API Explorer
- API
- ATM
-
Account
- Check Available Funds
- Create Account (POST)
- Create Account Attribute
- Create or Update Account Attribute Definition
- Delete Account Attribute Definition
- Delete Account Cascade
- Get Account Attribute Definition
- Get Account by Account Routing
- Get Account by Id (Core)
- Get Account by Id (Full)
- Get Accounts Balances
- Get Accounts Held
- Get Accounts at Bank
- Get Accounts at Bank (IDs only)
- Get Accounts at Bank (Minimal)
- Get Accounts at all Banks (private)
- Get Checkbook orders
- Get Firehose Accounts at Bank
- Update Account
- Update Account Attribute
- Update Account Label
- Validate and check IBAN number
- Account Access
- Account Application
- Account Metadata
- Account Public
- Authentication Type Validation
- Bank
- Branch
- Card
- Consent
- Consumer
- Counterparty
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Counterparty Metadata
- Add Corporate Location to Counterparty
- Add Counterparty More Info
- Add Open Corporates URL to Counterparty
- Add image url to other bank account
- Add physical location to other bank account
- Add public alias to other bank account
- Add url to other bank account
- Create Other Account Private Alias
- Delete Counterparty Corporate Location
- Delete Counterparty Image URL
- Delete Counterparty Open Corporates URL
- Delete Counterparty Physical Location
- Delete Counterparty Private Alias
- Delete Counterparty Public Alias
- Delete more info of other bank account
- Delete url of other bank account
- Get Other Account Metadata
- Get Other Account Private Alias
- Get public alias of other bank account
- Update Counterparty Corporate Location
- Update Counterparty Image Url
- Update Counterparty More Info
- Update Counterparty Physical Location
- Update Counterparty Private Alias
- Update Open Corporates Url of Counterparty
- Update public alias of other bank account
- Update url of other bank account
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Customer
- Add Social Media Handle
- Create Address
- Create Credit Limit Order Request
- Create Customer
- Create Customer Attribute
- Create Tax Residence
- Create User Customer Link
- Create or Update Customer Attribute Definition
- Delete Customer Address
- Delete Customer Attribute
- Delete Customer Attribute Definition
- Delete Tax Residence
- Delete User Customer Link
- Get CRM Events
- Get Credit Limit Order Request By Request Id
- Get Credit Limit Order Requests
- Get Customer Addresses
- Get Customer Attribute By Id
- Get Customer Attribute Definition
- Get Customer Attributes
- Get Customer Social Media Handles
- Get Customer by CUSTOMER_ID
- Get Customer by CUSTOMER_NUMBER
- Get Customers by ATTRIBUTES
- Get Customers by MOBILE_PHONE_NUMBER
- Get Customers for Current User
- Get Firehose Customers
- Get Tax Residences of Customer
- Get User Customer Links by Customer
- Get User Customer Links by User
- Update Customer Attribute
- Update the Address of a Customer
- Update the Branch of a Customer
- Update the credit limit of a Customer
- Update the credit rating and source of a Customer
- Update the email of a Customer
- Update the identity data of a Customer
- Update the mobile number of a Customer
- Update the number of a Customer
- Update the other data of a Customer
- Customer Meeting
- Customer Message
- Data Warehouse
- Direct Debit
- Documentation
- Dynamic Endpoint (Manage)
- Dynamic Entity (Manage)
- Example Title
- FX
- JSON Schema Validation
- KYC
- Method Routing
- Metric
- Product
- Product Collection
-
Role
- Add Entitlement for a User
- Create Entitlement Request for current User
- Delete Entitlement
- Delete Entitlement Request
- Get Entitlement Requests for a User
- Get Entitlement Requests for the current User
- Get Entitlements for One Bank
- Get Entitlements for User
- Get Entitlements for User at Bank
- Get Entitlements for the current User
- Get Roles
- Get all Entitlement Requests
- Get all Entitlements
- Sandbox
- Scope
- Standing Order
- Swagger Call getBanks
-
Transaction
- Create Transaction Attribute
- Create or Update Transaction Attribute Definition
- Delete Transaction Attribute Definition
- Delete Transaction Cascade
- Get Double Entry Transaction
- Get Firehose Transactions for Account
- Get Other Account of Transaction
- Get Transaction Attribute By Id
- Get Transaction Attribute Definition
- Get Transaction Attributes
- Get Transaction by Id
- Get Transactions for Account (Core)
- Get Transactions for Account (Full)
- Update Transaction Attribute
- Transaction Metadata
-
Transaction Request
- Answer Transaction Request Challenge
- Create Transaction Request (ACCOUNT)
- Create Transaction Request (ACCOUNT_OTP)
- Create Transaction Request (COUNTERPARTY)
- Create Transaction Request (FREE_FORM)
- Create Transaction Request (REFUND)
- Create Transaction Request (SANDBOX_TAN)
- Create Transaction Request (SEPA)
- Create Transaction Request Attribute
- Create or Update Transaction Request Attribute Definition
- Delete Transaction Request Attribute Definition
- Get Transaction Request
- Get Transaction Request Attribute By Id
- Get Transaction Request Attribute Definition
- Get Transaction Request Attributes
- Get Transaction Request Types at Bank
- Get Transaction Request Types for Account
- Get Transaction Requests
- Save Historical Transactions
- Update Transaction Request Attribute
-
User
- Answer Auth Context Update Challenge
- Create User
- Create User Auth Context
- Create User Auth Context Update Request
- Create password reset url
- Delete User Auth Context
- Delete User's Auth Contexts
- Get Logout Link
- Get User (Current)
- Get User Auth Contexts
- Get User Lock Status
- Get User by USERNAME
- Get User by USER_ID
- Get Users by Email Address
- Get all Users
- Lock the user
- Refresh User
- Unlock the user
- View (Custom)
- View (System)
- WebUi Props
- Webhook
- _CreditApplicationForm
- _TESTING
-
API
-
Get API Configuration
-
Get API Info (root)
-
Get Adapter Info
-
Get Adapter Info for a bank
-
Get Connector Status (Loopback)
-
Get JSON Web Key (JWK)
-
Get JSON Web Key (JWK) URIs
-
Get Mapper Database Info
-
Get Rate Limiting Info
-
Get the Call Context of a current call
-
Get API Configuration
-
ATM
-
Account
-
Check Available Funds
-
Create Account (POST)
-
Create Account Attribute
-
Create or Update Account Attribute Definition
-
Delete Account Attribute Definition
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Delete Account Cascade
-
Get Account Attribute Definition
-
Get Account by Account Routing
-
Get Account by Id (Core)
-
Get Account by Id (Full)
-
Get Accounts Balances
-
Get Accounts Held
-
Get Accounts at Bank
-
Get Accounts at Bank (IDs only)
-
Get Accounts at Bank (Minimal)
-
Get Accounts at all Banks (private)
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Get Checkbook orders
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Get Firehose Accounts at Bank
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Update Account
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Update Account Attribute
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Update Account Label
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Validate and check IBAN number
-
Check Available Funds
-
Account Access
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Account Application
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Create Account Application
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Get Account Application by Id
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Get Account Applications
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Update Account Application Status
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Create Account Application
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Account Metadata
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Account Public
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Authentication Type Validation
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Create a Authentication Type Validation
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Delete a Authentication Type Validation
-
Get a Authentication Type Validation
-
Get all Authentication Type Validations
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Update a Authentication Type Validation
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Create a Authentication Type Validation
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Bank
-
Create Bank
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Create Settlement Account
-
Create Transaction Type at bank
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Get Bank
-
Get Banks
-
Get Settlement accounts at Bank
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Get Transaction Types at Bank
-
Create Bank
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Branch
-
Card
-
Create Card
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Create Card Attribute
-
Create or Update Card Attribute Definition
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Delete Card
-
Delete Card Attribute Definition
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Get Card Attribute Definition
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Get Card By Id
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Get Cards for the specified bank
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Get cards for the current user
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Get status of Credit Card order
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Update Card
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Update Card Attribute
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Create Card
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Consent
-
Add User to a Consent
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Answer Consent Challenge
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Create Consent (EMAIL)
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Create Consent (SMS)
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Get Consents
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Revoke Consent
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Update Consent Status
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Add User to a Consent
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Consumer
-
Enable or Disable Consumers
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Get Call Limits for a Consumer
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Get Consumer
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Get Consumers
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Get Consumers (logged in User)
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Post a Consumer
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Set Calls Limit for a Consumer
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Update Consumer RedirectUrl
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Enable or Disable Consumers
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Counterparty
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Create Counterparty (Explicit)
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Create Counterparty for any account (Explicit)
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Get Counterparties (Explicit)
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Get Counterparty by Counterparty Id (Explicit)
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Get Counterparty by name for any account (Explicit)
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Get Other Account by Id
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Get Other Accounts of one Account
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Create Counterparty (Explicit)
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Counterparty Metadata
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Add Corporate Location to Counterparty
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Add Counterparty More Info
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Add Open Corporates URL to Counterparty
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Add image url to other bank account
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Add physical location to other bank account
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Add public alias to other bank account
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Add url to other bank account
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Create Other Account Private Alias
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Delete Counterparty Corporate Location
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Delete Counterparty Image URL
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Delete Counterparty Open Corporates URL
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Delete Counterparty Physical Location
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Delete Counterparty Private Alias
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Delete Counterparty Public Alias
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Delete more info of other bank account
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Delete url of other bank account
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Get Other Account Metadata
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Get Other Account Private Alias
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Get public alias of other bank account
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Update Counterparty Corporate Location
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Update Counterparty Image Url
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Update Counterparty More Info
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Update Counterparty Physical Location
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Update Counterparty Private Alias
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Update Open Corporates Url of Counterparty
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Update public alias of other bank account
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Update url of other bank account
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Add Corporate Location to Counterparty
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Customer
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Add Social Media Handle
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Create Address
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Create Credit Limit Order Request
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Create Customer
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Create Customer Attribute
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Create Tax Residence
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Create User Customer Link
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Create or Update Customer Attribute Definition
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Delete Customer Address
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Delete Customer Attribute
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Delete Customer Attribute Definition
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Delete Tax Residence
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Delete User Customer Link
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Get CRM Events
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Get Credit Limit Order Request By Request Id
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Get Credit Limit Order Requests
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Get Customer Addresses
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Get Customer Attribute By Id
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Get Customer Attribute Definition
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Get Customer Attributes
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Get Customer Social Media Handles
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Get Customer by CUSTOMER_ID
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Get Customer by CUSTOMER_NUMBER
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Get Customers by ATTRIBUTES
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Get Customers by MOBILE_PHONE_NUMBER
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Get Customers for Current User
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Get Firehose Customers
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Get Tax Residences of Customer
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Get User Customer Links by Customer
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Get User Customer Links by User
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Update Customer Attribute
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Update the Address of a Customer
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Update the Branch of a Customer
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Update the credit limit of a Customer
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Update the credit rating and source of a Customer
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Update the email of a Customer
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Update the identity data of a Customer
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Update the mobile number of a Customer
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Update the number of a Customer
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Update the other data of a Customer
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Add Social Media Handle
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Customer Meeting
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Customer Message
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Data Warehouse
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Direct Debit
-
Documentation
-
Get API Glossary
-
Get Message Docs
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Get Message Docs Swagger
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Get Resource Docs
-
Get Swagger documentation
-
Get scanned API Versions
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Get API Glossary
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Dynamic Endpoint (Manage)
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Create Dynamic Endpoint
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Delete Dynamic Endpoint
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Get Dynamic Endpoint
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Get Dynamic Endpoints
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Delete My Dynamic Endpoint
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Get My Dynamic Endpoints
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Create Dynamic Endpoint
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Dynamic Entity (Manage)
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Create Dynamic Entity
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Delete Dynamic Entity
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Delete My Dynamic Entity
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Get Bank Level Dynamic Entities
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Get Dynamic Entities
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Get My Dynamic Entities
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Update Dynamic Entity
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Update My Dynamic Entity
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Create Dynamic Entity
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Example Title
-
FX
-
JSON Schema Validation
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Create a JSON Schema Validation
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Delete a JSON Schema Validation
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Get a JSON Schema Validation
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Get all JSON Schema Validations
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Update a JSON Schema Validation
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Create a JSON Schema Validation
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KYC
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Add KYC Check
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Add KYC Document
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Add KYC Media
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Add KYC Status
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Get Customer KYC Checks
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Get Customer KYC Documents
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Get Customer KYC statuses
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Get KYC Media for a customer
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Add KYC Check
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Method Routing
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Metric
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Get Aggregate Metrics
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Get Connector Metrics
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Get Metrics
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Get Top APIs
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Get Top Consumers
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Search API Metrics via Elasticsearch
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Get Aggregate Metrics
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Product
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Create Product
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Create Product Attribute
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Create or Update Product Attribute Definition
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Delete Product Attribute
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Delete Product Attribute Definition
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Delete Product Cascade
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Get Bank Product
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Get Product Attribute
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Get Product Attribute Definition
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Get Product Tree
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Get Products
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Update Product Attribute
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Create Product
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Product Collection
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Role
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Add Entitlement for a User
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Create Entitlement Request for current User
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Delete Entitlement
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Delete Entitlement Request
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Get Entitlement Requests for a User
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Get Entitlement Requests for the current User
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Get Entitlements for One Bank
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Get Entitlements for User
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Get Entitlements for User at Bank
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Get Entitlements for the current User
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Get Roles
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Get all Entitlement Requests
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Get all Entitlements
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Add Entitlement for a User
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Sandbox
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Scope
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Standing Order
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Swagger Call getBanks
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Transaction
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Create Transaction Attribute
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Create or Update Transaction Attribute Definition
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Delete Transaction Attribute Definition
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Delete Transaction Cascade
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Get Double Entry Transaction
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Get Firehose Transactions for Account
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Get Other Account of Transaction
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Get Transaction Attribute By Id
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Get Transaction Attribute Definition
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Get Transaction Attributes
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Get Transaction by Id
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Get Transactions for Account (Core)
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Get Transactions for Account (Full)
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Update Transaction Attribute
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Create Transaction Attribute
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Transaction Metadata
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Add a tag
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Add an image
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Add comment
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Add narrative
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Add where tag
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Delete a tag
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Delete an image
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Delete comment
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Delete narrative
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Delete where tag
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Get comments
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Get images
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Get narrative
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Get tags
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Get where tag
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Update narrative
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Update where tag
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Add a tag
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Transaction Request
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Answer Transaction Request Challenge
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Create Transaction Request (ACCOUNT)
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Create Transaction Request (ACCOUNT_OTP)
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Create Transaction Request (COUNTERPARTY)
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Create Transaction Request (FREE_FORM)
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Create Transaction Request (REFUND)
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Create Transaction Request (SANDBOX_TAN)
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Create Transaction Request (SEPA)
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Create Transaction Request Attribute
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Create or Update Transaction Request Attribute Definition
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Delete Transaction Request Attribute Definition
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Get Transaction Request
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Get Transaction Request Attribute By Id
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Get Transaction Request Attribute Definition
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Get Transaction Request Attributes
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Get Transaction Request Types at Bank
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Get Transaction Request Types for Account
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Get Transaction Requests
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Save Historical Transactions
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Update Transaction Request Attribute
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Answer Transaction Request Challenge
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User
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Answer Auth Context Update Challenge
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Create User
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Create User Auth Context
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Create User Auth Context Update Request
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Create password reset url
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Delete User Auth Context
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Delete User's Auth Contexts
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Get Logout Link
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Get User (Current)
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Get User Auth Contexts
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Get User Lock Status
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Get User by USERNAME
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Get User by USER_ID
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Get Users by Email Address
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Get all Users
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Lock the user
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Refresh User
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Unlock the user
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Answer Auth Context Update Challenge
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View (Custom)
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View (System)
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WebUi Props
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Webhook
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_CreditApplicationForm
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Create new Credit Application Form
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Delete Credit Application Form by id
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Get Credit Application Form List
-
Get Credit Application Form by id
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Update Credit Application Form
-
Create new Credit Application Form
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_TESTING
v4.0.0 (353 APIs)
Check Available Funds
Check Available Funds
Mandatory URL parameters:
- amount=NUMBER
- currency=STRING
Authentication is Mandatory
URL Parameters:
-
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
-
BANK_ID: gh.29.uk
-
VIEW_ID: owner
JSON response body fields:
- date: 2020-01-27
{
"answer":"yes",
"date":"2022-06-14T07:58:34Z",
"available_funds_request_id":"c4ykz59svsr9b7fmdxk8ezs7"
}
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
- OBP-20054: Invalid amount. Please specify a valid value for amount.
- OBP-10003: Invalid Currency Value. It should be three letters ISO Currency Code.
- OBP-50000: Unknown Error.
Create Account (POST)
Create Account at bank specified by BANK_ID.
The User can create an Account for 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
URL Parameters:
- BANK_ID: gh.29.uk
JSON request body fields:
-
amount: 10.12
-
balance: 10
-
branch_id: DERBY6
-
currency: EUR
-
label: My Account
-
user_id: 9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1
JSON response body fields:
{
"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"
}]
}
-
CanCreateAccount
- Please login to request this Role
- OBP-10001: Incorrect json format.
- OBP-20001: User not logged in. Authentication is required!
- OBP-20006: User is missing one or more roles:
- OBP-30106: Invalid Balance Amount.
- OBP-30112: Invalid Number. Initial balance must be a number, e.g 1000.00
- OBP-30109: Initial Balance of Account must be Zero (0).
- OBP-30105: Invalid Balance Currency.
- OBP-50000: Unknown Error.
Create Account Attribute
Create Account Attribute
Account Attributes are used to describe a financial Product with a list of typed key value pairs.
Each Account Attribute is linked to its Account by ACCOUNT_ID
Typical account attributes might be:
ISIN (for International bonds)
VKN (for German bonds)
REDCODE (markit short code for credit derivative)
LOAN_ID (e.g. used for Anacredit reporting)
ISSUE_DATE (When the bond was issued in the market)
MATURITY_DATE (End of life time of a product)
TRADABLE
See FPML for more examples.
The type field must be one of "STRING", "INTEGER", "DOUBLE" or DATE_WITH_DAY"
Authentication is Mandatory
URL Parameters:
-
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
-
BANK_ID: gh.29.uk
JSON request body fields:
- value: 5987953
JSON response body fields:
- value: 5987953
{
"product_code":"saving1",
"account_attribute_id":"613c83ea-80f9-4560-8404-b9cd4ec42a7f",
"name":"OVERDRAFT_START_DATE",
"type":"DATE_WITH_DAY",
"value":"2012-04-23"
}
-
CanCreateAccountAttributeAtOneBank
- Please login to request this Role
- OBP-20001: User not logged in. Authentication is required!
- OBP-10001: Incorrect json format.
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Create or Update Account Attribute Definition
{
"attribute_definition_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
"bank_id":"gh.29.uk",
"name":"SPECIAL_TAX_NUMBER",
"category":"Account",
"type":"STRING",
"description":"description",
"alias":"STRING",
"can_be_seen_on_views":["bank"],
"is_active":true
}
-
CanCreateAccountAttributeDefinitionAtOneBank
- Please login to request this Role
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-10001: Incorrect json format.
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Delete Account Attribute Definition
Delete Account Attribute Definition by ATTRIBUTE_DEFINITION_ID
Authentication is Mandatory
URL Parameters:
- BANK_ID: gh.29.uk
JSON response body fields:
{
"jsonString":"{}"
}
-
CanDeleteAccountAttributeDefinitionAtOneBank
- Please login to request this Role
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Delete Account Cascade
Delete an Account Cascade specified by ACCOUNT_ID.
Authentication is Mandatory
URL Parameters:
-
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
-
BANK_ID: gh.29.uk
JSON response body fields:
{
"jsonString":"{}"
}
-
CanDeleteAccountCascade
- Please login to request this Role
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
- OBP-20006: User is missing one or more roles:
- OBP-50000: Unknown Error.
Get Account Attribute Definition
{
"attributes":[{
"attribute_definition_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
"bank_id":"gh.29.uk",
"name":"SPECIAL_TAX_NUMBER",
"category":"Account",
"type":"STRING",
"description":"description",
"alias":"STRING",
"can_be_seen_on_views":["bank"],
"is_active":true
}]
}
-
CanGetAccountAttributeDefinitionAtOneBank
- Please login to request this Role
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Get Account by Account Routing
This endpoint returns the account (if it exists) linked with the provided scheme and address.
The bank_id
field is optional, but if it's not provided, we don't guarantee that the returned account is unique across all the banks.
Example of account routing scheme: IBAN
, "OBP", "AccountNumber", ...
Example of account routing address: DE17500105178275645584
, "321774cc-fccd-11ea-adc1-0242ac120002", "55897106215", ...
Authentication is Mandatory
JSON request body fields:
- bank_id: gh.29.uk
JSON response body fields:
{
"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"
}
}]
}
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
- OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
- OBP-50000: Unknown Error.
Get Account by Id (Core)
Information returned about the account specified by ACCOUNT_ID:
- Number - The human readable account number given by the bank that identifies the account.
- Label - A label given by the owner of the account
- Owners - Users that own this account
- Type - The type of account
- Balance - Currency and Value
- Account Routings - A list that might include IBAN or national account identifiers
- Account Rules - A list that might include Overdraft and other bank specific rules
- Tags - A list of Tags assigned to this account
This call returns the owner view and requires access to that view.
Authentication is Mandatory
URL Parameters:
-
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
-
BANK_ID: gh.29.uk
JSON response body fields:
{
"id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
"bank_id":"gh.29.uk",
"label":"My Account",
"number":"546387432",
"product_code":"AC",
"balance":{
"currency":"EUR",
"amount":"0"
},
"account_routings":[{
"scheme":"AccountNumber",
"address":"4930396"
}],
"views_basic":["owner"]
}
- OBP-20001: User not logged in. Authentication is required!
- OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
- OBP-50000: Unknown Error.
Get Account by Id (Full)
Information returned about an account specified by ACCOUNT_ID as moderated by the view (VIEW_ID):
- Number
- Owners
- Type
- Balance
- IBAN
- Available views (sorted by short_name)
More details about the data moderation by the view here.
PSD2 Context: PSD2 requires customers to have access to their account information via third party applications.
This call provides balance and other account information via delegated authentication using OAuth.
Authentication is required if the 'is_public' field in view (VIEW_ID) is not set to true
.
Authentication is Mandatory
URL Parameters:
-
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
-
BANK_ID: gh.29.uk
-
VIEW_ID: owner
JSON response body fields:
{
"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"
}
}]
}
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
- OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
- OBP-50000: Unknown Error.
Get Accounts Balances
{
"accounts":[{
"account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
"bank_id":"gh.29.uk",
"account_routings":[{
"scheme":"accountNumber",
"address":"123456"
}],
"label":"My Account",
"balances":[{
"type":"",
"currency":"EUR",
"amount":"10"
}]
}]
}
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-50000: Unknown Error.
Get Accounts Held
Get Accounts held by the current User if even the User has not been assigned the owner View yet.
Can be used to onboard the account to the API - since all other account and transaction endpoints require views to be assigned.
optional request parameters:
- account_type_filter: one or many accountType value, split by comma
- account_type_filter_operation: the filter type of account_type_filter, value must be INCLUDE or EXCLUDE
whole url example:
/banks/BANK_ID/accounts-held?account_type_filter=330,CURRENT+PLUS&account_type_filter_operation=INCLUDE
Authentication is Mandatory
URL Parameters:
- BANK_ID: gh.29.uk
JSON response body fields:
{
"accounts":[{
"id":"12314",
"label":"My Account",
"bank_id":"123",
"number":"123",
"account_routings":[{
"scheme":"AccountNumber",
"address":"4930396"
}]
}]
}
- OBP-20001: User not logged in. Authentication is required!
- OBP-50000: Unknown Error.
Get Accounts at Bank
Returns the list of accounts at BANK_ID that the user has access to.
For each account the API returns the account ID and the views available to the user..
Each account must have at least one private View.
optional request parameters for filter with attributes
URL params example: /banks/some-bank-id/accounts?manager=John&count=8
Authentication is Mandatory
URL Parameters:
- BANK_ID: gh.29.uk
JSON response body fields:
{
"accounts":[{
"id":"8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0",
"label":"NoneLabel",
"bank_id":"gh.29.uk",
"views_available":[{
"id":"1",
"short_name":"HHH",
"is_public":true
}]
}]
}
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-50000: Unknown Error.
Get Accounts at Bank (IDs only)
Returns only the list of accounts ids at BANK_ID that the user has access to.
Each account must have at least one private View.
For each account the API returns its account ID.
If you want to see more information on the Views, use the Account Detail call.
optional request parameters:
- account_type_filter: one or many accountType value, split by comma
- account_type_filter_operation: the filter type of account_type_filter, value must be INCLUDE or EXCLUDE
whole url example:
/banks/BANK_ID/accounts/account_ids/private?account_type_filter=330,CURRENT+PLUS&account_type_filter_operation=INCLUDE
Authentication is Mandatory
URL Parameters:
- BANK_ID: gh.29.uk
JSON response body fields:
{
"accounts":[{
"id":"5995d6a2-01b3-423c-a173-5481df49bdaf"
}]
}
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-50000: Unknown Error.
Get Accounts at Bank (Minimal)
Returns the minimal list of private accounts at BANK_ID that the user has access to.
For each account, the API returns the ID, routing addresses and the views available to the current user.
If you want to see more information on the Views, use the Account Detail call.
optional request parameters:
- account_type_filter: one or many accountType value, split by comma
- account_type_filter_operation: the filter type of account_type_filter, value must be INCLUDE or EXCLUDE
whole url example:
/banks/BANK_ID/accounts/private?account_type_filter=330,CURRENT+PLUS&account_type_filter_operation=INCLUDE
Authentication is Mandatory
URL Parameters:
- BANK_ID: gh.29.uk
JSON response body fields:
-
account_type: AC
-
bank_id: gh.29.uk
-
label: My Account
{
"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
}]
}]
}
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-50000: Unknown Error.
Get Accounts at all Banks (private)
Returns the list of accounts containing private views for the user.
Each account lists the views available to the user.
optional request parameters:
- account_type_filter: one or many accountType value, split by comma
- account_type_filter_operation: the filter type of account_type_filter, value must be INCLUDE or EXCLUDE
whole url example:
/my/accounts?account_type_filter=330,CURRENT+PLUS&account_type_filter_operation=INCLUDE
Authentication is Mandatory
JSON response body fields:
-
account_type: AC
-
bank_id: gh.29.uk
-
label: My Account
{
"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
}]
}]
}
- OBP-20001: User not logged in. Authentication is required!
- OBP-50000: Unknown Error.
Get Checkbook orders
Get all checkbook orders
Authentication is Mandatory
URL Parameters:
-
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
-
BANK_ID: gh.29.uk
-
VIEW_ID: owner
JSON response body fields:
-
account_id: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
-
account_type: AC
-
bank_id: gh.29.uk
-
order_date: 2020-01-27
{
"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"
}
}]
}
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
- OBP-50211: Connector did not return the set of check book.
- OBP-50000: Unknown Error.
Get Firehose Accounts at Bank
Get Accounts which have a firehose view assigned to them.
This endpoint allows bulk access to accounts.
Requires the CanUseFirehoseAtAnyBank Role
To be shown on the list, each Account must have a firehose View linked to it.
A firehose view has is_firehose = true
For VIEW_ID try 'owner'
optional request parameters for filter with attributes
URL params example:
/banks/some-bank-id/firehose/accounts/views/owner?manager=John&count=8
to invalid Browser cache, add timestamp query parameter as follow, the parameter name must be _timestamp_
URL params example:
/banks/some-bank-id/firehose/accounts/views/owner?manager=John&count=8&_timestamp_=1596762180358
Authentication is Mandatory
URL Parameters:
JSON response body fields:
{
"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"
}],
"product_code":"String",
"balance":{
"currency":"EUR",
"amount":"0"
},
"account_routings":[{
"scheme":"AccountNumber",
"address":"4930396"
}],
"account_rules":[{
"scheme":"OVERDRAFT",
"value":"10"
}]
}]
}
-
CanUseAccountFirehoseAtAnyBank
- Please login to request this Role
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Update Account
Update the account.
Authentication is Mandatory
URL Parameters:
-
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
-
BANK_ID: gh.29.uk
JSON response body fields:
-
account_id: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
-
bank_id: gh.29.uk
-
branch_id: DERBY6
-
label: My Account
{
"bank_id":"gh.29.uk",
"account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
"label":"Label",
"type":"CURRENT",
"branch_id":"1234",
"account_routings":[{
"scheme":"IBAN",
"address":"DE91 1000 0000 0123 4567 89"
}]
}
-
CanUpdateAccount
- Please login to request this Role
- 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:
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
URL Parameters:
-
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
-
BANK_ID: gh.29.uk
JSON response body fields:
- value: 5987953
{
"product_code":"saving1",
"account_attribute_id":"613c83ea-80f9-4560-8404-b9cd4ec42a7f",
"name":"OVERDRAFT_START_DATE",
"type":"DATE_WITH_DAY",
"value":"2012-04-23"
}
-
CanUpdateAccountAttribute
- Please login to request this Role
- 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:
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
URL Parameters:
-
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
-
BANK_ID: gh.29.uk
JSON request body fields:
- label: My Account
JSON response body fields:
{
"success":"Success"
}
- OBP-10001: Incorrect json format.
- 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-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
Validate and check IBAN number
{
"is_valid":true,
"details":{
"bank_routings":[{
"scheme":"BIC",
"address":"SOGEDEFF"
}],
"bank":"Societe Generale",
"branch":"",
"address":"Neue mainzer strasse 46-50",
"city":"Frankfurt am Main",
"postcode":"60311",
"phone":"",
"country":"Germany",
"attributes":[{
"name":"country_iso",
"value":""
},{
"name":"sepa_credit_transfer",
"value":"YES"
},{
"name":"sepa_direct_debit",
"value":"YES"
},{
"name":"sepa_sdd_core",
"value":"YES"
},{
"name":"sepa_b2b",
"value":"YES"
},{
"name":"sepa_card_clearing",
"value":"YES"
}]
}
}
- OBP-50000: Unknown Error.