get Resource Docs
- Get Swagger documentation
- Get scanned API Versions
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Dynamic Endpoint Manage
- Delete Bank Level Dynamic Endpoint
- Delete Dynamic Endpoint
- Get Bank Level Dynamic Endpoint
- Get Dynamic Endpoints
- Update Bank Level Dynamic Endpoint Host
- Update Dynamic Endpoint Host
- Create Bank Level Dynamic Endpoint
- Create Dynamic Endpoint
- Delete My Dynamic Endpoint
- Get Bank Level Dynamic Endpoints
- Get Dynamic Endpoint
- Get My Dynamic Endpoints
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Dynamic Entity Manage
- Create Bank Level Dynamic Entity
- Create System Level Dynamic Entity
- Delete Bank Level Dynamic Entity
- Delete My Dynamic Entity
- Delete System Level Dynamic Entity
- Get Bank Level Dynamic Entities
- Get My Dynamic Entities
- Get System Dynamic Entities
- Update Bank Level Dynamic Entity
- Update My Dynamic Entity
- Update System Level Dynamic Entity
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Dynamic Message Doc
- Create Bank Level Dynamic Message Doc
- Create Dynamic Message Doc
- Delete Bank Level Dynamic Message Doc
- Delete Dynamic Message Doc
- Get Bank Level Dynamic Message Doc
- Get Dynamic Message Doc
- Get all Bank Level Dynamic Message Docs
- Get all Dynamic Message Docs
- Update Bank Level Dynamic Message Doc
- Update Dynamic Message Doc
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Dynamic Resource Doc
- A test endpoint
- Create Bank Level Dynamic Resource Doc
- Create Dynamic Resource Doc
- Create Dynamic Resource Doc endpoint code
- Delete Bank Level Dynamic Resource Doc
- Delete Dynamic Resource Doc
- Get Bank Level Dynamic Resource Doc by Id
- Get Dynamic Resource Doc by Id
- Get all Bank Level Dynamic Resource Docs
- Get all Dynamic Resource Docs
- Update Bank Level Dynamic Resource Doc
- Update Dynamic Resource Doc
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Endpoint Mapping
- Create Bank Level Endpoint Mapping
- Create Endpoint Mapping
- Delete Bank Level Endpoint Mapping
- Delete Endpoint Mapping
- Get Bank Level Endpoint Mapping
- Get Endpoint Mapping by Id
- Get all Bank Level Endpoint Mappings
- Get all Endpoint Mappings
- Update Bank Level Endpoint Mapping
- Update Endpoint Mapping
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FX
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JSON Schema Validation
- Create a JSON Schema Validation
- Delete a JSON Schema Validation
- Get a JSON Schema Validation
- Get all JSON Schema Validations
- Get all JSON Schema Validations - public
- Update a JSON Schema Validation
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KYC
- Add KYC Check
- Add KYC Document
- Add KYC Media
- Add KYC Status
- Get Customer KYC Checks
- Get Customer KYC Documents
- Get Customer KYC statuses
- Get KYC Media for a customer
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Method Routing
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Metric
- Get Aggregate Metrics
- Get Connector Metrics
- Get Metrics
- Get Top APIs
- Get Top Consumers
- Search API Metrics via Elasticsearch
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Product
- Create Product
- Create Product Attribute
- Create Product Fee
- Create or Update Product Attribute Definition
- Delete Product Attribute
- Delete Product Attribute Definition
- Delete Product Cascade
- Delete Product Fee
- Get Bank Product
- Get Product Attribute
- Get Product Attribute Definition
- Get Product Fee
- Get Product Fees
- Get Product Tree
- Get Products
- Update Product Attribute
- Update Product Fee
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Product Collection
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Role
- Add Entitlement for a User
- Create (DAuth) User with Roles
- 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 One Bank
- 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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Sandbox
-
Scope
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Standing Order
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Transaction
- Create Transaction Attribute
- Create or Update Transaction Attribute Definition
- Delete Transaction Attribute Definition
- Delete Transaction Cascade
- Get Balancing Transaction
- Get Double Entry Transaction
- Get Firehose Transactions for Account
- Get Other Account of Transaction
- Get Transaction Attribute By Id
- Get Transaction Attribute Definition
- Get Transaction Attributes
- Get Transaction by Id
- Get Transactions for Account (Core)
- Get Transactions for Account (Full)
- Update Transaction Attribute
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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 Historical Transactions
- Create Transaction Request (ACCOUNT)
- Create Transaction Request (ACCOUNT_OTP)
- Create Transaction Request (CARD)
- Create Transaction Request (COUNTERPARTY)
- Create Transaction Request (FREE_FORM)
- Create Transaction Request (REFUND)
- Create Transaction Request (SANDBOX_TAN)
- Create Transaction Request (SEPA)
- Create Transaction Request (SIMPLE)
- Create Transaction Request Attribute
- Create or Update Transaction Request Attribute Definition
- Delete Transaction Request Attribute Definition
- Get Transaction Request
- Get Transaction Request Attribute By Id
- Get Transaction Request Attribute Definition
- Get Transaction Request Attributes
- Get Transaction Request Types at Bank
- Get Transaction Request Types for Account
- Get Transaction Requests
- Save Historical Transactions
- Update Transaction Request Attribute
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User
- Answer Auth Context Update Challenge
- Create My Personal User Attribute
- Create User
- Create User Auth Context
- Create User Auth Context Update Request
- Create password reset url
- Delete User Auth Context
- Delete User's Auth Contexts
- Delete a User
- Get Logout Link
- Get My Personal User Attributes
- Get My Spaces
- Get User (Current)
- Get User Auth Contexts
- Get User Id (Current)
- Get User Lock Status
- Get User by USERNAME
- Get User by USER_ID
- Get User with Attributes by USER_ID
- Get Users by Email Address
- Get all Users
- Lock the user
- Refresh User
- Unlock the user
- Update My Personal User Attribute
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User Invitation
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View Custom
- Create Custom View
- Delete Custom View
- Get Account access for User
- Get Views for Account
- Get access
- Update Custom View
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View System
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WebUi Props
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Webhook
- Create an Account Webhook
- Create bank level Account Notification Webhook
- Create system level Account Notification Webhook
- Enable/Disable an Account Webhook
- Get Account Webhooks
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_Covid APIDays
- Create new Covid APIDays
- Delete Covid APIDays by id
- Get Covid APIDays List
- Get Covid APIDays by id
- Update Covid APIDays
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_Customer Cars
- Create new Customer Cars
- Delete Customer Cars by id
- Get Customer Cars List
- Get Customer Cars by id
- Update Customer Cars
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_D Entity1(gh.29.uk)
-
_Fish Port
-
_Foo Bar
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_Insurance Policy(gh.29.uk)
- Create new Insurance Policy
- Delete Insurance Policy by id
- Get Insurance Policy List
- Get Insurance Policy by id
- Update Insurance Policy
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_Insurance Premium(gh.29.uk)
- Create new Insurance Premium
- Delete Insurance Premium by id
- Get Insurance Premium List
- Get Insurance Premium by id
- Update Insurance Premium
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_March Hare(gh.29.uk)
- Create new March Hare
- Delete March Hare by id
- Get March Hare List
- Get March Hare by id
- Update March Hare
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_Obp Activity(obp.testing.01)
- Create new Obp Activity
- Delete Obp Activity by id
- Get Obp Activity List
- Get Obp Activity by id
- Update Obp Activity
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_Odometer(gh.29.uk)
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_Simon Covid
- Create new Simon Covid
- Delete Simon Covid by id
- Get Simon Covid List
- Get Simon Covid by id
- Update Simon Covid
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_Sustrans
-
_Test Daniel707
- Create new My Test Daniel707
- Create new Test Daniel707
- Delete My Test Daniel707 by id
- Delete Test Daniel707 by id
- Get My Test Daniel707 List
- Get My Test Daniel707 by id
- Get Test Daniel707 List
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-
_Test1
v4.0.0 (542 APIs)
Check Available Funds
Check Available Funds
Mandatory URL parameters:
- amount=NUMBER
- currency=STRING
Authentication is Mandatory
URL Parameters:
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
BANK_ID: gh.29.uk
VIEW_ID: owner
JSON response body fields:
date: 2020-01-27
{
"answer":"yes",
"date":"2024-10-08T21:07:59Z",
"available_funds_request_id":"c4ykz59svsr9b7fmdxk8ezs7"
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
- OBP-20054: Invalid amount. Please specify a valid value for amount.
- OBP-10003: Invalid Currency Value. It should be three letters ISO Currency Code.
- OBP-50000: Unknown Error.
Create Account (POST)
Create Account at bank specified by BANK_ID.
The User can create an Account for themself - or - the User that has the USER_ID specified in the POST body.
If the POST body USER_ID is specified, the logged in user must have the Role CanCreateAccount. Once created, the Account will be owned by the User specified by USER_ID.
If the POST body USER_ID is not specified, the account will be owned by the logged in User.
The 'product_code' field SHOULD be a product_code from Product.
If the product_code matches a product_code from Product, account attributes will be created that match the Product Attributes.
Note: The Amount MUST be zero.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON request body fields:
amount: 10.12
balance: 10
branch_id: DERBY6
currency: EUR
label: My Account
product_code: 1234BW
scheme: scheme value
user_id: 9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1
JSON response body fields:
account_id: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
amount: 10.12
balance: 10
branch_id: DERBY6
currency: EUR
label: My Account
name: ACCOUNT_MANAGEMENT_FEE
product_code: 1234BW
scheme: scheme value
type:
user_id: 9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1
value: 5987953
product_instance_code: product_instance_code
{
"account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
"user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
"label":"My Account",
"product_code":"1234BW",
"balance":{
"currency":"EUR",
"amount":"0"
},
"branch_id":"DERBY6",
"account_routings":[{
"scheme":"AccountNumber",
"address":"4930396"
}],
"account_attributes":[{
"product_code":"1234BW",
"account_attribute_id":"613c83ea-80f9-4560-8404-b9cd4ec42a7f",
"name":"OVERDRAFT_START_DATE",
"type":"DATE_WITH_DAY",
"value":"2012-04-23",
"product_instance_code":"LKJL98769F"
}]
}
-
CanCreateAccount
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-10001: Incorrect json format.
- OBP-20001: User not logged in. Authentication is required!
- OBP-20006: User is missing one or more roles:
- OBP-30106: Invalid Balance Amount.
- OBP-30112: Invalid Number. Initial balance must be a number, e.g 1000.00
- OBP-30109: Initial Balance of Account must be Zero (0).
- OBP-30105: Invalid Balance Currency.
- OBP-50000: Unknown Error.
Create Account Attribute
Create Account Attribute
Account Attributes are used to describe a financial Product with a list of typed key value pairs.
Each Account Attribute is linked to its Account by ACCOUNT_ID
Typical account attributes might be:
ISIN (for International bonds)
VKN (for German bonds)
REDCODE (markit short code for credit derivative)
LOAN_ID (e.g. used for Anacredit reporting)
ISSUE_DATE (When the bond was issued in the market)
MATURITY_DATE (End of life time of a product)
TRADABLE
See FPML for more examples.
The type field must be one of "STRING", "INTEGER", "DOUBLE" or DATE_WITH_DAY"
Authentication is Mandatory
URL Parameters:
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
BANK_ID: gh.29.uk
PRODUCT_CODE: 1234BW
JSON request body fields:
name: ACCOUNT_MANAGEMENT_FEE
type:
value: 5987953
product_instance_code: product_instance_code
JSON response body fields:
name: ACCOUNT_MANAGEMENT_FEE
product_code: 1234BW
type:
value: 5987953
product_instance_code: product_instance_code
{
"product_code":"1234BW",
"account_attribute_id":"613c83ea-80f9-4560-8404-b9cd4ec42a7f",
"name":"OVERDRAFT_START_DATE",
"type":"DATE_WITH_DAY",
"value":"2012-04-23",
"product_instance_code":"LKJL98769F"
}
-
CanCreateAccountAttributeAtOneBank
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-10001: Incorrect json format.
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Create or Update Account Attribute Definition
Create or Update Account Attribute Definition
The category field must be Account
The type field must be one of; DOUBLE, STRING, INTEGER and DATE_WITH_DAY
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
bank_id: gh.29.uk
can_be_seen_on_views: false
description: This an optional field. Maximum length is 2000. It can be any characters here.
is_active: false
name: ACCOUNT_MANAGEMENT_FEE
type:
{
"attribute_definition_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
"bank_id":"gh.29.uk",
"name":"SPECIAL_TAX_NUMBER",
"category":"Account",
"type":"STRING",
"description":"description",
"alias":"STRING",
"can_be_seen_on_views":["bank"],
"is_active":true
}
-
CanCreateAccountAttributeDefinitionAtOneBank
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-10001: Incorrect json format.
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Delete Account Attribute Definition
Delete Account Attribute Definition by ATTRIBUTE_DEFINITION_ID
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
-
CanDeleteAccountAttributeDefinitionAtOneBank
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Delete Account Cascade
Delete an Account Cascade specified by ACCOUNT_ID.
Authentication is Mandatory
URL Parameters:
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
BANK_ID: gh.29.uk
JSON response body fields:
-
CanDeleteAccountCascade
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
- OBP-20006: User is missing one or more roles:
- OBP-50000: Unknown Error.
Get Account Attribute Definition
Get Account Attribute Definition
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
attributes: attribute value in form of (name, value)
bank_id: gh.29.uk
can_be_seen_on_views: false
description: This an optional field. Maximum length is 2000. It can be any characters here.
is_active: false
name: ACCOUNT_MANAGEMENT_FEE
type:
{
"attributes":[{
"attribute_definition_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
"bank_id":"gh.29.uk",
"name":"SPECIAL_TAX_NUMBER",
"category":"Account",
"type":"STRING",
"description":"description",
"alias":"STRING",
"can_be_seen_on_views":["bank"],
"is_active":true
}]
}
-
CanGetAccountAttributeDefinitionAtOneBank
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Get Account Balances
Get the Balances for one Account of the current User at one bank.
Authentication is Mandatory
URL Parameters:
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
BANK_ID: gh.29.uk
JSON response body fields:
account_id: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
amount: 10.12
balances: balances
bank_id: gh.29.uk
currency: EUR
label: My Account
scheme: scheme value
type:
{
"bank_id":"gh.29.uk",
"account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
"account_routings":[{
"scheme":"accountNumber",
"address":"123456"
}],
"label":"My Account",
"balances":[{
"type":"",
"currency":"EUR",
"amount":"10"
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30065: Cannot find account access.
- OBP-50000: Unknown Error.
Get Account by Account Routing
This endpoint returns the account (if it exists) linked with the provided scheme and address.
The bank_id
field is optional, but if it's not provided, we don't guarantee that the returned account is unique across all the banks.
Example of account routing scheme: IBAN
, "OBP", "AccountNumber", ...
Example of account routing address: DE17500105178275645584
, "321774cc-fccd-11ea-adc1-0242ac120002", "55897106215", ...
Authentication is Mandatory
JSON request body fields:
scheme: scheme value
bank_id: gh.29.uk
JSON response body fields:
amount: 10.12
balance: 10
bank_id: gh.29.uk
can_add_image_url: false
can_add_more_info: false
can_add_tag: false
can_delete_corporate_location: false
can_delete_image: false
can_delete_where_tag: false
can_edit_owner_comment: false
can_see_bank_account_bank_name: false
can_see_bank_account_currency:
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_corporate_location: false
can_see_image_url: false
can_see_images: false
can_see_other_account_bank_name:
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_transaction_amount: false
can_see_transaction_description: false
can_see_transaction_finish_date:
can_see_transaction_other_bank_account:
can_see_transaction_start_date:
can_see_transaction_this_bank_account:
can_see_url: false
can_see_where_tag: false
currency: EUR
date: 2020-01-27
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
label: My Account
name: ACCOUNT_MANAGEMENT_FEE
product_code: 1234BW
provider: ETHEREUM
scheme: scheme value
tags: Create-My-User
type:
user:
value: 5987953
product_instance_code: product_instance_code
{
"id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"label":"NoneLabel",
"number":"123",
"owners":[{
"id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"provider":"http://127.0.0.1:8080",
"display_name":"OBP"
}],
"product_code":"1234BW",
"balance":{
"currency":"EUR",
"amount":"0"
},
"views_available":[{
"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
}],
"bank_id":"gh.29.uk",
"account_routings":[{
"scheme":"AccountNumber",
"address":"4930396"
}],
"account_attributes":[{
"product_code":"1234BW",
"account_attribute_id":"613c83ea-80f9-4560-8404-b9cd4ec42a7f",
"name":"OVERDRAFT_START_DATE",
"type":"DATE_WITH_DAY",
"value":"2012-04-23",
"product_instance_code":"LKJL98769F"
}],
"tags":[{
"id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"value":"OBP",
"date":"1100-01-01T00:00:00Z",
"user":{
"id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"provider":"http://127.0.0.1:8080",
"display_name":"OBP"
}
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
- OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
- OBP-50000: Unknown Error.
Get Account by Id (Core)
Information returned about the account specified by ACCOUNT_ID:
- Number - The human readable account number given by the bank that identifies the account.
- Label - A label given by the owner of the account
- Owners - Users that own this account
- Type - The type of account
- Balance - Currency and Value
- Account Routings - A list that might include IBAN or national account identifiers
- Account Rules - A list that might include Overdraft and other bank specific rules
- Tags - A list of Tags assigned to this account
This call returns the owner view and requires access to that view.
Authentication is Mandatory
URL Parameters:
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
BANK_ID: gh.29.uk
JSON response body fields:
amount: 10.12
balance: 10
bank_id: gh.29.uk
currency: EUR
id: d8839721-ad8f-45dd-9f78-2080414b93f9
label: My Account
product_code: 1234BW
scheme: scheme value
{
"id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
"bank_id":"gh.29.uk",
"label":"My Account",
"number":"546387432",
"product_code":"AC",
"balance":{
"currency":"EUR",
"amount":"0"
},
"account_routings":[{
"scheme":"AccountNumber",
"address":"4930396"
}],
"views_basic":["owner"]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- 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.
Get Account by Id (Full)
Information returned about an account specified by ACCOUNT_ID as moderated by the view (VIEW_ID):
- Number
- Owners
- Type
- Balance
- IBAN
- Available views (sorted by short_name)
More details about the data moderation by the view here.
PSD2 Context: PSD2 requires customers to have access to their account information via third party applications.
This call provides balance and other account information via delegated authentication using OAuth.
Authentication is required if the 'is_public' field in view (VIEW_ID) is not set to true
.
Authentication is Mandatory
URL Parameters:
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
BANK_ID: gh.29.uk
VIEW_ID: owner
JSON response body fields:
amount: 10.12
balance: 10
bank_id: gh.29.uk
can_add_image_url: false
can_add_more_info: false
can_add_tag: false
can_delete_corporate_location: false
can_delete_image: false
can_delete_where_tag: false
can_edit_owner_comment: false
can_see_bank_account_bank_name: false
can_see_bank_account_currency:
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_corporate_location: false
can_see_image_url: false
can_see_images: false
can_see_other_account_bank_name:
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_transaction_amount: false
can_see_transaction_description: false
can_see_transaction_finish_date:
can_see_transaction_other_bank_account:
can_see_transaction_start_date:
can_see_transaction_this_bank_account:
can_see_url: false
can_see_where_tag: false
currency: EUR
date: 2020-01-27
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
label: My Account
name: ACCOUNT_MANAGEMENT_FEE
product_code: 1234BW
provider: ETHEREUM
scheme: scheme value
tags: Create-My-User
type:
user:
value: 5987953
product_instance_code: product_instance_code
{
"id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"label":"NoneLabel",
"number":"123",
"owners":[{
"id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"provider":"http://127.0.0.1:8080",
"display_name":"OBP"
}],
"product_code":"1234BW",
"balance":{
"currency":"EUR",
"amount":"0"
},
"views_available":[{
"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
}],
"bank_id":"gh.29.uk",
"account_routings":[{
"scheme":"AccountNumber",
"address":"4930396"
}],
"account_attributes":[{
"product_code":"1234BW",
"account_attribute_id":"613c83ea-80f9-4560-8404-b9cd4ec42a7f",
"name":"OVERDRAFT_START_DATE",
"type":"DATE_WITH_DAY",
"value":"2012-04-23",
"product_instance_code":"LKJL98769F"
}],
"tags":[{
"id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"value":"OBP",
"date":"1100-01-01T00:00:00Z",
"user":{
"id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"provider":"http://127.0.0.1:8080",
"display_name":"OBP"
}
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
- OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
- OBP-50000: Unknown Error.
Get Accounts Balances
Get the Balances for the Accounts of the current User at one bank.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
account_id: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
amount: 10.12
balances: balances
bank_id: gh.29.uk
currency: EUR
label: My Account
scheme: scheme value
type:
{
"accounts":[{
"bank_id":"gh.29.uk",
"account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
"account_routings":[{
"scheme":"accountNumber",
"address":"123456"
}],
"label":"My Account",
"balances":[{
"type":"",
"currency":"EUR",
"amount":"10"
}]
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-50000: Unknown Error.
Get Accounts Held
Get Accounts held by the current User if even the User has not been assigned the owner View yet.
Can be used to onboard the account to the API - since all other account and transaction endpoints require views to be assigned.
optional request parameters:
- account_type_filter: one or many accountType value, split by comma
- account_type_filter_operation: the filter type of account_type_filter, value must be INCLUDE or EXCLUDE
whole url example:
/banks/BANK_ID/accounts-held?account_type_filter=330,CURRENT+PLUS&account_type_filter_operation=INCLUDE
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
bank_id: gh.29.uk
id: d8839721-ad8f-45dd-9f78-2080414b93f9
label: My Account
scheme: scheme value
{
"accounts":[{
"id":"12314",
"label":"My Account",
"bank_id":"123",
"number":"123",
"account_routings":[{
"scheme":"AccountNumber",
"address":"4930396"
}]
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-50000: Unknown Error.
Get Accounts Minimal for a Customer
Get Accounts Minimal by CUSTOMER_ID
Authentication is Mandatory
URL Parameters:
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
account_id: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
bank_id: gh.29.uk
view_id: owner
{
"accounts":[{
"bank_id":"gh.29.uk",
"account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
"view_id":"owner"
}]
}
-
CanGetAccountsMinimalForCustomerAtAnyBank
- 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-30002: Customer not found. Please specify a valid value for CUSTOMER_NUMBER.
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Get Accounts at Bank
Returns the list of accounts at BANK_ID that the user has access to.
For each account the API returns the account ID and the views available to the user..
Each account must have at least one private View.
optional request parameters for filter with attributes
URL params example: /banks/some-bank-id/accounts?manager=John&count=8
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
bank_id: gh.29.uk
id: d8839721-ad8f-45dd-9f78-2080414b93f9
is_public: false
label: My Account
{
"accounts":[{
"id":"8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0",
"label":"NoneLabel",
"bank_id":"gh.29.uk",
"views_available":[{
"id":"1",
"short_name":"HHH",
"is_public":true
}]
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-50000: Unknown Error.
Get Accounts at Bank (IDs only)
Returns only the list of accounts ids at BANK_ID that the user has access to.
Each account must have at least one private View.
For each account the API returns its account ID.
If you want to see more information on the Views, use the Account Detail call.
optional request parameters:
- account_type_filter: one or many accountType value, split by comma
- account_type_filter_operation: the filter type of account_type_filter, value must be INCLUDE or EXCLUDE
whole url example:
/banks/BANK_ID/accounts/account_ids/private?account_type_filter=330,CURRENT+PLUS&account_type_filter_operation=INCLUDE
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
id: d8839721-ad8f-45dd-9f78-2080414b93f9
{
"accounts":[{
"id":"5995d6a2-01b3-423c-a173-5481df49bdaf"
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-50000: Unknown Error.
Get Accounts at Bank (Minimal)
Returns the minimal list of private accounts at BANK_ID that the user has access to.
For each account, the API returns the ID, routing addresses and the views available to the current user.
If you want to see more information on the Views, use the Account Detail call.
optional request parameters:
- account_type_filter: one or many accountType value, split by comma
- account_type_filter_operation: the filter type of account_type_filter, value must be INCLUDE or EXCLUDE
whole url example:
/banks/BANK_ID/accounts/private?account_type_filter=330,CURRENT+PLUS&account_type_filter_operation=INCLUDE
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
account_type: AC
bank_id: gh.29.uk
description: This an optional field. Maximum length is 2000. It can be any characters here.
id: d8839721-ad8f-45dd-9f78-2080414b93f9
is_public: false
label: My Account
scheme: scheme value
{
"accounts":[{
"id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"label":"String",
"bank_id":"gh.29.uk",
"account_type":"330",
"account_routings":[{
"scheme":"AccountNumber",
"address":"4930396"
}],
"views":[{
"id":"owner",
"short_name":"owner",
"description":"This view is for the owner for the account.",
"is_public":false
}]
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-50000: Unknown Error.
Get Accounts at all Banks (private)
Returns the list of accounts containing private views for the user.
Each account lists the views available to the user.
optional request parameters:
- account_type_filter: one or many accountType value, split by comma
- account_type_filter_operation: the filter type of account_type_filter, value must be INCLUDE or EXCLUDE
whole url example:
/my/accounts?account_type_filter=330,CURRENT+PLUS&account_type_filter_operation=INCLUDE
Authentication is Mandatory
JSON response body fields:
account_type: AC
bank_id: gh.29.uk
description: This an optional field. Maximum length is 2000. It can be any characters here.
id: d8839721-ad8f-45dd-9f78-2080414b93f9
is_public: false
label: My Account
scheme: scheme value
{
"accounts":[{
"id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"label":"String",
"bank_id":"gh.29.uk",
"account_type":"330",
"account_routings":[{
"scheme":"AccountNumber",
"address":"4930396"
}],
"views":[{
"id":"owner",
"short_name":"owner",
"description":"This view is for the owner for the account.",
"is_public":false
}]
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-50000: Unknown Error.
Get Accounts by Account Routing Regex
This endpoint returns an array of accounts matching the provided routing scheme and the routing address regex.
The bank_id
field is optional.
Example of account routing scheme: IBAN
, OBP
, AccountNumber
, ...
Example of account routing address regex: DE175.*
, 55897106215-[A-Z]{3}
, ...
This endpoint can be used to retrieve multiples accounts matching a same account routing address pattern.
For example, if you want to link multiple accounts having different currencies, you can create an account
with 123456789-EUR
as Account Number and an other account with 123456789-USD
as Account Number.
So we can identify the Account Number as 123456789
, so to get all the accounts with the same account number
and the different currencies, we can use this body in the request :
{
"bank_id": "BANK_ID",
"account_routing": {
"scheme": "AccountNumber",
"address": "123456789-[A-Z]{3}"
}
}
This request will returns the accounts matching the routing address regex (123456789-EUR
and 123456789-USD
).
Authentication is Mandatory
JSON request body fields:
scheme: scheme value
bank_id: gh.29.uk
JSON response body fields:
amount: 10.12
balance: 10
bank_id: gh.29.uk
can_add_image_url: false
can_add_more_info: false
can_add_tag: false
can_delete_corporate_location: false
can_delete_image: false
can_delete_where_tag: false
can_edit_owner_comment: false
can_see_bank_account_bank_name: false
can_see_bank_account_currency:
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_corporate_location: false
can_see_image_url: false
can_see_images: false
can_see_other_account_bank_name:
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_transaction_amount: false
can_see_transaction_description: false
can_see_transaction_finish_date:
can_see_transaction_other_bank_account:
can_see_transaction_start_date:
can_see_transaction_this_bank_account:
can_see_url: false
can_see_where_tag: false
currency: EUR
date: 2020-01-27
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
label: My Account
name: ACCOUNT_MANAGEMENT_FEE
product_code: 1234BW
provider: ETHEREUM
scheme: scheme value
tags: Create-My-User
type:
user:
value: 5987953
product_instance_code: product_instance_code
{
"accounts":[{
"id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"label":"NoneLabel",
"number":"123",
"owners":[{
"id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"provider":"http://127.0.0.1:8080",
"display_name":"OBP"
}],
"product_code":"1234BW",
"balance":{
"currency":"EUR",
"amount":"0"
},
"views_available":[{
"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
}],
"bank_id":"gh.29.uk",
"account_routings":[{
"scheme":"AccountNumber",
"address":"4930396"
}],
"account_attributes":[{
"product_code":"1234BW",
"account_attribute_id":"613c83ea-80f9-4560-8404-b9cd4ec42a7f",
"name":"OVERDRAFT_START_DATE",
"type":"DATE_WITH_DAY",
"value":"2012-04-23",
"product_instance_code":"LKJL98769F"
}],
"tags":[{
"id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"value":"OBP",
"date":"1100-01-01T00:00:00Z",
"user":{
"id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"provider":"http://127.0.0.1:8080",
"display_name":"OBP"
}
}]
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
- OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
- OBP-50000: Unknown Error.
Get Checkbook orders
Get all checkbook orders
Authentication is Mandatory
URL Parameters:
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
BANK_ID: gh.29.uk
VIEW_ID: owner
JSON response body fields:
account_id: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
account_type: AC
bank_id: gh.29.uk
order_date: 2020-01-27
scheme: scheme value
{
"account":{
"bank_id":"gh.29.uk",
"account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
"account_type":"330",
"account_routings":[{
"scheme":"AccountNumber",
"address":"4930396"
}],
"branch_routings":[{
"scheme":"BranchNumber",
"address":"678"
}]
},
"orders":[{
"order":{
"order_id":"xjksajfkj",
"order_date":"07082013",
"number_of_checkbooks":"4",
"distribution_channel":"1201",
"status":"2",
"first_check_number":"5165276",
"shipping_code":"1"
}
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
- OBP-50211: Connector did not return the set of check book.
- OBP-50000: Unknown Error.
Get Fast Firehose Accounts at Bank
This endpoint allows bulk access to accounts.
optional pagination parameters for filter with accounts
Possible custom url parameters for pagination:
- limit=NUMBER ==> default value: 50
- offset=NUMBER ==> default value: 0
eg1:?limit=100&offset=0
- sort_direction=ASC/DESC ==> default value: DESC.
eg2:?limit=100&offset=0&sort_direction=ASC
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
account_id: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
amount: 10.12
balance: 10
bank_id: gh.29.uk
code: 125
currency: EUR
id: d8839721-ad8f-45dd-9f78-2080414b93f9
label: My Account
product_code: 1234BW
provider: ETHEREUM
type:
user_id: 9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1
user_name: felixsmith
value: 5987953
{
"accounts":[{
"id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
"bank_id":"gh.29.uk",
"label":"My Account",
"number":"",
"owners":[{
"user_id":"b27327a2-a822-41e5-a909-0150da688939",
"provider":"https://finx22openplatform.fintech-galaxy.com,user_name:synth_user_1_54891",
"user_name":""
}],
"product_code":"1234BW",
"balance":{
"currency":"EUR",
"amount":"0"
},
"account_routings":[{
"bank_id":"bisb.com",
"account_id":"c590e38e-847c-466f-9a62-f2ad67daf106"
}],
"account_attributes":[{
"type":"INTEGER",
"code":"Loan1",
"value":"0"
},{
"type":"STRING",
"code":"Loan1",
"value":"4421.783"
}]
}]
}
-
CanUseAccountFirehoseAtAnyBank
- Please login to request this Role
-
CanUseAccountFirehose
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-20001: User not logged in. Authentication is required!
- OBP-20006: User is missing one or more roles:
Get Firehose Accounts at Bank
Get Accounts which have a firehose view assigned to them.
This endpoint allows bulk access to accounts.
Requires the CanUseFirehoseAtAnyBank Role
To be shown on the list, each Account must have a firehose View linked to it.
A firehose view has is_firehose = true
For VIEW_ID try 'owner'
optional request parameters for filter with attributes
URL params example:
/banks/some-bank-id/firehose/accounts/views/owner?manager=John&count=8
to invalid Browser cache, add timestamp query parameter as follow, the parameter name must be _timestamp_
URL params example:
/banks/some-bank-id/firehose/accounts/views/owner?manager=John&count=8&_timestamp_=1596762180358
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
VIEW_ID: owner
JSON response body fields:
amount: 10.12
balance: 10
bank_id: gh.29.uk
currency: EUR
id: d8839721-ad8f-45dd-9f78-2080414b93f9
label: My Account
product_code: 1234BW
provider: ETHEREUM
scheme: scheme value
value: 5987953
{
"accounts":[{
"id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
"bank_id":"gh.29.uk",
"label":"My Account",
"number":"",
"owners":[{
"id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"provider":"http://127.0.0.1:8080",
"display_name":"OBP"
}],
"product_code":"1234BW",
"balance":{
"currency":"EUR",
"amount":"0"
},
"account_routings":[{
"scheme":"AccountNumber",
"address":"4930396"
}],
"account_rules":[{
"scheme":"OVERDRAFT",
"value":"10"
}]
}]
}
-
CanUseAccountFirehoseAtAnyBank
- Please login to request this Role
-
CanUseAccountFirehose
- Please login to request this Role