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OBP v4.0.0 filtered by tag: Account, Card (62 APIs)

API Host: https://apisandbox.strings.my

Bank

Accounts

Views

Counterparties

Transactions

Check Available Funds

Check Available Funds
Mandatory URL parameters:

  • amount=NUMBER
  • currency=STRING

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "answer":"yes",
  "date":"2020-07-09T06:25:44Z",
  "available_funds_request_id":"c4ykz59svsr9b7fmdxk8ezs7"
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-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.
Connector Methods:
Implemented in OBPv3.1.0 by checkFundsAvailable

Create Account

Create Account at bank specified by BANK_ID with Id specified by ACCOUNT_ID.

The User can create an Account for themself - or - the User that has the USER_ID specified in the POST body.

If the PUT 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 PUT 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

Typical Successful Response:

								
									
{
  "account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
  "user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
  "label":"My Account",
  "product_code":"AC",
  "balance":{
    "currency":"EUR",
    "amount":"0"
  },
  "branch_id":"DERBY6",
  "account_routings":[{
    "scheme":"AccountNumber",
    "address":"4930396"
  }],
  "account_attributes":[{
    "product_code":"saving1",
    "account_attribute_id":"613c83ea-80f9-4560-8404-b9cd4ec42a7f",
    "name":"OVERDRAFT_START_DATE",
    "type":"DATE_WITH_DAY",
    "value":"2012-04-23"
  }]
}
Headers:
Required Roles:
  • CanCreateAccount - Please login to request this Role
Possible Errors:
  • OBP-10001: Incorrect json format.
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30107: Invalid User Id.
  • OBP-30110: Invalid Account Id. The ACCOUNT_ID should only contain 0-9/a-z/A-Z/'-'/'.'/'_', the length should be smaller than 255.
  • OBP-30111: Invalid Bank Id. The BANK_ID should only contain 0-9/a-z/A-Z/'-'/'.'/'_', the length should be smaller than 255.
  • OBP-20005: User not found. Please specify a valid value for USER_ID.
  • 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-30208: Account_ID already exists at the Bank.
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv3.1.0 by createAccount

Create Account (POST)

Create Account at bank specified by BANK_ID.

The User can create an Account for himself - 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

Typical Successful Response:

								
									
{
  "account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
  "user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
  "label":"My Account",
  "product_code":"AC",
  "balance":{
    "currency":"EUR",
    "amount":"0"
  },
  "branch_id":"DERBY6",
  "account_routings":[{
    "scheme":"AccountNumber",
    "address":"4930396"
  }],
  "account_attributes":[{
    "product_code":"saving1",
    "account_attribute_id":"613c83ea-80f9-4560-8404-b9cd4ec42a7f",
    "name":"OVERDRAFT_START_DATE",
    "type":"DATE_WITH_DAY",
    "value":"2012-04-23"
  }]
}
Headers:
Required Roles:
  • CanCreateAccount - Please login to request this Role
Possible Errors:
  • 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.
Connector Methods:
Implemented in OBPv4.0.0 by addAccount

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

Typical Successful Response:

								
									
{
  "product_code":"saving1",
  "account_attribute_id":"613c83ea-80f9-4560-8404-b9cd4ec42a7f",
  "name":"OVERDRAFT_START_DATE",
  "type":"DATE_WITH_DAY",
  "value":"2012-04-23"
}
Headers:
Required Roles:
  • CanCreateAccountAttributeAtOneBank - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Implemented in OBPv3.1.0 by createAccountAttribute

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

Typical Successful Response:

								
									
{
  "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
}
Headers:
Required Roles:
  • CanCreateAccountAttributeDefinitionAtOneBank - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Implemented in OBPv4.0.0 by createOrUpdateAccountAttributeDefinition

Delete Account Attribute Definition

Delete Account Attribute Definition by ATTRIBUTE_DEFINITION_ID

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "jsonString":"{}"
}
Headers:
Required Roles:
  • CanDeleteAccountAttributeDefinitionAtOneBank - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Implemented in OBPv4.0.0 by deleteAccountAttributeDefinition

Delete Account Cascade

Delete an Account Cascade specified by ACCOUNT_ID.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "jsonString":"{}"
}
Headers:
Required Roles:
  • CanDeleteAccountCascade - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-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.
Connector Methods:
Implemented in OBPv4.0.0 by deleteAccountCascade

Get Account Attribute Definition

Get Account Attribute Definition

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "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
  }]
}
Headers:
Required Roles:
  • CanGetAccountAttributeDefinitionAtOneBank - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Implemented in OBPv4.0.0 by getAccountAttributeDefinition

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
  • Account Attributes - A list that might include custom defined account attribute
  • Tags - A list of Tags assigned to this account

This call returns the owner view and requires access to that view.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
  "bank_id":"gh.29.uk",
  "label":"My Account",
  "number":"546387432",
  "owners":[{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "provider":"http://127.0.0.1:8080",
    "display_name":"OBP"
  }],
  "product_code":"AC",
  "balance":{
    "currency":"EUR",
    "amount":"0"
  },
  "account_routings":[{
    "scheme":"AccountNumber",
    "address":"4930396"
  }],
  "views_basic":[{
    "id":"owner",
    "short_name":"Owner",
    "description":"This view is for the owner for the account.",
    "is_public":false
  }],
  "account_attributes":[{
    "product_code":"saving1",
    "account_attribute_id":"613c83ea-80f9-4560-8404-b9cd4ec42a7f",
    "name":"OVERDRAFT_START_DATE",
    "type":"DATE_WITH_DAY",
    "value":"2012-04-23"
  }],
  "tags":[{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "value":"OBP",
    "date":"2017-09-19T00:00:00Z",
    "user":{
      "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
      "provider":"http://127.0.0.1:8080",
      "display_name":"OBP"
    }
  }]
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv4.0.0 by getCoreAccountById

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

Typical Successful Response:

								
									
{
  "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":"OBP",
  "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":"saving1",
    "account_attribute_id":"613c83ea-80f9-4560-8404-b9cd4ec42a7f",
    "name":"OVERDRAFT_START_DATE",
    "type":"DATE_WITH_DAY",
    "value":"2012-04-23"
  }],
  "tags":[{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "value":"OBP",
    "date":"2017-09-19T00:00:00Z",
    "user":{
      "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
      "provider":"http://127.0.0.1:8080",
      "display_name":"OBP"
    }
  }]
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-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.
Connector Methods:
Implemented in OBPv4.0.0 by getPrivateAccountByIdFull

Get Accounts Balances

Get the Balances for the Accounts of the current User at one bank.

Authentication is Optional

Typical Successful Response:

								
									
{
  "accounts":[{
    "id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
    "label":"My Account",
    "bank_id":"gh.29.uk",
    "account_routings":[{
      "scheme":"accountNumber",
      "address":"123456"
    }],
    "balance":{
      "currency":"EUR",
      "amount":"100"
    }
  }],
  "overall_balance":{
    "currency":"EUR",
    "amount":"100"
  },
  "overall_balance_date":"2017-09-19T00:00:00Z"
}
Headers:
Possible Errors:
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv3.1.0 by getBankAccountsBalances

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

Typical Successful Response:

								
									
{
  "accounts":[{
    "id":"12314",
    "bank_id":"123",
    "number":"123",
    "account_routings":[{
      "scheme":"AccountNumber",
      "address":"4930396"
    }]
  }]
}
Headers:
Possible Errors:
  • OBP-50000: Unknown Error.
  • OBP-20001: User not logged in. Authentication is required!
Connector Methods:
Implemented in OBPv3.0.0 by getAccountsHeld

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

Typical Successful Response:

								
									
{
  "accounts":[{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf"
  }]
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv3.0.0 by getPrivateAccountIdsbyBankId

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

Typical Successful Response:

								
									
{
  "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
    }]
  }]
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv3.0.0 by privateAccountsAtOneBank

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

Typical Successful Response:

								
									
{
  "accounts":[{
    "id":"8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0",
    "label":"NoneLabel",
    "bank_id":"gh.29.uk",
    "views_available":[{
      "id":"1",
      "short_name":"HHH",
      "is_public":true
    }]
  }]
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv4.0.0 by getPrivateAccountsAtOneBank

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

Typical Successful Response:

								
									
{
  "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
    }]
  }]
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv3.0.0 by corePrivateAccountsAllBanks

Get Checkbook orders

 
  Get all checkbook orders

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "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"
    }
  }]
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-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.
Connector Methods:
Implemented in OBPv3.1.0 by getCheckbookOrders

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'

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "accounts":[{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "bank_id":"String",
    "label":"String",
    "number":"String",
    "owners":[{
      "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
      "provider":"http://127.0.0.1:8080",
      "display_name":"OBP"
    }],
    "type":"String",
    "balance":{
      "currency":"EUR",
      "amount":"0"
    },
    "account_routings":[{
      "scheme":"AccountNumber",
      "address":"4930396"
    }],
    "account_rules":[{
      "scheme":"OVERDRAFT",
      "value":"10"
    }]
  }]
}
Headers:
Required Roles:
  • CanUseAccountFirehoseAtAnyBank - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Implemented in OBPv3.0.0 by getFirehoseAccountsAtOneBank

Update Account Attribute

Update 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.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "product_code":"saving1",
  "account_attribute_id":"613c83ea-80f9-4560-8404-b9cd4ec42a7f",
  "name":"OVERDRAFT_START_DATE",
  "type":"DATE_WITH_DAY",
  "value":"2012-04-23"
}
Headers:
Required Roles:
  • CanUpdateAccountAttribute - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Implemented in OBPv3.1.0 by updateAccountAttribute

Update Account Label.

Update the label for the account. The label is how the account is known to the account owner e.g. 'My savings account'

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "success":"Success"
}
Headers:
Possible Errors:
  • OBP-10001: Incorrect json format.
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-50000: Unknown Error.
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • user does not have access to owner view on account
Connector Methods:
Implemented in OBPv1.2.1 by updateAccountLabel

Update Account.

Update the account.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "bank_id":"gh.29.uk",
  "account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
  "label":"Label",
  "type":"CURRENT",
  "branch_id":"1234",
  "account_routing":{
    "scheme":"AccountNumber",
    "address":"4930396"
  }
}
Headers:
Required Roles:
  • CanUpdateAccount - Please login to request this Role
Possible Errors:
  • OBP-10001: Incorrect json format.
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-50000: Unknown Error.
  • 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:
Connector Methods:
Implemented in OBPv3.1.0 by updateAccount

Grant User access to View.

Grants the User identified by USER_ID access to the view identified by VIEW_ID.

Authentication is Mandatory and the user needs to be account holder.

Typical Successful Response:

								
									
{
  "id":"1234",
  "short_name":"short_name",
  "description":"description",
  "metadata_view":"owner",
  "is_public":true,
  "is_system":true,
  "alias":"No",
  "hide_metadata_if_alias_used":true,
  "can_add_comment":true,
  "can_add_corporate_location":true,
  "can_add_image":true,
  "can_add_image_url":true,
  "can_add_more_info":true,
  "can_add_open_corporates_url":true,
  "can_add_physical_location":true,
  "can_add_private_alias":true,
  "can_add_public_alias":true,
  "can_add_tag":true,
  "can_add_url":true,
  "can_add_where_tag":true,
  "can_delete_comment":true,
  "can_add_counterparty":true,
  "can_delete_corporate_location":true,
  "can_delete_image":true,
  "can_delete_physical_location":true,
  "can_delete_tag":true,
  "can_delete_where_tag":true,
  "can_edit_owner_comment":true,
  "can_see_bank_account_balance":true,
  "can_query_available_funds":true,
  "can_see_bank_account_bank_name":true,
  "can_see_bank_account_currency":true,
  "can_see_bank_account_iban":true,
  "can_see_bank_account_label":true,
  "can_see_bank_account_national_identifier":true,
  "can_see_bank_account_number":true,
  "can_see_bank_account_owners":true,
  "can_see_bank_account_swift_bic":true,
  "can_see_bank_account_type":true,
  "can_see_comments":true,
  "can_see_corporate_location":true,
  "can_see_image_url":true,
  "can_see_images":true,
  "can_see_more_info":true,
  "can_see_open_corporates_url":true,
  "can_see_other_account_bank_name":true,
  "can_see_other_account_iban":true,
  "can_see_other_account_kind":true,
  "can_see_other_account_metadata":true,
  "can_see_other_account_national_identifier":true,
  "can_see_other_account_number":true,
  "can_see_other_account_swift_bic":true,
  "can_see_owner_comment":true,
  "can_see_physical_location":true,
  "can_see_private_alias":true,
  "can_see_public_alias":true,
  "can_see_tags":true,
  "can_see_transaction_amount":true,
  "can_see_transaction_balance":true,
  "can_see_transaction_currency":true,
  "can_see_transaction_description":true,
  "can_see_transaction_finish_date":true,
  "can_see_transaction_metadata":true,
  "can_see_transaction_other_bank_account":true,
  "can_see_transaction_start_date":true,
  "can_see_transaction_this_bank_account":true,
  "can_see_transaction_type":true,
  "can_see_url":true,
  "can_see_where_tag":true,
  "can_see_bank_routing_scheme":true,
  "can_see_bank_routing_address":true,
  "can_see_bank_account_routing_scheme":true,
  "can_see_bank_account_routing_address":true,
  "can_see_other_bank_routing_scheme":true,
  "can_see_other_bank_routing_address":true,
  "can_see_other_account_routing_scheme":true,
  "can_see_other_account_routing_address":true,
  "can_add_transaction_request_to_own_account":true,
  "can_add_transaction_request_to_any_account":true,
  "can_see_bank_account_credit_limit":true,
  "can_create_direct_debit":true,
  "can_create_standing_order":true
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20047: User must have access to the owner view or must be an account holder.
  • OBP-10001: Incorrect json format.
  • OBP-20005: User not found. Please specify a valid value for USER_ID.
  • OBP-30252: System view not found. Please specify a valid value for VIEW_ID
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-30063: Cannot grant account access.
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv4.0.0 by grantUserAccessToView

Revoke User access to View.

Revoke the User identified by USER_ID access to the view identified by VIEW_ID.

Authentication is Mandatory and the user needs to be account holder.

Typical Successful Response:

								
									
{
  "revoked":true
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20047: User must have access to the owner view or must be an account holder.
  • OBP-10001: Incorrect json format.
  • OBP-20005: User not found. Please specify a valid value for USER_ID.
  • OBP-30252: System view not found. Please specify a valid value for VIEW_ID
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-30064: Cannot revoke account access.
  • OBP-30065: Cannot find account access.
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv4.0.0 by revokeUserAccessToView

Create Account Application

Create Account Application

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "account_application_id":"gc23a7e2-7dd2-4bdf-a0b4-ae31232a4763",
  "product_code":"saveing1",
  "user":{
    "user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
    "email":"eveline@example.com",
    "provider_id":"Chris",
    "provider":"http://127.0.0.1:8080",
    "username":"felixsmith"
  },
  "customer":{
    "bank_id":"gh.29.uk",
    "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
    "customer_number":"5987953",
    "legal_name":"Eveline Tripman",
    "mobile_phone_number":"+44 07972 444 876",
    "email":"eveline@example.com",
    "face_image":{
      "url":"www.openbankproject",
      "date":"2017-09-19T00:00:00Z"
    },
    "date_of_birth":"2017-09-19T00:00:00Z",
    "relationship_status":"single",
    "dependants":1,
    "dob_of_dependants":["2017-09-19T00:00:00Z"],
    "credit_rating":{
      "rating":"OBP",
      "source":"OBP"
    },
    "credit_limit":{
      "currency":"EUR",
      "amount":"0"
    },
    "highest_education_attained":"Master",
    "employment_status":"worker",
    "kyc_status":true,
    "last_ok_date":"2017-09-19T00:00:00Z",
    "title":"Dr.",
    "branch_id":"DERBY6",
    "name_suffix":"Sr"
  },
  "date_of_application":"2017-09-19T00:00:00Z",
  "status":"REQUESTED"
}
Headers:
Possible Errors:
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
  • OBP-20001: User not logged in. Authentication is required!
Connector Methods:
Implemented in OBPv3.1.0 by createAccountApplication

Get Account Application by Id

Get the Account Application.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "account_application_id":"gc23a7e2-7dd2-4bdf-a0b4-ae31232a4763",
  "product_code":"saveing1",
  "user":{
    "user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
    "email":"eveline@example.com",
    "provider_id":"Chris",
    "provider":"http://127.0.0.1:8080",
    "username":"felixsmith"
  },
  "customer":{
    "bank_id":"gh.29.uk",
    "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
    "customer_number":"5987953",
    "legal_name":"Eveline Tripman",
    "mobile_phone_number":"+44 07972 444 876",
    "email":"eveline@example.com",
    "face_image":{
      "url":"www.openbankproject",
      "date":"2017-09-19T00:00:00Z"
    },
    "date_of_birth":"2017-09-19T00:00:00Z",
    "relationship_status":"single",
    "dependants":1,
    "dob_of_dependants":["2017-09-19T00:00:00Z"],
    "credit_rating":{
      "rating":"OBP",
      "source":"OBP"
    },
    "credit_limit":{
      "currency":"EUR",
      "amount":"0"
    },
    "highest_education_attained":"Master",
    "employment_status":"worker",
    "kyc_status":true,
    "last_ok_date":"2017-09-19T00:00:00Z",
    "title":"Dr.",
    "branch_id":"DERBY6",
    "name_suffix":"Sr"
  },
  "date_of_application":"2017-09-19T00:00:00Z",
  "status":"REQUESTED"
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv3.1.0 by getAccountApplication

Get Account Applications

Get the Account Applications.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "account_applications":[{
    "account_application_id":"gc23a7e2-7dd2-4bdf-a0b4-ae31232a4763",
    "product_code":"saveing1",
    "user":{
      "user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
      "email":"eveline@example.com",
      "provider_id":"Chris",
      "provider":"http://127.0.0.1:8080",
      "username":"felixsmith"
    },
    "customer":{
      "bank_id":"gh.29.uk",
      "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
      "customer_number":"5987953",
      "legal_name":"Eveline Tripman",
      "mobile_phone_number":"+44 07972 444 876",
      "email":"eveline@example.com",
      "face_image":{
        "url":"www.openbankproject",
        "date":"2017-09-19T00:00:00Z"
      },
      "date_of_birth":"2017-09-19T00:00:00Z",
      "relationship_status":"single",
      "dependants":1,
      "dob_of_dependants":["2017-09-19T00:00:00Z"],
      "credit_rating":{
        "rating":"OBP",
        "source":"OBP"
      },
      "credit_limit":{
        "currency":"EUR",
        "amount":"0"
      },
      "highest_education_attained":"Master",
      "employment_status":"worker",
      "kyc_status":true,
      "last_ok_date":"2017-09-19T00:00:00Z",
      "title":"Dr.",
      "branch_id":"DERBY6",
      "name_suffix":"Sr"
    },
    "date_of_application":"2017-09-19T00:00:00Z",
    "status":"REQUESTED"
  }]
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv3.1.0 by getAccountApplications

Update Account Application Status

Update an Account Application status

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "account_application_id":"gc23a7e2-7dd2-4bdf-a0b4-ae31232a4763",
  "product_code":"saveing1",
  "user":{
    "user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
    "email":"eveline@example.com",
    "provider_id":"Chris",
    "provider":"http://127.0.0.1:8080",
    "username":"felixsmith"
  },
  "customer":{
    "bank_id":"gh.29.uk",
    "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
    "customer_number":"5987953",
    "legal_name":"Eveline Tripman",
    "mobile_phone_number":"+44 07972 444 876",
    "email":"eveline@example.com",
    "face_image":{
      "url":"www.openbankproject",
      "date":"2017-09-19T00:00:00Z"
    },
    "date_of_birth":"2017-09-19T00:00:00Z",
    "relationship_status":"single",
    "dependants":1,
    "dob_of_dependants":["2017-09-19T00:00:00Z"],
    "credit_rating":{
      "rating":"OBP",
      "source":"OBP"
    },
    "credit_limit":{
      "currency":"EUR",
      "amount":"0"
    },
    "highest_education_attained":"Master",
    "employment_status":"worker",
    "kyc_status":true,
    "last_ok_date":"2017-09-19T00:00:00Z",
    "title":"Dr.",
    "branch_id":"DERBY6",
    "name_suffix":"Sr"
  },
  "date_of_application":"2017-09-19T00:00:00Z",
  "status":"REQUESTED"
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv3.1.0 by updateAccountApplicationStatus

Create a tag on account.

Posts a tag about an account ACCOUNT_ID on a view VIEW_ID.

Authentication is Mandatory

Authentication is required as the tag is linked with the user.

Typical Successful Response:

								
									
{
  "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
  "value":"OBP",
  "date":"2017-09-19T00:00:00Z",
  "user":{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "provider":"http://127.0.0.1:8080",
    "display_name":"OBP"
  }
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-10001: Incorrect json format.
  • OBP-30022: The current view does not have the permission:
  • OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv4.0.0 by addTagForViewOnAccount

Delete a tag on account.

Deletes the tag TAG_ID about the account ACCOUNT_ID made on view.

Authentication is Mandatory

Authentication is required as the tag is linked with the user.

Typical Successful Response:

								
									
{
  "jsonString":"{}"
}
Headers:
Possible Errors:
  • OBP-30022: The current view does not have the permission:
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • 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.
Connector Methods:
Implemented in OBPv4.0.0 by deleteTagForViewOnAccount

Get tags on account.

Returns the account ACCOUNT_ID tags made on a view (VIEW_ID).
Authentication is Mandatory

Authentication is required as the tag is linked with the user.

Typical Successful Response:

								
									
{
  "tags":[{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "value":"OBP",
    "date":"2017-09-19T00:00:00Z",
    "user":{
      "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
      "provider":"http://127.0.0.1:8080",
      "display_name":"OBP"
    }
  }]
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30022: The current view does not have the permission:
  • OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv4.0.0 by getTagsForViewOnAccount

Get Public Account by Id

Returns information about an account that has a public view.

The account is specified by ACCOUNT_ID. The information is moderated by the view specified by VIEW_ID.

  • Number
  • Owners
  • Type
  • Balance
  • Routing

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 Optional

Typical Successful Response:

								
									
{
  "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
  "bank_id":"String",
  "label":"String",
  "number":"String",
  "owners":[{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "provider":"http://127.0.0.1:8080",
    "display_name":"OBP"
  }],
  "type":"String",
  "balance":{
    "currency":"EUR",
    "amount":"0"
  },
  "account_routings":[{
    "scheme":"AccountNumber",
    "address":"4930396"
  }],
  "account_rules":[{
    "scheme":"OVERDRAFT",
    "value":"10"
  }]
}
Headers:
Possible Errors:
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-30003: Account not found. Please specify a valid value for ACCOUNT_ID.
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv3.0.0 by getPublicAccountById

Get Public Accounts at Bank

Returns a list of the public accounts (Anonymous access) at BANK_ID. For each account the API returns the ID and the available views.

Authentication is Optional

Typical Successful Response:

								
									
{
  "accounts":[{
    "id":"8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0",
    "label":"NoneLabel",
    "bank_id":"gh.29.uk",
    "views_available":[{
      "id":"1",
      "short_name":"HHH",
      "is_public":true
    }]
  }]
}
Headers:
Possible Errors:
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv2.0.0 by publicAccountsAtOneBank

Get Public Accounts at all Banks.

Get public accounts at all banks (Anonymous access).
Returns accounts that contain at least one public view (a view where is_public is true)
For each account the API returns the ID and the available views.

Authentication is Optional

Typical Successful Response:

								
									
{
  "accounts":[{
    "id":"8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0",
    "label":"NoneLabel",
    "bank_id":"gh.29.uk",
    "views_available":[{
      "id":"1",
      "short_name":"HHH",
      "is_public":true
    }]
  }]
}
Headers:
Possible Errors:
  • OBP-30066: Could not get accounts.
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv2.0.0 by publicAccountsAllBanks

Create Card

Create Card at bank specified by BANK_ID .

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "card_id":"36f8a9e6-c2b1-407a-8bd0-421b7119307e ",
  "bank_id":"gh.29.uk",
  "card_number":"364435172576215",
  "card_type":"Credit",
  "name_on_card":"SusanSmith",
  "issue_number":"1",
  "serial_number":"1324234",
  "valid_from_date":"2017-09-19T00:00:00Z",
  "expires_date":"2017-09-19T00:00:00Z",
  "enabled":true,
  "cancelled":true,
  "on_hot_list":true,
  "technology":"technologyString1",
  "networks":["networks1"],
  "allows":["credit","debit"],
  "account":{
    "id":"123",
    "label":"OBP",
    "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"
  },
  "replacement":{
    "requested_date":"2017-09-19T00:00:00Z",
    "reason_requested":"RENEW"
  },
  "pin_reset":[{
    "requested_date":"2017-09-19T00:00:00Z",
    "reason_requested":"FORGOT"
  }],
  "collected":"2017-09-19T00:00:00Z",
  "posted":"2017-09-19T00:00:00Z",
  "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh"
}
Headers:
Required Roles:
  • CanCreateCardsForBank - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
  • OBP-10015: Allowed values are:
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv3.1.0 by addCardForBank

Create Card Attribute

Create Card Attribute

Card Attributes are used to describe a financial Product with a list of typed key value pairs.

Each Card Attribute is linked to its Card by CARD_ID

The type field must be one of "STRING", "INTEGER", "DOUBLE" or DATE_WITH_DAY"

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "name":"OVERDRAFT_START_DATE",
  "card_id":"36f8a9e6-c2b1-407a-8bd0-421b7119307e ",
  "attribute_type":"DOUBLE",
  "bank_id":{
    "value":"gh.29.uk"
  },
  "value":"2012-04-23",
  "card_attribute_id":"b4e0352a-9a0f-4bfa-b30b-9003aa467f50"
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv3.1.0 by createCardAttribute

Create or Update Card Attribute Definition

Create or Update Card Attribute Definition

The category field must be Card

The type field must be one of; DOUBLE, STRING, INTEGER and DATE_WITH_DAY

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "attribute_definition_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
  "bank_id":"gh.29.uk",
  "name":"SPECIAL_TAX_NUMBER",
  "category":"Card",
  "type":"STRING",
  "description":"description",
  "alias":"STRING",
  "can_be_seen_on_views":["bank"],
  "is_active":true
}
Headers:
Required Roles:
  • CanCreateCardAttributeDefinitionAtOneBank - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Implemented in OBPv4.0.0 by createOrUpdateCardAttributeDefinition

Delete Card

Delete a Card at bank specified by CARD_ID .

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "jsonString":"{}"
}
Headers:
Required Roles:
  • CanCreateCardsForBank - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
  • OBP-10015: Allowed values are:
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv3.1.0 by deleteCardForBank

Delete Card Attribute Definition

Delete Card Attribute Definition by ATTRIBUTE_DEFINITION_ID

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "jsonString":"{}"
}
Headers:
Required Roles:
  • CanDeleteCardAttributeDefinitionAtOneBank - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Implemented in OBPv4.0.0 by deleteCardAttributeDefinition

Get Card Attribute Definition

Get Card Attribute Definition

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "attributes":[{
    "attribute_definition_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
    "bank_id":"gh.29.uk",
    "name":"SPECIAL_TAX_NUMBER",
    "category":"Card",
    "type":"STRING",
    "description":"description",
    "alias":"STRING",
    "can_be_seen_on_views":["bank"],
    "is_active":true
  }]
}
Headers:
Required Roles:
  • CanGetCardAttributeDefinitionAtOneBank - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Implemented in OBPv4.0.0 by getCardAttributeDefinition

Get Card By Id

This will the datails of the card.
It shows the account infomation which linked the the card.
Also shows the card attributes of the card.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "card_id":"36f8a9e6-c2b1-407a-8bd0-421b7119307e ",
  "bank_id":"gh.29.uk",
  "card_number":"364435172576215",
  "card_type":"Credit",
  "name_on_card":"SusanSmith",
  "issue_number":"1",
  "serial_number":"1324234",
  "valid_from_date":"2017-09-19T00:00:00Z",
  "expires_date":"2017-09-19T00:00:00Z",
  "enabled":true,
  "cancelled":true,
  "on_hot_list":true,
  "technology":"technologyString1",
  "networks":["networks1"],
  "allows":["credit","debit"],
  "account":{
    "id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
    "label":"My Account",
    "views_available":[{
      "id":"owner",
      "name":"Owner",
      "description":"This view is for the owner for the account."
    }],
    "bank_id":"gh.29.uk"
  },
  "replacement":{
    "requested_date":"2017-09-19T00:00:00Z",
    "reason_requested":"RENEW"
  },
  "pin_reset":[{
    "requested_date":"2017-09-19T00:00:00Z",
    "reason_requested":"FORGOT"
  }],
  "collected":"2017-09-19T00:00:00Z",
  "posted":"2017-09-19T00:00:00Z",
  "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "card_attributes":[{
    "name":"OVERDRAFT_START_DATE",
    "card_id":"36f8a9e6-c2b1-407a-8bd0-421b7119307e ",
    "attribute_type":"STRING",
    "bank_id":{
      "value":"gh.29.uk"
    },
    "value":"2012-04-23",
    "card_attribute_id":"b4e0352a-9a0f-4bfa-b30b-9003aa467f50"
  }]
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv3.1.0 by getCardForBank

Get Cards for the specified bank

Should be able to filter on the following fields

eg:/management/banks/BANK_ID/cards?customer_id=66214b8e-259e-44ad-8868-3eb47be70646$account_id=8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0

1 customer_id should be valid customer_id, otherwise, it will return an empty card list.

2 account_id should be valid account_id , otherwise, it will return an empty card list.

${authenticationRequiredMessage(true)}

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "cards":[{
    "card_id":"36f8a9e6-c2b1-407a-8bd0-421b7119307e ",
    "bank_id":"gh.29.uk",
    "card_number":"364435172576215",
    "card_type":"Credit",
    "name_on_card":"SusanSmith",
    "issue_number":"1",
    "serial_number":"1324234",
    "valid_from_date":"2017-09-19T00:00:00Z",
    "expires_date":"2017-09-19T00:00:00Z",
    "enabled":true,
    "cancelled":true,
    "on_hot_list":true,
    "technology":"technologyString1",
    "networks":["networks1"],
    "allows":["credit","debit"],
    "account":{
      "id":"123",
      "label":"OBP",
      "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"
    },
    "replacement":{
      "requested_date":"2017-09-19T00:00:00Z",
      "reason_requested":"RENEW"
    },
    "pin_reset":[{
      "requested_date":"2017-09-19T00:00:00Z",
      "reason_requested":"FORGOT"
    }],
    "collected":"2017-09-19T00:00:00Z",
    "posted":"2017-09-19T00:00:00Z",
    "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh"
  }]
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv3.1.0 by getCardsForBank

Get cards for the current user

Returns data about all the physical cards a user has been issued. These could be debit cards, credit cards, etc.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "cards":[{
    "bank_id":"gh.29.uk",
    "bank_card_number":"364435172576215",
    "name_on_card":"String",
    "issue_number":"1",
    "serial_number":"1324234",
    "valid_from_date":"2017-09-19T00:00:00Z",
    "expires_date":"2017-09-19T00:00:00Z",
    "enabled":true,
    "cancelled":true,
    "on_hot_list":true,
    "technology":"String",
    "networks":["String"],
    "allows":["String"],
    "account":{
      "id":"123",
      "label":"OBP",
      "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"
    },
    "replacement":{
      "requested_date":"2017-09-19T00:00:00Z",
      "reason_requested":"RENEW"
    },
    "pin_reset":[{
      "requested_date":"2017-09-19T00:00:00Z",
      "reason_requested":"FORGOT"
    }],
    "collected":"2017-09-19T00:00:00Z",
    "posted":"2017-09-19T00:00:00Z"
  }]
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv1.3.0 by getCards

Get status of Credit Card order 

  Get status of Credit Card orders

Get all orders

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "cards":[{
    "card_type":"5",
    "card_description":"good",
    "use_type":"3"
  }]
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-50212: Connector did not return the set of status of credit card.
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv3.1.0 by getStatusOfCreditCardOrder

Update Card

Update Card at bank specified by CARD_ID .
Authentication is Mandatory

Typical Successful Response:

								
									
{
  "card_id":"36f8a9e6-c2b1-407a-8bd0-421b7119307e ",
  "bank_id":"gh.29.uk",
  "card_number":"364435172576215",
  "card_type":"Credit",
  "name_on_card":"SusanSmith",
  "issue_number":"1",
  "serial_number":"1324234",
  "valid_from_date":"2017-09-19T00:00:00Z",
  "expires_date":"2017-09-19T00:00:00Z",
  "enabled":true,
  "cancelled":true,
  "on_hot_list":true,
  "technology":"technologyString1",
  "networks":["networks1"],
  "allows":["credit","debit"],
  "account":{
    "id":"123",
    "label":"OBP",
    "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"
  },
  "replacement":{
    "requested_date":"2017-09-19T00:00:00Z",
    "reason_requested":"RENEW"
  },
  "pin_reset":[{
    "requested_date":"2017-09-19T00:00:00Z",
    "reason_requested":"FORGOT"
  }],
  "collected":"2017-09-19T00:00:00Z",
  "posted":"2017-09-19T00:00:00Z",
  "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh"
}
Headers:
Required Roles:
  • CanCreateCardsForBank - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
  • OBP-10015: Allowed values are:
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv3.1.0 by updatedCardForBank

Update Card Attribute

Update Card Attribute

Card Attributes are used to describe a financial Product with a list of typed key value pairs.

Each Card Attribute is linked to its Card by CARD_ID

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "name":"OVERDRAFT_START_DATE",
  "card_id":"36f8a9e6-c2b1-407a-8bd0-421b7119307e ",
  "attribute_type":"DOUBLE",
  "bank_id":{
    "value":"gh.29.uk"
  },
  "value":"2012-04-23",
  "card_attribute_id":"b4e0352a-9a0f-4bfa-b30b-9003aa467f50"
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv3.1.0 by updateCardAttribute

Create Counterparty (Explicit)

Create Counterparty (Explicit) for an Account.

In OBP, there are two types of Counterparty.

  • Explicit Counterparties (those here) which we create explicitly and are used in COUNTERPARTY Transaction Requests

  • Implicit Counterparties (AKA Other Accounts) which are generated automatically from the other sides of Transactions.

Explicit Counterparties are created for the account / view
They are how the user of the view (e.g. account owner) refers to the other side of the transaction

name : the human readable name (e.g. Piano teacher, Miss Nipa)

description : the human readable name (e.g. Piano teacher, Miss Nipa)

bank_routing_scheme : eg: bankId or bankCode or any other strings

bank_routing_address : eg: gh.29.uk, must be valid sandbox bankIds

account_routing_scheme : eg: AccountId or AccountNumber or any other strings

account_routing_address : eg: 1d65db7c-a7b2-4839-af41-95, must be valid accountIds

other_account_secondary_routing_scheme : eg: IBan or any other strings

other_account_secondary_routing_address : if it is an IBAN, it should be unique for each counterparty.

other_branch_routing_scheme : eg: branchId or any other strings or you can leave it empty, not useful in sandbox mode.

other_branch_routing_address : eg: branch-id-123 or you can leave it empty, not useful in sandbox mode.

is_beneficiary : must be set to true in order to send payments to this counterparty

bespoke: It supports a list of key-value, you can add it to the counterparty.

bespoke.key : any info-key you want to add to this counterparty

bespoke.value : any info-value you want to add to this counterparty

The view specified by VIEW_ID must have the canAddCounterparty permission

A minimal example for TransactionRequestType == COUNTERPARTY
{
"name": "Tesobe1",
"description": "Good Company",
"other_bank_routing_scheme": "OBP",
"other_bank_routing_address": "gh.29.uk",
"other_account_routing_scheme": "OBP",
"other_account_routing_address": "8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0",
"is_beneficiary": true,
"other_account_secondary_routing_scheme": "",
"other_account_secondary_routing_address": "",
"other_branch_routing_scheme": "",
"other_branch_routing_address": "",
"bespoke": []
}

A minimal example for TransactionRequestType == SEPA

{
"name": "Tesobe2",
"description": "Good Company",
"other_bank_routing_scheme": "OBP",
"other_bank_routing_address": "gh.29.uk",
"other_account_routing_scheme": "OBP",
"other_account_routing_address": "8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0",
"other_account_secondary_routing_scheme": "IBAN",
"other_account_secondary_routing_address": "DE89 3704 0044 0532 0130 00",
"is_beneficiary": true,
"other_branch_routing_scheme": "",
"other_branch_routing_address": "",
"bespoke": []
}

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "name":"CounterpartyName",
  "description":"My landlord",
  "created_by_user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
  "this_bank_id":"gh.29.uk",
  "this_account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
  "this_view_id":"owner",
  "counterparty_id":"9fg8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "other_bank_routing_scheme":"OBP",
  "other_bank_routing_address":"gh.29.uk",
  "other_branch_routing_scheme":"OBP",
  "other_branch_routing_address":"12f8a9e6-c2b1-407a-8bd0-421b7119307e",
  "other_account_routing_scheme":"OBP",
  "other_account_routing_address":"36f8a9e6-c2b1-407a-8bd0-421b7119307e",
  "other_account_secondary_routing_scheme":"IBAN",
  "other_account_secondary_routing_address":"DE89370400440532013000",
  "is_beneficiary":true,
  "bespoke":[{
    "key":"englishName",
    "value":"english Name"
  }],
  "metadata":{
    "public_alias":"String",
    "more_info":"String",
    "url":"String",
    "image_url":"String",
    "open_corporates_url":"String",
    "corporate_location":{
      "latitude":11.45,
      "longitude":11.45,
      "date":"2017-09-19T00:00:00Z",
      "user":{
        "id":"123",
        "provider":"http://127.0.0.1:8080",
        "username":"felixsmith"
      }
    },
    "physical_location":{
      "latitude":11.45,
      "longitude":11.45,
      "date":"2017-09-19T00:00:00Z",
      "user":{
        "id":"123",
        "provider":"http://127.0.0.1:8080",
        "username":"felixsmith"
      }
    },
    "private_alias":"String"
  }
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30110: Invalid Account Id. The ACCOUNT_ID should only contain 0-9/a-z/A-Z/'-'/'.'/'_', the length should be smaller than 255.
  • OBP-30111: Invalid Bank Id. The BANK_ID should only contain 0-9/a-z/A-Z/'-'/'.'/'_', the length should be smaller than 255.
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-30003: Account not found. Please specify a valid value for ACCOUNT_ID.
  • OBP-10001: Incorrect json format.
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-30014: Counterparty already exists. Please specify a different value for BANK_ID or ACCOUNT_ID or VIEW_ID or NAME.
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv2.2.0 by createCounterparty

Create Counterparty (Explicit) for any account

Create Counterparty (Explicit) for any Account.

In OBP, there are two types of Counterparty.

  • Explicit Counterparties (those here) which we create explicitly and are used in COUNTERPARTY Transaction Requests

  • Implicit Counterparties (AKA Other Accounts) which are generated automatically from the other sides of Transactions.

Explicit Counterparties are created for the account / view
They are how the user of the view (e.g. account owner) refers to the other side of the transaction

name : the human readable name (e.g. Piano teacher, Miss Nipa)

description : the human readable name (e.g. Piano teacher, Miss Nipa)

bank_routing_scheme : eg: bankId or bankCode or any other strings

bank_routing_address : eg: gh.29.uk, must be valid sandbox bankIds

account_routing_scheme : eg: AccountId or AccountNumber or any other strings

account_routing_address : eg: 1d65db7c-a7b2-4839-af41-95, must be valid accountIds

other_account_secondary_routing_scheme : eg: IBan or any other strings

other_account_secondary_routing_address : if it is an IBAN, it should be unique for each counterparty.

other_branch_routing_scheme : eg: branchId or any other strings or you can leave it empty, not useful in sandbox mode.

other_branch_routing_address : eg: branch-id-123 or you can leave it empty, not useful in sandbox mode.

is_beneficiary : must be set to true in order to send payments to this counterparty

bespoke: It supports a list of key-value, you can add it to the counterparty.

bespoke.key : any info-key you want to add to this counterparty

bespoke.value : any info-value you want to add to this counterparty

The view specified by VIEW_ID must have the canAddCounterparty permission

A minimal example for TransactionRequestType == COUNTERPARTY
{
"name": "Tesobe1",
"description": "Good Company",
"other_bank_routing_scheme": "OBP",
"other_bank_routing_address": "gh.29.uk",
"other_account_routing_scheme": "OBP",
"other_account_routing_address": "8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0",
"is_beneficiary": true,
"other_account_secondary_routing_scheme": "",
"other_account_secondary_routing_address": "",
"other_branch_routing_scheme": "",
"other_branch_routing_address": "",
"bespoke": []
}

A minimal example for TransactionRequestType == SEPA

{
"name": "Tesobe2",
"description": "Good Company",
"other_bank_routing_scheme": "OBP",
"other_bank_routing_address": "gh.29.uk",
"other_account_routing_scheme": "OBP",
"other_account_routing_address": "8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0",
"other_account_secondary_routing_scheme": "IBAN",
"other_account_secondary_routing_address": "DE89 3704 0044 0532 0130 00",
"is_beneficiary": true,
"other_branch_routing_scheme": "",
"other_branch_routing_address": "",
"bespoke": []
}

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "name":"CounterpartyName",
  "description":"My landlord",
  "created_by_user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
  "this_bank_id":"gh.29.uk",
  "this_account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
  "this_view_id":"owner",
  "counterparty_id":"9fg8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "other_bank_routing_scheme":"OBP",
  "other_bank_routing_address":"gh.29.uk",
  "other_branch_routing_scheme":"OBP",
  "other_branch_routing_address":"12f8a9e6-c2b1-407a-8bd0-421b7119307e",
  "other_account_routing_scheme":"OBP",
  "other_account_routing_address":"36f8a9e6-c2b1-407a-8bd0-421b7119307e",
  "other_account_secondary_routing_scheme":"IBAN",
  "other_account_secondary_routing_address":"DE89370400440532013000",
  "is_beneficiary":true,
  "bespoke":[{
    "key":"englishName",
    "value":"english Name"
  }],
  "metadata":{
    "public_alias":"String",
    "more_info":"String",
    "url":"String",
    "image_url":"String",
    "open_corporates_url":"String",
    "corporate_location":{
      "latitude":11.45,
      "longitude":11.45,
      "date":"2017-09-19T00:00:00Z",
      "user":{
        "id":"123",
        "provider":"http://127.0.0.1:8080",
        "username":"felixsmith"
      }
    },
    "physical_location":{
      "latitude":11.45,
      "longitude":11.45,
      "date":"2017-09-19T00:00:00Z",
      "user":{
        "id":"123",
        "provider":"http://127.0.0.1:8080",
        "username":"felixsmith"
      }
    },
    "private_alias":"String"
  }
}
Headers:
Required Roles:
  • CanCreateCounterpartyAtBank - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30110: Invalid Account Id. The ACCOUNT_ID should only contain 0-9/a-z/A-Z/'-'/'.'/'_', the length should be smaller than 255.
  • OBP-30111: Invalid Bank Id. The BANK_ID should only contain 0-9/a-z/A-Z/'-'/'.'/'_', the length should be smaller than 255.
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-30003: Account not found. Please specify a valid value for ACCOUNT_ID.
  • OBP-10001: Incorrect json format.
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-30014: Counterparty already exists. Please specify a different value for BANK_ID or ACCOUNT_ID or VIEW_ID or NAME.
  • OBP-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Implemented in OBPv4.0.0 by createCounterpartyForAnyAccount

Get Counterparties (Explicit).

Get the Counterparties (Explicit) for the account / view.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "counterparties":[{
    "name":"CounterpartyName",
    "description":"My landlord",
    "created_by_user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
    "this_bank_id":"gh.29.uk",
    "this_account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
    "this_view_id":"owner",
    "counterparty_id":"9fg8a7e4-6d02-40e3-a129-0b2bf89de8uh",
    "other_bank_routing_scheme":"OBP",
    "other_bank_routing_address":"gh.29.uk",
    "other_branch_routing_scheme":"OBP",
    "other_branch_routing_address":"12f8a9e6-c2b1-407a-8bd0-421b7119307e",
    "other_account_routing_scheme":"OBP",
    "other_account_routing_address":"36f8a9e6-c2b1-407a-8bd0-421b7119307e",
    "other_account_secondary_routing_scheme":"IBAN",
    "other_account_secondary_routing_address":"DE89370400440532013000",
    "is_beneficiary":true,
    "bespoke":[{
      "key":"englishName",
      "value":"english Name"
    }]
  }]
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-30022: The current view does not have the permission:
  • OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv2.2.0 by getExplictCounterpartiesForAccount

Get Other Account by Id.

Returns data about the Other Account that has shared at least one transaction with ACCOUNT_ID at BANK_ID.
Authentication is Optional

Authentication is required if the view is not public.

Typical Successful Response:

								
									
{
  "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
  "holder":{
    "name":"OBP",
    "is_alias":true
  },
  "bank_routing":{
    "scheme":"Bank_ID",
    "address":"gh.29.uk"
  },
  "account_routings":[{
    "scheme":"AccountNumber",
    "address":"4930396"
  }],
  "metadata":{
    "public_alias":"NONE",
    "private_alias":"NONE",
    "more_info":"www.openbankproject.com",
    "URL":"www.openbankproject.com",
    "image_URL":"www.openbankproject.com",
    "open_corporates_URL":"www.openbankproject.com",
    "corporate_location":{
      "latitude":1.231,
      "longitude":1.231,
      "date":"2017-09-19T00:00:00Z",
      "user":{
        "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
        "provider":"http://127.0.0.1:8080",
        "display_name":"OBP"
      }
    },
    "physical_location":{
      "latitude":1.231,
      "longitude":1.231,
      "date":"2017-09-19T00:00:00Z",
      "user":{
        "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
        "provider":"http://127.0.0.1:8080",
        "display_name":"OBP"
      }
    }
  }
}
Headers:
Possible Errors:
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-50200: Connector cannot return the data we requested.
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv3.0.0 by getOtherAccountByIdForBankAccount

Get Other Accounts of one Account.

Returns data about all the other accounts that have shared at least one transaction with the ACCOUNT_ID at BANK_ID.
Authentication is Optional

Authentication is required if the view VIEW_ID is not public.

Typical Successful Response:

								
									
{
  "other_accounts":[{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "holder":{
      "name":"OBP",
      "is_alias":true
    },
    "bank_routing":{
      "scheme":"Bank_ID",
      "address":"gh.29.uk"
    },
    "account_routings":[{
      "scheme":"AccountNumber",
      "address":"4930396"
    }],
    "metadata":{
      "public_alias":"NONE",
      "private_alias":"NONE",
      "more_info":"www.openbankproject.com",
      "URL":"www.openbankproject.com",
      "image_URL":"www.openbankproject.com",
      "open_corporates_URL":"www.openbankproject.com",
      "corporate_location":{
        "latitude":1.231,
        "longitude":1.231,
        "date":"2017-09-19T00:00:00Z",
        "user":{
          "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
          "provider":"http://127.0.0.1:8080",
          "display_name":"OBP"
        }
      },
      "physical_location":{
        "latitude":1.231,
        "longitude":1.231,
        "date":"2017-09-19T00:00:00Z",
        "user":{
          "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
          "provider":"http://127.0.0.1:8080",
          "display_name":"OBP"
        }
      }
    }
  }]
}
Headers:
Possible Errors:
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-50200: Connector cannot return the data we requested.
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv3.0.0 by getOtherAccountsForBankAccount

Create Direct Debit

Create direct debit for an account.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "direct_debit_id":"aa0533bd-eb22-4bff-af75-d45240361b05",
  "bank_id":"gh.29.uk",
  "account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
  "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
  "counterparty_id":"9fg8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "date_signed":"2020-07-09T06:25:44Z",
  "date_starts":"2020-07-09T06:25:44Z",
  "date_expires":"2020-07-09T06:25:44Z",
  "date_cancelled":"2020-07-09T06:25:44Z",
  "active":true
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30022: The current view does not have the permission:
  • OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
  • OBP-10001: Incorrect json format.
  • OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
  • OBP-20057: User not found by userId.
  • OBP-30017: Counterparty not found. Please specify a valid value for COUNTERPARTY_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv4.0.0 by createDirectDebit

Create Direct Debit (management)

Create direct debit for an account.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "direct_debit_id":"aa0533bd-eb22-4bff-af75-d45240361b05",
  "bank_id":"gh.29.uk",
  "account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
  "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
  "counterparty_id":"9fg8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "date_signed":"2020-07-09T06:25:44Z",
  "date_starts":"2020-07-09T06:25:44Z",
  "date_expires":"2020-07-09T06:25:44Z",
  "date_cancelled":"2020-07-09T06:25:44Z",
  "active":true
}
Headers:
Required Roles:
  • CanCreateDirectDebitAtOneBank - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30022: The current view does not have the permission:
  • OBP-10001: Incorrect json format.
  • OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
  • OBP-20057: User not found by userId.
  • OBP-30017: Counterparty not found. Please specify a valid value for COUNTERPARTY_ID.
  • OBP-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Implemented in OBPv4.0.0 by createDirectDebitManagement

Create Standing Order

Create standing order for an account.

when -> frequency = {‘YEARLY’,’MONTHLY, ‘WEEKLY’, ‘BI-WEEKLY’, DAILY’}
when -> detail = { ‘FIRST_MONDAY’, ‘FIRST_DAY’, ‘LAST_DAY’}}

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "standing_order_id":"aa0533bd-eb22-4bff-af75-d45240361b05",
  "bank_id":"gh.29.uk",
  "account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
  "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
  "counterparty_id":"9fg8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "amount":{
    "currency":"EUR",
    "amount":"0"
  },
  "when":{
    "frequency":"WEEKLY",
    "detail":"FIRST_DAY"
  },
  "date_signed":"2020-07-09T06:25:44Z",
  "date_starts":"2020-07-09T06:25:44Z",
  "date_expires":"2020-07-09T06:25:44Z",
  "date_cancelled":"2020-07-09T06:25:44Z",
  "active":true
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30022: The current view does not have the permission:
  • OBP-10001: Incorrect json format.
  • OBP-10002: Invalid Number. Could not convert value to a number.
  • OBP-10003: Invalid Currency Value. It should be three letters ISO Currency Code.
  • OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
  • OBP-20057: User not found by userId.
  • OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv4.0.0 by createStandingOrder

Create Standing Order (management)

Create standing order for an account.

when -> frequency = {‘YEARLY’,’MONTHLY, ‘WEEKLY’, ‘BI-WEEKLY’, DAILY’}
when -> detail = { ‘FIRST_MONDAY’, ‘FIRST_DAY’, ‘LAST_DAY’}}

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "standing_order_id":"aa0533bd-eb22-4bff-af75-d45240361b05",
  "bank_id":"gh.29.uk",
  "account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
  "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
  "counterparty_id":"9fg8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "amount":{
    "currency":"EUR",
    "amount":"0"
  },
  "when":{
    "frequency":"WEEKLY",
    "detail":"FIRST_DAY"
  },
  "date_signed":"2020-07-09T06:25:44Z",
  "date_starts":"2020-07-09T06:25:44Z",
  "date_expires":"2020-07-09T06:25:44Z",
  "date_cancelled":"2020-07-09T06:25:44Z",
  "active":true
}
Headers:
Required Roles:
  • CanCreateStandingOrderAtOneBank - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30022: The current view does not have the permission:
  • OBP-10001: Incorrect json format.
  • OBP-10002: Invalid Number. Could not convert value to a number.
  • OBP-10003: Invalid Currency Value. It should be three letters ISO Currency Code.
  • OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
  • OBP-20057: User not found by userId.
  • OBP-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Implemented in OBPv4.0.0 by createStandingOrderManagement

Get Transactions for Account (Core)

Returns transactions list (Core info) of the account specified by ACCOUNT_ID.

Authentication is Mandatory

Possible custom url parameters for pagination:

  • sort_direction=ASC/DESC ==> default value: DESC. The sort field is the completed date.
  • limit=NUMBER ==> default value: 50
  • offset=NUMBER ==> default value: 0
  • from_date=DATE => default value: 0000-00-00T00:00:00.000Z
  • to_date=DATE => default value: 3049-01-01T00:00:00.000Z

Date format parameter: yyyy-MM-dd'T'HH:mm:ss.SSS'Z'(2017-09-19T02:31:05.000Z) ==> time zone is UTC.

Typical Successful Response:

								
									
{
  "transactions":[{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "this_account":{
      "id":"String",
      "bank_routing":{
        "scheme":"Bank_ID",
        "address":"gh.29.uk"
      },
      "account_routings":[{
        "scheme":"AccountNumber",
        "address":"4930396"
      }],
      "holders":[{
        "name":"OBP",
        "is_alias":true
      }]
    },
    "other_account":{
      "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
      "holder":{
        "name":"OBP",
        "is_alias":true
      },
      "bank_routing":{
        "scheme":"Bank_ID",
        "address":"gh.29.uk"
      },
      "account_routings":[{
        "scheme":"AccountNumber",
        "address":"4930396"
      }]
    },
    "details":{
      "type":"AC",
      "description":"OBP",
      "posted":"2017-09-19T00:00:00Z",
      "completed":"2017-09-19T00:00:00Z",
      "new_balance":{
        "currency":"EUR",
        "amount":"0"
      },
      "value":{
        "currency":"EUR",
        "amount":"0"
      }
    }
  }]
}
Headers:
Possible Errors:
  • OBP-10023: obp_sort_direction parameter can only take two values: DESC or ASC!
  • OBP-10024: wrong value for obp_offset parameter. Please send a positive integer (=>0)!
  • OBP-10025: wrong value for obp_limit parameter. Please send a positive integer (=>1)!
  • OBP-10026: Failed to parse date string. Please use this format yyyy-MM-dd'T'HH:mm:ss.SSS'Z'!
  • 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-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv3.0.0 by getCoreTransactionsForBankAccount

Get Transactions for Account (Full)

Returns transactions list of the account specified by ACCOUNT_ID and moderated by the view (VIEW_ID).

Authentication is Optional

Authentication is required if the view is not public.

Possible custom headers for pagination:

  • sort_direction=ASC/DESC ==> default value: DESC. The sort field is the completed date.
  • limit=NUMBER ==> default value: 50
  • offset=NUMBER ==> default value: 0
  • from_date=DATE => default value: 0000-00-00T00:00:00.000Z
  • to_date=DATE => default value: 3049-01-01T00:00:00.000Z

Date format parameter: yyyy-MM-dd'T'HH:mm:ss.SSS'Z'(2017-09-19T02:31:05.000Z) ==> time zone is UTC.

Typical Successful Response:

								
									
{
  "transactions":[{
    "id":"String",
    "this_account":{
      "id":"String",
      "bank_routing":{
        "scheme":"Bank_ID",
        "address":"gh.29.uk"
      },
      "account_routings":[{
        "scheme":"AccountNumber",
        "address":"4930396"
      }],
      "holders":[{
        "name":"OBP",
        "is_alias":true
      }]
    },
    "other_account":{
      "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
      "holder":{
        "name":"OBP",
        "is_alias":true
      },
      "bank_routing":{
        "scheme":"Bank_ID",
        "address":"gh.29.uk"
      },
      "account_routings":[{
        "scheme":"AccountNumber",
        "address":"4930396"
      }],
      "metadata":{
        "public_alias":"NONE",
        "private_alias":"NONE",
        "more_info":"www.openbankproject.com",
        "URL":"www.openbankproject.com",
        "image_URL":"www.openbankproject.com",
        "open_corporates_URL":"www.openbankproject.com",
        "corporate_location":{
          "latitude":1.231,
          "longitude":1.231,
          "date":"2017-09-19T00:00:00Z",
          "user":{
            "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
            "provider":"http://127.0.0.1:8080",
            "display_name":"OBP"
          }
        },
        "physical_location":{
          "latitude":1.231,
          "longitude":1.231,
          "date":"2017-09-19T00:00:00Z",
          "user":{
            "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
            "provider":"http://127.0.0.1:8080",
            "display_name":"OBP"
          }
        }
      }
    },
    "details":{
      "type":"AC",
      "description":"this is for family",
      "posted":"2017-09-19T00:00:00Z",
      "completed":"2017-09-19T00:00:00Z",
      "new_balance":{
        "currency":"EUR",
        "amount":"0"
      },
      "value":{
        "currency":"EUR",
        "amount":"0"
      }
    },
    "metadata":{
      "narrative":"NONE",
      "comments":[{
        "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
        "value":"OBP",
        "date":"2017-09-19T00:00:00Z",
        "user":{
          "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
          "provider":"http://127.0.0.1:8080",
          "display_name":"OBP"
        }
      }],
      "tags":[{
        "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
        "value":"OBP",
        "date":"2017-09-19T00:00:00Z",
        "user":{
          "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
          "provider":"http://127.0.0.1:8080",
          "display_name":"OBP"
        }
      }],
      "images":[{
        "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
        "label":"NONE",
        "URL":"www.openbankproject.com",
        "date":"2017-09-19T00:00:00Z",
        "user":{
          "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
          "provider":"http://127.0.0.1:8080",
          "display_name":"OBP"
        }
      }],
      "where":{
        "latitude":1.231,
        "longitude":1.231,
        "date":"2017-09-19T00:00:00Z",
        "user":{
          "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
          "provider":"http://127.0.0.1:8080",
          "display_name":"OBP"
        }
      }
    }
  }]
}
Headers:
Possible Errors:
  • OBP-10023: obp_sort_direction parameter can only take two values: DESC or ASC!
  • OBP-10024: wrong value for obp_offset parameter. Please send a positive integer (=>0)!
  • OBP-10025: wrong value for obp_limit parameter. Please send a positive integer (=>1)!
  • OBP-10026: Failed to parse date string. Please use this format yyyy-MM-dd'T'HH:mm:ss.SSS'Z'!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv3.0.0 by getTransactionsForBankAccount

Create View.

Create a view on bank account

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

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

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

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

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

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

Typical Successful Response:

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

Delete View

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

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "jsonString":"{}"
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-50000: Unknown Error.
  • user does not have owner access
Connector Methods:
Implemented in OBPv1.2.1 by deleteViewForBankAccount

Get Account access for User.

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

Authentication is Mandatory

The user needs to have access to the owner view.

Typical Successful Response:

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

Get Views for Account.

Views

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

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

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

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

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

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

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

All

Optional

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

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

Typical Successful Response:

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

Get access.

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

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

Typical Successful Response:

								
									
{
  "permissions":[{
    "user":{
      "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
      "provider":"http://127.0.0.1:8080",
      "display_name":"OBP"
    },
    "views":[{
      "id":"123",
      "short_name":"short_name",
      "description":"description",
      "is_public":true,
      "alias":"None",
      "hide_metadata_if_alias_used":true,
      "can_add_comment":true,
      "can_add_corporate_location":true,
      "can_add_image":true,
      "can_add_image_url":true,
      "can_add_more_info":true,
      "can_add_open_corporates_url":true,
      "can_add_physical_location":true,
      "can_add_private_alias":true,
      "can_add_public_alias":true,
      "can_add_tag":true,
      "can_add_url":true,
      "can_add_where_tag":true,
      "can_delete_comment":true,
      "can_delete_corporate_location":true,
      "can_delete_image":true,
      "can_delete_physical_location":true,
      "can_delete_tag":true,
      "can_delete_where_tag":true,
      "can_edit_owner_comment":true,
      "can_see_bank_account_balance":true,
      "can_see_bank_account_bank_name":true,
      "can_see_bank_account_currency":true,
      "can_see_bank_account_iban":true,
      "can_see_bank_account_label":true,
      "can_see_bank_account_national_identifier":true,
      "can_see_bank_account_number":true,
      "can_see_bank_account_owners":true,
      "can_see_bank_account_swift_bic":true,
      "can_see_bank_account_type":true,
      "can_see_comments":true,
      "can_see_corporate_location":true,
      "can_see_image_url":true,
      "can_see_images":true,
      "can_see_more_info":true,
      "can_see_open_corporates_url":true,
      "can_see_other_account_bank_name":true,
      "can_see_other_account_iban":true,
      "can_see_other_account_kind":true,
      "can_see_other_account_metadata":true,
      "can_see_other_account_national_identifier":true,
      "can_see_other_account_number":true,
      "can_see_other_account_swift_bic":true,
      "can_see_owner_comment":true,
      "can_see_physical_location":true,
      "can_see_private_alias":true,
      "can_see_public_alias":true,
      "can_see_tags":true,
      "can_see_transaction_amount":true,
      "can_see_transaction_balance":true,
      "can_see_transaction_currency":true,
      "can_see_transaction_description":true,
      "can_see_transaction_finish_date":true,
      "can_see_transaction_metadata":true,
      "can_see_transaction_other_bank_account":true,
      "can_see_transaction_start_date":true,
      "can_see_transaction_this_bank_account":true,
      "can_see_transaction_type":true,
      "can_see_url":true,
      "can_see_where_tag":true
    }]
  }]
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-30003: Account not found. Please specify a valid value for ACCOUNT_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Implemented in OBPv2.0.0 by getPermissionsForBankAccount

Update View.

Update an existing view on a bank account

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

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

Typical Successful Response:

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