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Account
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The thing that tokens of value (money) come in and out of. An account has one or more `owners` whichMore...
- Get Accounts Held
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Account Access
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Account Access governs access to Bank Accounts by end Users. It is an intersecting entity between tMore...
- Create (DAuth) User with Account Access
- Grant User access to View
- Revoke User access to View
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v5.1.0 filtered by tag: View-Custom (14 APIs)
Get Accounts Held
Get Accounts held by the current User if even the User has not been assigned the owner View yet.
Can be used to onboard the account to the API - since all other account and transaction endpoints require views to be assigned.
optional request parameters:
- account_type_filter: one or many accountType value, split by comma
- account_type_filter_operation: the filter type of account_type_filter, value must be INCLUDE or EXCLUDE
whole url example:
/banks/BANK_ID/accounts-held?account_type_filter=330,CURRENT+PLUS&account_type_filter_operation=INCLUDE
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
bank_id: gh.29.uk
id: d8839721-ad8f-45dd-9f78-2080414b93f9
label: My Account
scheme: scheme value
{
"accounts":[{
"id":"12314",
"label":"My Account",
"bank_id":"123",
"number":"123",
"account_routings":[{
"scheme":"AccountNumber",
"address":"4930396"
}]
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-50000: Unknown Error.
Create (DAuth) User with Account Access
This endpoint is used as part of the DAuth solution to grant access to account and transaction data to a smart contract on the blockchain.
Put the smart contract address in username
For provider use "dauth"
This endpoint will create the (DAuth) User with username and provider if the User does not already exist.
Authentication is Mandatory and the logged in user needs to be account holder.
For information about DAuth see below:
DAuth
DAuth Introduction, Setup and Usage
DAuth is an experimental authentication mechanism that aims to pin an ethereum or other blockchain Smart Contract to an OBP "User".
In the future, it might be possible to be more specific and pin specific actors (wallets) that are acting within the smart contract, but so far, one smart contract acts on behalf of one User.
Thus, if a smart contract "X" calls the OBP API using the DAuth header, OBP will get or create a user called X and the call will proceed in the context of that User "X".
DAuth is invoked by the REST client (caller) including a specific header (see step 3 below) in any OBP REST call.
When OBP receives the DAuth token, it creates or gets a User with a username based on the smart_contract_address and the provider based on the network_name. The combination of username and provider is unique in OBP.
If you are calling OBP-API via an API3 Airnode, the Airnode will take care of constructing the required header.
When OBP detects a DAuth header / token it first checks if the Consumer is allowed to make such a call. OBP will validate the Consumer ip address and signature etc.
Note: The DAuth flow does not require an explicit POST like Direct Login to create the token.
Permissions may be assigned to an OBP User at any time, via the UserAuthContext, Views, Entitlements to Roles or Consents.
Note: DAuth is NOT enabled on this instance!
Note: The DAuth client is responsible for creating a token which will be trusted by OBP absolutely!
To use DAuth:
1) Configure OBP API to accept DAuth.
Set up properties in your props file
# -- DAuth --------------------------------------
# Define secret used to validate JWT token
# jwt.public_key_rsa=path-to-the-pem-file
# Enable/Disable DAuth communication at all
# In case isn't defined default value is false
# allow_dauth=false
# Define comma separated list of allowed IP addresses
# dauth.host=127.0.0.1
# -------------------------------------- DAuth--
Please keep in mind that property jwt.public_key_rsa is used to validate JWT token to check it is not changed or corrupted during transport.
2) Create / have access to a JWT
The following videos are available:
* DAuth in local environment
HEADER:ALGORITHM & TOKEN TYPE
{
"alg": "RS256",
"typ": "JWT"
}
PAYLOAD:DATA
{
"smart_contract_address": "0xe123425E7734CE288F8367e1Bb143E90bb3F051224",
"network_name": "AIRNODE.TESTNET.ETHEREUM",
"msg_sender": "0xe12340927f1725E7734CE288F8367e1Bb143E90fhku767",
"consumer_key": "0x1234a4ec31e89cea54d1f125db7536e874ab4a96b4d4f6438668b6bb10a6adb",
"timestamp": "2021-11-04T14:13:40Z",
"request_id": "0Xe876987694328763492876348928736497869273649"
}
VERIFY SIGNATURE
RSASHA256(
base64UrlEncode(header) + "." +
base64UrlEncode(payload),
) your-RSA-key-pair
Here is an example token:
eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzbWFydF9jb250cmFjdF9hZGRyZXNzIjoiMHhlMTIzNDI1RTc3MzRDRTI4OEY4MzY3ZTFCYjE0M0U5MGJiM0YwNTEyMjQiLCJuZXR3b3JrX25hbWUiOiJFVEhFUkVVTSIsIm1zZ19zZW5kZXIiOiIweGUxMjM0MDkyN2YxNzI1RTc3MzRDRTI4OEY4MzY3ZTFCYjE0M0U5MGZoa3U3NjciLCJjb25zdW1lcl9rZXkiOiIweDEyMzRhNGVjMzFlODljZWE1NGQxZjEyNWRiNzUzNmU4NzRhYjRhOTZiNGQ0ZjY0Mzg2NjhiNmJiMTBhNmFkYiIsInRpbWVzdGFtcCI6IjIwMjEtMTEtMDRUMTQ6MTM6NDBaIiwicmVxdWVzdF9pZCI6IjBYZTg3Njk4NzY5NDMyODc2MzQ5Mjg3NjM0ODkyODczNjQ5Nzg2OTI3MzY0OSJ9.XSiQxjEVyCouf7zT8MubEKsbOBZuReGVhnt9uck6z6k
3) Try a REST call using the header
Using your favorite http client:
GET https://api-explorer.ttk.com.mk/obp/v3.0.0/users/current
Body
Leave Empty!
Headers:
DAuth: your-jwt-from-step-above
Here is it all together:
GET https://api-explorer.ttk.com.mk/obp/v3.0.0/users/current HTTP/1.1
Host: localhost:8080
User-Agent: curl/7.47.0
Accept: /
DAuth: eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzbWFydF9jb250cmFjdF9hZGRyZXNzIjoiMHhlMTIzNDI1RTc3MzRDRTI4OEY4MzY3ZTFCYjE0M0U5MGJiM0YwNTEyMjQiLCJuZXR3b3JrX25hbWUiOiJFVEhFUkVVTSIsIm1zZ19zZW5kZXIiOiIweGUxMjM0MDkyN2YxNzI1RTc3MzRDRTI4OEY4MzY3ZTFCYjE0M0U5MGZoa3U3NjciLCJjb25zdW1lcl9rZXkiOiIweDEyMzRhNGVjMzFlODljZWE1NGQxZjEyNWRiNzUzNmU4NzRhYjRhOTZiNGQ0ZjY0Mzg2NjhiNmJiMTBhNmFkYiIsInRpbWVzdGFtcCI6IjIwMjEtMTEtMDRUMTQ6MTM6NDBaIiwicmVxdWVzdF9pZCI6IjBYZTg3Njk4NzY5NDMyODc2MzQ5Mjg3NjM0ODkyODczNjQ5Nzg2OTI3MzY0OSJ9.XSiQxjEVyCouf7zT8MubEKsbOBZuReGVhnt9uck6z6k
CURL example
curl -v -H 'DAuth: eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzbWFydF9jb250cmFjdF9hZGRyZXNzIjoiMHhlMTIzNDI1RTc3MzRDRTI4OEY4MzY3ZTFCYjE0M0U5MGJiM0YwNTEyMjQiLCJuZXR3b3JrX25hbWUiOiJFVEhFUkVVTSIsIm1zZ19zZW5kZXIiOiIweGUxMjM0MDkyN2YxNzI1RTc3MzRDRTI4OEY4MzY3ZTFCYjE0M0U5MGZoa3U3NjciLCJjb25zdW1lcl9rZXkiOiIweDEyMzRhNGVjMzFlODljZWE1NGQxZjEyNWRiNzUzNmU4NzRhYjRhOTZiNGQ0ZjY0Mzg2NjhiNmJiMTBhNmFkYiIsInRpbWVzdGFtcCI6IjIwMjEtMTEtMDRUMTQ6MTM6NDBaIiwicmVxdWVzdF9pZCI6IjBYZTg3Njk4NzY5NDMyODc2MzQ5Mjg3NjM0ODkyODczNjQ5Nzg2OTI3MzY0OSJ9.XSiQxjEVyCouf7zT8MubEKsbOBZuReGVhnt9uck6z6k' https://api-explorer.ttk.com.mk/obp/v3.0.0/users/current
You should receive a response like:
{
"user_id": "4c4d3175-1e5c-4cfd-9b08-dcdc209d8221",
"email": "",
"provider_id": "0xe123425E7734CE288F8367e1Bb143E90bb3F051224",
"provider": "ETHEREUM",
"username": "0xe123425E7734CE288F8367e1Bb143E90bb3F051224",
"entitlements": {
"list": []
}
}
Under the hood
The file, dauth.scala handles the DAuth,
We:
-> Check if Props allow_dauth is true
-> Check if DAuth header exists
-> Check if getRemoteIpAddress is OK
-> Look for "token"
-> parse the JWT token and getOrCreate the user
-> get the data of the user
More information
Parameter names and values are case sensitive.
Each parameter MUST NOT appear more than once per request.
URL Parameters:
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
BANK_ID: gh.29.uk
VIEW_ID: owner
JSON request body fields:
is_system: true
provider: ETHEREUM
username: felixsmith
view_id: owner
JSON response body fields:
can_add_counterparty: false
can_add_image_url: false
can_add_more_info: false
can_add_tag: false
can_add_transaction_request_to_any_account:
can_add_transaction_request_to_own_account:
can_create_direct_debit: false
can_delete_corporate_location: false
can_delete_image: false
can_delete_where_tag: false
can_edit_owner_comment: false
can_query_available_funds: false
can_see_bank_account_bank_name: false
can_see_bank_account_credit_limit: false
can_see_bank_account_currency:
can_see_bank_account_label: false
can_see_bank_account_national_identifier:
can_see_bank_account_number: false
can_see_bank_account_owners: false
can_see_bank_account_routing_address:
can_see_bank_account_routing_scheme:
can_see_bank_account_swift_bic:
can_see_bank_routing_address: false
can_see_corporate_location: false
can_see_image_url: false
can_see_images: false
can_see_other_account_bank_name:
can_see_other_account_metadata:
can_see_other_account_national_identifier: false
can_see_other_account_number: false
can_see_other_account_routing_address: false
can_see_other_account_routing_scheme:
can_see_other_account_swift_bic: false
can_see_other_bank_routing_address:
can_see_other_bank_routing_scheme:
can_see_transaction_amount: false
can_see_transaction_description: false
can_see_transaction_finish_date:
can_see_transaction_other_bank_account:
can_see_transaction_start_date:
can_see_transaction_this_bank_account:
can_see_url: false
can_see_where_tag: false
description: This an optional field. Maximum length is 2000. It can be any characters here.
hide_metadata_if_alias_used: false
id: d8839721-ad8f-45dd-9f78-2080414b93f9
is_public: false
is_system: true
[{
"id":"1234",
"short_name":"short_name",
"description":"description",
"metadata_view":"owner",
"is_public":true,
"is_system":true,
"alias":"No",
"hide_metadata_if_alias_used":true,
"can_add_comment":true,
"can_add_corporate_location":true,
"can_add_image":true,
"can_add_image_url":true,
"can_add_more_info":true,
"can_add_open_corporates_url":true,
"can_add_physical_location":true,
"can_add_private_alias":true,
"can_add_public_alias":true,
"can_add_tag":true,
"can_add_url":true,
"can_add_where_tag":true,
"can_delete_comment":true,
"can_add_counterparty":true,
"can_delete_corporate_location":true,
"can_delete_image":true,
"can_delete_physical_location":true,
"can_delete_tag":true,
"can_delete_where_tag":true,
"can_edit_owner_comment":true,
"can_see_bank_account_balance":true,
"can_query_available_funds":true,
"can_see_bank_account_bank_name":true,
"can_see_bank_account_currency":true,
"can_see_bank_account_iban":true,
"can_see_bank_account_label":true,
"can_see_bank_account_national_identifier":true,
"can_see_bank_account_number":true,
"can_see_bank_account_owners":true,
"can_see_bank_account_swift_bic":true,
"can_see_bank_account_type":true,
"can_see_comments":true,
"can_see_corporate_location":true,
"can_see_image_url":true,
"can_see_images":true,
"can_see_more_info":true,
"can_see_open_corporates_url":true,
"can_see_other_account_bank_name":true,
"can_see_other_account_iban":true,
"can_see_other_account_kind":true,
"can_see_other_account_metadata":true,
"can_see_other_account_national_identifier":true,
"can_see_other_account_number":true,
"can_see_other_account_swift_bic":true,
"can_see_owner_comment":true,
"can_see_physical_location":true,
"can_see_private_alias":true,
"can_see_public_alias":true,
"can_see_tags":true,
"can_see_transaction_amount":true,
"can_see_transaction_balance":true,
"can_see_transaction_currency":true,
"can_see_transaction_description":true,
"can_see_transaction_finish_date":true,
"can_see_transaction_metadata":true,
"can_see_transaction_other_bank_account":true,
"can_see_transaction_start_date":true,
"can_see_transaction_this_bank_account":true,
"can_see_transaction_type":true,
"can_see_url":true,
"can_see_where_tag":true,
"can_see_bank_routing_scheme":true,
"can_see_bank_routing_address":true,
"can_see_bank_account_routing_scheme":true,
"can_see_bank_account_routing_address":true,
"can_see_other_bank_routing_scheme":true,
"can_see_other_bank_routing_address":true,
"can_see_other_account_routing_scheme":true,
"can_see_other_account_routing_address":true,
"can_add_transaction_request_to_own_account":true,
"can_add_transaction_request_to_any_account":true,
"can_see_bank_account_credit_limit":true,
"can_create_direct_debit":true,
"can_create_standing_order":true
}]
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
- OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
- OBP-20084: The current source view.can_grant_access_to_views does not contains target view.
- OBP-20085: The current source view.can_grant_access_to_custom_views is false.
- OBP-10001: Incorrect json format.
- 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.
Grant User access to View
Grants the User identified by USER_ID access to the view identified.
Authentication is Mandatory and the user needs to be account holder.
URL Parameters:
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
BANK_ID: gh.29.uk
VIEW_ID: owner
JSON request body fields:
user_id: 9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1
view_id: owner
JSON response body fields:
can_add_counterparty: false
can_add_image_url: false
can_add_more_info: false
can_add_tag: false
can_add_transaction_request_to_any_account:
can_add_transaction_request_to_own_account:
can_create_direct_debit: false
can_delete_corporate_location: false
can_delete_image: false
can_delete_where_tag: false
can_edit_owner_comment: false
can_query_available_funds: false
can_see_bank_account_bank_name: false
can_see_bank_account_credit_limit: false
can_see_bank_account_currency:
can_see_bank_account_label: false
can_see_bank_account_national_identifier:
can_see_bank_account_number: false
can_see_bank_account_owners: false
can_see_bank_account_routing_address:
can_see_bank_account_routing_scheme:
can_see_bank_account_swift_bic:
can_see_bank_routing_address: false
can_see_corporate_location: false
can_see_image_url: false
can_see_images: false
can_see_other_account_bank_name:
can_see_other_account_metadata:
can_see_other_account_national_identifier: false
can_see_other_account_number: false
can_see_other_account_routing_address: false
can_see_other_account_routing_scheme:
can_see_other_account_swift_bic: false
can_see_other_bank_routing_address:
can_see_other_bank_routing_scheme:
can_see_transaction_amount: false
can_see_transaction_description: false
can_see_transaction_finish_date:
can_see_transaction_other_bank_account:
can_see_transaction_start_date:
can_see_transaction_this_bank_account:
can_see_url: false
can_see_where_tag: false
description: This an optional field. Maximum length is 2000. It can be any characters here.
hide_metadata_if_alias_used: false
id: d8839721-ad8f-45dd-9f78-2080414b93f9
is_public: false
is_system: true
{
"id":"1234",
"short_name":"short_name",
"description":"description",
"metadata_view":"owner",
"is_public":true,
"is_system":true,
"alias":"No",
"hide_metadata_if_alias_used":true,
"can_add_comment":true,
"can_add_corporate_location":true,
"can_add_image":true,
"can_add_image_url":true,
"can_add_more_info":true,
"can_add_open_corporates_url":true,
"can_add_physical_location":true,
"can_add_private_alias":true,
"can_add_public_alias":true,
"can_add_tag":true,
"can_add_url":true,
"can_add_where_tag":true,
"can_delete_comment":true,
"can_add_counterparty":true,
"can_delete_corporate_location":true,
"can_delete_image":true,
"can_delete_physical_location":true,
"can_delete_tag":true,
"can_delete_where_tag":true,
"can_edit_owner_comment":true,
"can_see_bank_account_balance":true,
"can_query_available_funds":true,
"can_see_bank_account_bank_name":true,
"can_see_bank_account_currency":true,
"can_see_bank_account_iban":true,
"can_see_bank_account_label":true,
"can_see_bank_account_national_identifier":true,
"can_see_bank_account_number":true,
"can_see_bank_account_owners":true,
"can_see_bank_account_swift_bic":true,
"can_see_bank_account_type":true,
"can_see_comments":true,
"can_see_corporate_location":true,
"can_see_image_url":true,
"can_see_images":true,
"can_see_more_info":true,
"can_see_open_corporates_url":true,
"can_see_other_account_bank_name":true,
"can_see_other_account_iban":true,
"can_see_other_account_kind":true,
"can_see_other_account_metadata":true,
"can_see_other_account_national_identifier":true,
"can_see_other_account_number":true,
"can_see_other_account_swift_bic":true,
"can_see_owner_comment":true,
"can_see_physical_location":true,
"can_see_private_alias":true,
"can_see_public_alias":true,
"can_see_tags":true,
"can_see_transaction_amount":true,
"can_see_transaction_balance":true,
"can_see_transaction_currency":true,
"can_see_transaction_description":true,
"can_see_transaction_finish_date":true,
"can_see_transaction_metadata":true,
"can_see_transaction_other_bank_account":true,
"can_see_transaction_start_date":true,
"can_see_transaction_this_bank_account":true,
"can_see_transaction_type":true,
"can_see_url":true,
"can_see_where_tag":true,
"can_see_bank_routing_scheme":true,
"can_see_bank_routing_address":true,
"can_see_bank_account_routing_scheme":true,
"can_see_bank_account_routing_address":true,
"can_see_other_bank_routing_scheme":true,
"can_see_other_bank_routing_address":true,
"can_see_other_account_routing_scheme":true,
"can_see_other_account_routing_address":true,
"can_add_transaction_request_to_own_account":true,
"can_add_transaction_request_to_any_account":true,
"can_see_bank_account_credit_limit":true,
"can_create_direct_debit":true,
"can_create_standing_order":true
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
- OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
- OBP-20084: The current source view.can_grant_access_to_views does not contains target view.
- OBP-20085: The current source view.can_grant_access_to_custom_views is false.
- 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.
Revoke User access to View
Revoke the User identified by USER_ID access to the view identified.
Authentication is Mandatory.
URL Parameters:
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
BANK_ID: gh.29.uk
VIEW_ID: owner
JSON request body fields:
user_id: 9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1
view_id: owner
JSON response body fields:
{
"revoked":true
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-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-20087: The current source view.can_revoke_access_to_custom_views is false.
- OBP-20086: The current source view.can_revoke_access_to_views does not contains target view.
- 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.
Create Custom View
Create a custom view on bank account
Authentication is Mandatory and the user needs to have access to the owner view.
The 'alias' field in the JSON can take one of three values:
- public: to use the public alias if there is one specified for the other account.
- private: to use the private alias if there is one specified for the other account.
-
''(empty string): to use no alias; the view shows the real name of the other account.
The 'hide_metadata_if_alias_used' field in the JSON can take boolean values. If it is set to true
and there is an alias on the other account then the other accounts' metadata (like more_info, url, image_url, open_corporates_url, etc.) will be hidden. Otherwise the metadata will be shown.
The 'allowed_actions' field is a list containing the name of the actions allowed on this view, all the actions contained will be set to true
on the view creation, the rest will be set to false
.
You MUST use a leading _ (underscore) in the view name because other view names are reserved for OBP system views.
URL Parameters:
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
BANK_ID: gh.29.uk
VIEW_ID: owner
JSON request body fields:
allowed_permissions: allowed_permissions
description: This an optional field. Maximum length is 2000. It can be any characters here.
hide_metadata_if_alias_used: false
is_public: false
name: ACCOUNT_MANAGEMENT_FEE
which_alias_to_use: public
JSON response body fields:
allowed_permissions: allowed_permissions
description: This an optional field. Maximum length is 2000. It can be any characters here.
hide_metadata_if_alias_used: false
id: d8839721-ad8f-45dd-9f78-2080414b93f9
is_public: false
name: ACCOUNT_MANAGEMENT_FEE
{
"id":"owner",
"name":"owner",
"description":"This view is for the owner for the account.",
"metadata_view":"",
"is_public":false,
"alias":"public",
"hide_metadata_if_alias_used":false,
"allowed_permissions":["can_see_transaction_this_bank_account","can_see_transaction_other_bank_account","can_see_transaction_metadata","can_see_transaction_label","can_see_transaction_amount","can_see_transaction_type","can_see_transaction_currency","can_see_transaction_start_date","can_see_transaction_finish_date","can_see_transaction_balance","can_see_comments","can_see_narrative","can_see_tags","can_see_images","can_see_bank_account_owners","can_see_bank_account_type","can_see_bank_account_balance","can_see_bank_account_currency","can_see_bank_account_label","can_see_bank_account_national_identifier","can_see_bank_account_swift_bic","can_see_bank_account_iban","can_see_bank_account_number","can_see_bank_account_bank_name","can_see_other_account_national_identifier","can_see_other_account_swift_bic","can_see_other_account_iban","can_see_other_account_bank_name","can_see_other_account_number","can_see_other_account_metadata","can_see_other_account_kind","can_see_more_info","can_see_url","can_see_image_url","can_see_open_corporates_url","can_see_corporate_location","can_see_physical_location","can_see_public_alias","can_see_private_alias","can_add_more_info","can_add_url","can_add_image_url","can_add_open_corporates_url","can_add_corporate_location","can_add_physical_location","can_add_public_alias","can_add_private_alias","can_delete_corporate_location","can_delete_physical_location","can_edit_narrative","can_add_comment","can_delete_comment","can_add_tag","can_delete_tag","can_add_image","can_delete_image","can_add_where_tag","can_see_where_tag","can_delete_where_tag","can_create_counterparty","can_see_bank_routing_scheme","can_see_bank_routing_address","can_see_bank_account_routing_scheme","can_see_bank_account_routing_address","can_see_other_bank_routing_scheme","can_see_other_bank_routing_address","can_see_other_account_routing_scheme","can_see_other_account_routing_address","can_query_available_funds","can_add_transaction_request_to_own_account","can_add_transaction_request_to_any_account","can_see_bank_account_credit_limit","can_create_direct_debit","can_create_standing_order","can_add_transaction_request_to_any_account","can_see_transaction_request_types","can_see_transaction_requests","can_see_available_views_for_bank_account","can_update_bank_account_label","can_create_custom_view","can_delete_custom_view","can_update_custom_view","can_see_views_with_permissions_for_one_user","can_see_views_with_permissions_for_all_users","can_grant_access_to_custom_views","can_revoke_access_to_custom_views"]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
- OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
- OBP-10001: Incorrect json format.
- OBP-50000: Unknown Error.
Create Custom View
Create a custom view on bank account
Authentication is Mandatory and the user needs to have access to the owner view.
The 'alias' field in the JSON can take one of three values:
- public: to use the public alias if there is one specified for the other account.
- private: to use the private alias if there is one specified for the other account.
-
''(empty string): to use no alias; the view shows the real name of the other account.
The 'hide_metadata_if_alias_used' field in the JSON can take boolean values. If it is set to true
and there is an alias on the other account then the other accounts' metadata (like more_info, url, image_url, open_corporates_url, etc.) will be hidden. Otherwise the metadata will be shown.
The 'allowed_actions' field is a list containing the name of the actions allowed on this view, all the actions contained will be set to true
on the view creation, the rest will be set to false
.
You MUST use a leading _ (underscore) in the view name because other view names are reserved for OBP system views.
URL Parameters:
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
BANK_ID: gh.29.uk
JSON request body fields:
description: This an optional field. Maximum length is 2000. It can be any characters here.
hide_metadata_if_alias_used: false
is_public: false
name: ACCOUNT_MANAGEMENT_FEE
which_alias_to_use: public
JSON response body fields:
can_add_counterparty: false
can_add_image_url: false
can_add_more_info: false
can_add_tag: false
can_add_transaction_request_to_any_account:
can_add_transaction_request_to_own_account:
can_create_direct_debit: false
can_delete_corporate_location: false
can_delete_image: false
can_delete_where_tag: false
can_edit_owner_comment: false
can_query_available_funds: false
can_see_bank_account_bank_name: false
can_see_bank_account_credit_limit: false
can_see_bank_account_currency:
can_see_bank_account_label: false
can_see_bank_account_national_identifier:
can_see_bank_account_number: false
can_see_bank_account_owners: false
can_see_bank_account_routing_address:
can_see_bank_account_routing_scheme:
can_see_bank_account_swift_bic:
can_see_bank_routing_address: false
can_see_corporate_location: false
can_see_image_url: false
can_see_images: false
can_see_other_account_bank_name:
can_see_other_account_metadata:
can_see_other_account_national_identifier: false
can_see_other_account_number: false
can_see_other_account_routing_address: false
can_see_other_account_routing_scheme:
can_see_other_account_swift_bic: false
can_see_other_bank_routing_address:
can_see_other_bank_routing_scheme:
can_see_transaction_amount: false
can_see_transaction_description: false
can_see_transaction_finish_date:
can_see_transaction_other_bank_account:
can_see_transaction_start_date:
can_see_transaction_this_bank_account:
can_see_url: false
can_see_where_tag: false
description: This an optional field. Maximum length is 2000. It can be any characters here.
hide_metadata_if_alias_used: false
id: d8839721-ad8f-45dd-9f78-2080414b93f9
is_public: false
is_system: true
{
"id":"1234",
"short_name":"short_name",
"description":"description",
"metadata_view":"owner",
"is_public":true,
"is_system":true,
"alias":"No",
"hide_metadata_if_alias_used":true,
"can_add_comment":true,
"can_add_corporate_location":true,
"can_add_image":true,
"can_add_image_url":true,
"can_add_more_info":true,
"can_add_open_corporates_url":true,
"can_add_physical_location":true,
"can_add_private_alias":true,
"can_add_public_alias":true,
"can_add_tag":true,
"can_add_url":true,
"can_add_where_tag":true,
"can_delete_comment":true,
"can_add_counterparty":true,
"can_delete_corporate_location":true,
"can_delete_image":true,
"can_delete_physical_location":true,
"can_delete_tag":true,
"can_delete_where_tag":true,
"can_edit_owner_comment":true,
"can_see_bank_account_balance":true,
"can_query_available_funds":true,
"can_see_bank_account_bank_name":true,
"can_see_bank_account_currency":true,
"can_see_bank_account_iban":true,
"can_see_bank_account_label":true,
"can_see_bank_account_national_identifier":true,
"can_see_bank_account_number":true,
"can_see_bank_account_owners":true,
"can_see_bank_account_swift_bic":true,
"can_see_bank_account_type":true,
"can_see_comments":true,
"can_see_corporate_location":true,
"can_see_image_url":true,
"can_see_images":true,
"can_see_more_info":true,
"can_see_open_corporates_url":true,
"can_see_other_account_bank_name":true,
"can_see_other_account_iban":true,
"can_see_other_account_kind":true,
"can_see_other_account_metadata":true,
"can_see_other_account_national_identifier":true,
"can_see_other_account_number":true,
"can_see_other_account_swift_bic":true,
"can_see_owner_comment":true,
"can_see_physical_location":true,
"can_see_private_alias":true,
"can_see_public_alias":true,
"can_see_tags":true,
"can_see_transaction_amount":true,
"can_see_transaction_balance":true,
"can_see_transaction_currency":true,
"can_see_transaction_description":true,
"can_see_transaction_finish_date":true,
"can_see_transaction_metadata":true,
"can_see_transaction_other_bank_account":true,
"can_see_transaction_start_date":true,
"can_see_transaction_this_bank_account":true,
"can_see_transaction_type":true,
"can_see_url":true,
"can_see_where_tag":true,
"can_see_bank_routing_scheme":true,
"can_see_bank_routing_address":true,
"can_see_bank_account_routing_scheme":true,
"can_see_bank_account_routing_address":true,
"can_see_other_bank_routing_scheme":true,
"can_see_other_bank_routing_address":true,
"can_see_other_account_routing_scheme":true,
"can_see_other_account_routing_address":true,
"can_add_transaction_request_to_own_account":true,
"can_add_transaction_request_to_any_account":true,
"can_see_bank_account_credit_limit":true,
"can_create_direct_debit":true,
"can_create_standing_order":true
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- 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.
Delete Custom View
Deletes the custom view specified by VIEW_ID on the bank account specified by ACCOUNT_ID at bank BANK_ID
Authentication is Mandatory
URL Parameters:
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
BANK_ID: gh.29.uk
TARGET_VIEW_ID: TARGET_VIEW_ID
VIEW_ID: owner
JSON response body fields:
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
- OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
- OBP-50000: Unknown Error.
Delete Custom View
Deletes the custom view specified by VIEW_ID on the bank account specified by ACCOUNT_ID at bank BANK_ID
Authentication is Mandatory
URL Parameters:
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
BANK_ID: gh.29.uk
VIEW_ID: owner
JSON response body fields:
{
"jsonString":"{}"
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
- OBP-50000: Unknown Error.
- user does not have owner access
Get Account access for User
Returns the list of the views at BANK_ID for account ACCOUNT_ID that a user identified by PROVIDER_ID at their provider PROVIDER has access to.
All url parameters must be %-encoded, which is often especially relevant for USER_ID and PROVIDER.
Authentication is Mandatory
The user needs to have access to the owner view.
URL Parameters:
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
BANK_ID: gh.29.uk
PROVIDER: ETHEREUM
JSON response body fields:
can_add_counterparty: false
can_add_image_url: false
can_add_more_info: false
can_add_tag: false
can_add_transaction_request_to_any_account:
can_add_transaction_request_to_own_account:
can_create_direct_debit: false
can_delete_corporate_location: false
can_delete_image: false
can_delete_where_tag: false
can_edit_owner_comment: false
can_query_available_funds: false
can_see_bank_account_bank_name: false
can_see_bank_account_credit_limit: false
can_see_bank_account_currency:
can_see_bank_account_label: false
can_see_bank_account_national_identifier:
can_see_bank_account_number: false
can_see_bank_account_owners: false
can_see_bank_account_routing_address:
can_see_bank_account_routing_scheme:
can_see_bank_account_swift_bic:
can_see_bank_routing_address: false
can_see_corporate_location: false
can_see_image_url: false
can_see_images: false
can_see_other_account_bank_name:
can_see_other_account_metadata:
can_see_other_account_national_identifier: false
can_see_other_account_number: false
can_see_other_account_routing_address: false
can_see_other_account_routing_scheme:
can_see_other_account_swift_bic: false
can_see_other_bank_routing_address:
can_see_other_bank_routing_scheme:
can_see_transaction_amount: false
can_see_transaction_description: false
can_see_transaction_finish_date:
can_see_transaction_other_bank_account:
can_see_transaction_start_date:
can_see_transaction_this_bank_account:
can_see_url: false
can_see_where_tag: false
description: This an optional field. Maximum length is 2000. It can be any characters here.
hide_metadata_if_alias_used: false
id: d8839721-ad8f-45dd-9f78-2080414b93f9
is_public: false
is_system: true
{
"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
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30003: Account not found. Please specify a valid value for ACCOUNT_ID.
- OBP-50000: Unknown Error.
Get Custom View
Views
Views in Open Bank Project provide a mechanism for fine grained access control and delegation to Accounts and Transactions. Account holders use the 'owner' view by default. Delegated access is made through other views for example 'accountants', 'share-holders' or 'tagging-application'. Views can be created via the API and each view has a list of entitlements.
Views on accounts and transactions filter the underlying data to redact certain fields for certain users. For instance the balance on an account may be hidden from the public. The way to know what is possible on a view is determined in the following JSON.
Data: When a view moderates a set of data, some fields my contain the value null
rather than the original value. This indicates either that the user is not allowed to see the original data or the field is empty.
There is currently one exception to this rule; the 'holder' field in the JSON contains always a value which is either an alias or the real name - indicated by the 'is_alias' field.
Action: When a user performs an action like trying to post a comment (with POST API call), if he is not allowed, the body response will contain an error message.
Metadata:
Transaction metadata (like images, tags, comments, etc.) will appears ONLY on the view where they have been created e.g. comments posted to the public view only appear on the public view.
The other account metadata fields (like image_URL, more_info, etc.) are unique through all the views. Example, if a user edits the 'more_info' field in the 'team' view, then the view 'authorities' will show the new value (if it is allowed to do it).
All
Optional
Returns the list of the views created for account ACCOUNT_ID at BANK_ID.
Authentication is Mandatory and the user needs to have access to the owner view.
URL Parameters:
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
BANK_ID: gh.29.uk
TARGET_VIEW_ID: TARGET_VIEW_ID
VIEW_ID: owner
JSON response body fields:
allowed_permissions: allowed_permissions
description: This an optional field. Maximum length is 2000. It can be any characters here.
hide_metadata_if_alias_used: false
id: d8839721-ad8f-45dd-9f78-2080414b93f9
is_public: false
name: ACCOUNT_MANAGEMENT_FEE
{
"id":"owner",
"name":"owner",
"description":"This view is for the owner for the account.",
"metadata_view":"",
"is_public":false,
"alias":"public",
"hide_metadata_if_alias_used":false,
"allowed_permissions":["can_see_transaction_this_bank_account","can_see_transaction_other_bank_account","can_see_transaction_metadata","can_see_transaction_label","can_see_transaction_amount","can_see_transaction_type","can_see_transaction_currency","can_see_transaction_start_date","can_see_transaction_finish_date","can_see_transaction_balance","can_see_comments","can_see_narrative","can_see_tags","can_see_images","can_see_bank_account_owners","can_see_bank_account_type","can_see_bank_account_balance","can_see_bank_account_currency","can_see_bank_account_label","can_see_bank_account_national_identifier","can_see_bank_account_swift_bic","can_see_bank_account_iban","can_see_bank_account_number","can_see_bank_account_bank_name","can_see_other_account_national_identifier","can_see_other_account_swift_bic","can_see_other_account_iban","can_see_other_account_bank_name","can_see_other_account_number","can_see_other_account_metadata","can_see_other_account_kind","can_see_more_info","can_see_url","can_see_image_url","can_see_open_corporates_url","can_see_corporate_location","can_see_physical_location","can_see_public_alias","can_see_private_alias","can_add_more_info","can_add_url","can_add_image_url","can_add_open_corporates_url","can_add_corporate_location","can_add_physical_location","can_add_public_alias","can_add_private_alias","can_delete_corporate_location","can_delete_physical_location","can_edit_narrative","can_add_comment","can_delete_comment","can_add_tag","can_delete_tag","can_add_image","can_delete_image","can_add_where_tag","can_see_where_tag","can_delete_where_tag","can_create_counterparty","can_see_bank_routing_scheme","can_see_bank_routing_address","can_see_bank_account_routing_scheme","can_see_bank_account_routing_address","can_see_other_bank_routing_scheme","can_see_other_bank_routing_address","can_see_other_account_routing_scheme","can_see_other_account_routing_address","can_query_available_funds","can_add_transaction_request_to_own_account","can_add_transaction_request_to_any_account","can_see_bank_account_credit_limit","can_create_direct_debit","can_create_standing_order","can_add_transaction_request_to_any_account","can_see_transaction_request_types","can_see_transaction_requests","can_see_available_views_for_bank_account","can_update_bank_account_label","can_create_custom_view","can_delete_custom_view","can_update_custom_view","can_see_views_with_permissions_for_one_user","can_see_views_with_permissions_for_all_users","can_grant_access_to_custom_views","can_revoke_access_to_custom_views"]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
- OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
- OBP-50000: Unknown Error.
Get Views for Account
Views
Views in Open Bank Project provide a mechanism for fine grained access control and delegation to Accounts and Transactions. Account holders use the 'owner' view by default. Delegated access is made through other views for example 'accountants', 'share-holders' or 'tagging-application'. Views can be created via the API and each view has a list of entitlements.
Views on accounts and transactions filter the underlying data to redact certain fields for certain users. For instance the balance on an account may be hidden from the public. The way to know what is possible on a view is determined in the following JSON.
Data: When a view moderates a set of data, some fields my contain the value null
rather than the original value. This indicates either that the user is not allowed to see the original data or the field is empty.
There is currently one exception to this rule; the 'holder' field in the JSON contains always a value which is either an alias or the real name - indicated by the 'is_alias' field.
Action: When a user performs an action like trying to post a comment (with POST API call), if he is not allowed, the body response will contain an error message.
Metadata:
Transaction metadata (like images, tags, comments, etc.) will appears ONLY on the view where they have been created e.g. comments posted to the public view only appear on the public view.
The other account metadata fields (like image_URL, more_info, etc.) are unique through all the views. Example, if a user edits the 'more_info' field in the 'team' view, then the view 'authorities' will show the new value (if it is allowed to do it).
All
Optional
Returns the list of the views created for account ACCOUNT_ID at BANK_ID.
Authentication is Mandatory and the user needs to have access to the owner view.
URL Parameters:
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
BANK_ID: gh.29.uk
JSON response body fields:
can_add_counterparty: false
can_add_image_url: false
can_add_more_info: false
can_add_tag: false
can_add_transaction_request_to_any_account:
can_add_transaction_request_to_own_account:
can_create_direct_debit: false
can_delete_corporate_location: false
can_delete_image: false
can_delete_where_tag: false
can_edit_owner_comment: false
can_grant_access_to_views: can_grant_access_to_views
can_query_available_funds: false
can_revoke_access_to_views: can_revoke_access_to_views
can_see_bank_account_bank_name: false
can_see_bank_account_credit_limit: false
can_see_bank_account_currency:
can_see_bank_account_label: false
can_see_bank_account_national_identifier:
can_see_bank_account_number: false
can_see_bank_account_owners: false
can_see_bank_account_routing_address:
can_see_bank_account_routing_scheme:
can_see_bank_account_swift_bic:
can_see_bank_routing_address: false
can_see_corporate_location: false
can_see_image_url: false
can_see_images: false
can_see_other_account_bank_name:
can_see_other_account_metadata:
can_see_other_account_national_identifier: false
can_see_other_account_number: false
can_see_other_account_routing_address: false
can_see_other_account_routing_scheme:
can_see_other_account_swift_bic: false
can_see_other_bank_routing_address:
can_see_other_bank_routing_scheme:
can_see_transaction_amount: false
can_see_transaction_description: false
can_see_transaction_finish_date:
can_see_transaction_other_bank_account:
can_see_transaction_start_date:
can_see_transaction_this_bank_account:
can_see_url: false
can_see_where_tag: false
description: This an optional field. Maximum length is 2000. It can be any characters here.
hide_metadata_if_alias_used: false
id: d8839721-ad8f-45dd-9f78-2080414b93f9
is_public: false
is_system: true
{
"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_grant_access_to_views":["owner"],
"can_revoke_access_to_views":["owner"],
"can_add_comment":true,
"can_add_corporate_location":true,
"can_add_image":true,
"can_add_image_url":true,
"can_add_more_info":true,
"can_add_open_corporates_url":true,
"can_add_physical_location":true,
"can_add_private_alias":true,
"can_add_public_alias":true,
"can_add_tag":true,
"can_add_url":true,
"can_add_where_tag":true,
"can_delete_comment":true,
"can_add_counterparty":true,
"can_delete_corporate_location":true,
"can_delete_image":true,
"can_delete_physical_location":true,
"can_delete_tag":true,
"can_delete_where_tag":true,
"can_edit_owner_comment":true,
"can_see_bank_account_balance":true,
"can_query_available_funds":true,
"can_see_bank_account_bank_name":true,
"can_see_bank_account_currency":true,
"can_see_bank_account_iban":true,
"can_see_bank_account_label":true,
"can_see_bank_account_national_identifier":true,
"can_see_bank_account_number":true,
"can_see_bank_account_owners":true,
"can_see_bank_account_swift_bic":true,
"can_see_bank_account_type":true,
"can_see_comments":true,
"can_see_corporate_location":true,
"can_see_image_url":true,
"can_see_images":true,
"can_see_more_info":true,
"can_see_open_corporates_url":true,
"can_see_other_account_bank_name":true,
"can_see_other_account_iban":true,
"can_see_other_account_kind":true,
"can_see_other_account_metadata":true,
"can_see_other_account_national_identifier":true,
"can_see_other_account_number":true,
"can_see_other_account_swift_bic":true,
"can_see_owner_comment":true,
"can_see_physical_location":true,
"can_see_private_alias":true,
"can_see_public_alias":true,
"can_see_tags":true,
"can_see_transaction_amount":true,
"can_see_transaction_balance":true,
"can_see_transaction_currency":true,
"can_see_transaction_description":true,
"can_see_transaction_finish_date":true,
"can_see_transaction_metadata":true,
"can_see_transaction_other_bank_account":true,
"can_see_transaction_start_date":true,
"can_see_transaction_this_bank_account":true,
"can_see_transaction_type":true,
"can_see_url":true,
"can_see_where_tag":true,
"can_see_bank_routing_scheme":true,
"can_see_bank_routing_address":true,
"can_see_bank_account_routing_scheme":true,
"can_see_bank_account_routing_address":true,
"can_see_other_bank_routing_scheme":true,
"can_see_other_bank_routing_address":true,
"can_see_other_account_routing_scheme":true,
"can_see_other_account_routing_address":true,
"can_add_transaction_request_to_own_account":true,
"can_add_transaction_request_to_any_account":true,
"can_see_bank_account_credit_limit":true,
"can_create_direct_debit":true,
"can_create_standing_order":true
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
- OBP-50000: Unknown Error.
Get access
Returns the list of the permissions at BANK_ID for account ACCOUNT_ID, with each time a pair composed of the user and the views that he has access to.
Authentication is Mandatory
and the user needs to have access to the owner view.
URL Parameters:
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
BANK_ID: gh.29.uk
JSON response body fields:
can_add_image_url: false
can_add_more_info: false
can_add_tag: false
can_delete_corporate_location: false
can_delete_image: false
can_delete_where_tag: false
can_edit_owner_comment: false
can_see_bank_account_bank_name: false
can_see_bank_account_currency:
can_see_bank_account_label: false
can_see_bank_account_national_identifier:
can_see_bank_account_number: false
can_see_bank_account_owners: false
can_see_bank_account_swift_bic:
can_see_corporate_location: false
can_see_image_url: false
can_see_images: false
can_see_other_account_bank_name:
can_see_other_account_metadata:
can_see_other_account_national_identifier: false
can_see_other_account_number: false
can_see_other_account_swift_bic: false
can_see_transaction_amount: false
can_see_transaction_description: false
can_see_transaction_finish_date:
can_see_transaction_other_bank_account:
can_see_transaction_start_date:
can_see_transaction_this_bank_account:
can_see_url: false
can_see_where_tag: false
description: This an optional field. Maximum length is 2000. It can be any characters here.
hide_metadata_if_alias_used: false
id: d8839721-ad8f-45dd-9f78-2080414b93f9
is_public: false
provider: ETHEREUM
user:
{
"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
}]
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30003: Account not found. Please specify a valid value for ACCOUNT_ID.
- OBP-50000: Unknown Error.
Update Custom View
Update an existing custom view on a bank account
Authentication is Mandatory and the user needs to have access to the owner view.
The json sent is the same as during view creation (above), with one difference: the 'name' field
of a view is not editable (it is only set when a view is created)
URL Parameters:
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
BANK_ID: gh.29.uk
VIEW_ID: owner
JSON response body fields:
can_add_counterparty: false
can_add_image_url: false
can_add_more_info: false
can_add_tag: false
can_add_transaction_request_to_any_account:
can_add_transaction_request_to_own_account:
can_create_direct_debit: false
can_delete_corporate_location: false
can_delete_image: false
can_delete_where_tag: false
can_edit_owner_comment: false
can_query_available_funds: false
can_see_bank_account_bank_name: false
can_see_bank_account_credit_limit: false
can_see_bank_account_currency:
can_see_bank_account_label: false
can_see_bank_account_national_identifier:
can_see_bank_account_number: false
can_see_bank_account_owners: false
can_see_bank_account_routing_address:
can_see_bank_account_routing_scheme:
can_see_bank_account_swift_bic:
can_see_bank_routing_address: false
can_see_corporate_location: false
can_see_image_url: false
can_see_images: false
can_see_other_account_bank_name:
can_see_other_account_metadata:
can_see_other_account_national_identifier: false
can_see_other_account_number: false
can_see_other_account_routing_address: false
can_see_other_account_routing_scheme:
can_see_other_account_swift_bic: false
can_see_other_bank_routing_address:
can_see_other_bank_routing_scheme:
can_see_transaction_amount: false
can_see_transaction_description: false
can_see_transaction_finish_date:
can_see_transaction_other_bank_account:
can_see_transaction_start_date:
can_see_transaction_this_bank_account:
can_see_url: false
can_see_where_tag: false
description: This an optional field. Maximum length is 2000. It can be any characters here.
hide_metadata_if_alias_used: false
id: d8839721-ad8f-45dd-9f78-2080414b93f9
is_public: false
is_system: true
{
"id":"1234",
"short_name":"short_name",
"description":"description",
"metadata_view":"owner",
"is_public":true,
"is_system":true,
"alias":"No",
"hide_metadata_if_alias_used":true,
"can_add_comment":true,
"can_add_corporate_location":true,
"can_add_image":true,
"can_add_image_url":true,
"can_add_more_info":true,
"can_add_open_corporates_url":true,
"can_add_physical_location":true,
"can_add_private_alias":true,
"can_add_public_alias":true,
"can_add_tag":true,
"can_add_url":true,
"can_add_where_tag":true,
"can_delete_comment":true,
"can_add_counterparty":true,
"can_delete_corporate_location":true,
"can_delete_image":true,
"can_delete_physical_location":true,
"can_delete_tag":true,
"can_delete_where_tag":true,
"can_edit_owner_comment":true,
"can_see_bank_account_balance":true,
"can_query_available_funds":true,
"can_see_bank_account_bank_name":true,
"can_see_bank_account_currency":true,
"can_see_bank_account_iban":true,
"can_see_bank_account_label":true,
"can_see_bank_account_national_identifier":true,
"can_see_bank_account_number":true,
"can_see_bank_account_owners":true,
"can_see_bank_account_swift_bic":true,
"can_see_bank_account_type":true,
"can_see_comments":true,
"can_see_corporate_location":true,
"can_see_image_url":true,
"can_see_images":true,
"can_see_more_info":true,
"can_see_open_corporates_url":true,
"can_see_other_account_bank_name":true,
"can_see_other_account_iban":true,
"can_see_other_account_kind":true,
"can_see_other_account_metadata":true,
"can_see_other_account_national_identifier":true,
"can_see_other_account_number":true,
"can_see_other_account_swift_bic":true,
"can_see_owner_comment":true,
"can_see_physical_location":true,
"can_see_private_alias":true,
"can_see_public_alias":true,
"can_see_tags":true,
"can_see_transaction_amount":true,
"can_see_transaction_balance":true,
"can_see_transaction_currency":true,
"can_see_transaction_description":true,
"can_see_transaction_finish_date":true,
"can_see_transaction_metadata":true,
"can_see_transaction_other_bank_account":true,
"can_see_transaction_start_date":true,
"can_see_transaction_this_bank_account":true,
"can_see_transaction_type":true,
"can_see_url":true,
"can_see_where_tag":true,
"can_see_bank_routing_scheme":true,
"can_see_bank_routing_address":true,
"can_see_bank_account_routing_scheme":true,
"can_see_bank_account_routing_address":true,
"can_see_other_bank_routing_scheme":true,
"can_see_other_bank_routing_address":true,
"can_see_other_account_routing_scheme":true,
"can_see_other_account_routing_address":true,
"can_add_transaction_request_to_own_account":true,
"can_add_transaction_request_to_any_account":true,
"can_see_bank_account_credit_limit":true,
"can_create_direct_debit":true,
"can_create_standing_order":true
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- 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.
Update Custom View
Update an existing custom view on a bank account
Authentication is Mandatory and the user needs to have access to the owner view.
The json sent is the same as during view creation (above), with one difference: the 'name' field
of a view is not editable (it is only set when a view is created)
URL Parameters:
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
BANK_ID: gh.29.uk
TARGET_VIEW_ID: TARGET_VIEW_ID
VIEW_ID: owner
JSON response body fields:
allowed_permissions: allowed_permissions
description: This an optional field. Maximum length is 2000. It can be any characters here.
hide_metadata_if_alias_used: false
id: d8839721-ad8f-45dd-9f78-2080414b93f9
is_public: false
name: ACCOUNT_MANAGEMENT_FEE
{
"id":"owner",
"name":"owner",
"description":"This view is for the owner for the account.",
"metadata_view":"",
"is_public":false,
"alias":"public",
"hide_metadata_if_alias_used":false,
"allowed_permissions":["can_see_transaction_this_bank_account","can_see_transaction_other_bank_account","can_see_transaction_metadata","can_see_transaction_label","can_see_transaction_amount","can_see_transaction_type","can_see_transaction_currency","can_see_transaction_start_date","can_see_transaction_finish_date","can_see_transaction_balance","can_see_comments","can_see_narrative","can_see_tags","can_see_images","can_see_bank_account_owners","can_see_bank_account_type","can_see_bank_account_balance","can_see_bank_account_currency","can_see_bank_account_label","can_see_bank_account_national_identifier","can_see_bank_account_swift_bic","can_see_bank_account_iban","can_see_bank_account_number","can_see_bank_account_bank_name","can_see_other_account_national_identifier","can_see_other_account_swift_bic","can_see_other_account_iban","can_see_other_account_bank_name","can_see_other_account_number","can_see_other_account_metadata","can_see_other_account_kind","can_see_more_info","can_see_url","can_see_image_url","can_see_open_corporates_url","can_see_corporate_location","can_see_physical_location","can_see_public_alias","can_see_private_alias","can_add_more_info","can_add_url","can_add_image_url","can_add_open_corporates_url","can_add_corporate_location","can_add_physical_location","can_add_public_alias","can_add_private_alias","can_delete_corporate_location","can_delete_physical_location","can_edit_narrative","can_add_comment","can_delete_comment","can_add_tag","can_delete_tag","can_add_image","can_delete_image","can_add_where_tag","can_see_where_tag","can_delete_where_tag","can_create_counterparty","can_see_bank_routing_scheme","can_see_bank_routing_address","can_see_bank_account_routing_scheme","can_see_bank_account_routing_address","can_see_other_bank_routing_scheme","can_see_other_bank_routing_address","can_see_other_account_routing_scheme","can_see_other_account_routing_address","can_query_available_funds","can_add_transaction_request_to_own_account","can_add_transaction_request_to_any_account","can_see_bank_account_credit_limit","can_create_direct_debit","can_create_standing_order","can_add_transaction_request_to_any_account","can_see_transaction_request_types","can_see_transaction_requests","can_see_available_views_for_bank_account","can_update_bank_account_label","can_create_custom_view","can_delete_custom_view","can_update_custom_view","can_see_views_with_permissions_for_one_user","can_see_views_with_permissions_for_all_users","can_grant_access_to_custom_views","can_revoke_access_to_custom_views"]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
- OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
- OBP-10001: Incorrect json format.
- OBP-50000: Unknown Error.