v4.0.0 filtered by tag: Transaction, Transaction-Metadata (31 APIs)

Bank
Accounts
Views
Counterparties
Transactions

Create Transaction Attribute

Create Transaction Attribute

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

Authentication is Mandatory

URL Parameters:

JSON request body fields:

JSON response body fields:

Typical Successful Response:

								
									
{ "transaction_attribute_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh", "name":"HOUSE_RENT", "type":"DATE_WITH_DAY", "value":"123456789" }
Required Roles:
  • CanCreateTransactionAttributeAtOneBank - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Implemented in OBPv4.0.0 by createTransactionAttribute, operation_id: OBPv4.0.0-createTransactionAttribute

Create or Update Transaction Attribute Definition

Create or Update Transaction Attribute Definition

The category field must be Transaction

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

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

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

Delete Transaction Attribute Definition

Delete Transaction Attribute Definition by ATTRIBUTE_DEFINITION_ID

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

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

Delete Transaction Cascade

Delete a Transaction Cascade specified by TRANSACTION_ID.

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{ "jsonString":"{}" }
Required Roles:
  • CanDeleteTransactionCascade - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Implemented in OBPv4.0.0 by deleteTransactionCascade, operation_id: OBPv4.0.0-deleteTransactionCascade

Get Double Entry Transaction

Get Double Entry Transaction

This endpoint can be used to see the double entry transactions. It returns the bank_id, account_id and transaction_id
for the debit end the credit transaction. The other side account can be a settlement account or an OBP account.

The endpoint also provide the transaction_request object which contains the bank_id, account_id and
transaction_request_id of the transaction request at the origin of the transaction. Please note that if none
transaction request is at the origin of the transaction, the transaction_request object will be null.

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{ "transaction_request":{ "bank_id":"gh.29.uk", "account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0", "transaction_request_id":"8138a7e4-6d02-40e3-a129-0b2bf89de9f1" }, "debit_transaction":{ "bank_id":"gh.29.uk", "account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0", "transaction_id":"2fg8a7e4-6d02-40e3-a129-0b2bf89de8ub" }, "credit_transaction":{ "bank_id":"gh.29.uk", "account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0", "transaction_id":"2fg8a7e4-6d02-40e3-a129-0b2bf89de8ub" } }
Required Roles:
  • CanGetDoubleEntryTransactionAtOneBank - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Implemented in OBPv4.0.0 by getDoubleEntryTransaction, operation_id: OBPv4.0.0-getDoubleEntryTransaction

Get Firehose Transactions for Account

Get Transactions for an Account that has a firehose View.

Allows bulk access to an account's transactions.
User must have the CanUseFirehoseAtAnyBank Role

To find ACCOUNT_IDs, use the getFirehoseAccountsAtOneBank call.

For VIEW_ID try 'owner'

Possible custom url parameters for pagination:

  • limit=NUMBER ==> default value: 50
  • offset=NUMBER ==> default value: 0

eg1:?limit=100&offset=0

  • sort_direction=ASC/DESC ==> default value: DESC.

eg2:?limit=100&offset=0&sort_direction=ASC

  • from_date=DATE => example value: 2021-06-14T07:58:38.892Z. NOTE! The default value is one year ago (2021-06-14T07:58:38.892Z).
  • to_date=DATE => example value: 2022-06-14T07:58:38.892Z. NOTE! The default value is now (2022-06-14T07:58:38.892Z).

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

eg3:?sort_direction=ASC&limit=100&offset=0&from_date=2017-09-19T02:31:05.000Z&to_date=2017-09-19T02:31:05.000Z

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{ "transactions":[{ "id":"String", "this_account":{ "id":"String", "bank_routing":{ "scheme":"Bank_ID", "address":"gh.29.uk" }, "account_routings":[{ "scheme":"AccountNumber", "address":"4930396" }], "holders":[{ "name":"OBP", "is_alias":true }] }, "other_account":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "holder":{ "name":"OBP", "is_alias":true }, "bank_routing":{ "scheme":"Bank_ID", "address":"gh.29.uk" }, "account_routings":[{ "scheme":"AccountNumber", "address":"4930396" }], "metadata":{ "public_alias":"NONE", "private_alias":"NONE", "more_info":"www.openbankproject.com", "URL":"www.openbankproject.com", "image_URL":"www.openbankproject.com", "open_corporates_URL":"www.openbankproject.com", "corporate_location":{ "latitude":1.231, "longitude":1.231, "date":"2017-09-19T00:00:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"http://127.0.0.1:8080", "display_name":"OBP" } }, "physical_location":{ "latitude":1.231, "longitude":1.231, "date":"2017-09-19T00:00:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"http://127.0.0.1:8080", "display_name":"OBP" } } } }, "details":{ "type":"AC", "description":"this is for family", "posted":"2017-09-19T00:00:00Z", "completed":"2017-09-19T00:00:00Z", "new_balance":{ "currency":"EUR", "amount":"0" }, "value":{ "currency":"EUR", "amount":"0" } }, "metadata":{ "narrative":"NONE", "comments":[{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "value":"OBP", "date":"2017-09-19T00:00:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"http://127.0.0.1:8080", "display_name":"OBP" } }], "tags":[{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "value":"OBP", "date":"2017-09-19T00:00:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"http://127.0.0.1:8080", "display_name":"OBP" } }], "images":[{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "label":"NONE", "URL":"www.openbankproject.com", "date":"2017-09-19T00:00:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"http://127.0.0.1:8080", "display_name":"OBP" } }], "where":{ "latitude":1.231, "longitude":1.231, "date":"2017-09-19T00:00:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"http://127.0.0.1:8080", "display_name":"OBP" } } }, "transaction_attributes":[{ "transaction_attribute_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh", "name":"HOUSE_RENT", "type":"DATE_WITH_DAY", "value":"123456789" }] }] }
Required Roles:
  • CanUseAccountFirehoseAtAnyBank - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-00009: Account firehose is not allowed on this instance. Please set allow_account_firehose = true in props files.
  • OBP-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Implemented in OBPv3.0.0 by getFirehoseTransactionsForBankAccount, operation_id: OBPv3.0.0-getFirehoseTransactionsForBankAccount

Get Other Account of Transaction

Get other account of a transaction.
Returns details of the other party involved in the transaction, moderated by the view (VIEW_ID).
Authentication via OAuth is required if the view is not public.

Authentication is Optional

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "holder":{ "name":"OBP", "is_alias":true }, "number":"123", "kind":"3456", "IBAN":"UK234DB", "swift_bic":"UK12321DB", "bank":{ "national_identifier":"OBP", "name":"OBP" }, "metadata":{ "public_alias":"NONE", "private_alias":"NONE", "more_info":"www.openbankproject.com", "URL":"www.openbankproject.com", "image_URL":"www.openbankproject.com", "open_corporates_URL":"www.openbankproject.com", "corporate_location":{ "latitude":1.231, "longitude":1.231, "date":"2017-09-19T00:00:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"http://127.0.0.1:8080", "display_name":"OBP" } }, "physical_location":{ "latitude":1.231, "longitude":1.231, "date":"2017-09-19T00:00:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"http://127.0.0.1:8080", "display_name":"OBP" } } } }
Possible Errors:
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-50000: Unknown Error.
Implemented in OBPv1.2.1 by getOtherAccountForTransaction, operation_id: OBPv1.2.1-getOtherAccountForTransaction

Get Transaction Attribute By Id

Get Transaction Attribute By Id

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{ "transaction_attribute_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh", "name":"HOUSE_RENT", "type":"DATE_WITH_DAY", "value":"123456789" }
Required Roles:
  • CanGetTransactionAttributeAtOneBank - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Implemented in OBPv4.0.0 by getTransactionAttributeById, operation_id: OBPv4.0.0-getTransactionAttributeById

Get Transaction Attribute Definition

Get Transaction Attribute Definition

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

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

Get Transaction Attributes

Get Transaction Attributes

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{ "transaction_attributes":[{ "transaction_attribute_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh", "name":"HOUSE_RENT", "type":"DATE_WITH_DAY", "value":"123456789" }] }
Required Roles:
  • CanGetTransactionAttributesAtOneBank - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Implemented in OBPv4.0.0 by getTransactionAttributes, operation_id: OBPv4.0.0-getTransactionAttributes

Get Transaction by Id

Returns one transaction specified by TRANSACTION_ID of the account ACCOUNT_ID and moderated by the view (VIEW_ID).

Authentication is Optional
Authentication is required if the view is not public.

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{ "id":"String", "this_account":{ "id":"String", "bank_routing":{ "scheme":"Bank_ID", "address":"gh.29.uk" }, "account_routings":[{ "scheme":"AccountNumber", "address":"4930396" }], "holders":[{ "name":"OBP", "is_alias":true }] }, "other_account":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "holder":{ "name":"OBP", "is_alias":true }, "bank_routing":{ "scheme":"Bank_ID", "address":"gh.29.uk" }, "account_routings":[{ "scheme":"AccountNumber", "address":"4930396" }], "metadata":{ "public_alias":"NONE", "private_alias":"NONE", "more_info":"www.openbankproject.com", "URL":"www.openbankproject.com", "image_URL":"www.openbankproject.com", "open_corporates_URL":"www.openbankproject.com", "corporate_location":{ "latitude":1.231, "longitude":1.231, "date":"2017-09-19T00:00:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"http://127.0.0.1:8080", "display_name":"OBP" } }, "physical_location":{ "latitude":1.231, "longitude":1.231, "date":"2017-09-19T00:00:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"http://127.0.0.1:8080", "display_name":"OBP" } } } }, "details":{ "type":"AC", "description":"this is for family", "posted":"2017-09-19T00:00:00Z", "completed":"2017-09-19T00:00:00Z", "new_balance":{ "currency":"EUR", "amount":"0" }, "value":{ "currency":"EUR", "amount":"0" } }, "metadata":{ "narrative":"NONE", "comments":[{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "value":"OBP", "date":"2017-09-19T00:00:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"http://127.0.0.1:8080", "display_name":"OBP" } }], "tags":[{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "value":"OBP", "date":"2017-09-19T00:00:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"http://127.0.0.1:8080", "display_name":"OBP" } }], "images":[{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "label":"NONE", "URL":"www.openbankproject.com", "date":"2017-09-19T00:00:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"http://127.0.0.1:8080", "display_name":"OBP" } }], "where":{ "latitude":1.231, "longitude":1.231, "date":"2017-09-19T00:00:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"http://127.0.0.1:8080", "display_name":"OBP" } } }, "transaction_attributes":[{ "transaction_attribute_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh", "name":"HOUSE_RENT", "type":"DATE_WITH_DAY", "value":"123456789" }] }
Possible Errors:
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
  • OBP-50000: Unknown Error.
Implemented in OBPv3.1.0 by getTransactionByIdForBankAccount, operation_id: OBPv3.1.0-getTransactionByIdForBankAccount

Get Transactions for Account (Core)

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

Authentication is Mandatory

Possible custom url parameters for pagination:

  • limit=NUMBER ==> default value: 50
  • offset=NUMBER ==> default value: 0

eg1:?limit=100&offset=0

  • sort_direction=ASC/DESC ==> default value: DESC.

eg2:?limit=100&offset=0&sort_direction=ASC

  • from_date=DATE => example value: 2021-06-14T07:58:38.892Z. NOTE! The default value is one year ago (2021-06-14T07:58:38.893Z).
  • to_date=DATE => example value: 2022-06-14T07:58:38.893Z. NOTE! The default value is now (2022-06-14T07:58:38.893Z).

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

eg3:?sort_direction=ASC&limit=100&offset=0&from_date=2017-09-19T02:31:05.000Z&to_date=2017-09-19T02:31:05.000Z

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{ "transactions":[{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "this_account":{ "id":"String", "bank_routing":{ "scheme":"Bank_ID", "address":"gh.29.uk" }, "account_routings":[{ "scheme":"AccountNumber", "address":"4930396" }], "holders":[{ "name":"OBP", "is_alias":true }] }, "other_account":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "holder":{ "name":"OBP", "is_alias":true }, "bank_routing":{ "scheme":"Bank_ID", "address":"gh.29.uk" }, "account_routings":[{ "scheme":"AccountNumber", "address":"4930396" }] }, "details":{ "type":"AC", "description":"OBP", "posted":"2017-09-19T00:00:00Z", "completed":"2017-09-19T00:00:00Z", "new_balance":{ "currency":"EUR", "amount":"0" }, "value":{ "currency":"EUR", "amount":"0" } }, "transaction_attributes":[{ "transaction_attribute_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh", "name":"HOUSE_RENT", "type":"DATE_WITH_DAY", "value":"123456789" }] }] }
Possible Errors:
  • OBP-10023: obp_sort_direction parameter can only take two values: DESC or ASC!
  • OBP-10024: wrong value for obp_offset parameter. Please send a positive integer (=>0)!
  • OBP-10025: wrong value for obp_limit parameter. Please send a positive integer (=>1)!
  • OBP-10026: Failed to parse date string. Please use this format yyyy-MM-dd'T'HH:mm:ss.SSS'Z'!
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-50000: Unknown Error.
Implemented in OBPv3.0.0 by getCoreTransactionsForBankAccount, operation_id: OBPv3.0.0-getCoreTransactionsForBankAccount

Get Transactions for Account (Full)

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

Authentication is Optional

Authentication is required if the view is not public.

Possible custom url parameters for pagination:

  • limit=NUMBER ==> default value: 50
  • offset=NUMBER ==> default value: 0

eg1:?limit=100&offset=0

  • sort_direction=ASC/DESC ==> default value: DESC.

eg2:?limit=100&offset=0&sort_direction=ASC

  • from_date=DATE => example value: 2021-06-14T07:58:38.895Z. NOTE! The default value is one year ago (2021-06-14T07:58:38.895Z).
  • to_date=DATE => example value: 2022-06-14T07:58:38.895Z. NOTE! The default value is now (2022-06-14T07:58:38.897Z).

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

eg3:?sort_direction=ASC&limit=100&offset=0&from_date=2017-09-19T02:31:05.000Z&to_date=2017-09-19T02:31:05.000Z

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{ "transactions":[{ "id":"String", "this_account":{ "id":"String", "bank_routing":{ "scheme":"Bank_ID", "address":"gh.29.uk" }, "account_routings":[{ "scheme":"AccountNumber", "address":"4930396" }], "holders":[{ "name":"OBP", "is_alias":true }] }, "other_account":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "holder":{ "name":"OBP", "is_alias":true }, "bank_routing":{ "scheme":"Bank_ID", "address":"gh.29.uk" }, "account_routings":[{ "scheme":"AccountNumber", "address":"4930396" }], "metadata":{ "public_alias":"NONE", "private_alias":"NONE", "more_info":"www.openbankproject.com", "URL":"www.openbankproject.com", "image_URL":"www.openbankproject.com", "open_corporates_URL":"www.openbankproject.com", "corporate_location":{ "latitude":1.231, "longitude":1.231, "date":"2017-09-19T00:00:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"http://127.0.0.1:8080", "display_name":"OBP" } }, "physical_location":{ "latitude":1.231, "longitude":1.231, "date":"2017-09-19T00:00:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"http://127.0.0.1:8080", "display_name":"OBP" } } } }, "details":{ "type":"AC", "description":"this is for family", "posted":"2017-09-19T00:00:00Z", "completed":"2017-09-19T00:00:00Z", "new_balance":{ "currency":"EUR", "amount":"0" }, "value":{ "currency":"EUR", "amount":"0" } }, "metadata":{ "narrative":"NONE", "comments":[{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "value":"OBP", "date":"2017-09-19T00:00:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"http://127.0.0.1:8080", "display_name":"OBP" } }], "tags":[{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "value":"OBP", "date":"2017-09-19T00:00:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"http://127.0.0.1:8080", "display_name":"OBP" } }], "images":[{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "label":"NONE", "URL":"www.openbankproject.com", "date":"2017-09-19T00:00:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"http://127.0.0.1:8080", "display_name":"OBP" } }], "where":{ "latitude":1.231, "longitude":1.231, "date":"2017-09-19T00:00:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"http://127.0.0.1:8080", "display_name":"OBP" } } }, "transaction_attributes":[{ "transaction_attribute_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh", "name":"HOUSE_RENT", "type":"DATE_WITH_DAY", "value":"123456789" }] }] }
Possible Errors:
  • OBP-10023: obp_sort_direction parameter can only take two values: DESC or ASC!
  • OBP-10024: wrong value for obp_offset parameter. Please send a positive integer (=>0)!
  • OBP-10025: wrong value for obp_limit parameter. Please send a positive integer (=>1)!
  • OBP-10026: Failed to parse date string. Please use this format yyyy-MM-dd'T'HH:mm:ss.SSS'Z'!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-50000: Unknown Error.
Implemented in OBPv3.0.0 by getTransactionsForBankAccount, operation_id: OBPv3.0.0-getTransactionsForBankAccount

Update Transaction Attribute

Update Transaction Attribute

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{ "transaction_attribute_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh", "name":"HOUSE_RENT", "type":"DATE_WITH_DAY", "value":"123456789" }
Required Roles:
  • CanUpdateTransactionAttributeAtOneBank - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Implemented in OBPv4.0.0 by updateTransactionAttribute, operation_id: OBPv4.0.0-updateTransactionAttribute

Add a tag

Posts a tag about a transaction TRANSACTION_ID on a view VIEW_ID.

Authentication is Mandatory

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

URL Parameters:

JSON request body fields:

JSON response body fields:

Typical Successful Response:

								
									
{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "value":"OBP", "date":"2017-09-19T00:00:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"http://127.0.0.1:8080", "display_name":"OBP" } }
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-10001: Incorrect json format.
  • OBP-30022: The current view does not have the permission:
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-50000: Unknown Error.
Implemented in OBPv1.2.1 by addTagForViewOnTransaction, operation_id: OBPv1.2.1-addTagForViewOnTransaction

Add an image

Posts an image about a transaction TRANSACTION_ID on a view VIEW_ID.

Authentication is Mandatory

The image is linked with the user.

URL Parameters:

JSON request body fields:

JSON response body fields:

Typical Successful Response:

								
									
{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "label":"NONE", "URL":"www.openbankproject.com", "date":"2017-09-19T00:00:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"http://127.0.0.1:8080", "display_name":"OBP" } }
Possible Errors:
  • OBP-10001: Incorrect json format.
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30022: The current view does not have the permission:
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-10017: Incorrect URL Format.
  • OBP-50000: Unknown Error.
  • OBP-20001: User not logged in. Authentication is required!
Implemented in OBPv1.2.1 by addImageForViewOnTransaction, operation_id: OBPv1.2.1-addImageForViewOnTransaction

Add comment

Posts a comment about a transaction TRANSACTION_ID on a view VIEW_ID.

${authenticationRequiredMessage(false)}

Authentication is required since the comment is linked with the user.

Authentication is Mandatory

URL Parameters:

JSON request body fields:

JSON response body fields:

Typical Successful Response:

								
									
{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "value":"OBP", "date":"2017-09-19T00:00:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"http://127.0.0.1:8080", "display_name":"OBP" } }
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-10001: Incorrect json format.
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30022: The current view does not have the permission:
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-50000: Unknown Error.
Implemented in OBPv1.2.1 by addCommentForViewOnTransaction, operation_id: OBPv1.2.1-addCommentForViewOnTransaction

Add narrative

Creates a description of the transaction TRANSACTION_ID.

Note: Unlike other items of metadata, there is only one "narrative" per transaction accross all views.
If you set narrative via a view e.g. view-x it will be seen via view-y (as long as view-y has permission to see the narrative).

Authentication is Optional
Authentication is required if the view is not public.

URL Parameters:

JSON request body fields:

JSON response body fields:

Typical Successful Response:

								
									
{ "success":"Success" }
Possible Errors:
  • OBP-10001: Incorrect json format.
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30022: The current view does not have the permission:
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-50000: Unknown Error.
Implemented in OBPv1.2.1 by addTransactionNarrative, operation_id: OBPv1.2.1-addTransactionNarrative

Add where tag

Creates a "where" Geo tag on a transaction TRANSACTION_ID in a view.

Authentication is Mandatory

The geo tag is linked with the user.

URL Parameters:

JSON request body fields:

JSON response body fields:

Typical Successful Response:

								
									
{ "success":"Success" }
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-10001: Incorrect json format.
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-30022: The current view does not have the permission:
  • Coordinates not possible
  • OBP-50000: Unknown Error.
Implemented in OBPv1.2.1 by addWhereTagForViewOnTransaction, operation_id: OBPv1.2.1-addWhereTagForViewOnTransaction

Delete a tag

Deletes the tag TAG_ID about the transaction TRANSACTION_ID made on view.
Authentication via OAuth is required. The user must either have owner privileges for this account,
or must be the user that posted the tag.

Authentication is Optional

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{ "jsonString":"{}" }
Possible Errors:
  • OBP-30022: The current view does not have the permission:
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-50000: Unknown Error.
Implemented in OBPv1.2.1 by deleteTagForViewOnTransaction, operation_id: OBPv1.2.1-deleteTagForViewOnTransaction

Delete an image

Deletes the image IMAGE_ID about the transaction TRANSACTION_ID made on view.

Authentication via OAuth is required. The user must either have owner privileges for this account, or must be the user that posted the image.

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{ "jsonString":"{}" }
Possible Errors:
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30022: The current view does not have the permission:
  • OBP-20001: User not logged in. Authentication is required!
  • You must be able to see images in order to delete them
  • Image not found for this transaction
  • Deleting images not permitted for this view
  • Deleting images not permitted for the current user
  • OBP-50000: Unknown Error.
Implemented in OBPv1.2.1 by deleteImageForViewOnTransaction, operation_id: OBPv1.2.1-deleteImageForViewOnTransaction

Delete comment

Delete the comment COMMENT_ID about the transaction TRANSACTION_ID made on view.

Authentication via OAuth is required. The user must either have owner privileges for this account, or must be the user that posted the comment.

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{ "jsonString":"{}" }
Possible Errors:
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30022: The current view does not have the permission:
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-50000: Unknown Error.
Implemented in OBPv1.2.1 by deleteCommentForViewOnTransaction, operation_id: OBPv1.2.1-deleteCommentForViewOnTransaction

Delete narrative

Deletes the description of the transaction TRANSACTION_ID.

Authentication via OAuth is required if the view is not public.

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{ "jsonString":"{}" }
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30022: The current view does not have the permission:
  • OBP-50000: Unknown Error.
Implemented in OBPv1.2.1 by deleteTransactionNarrative, operation_id: OBPv1.2.1-deleteTransactionNarrative

Delete where tag

Deletes the where tag of the transaction TRANSACTION_ID made on view.

Authentication is Mandatory

The user must either have owner privileges for this account, or must be the user that posted the geo tag.

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{ "jsonString":"{}" }
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30022: The current view does not have the permission:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • there is no tag to delete
  • Delete not completed
  • OBP-50000: Unknown Error.
Implemented in OBPv1.2.1 by deleteWhereTagForViewOnTransaction, operation_id: OBPv1.2.1-deleteWhereTagForViewOnTransaction

Get comments

Returns the transaction TRANSACTION_ID comments made on a view (VIEW_ID).

Authentication via OAuth is required if the view is not public.

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{ "comments":[{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "value":"OBP", "date":"2017-09-19T00:00:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"http://127.0.0.1:8080", "display_name":"OBP" } }] }
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30022: The current view does not have the permission:
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-50000: Unknown Error.
Implemented in OBPv1.2.1 by getCommentsForViewOnTransaction, operation_id: OBPv1.2.1-getCommentsForViewOnTransaction

Get images

Returns the transaction TRANSACTION_ID images made on a view (VIEW_ID).
Authentication via OAuth is required if the view is not public.

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{ "images":[{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "label":"NONE", "URL":"www.openbankproject.com", "date":"2017-09-19T00:00:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"http://127.0.0.1:8080", "display_name":"OBP" } }] }
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30022: The current view does not have the permission:
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-50000: Unknown Error.
Implemented in OBPv1.2.1 by getImagesForViewOnTransaction, operation_id: OBPv1.2.1-getImagesForViewOnTransaction

Get narrative

Returns the account owner description of the transaction moderated by the view.

Authentication via OAuth is required if the view is not public.

Authentication is Optional

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{ "narrative":"narative" }
Possible Errors:
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30022: The current view does not have the permission:
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-50000: Unknown Error.
Implemented in OBPv1.2.1 by getTransactionNarrative, operation_id: OBPv1.2.1-getTransactionNarrative

Get tags

Returns the transaction TRANSACTION_ID tags made on a view (VIEW_ID).
Authentication via OAuth is required if the view is not public.

Authentication is Optional

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "value":"OBP", "date":"2017-09-19T00:00:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"http://127.0.0.1:8080", "display_name":"OBP" } }
Possible Errors:
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30022: The current view does not have the permission:
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-50000: Unknown Error.
Implemented in OBPv1.2.1 by getTagsForViewOnTransaction, operation_id: OBPv1.2.1-getTagsForViewOnTransaction

Get where tag

Returns the "where" Geo tag added to the transaction TRANSACTION_ID made on a view (VIEW_ID).
It represents the location where the transaction has been initiated.

Authentication via OAuth is required if the view is not public.

Authentication is Optional

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{ "where":{ "latitude":1.231, "longitude":1.231, "date":"2017-09-19T00:00:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"http://127.0.0.1:8080", "display_name":"OBP" } } }
Possible Errors:
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30022: The current view does not have the permission:
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-50000: Unknown Error.
Implemented in OBPv1.2.1 by getWhereTagForViewOnTransaction, operation_id: OBPv1.2.1-getWhereTagForViewOnTransaction

Update narrative

Updates the description of the transaction TRANSACTION_ID.

Authentication via OAuth is required if the view is not public.

Authentication is Optional

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{ "success":"Success" }
Possible Errors:
  • OBP-10001: Incorrect json format.
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30022: The current view does not have the permission:
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-50000: Unknown Error.
Implemented in OBPv1.2.1 by updateTransactionNarrative, operation_id: OBPv1.2.1-updateTransactionNarrative

Update where tag

Updates the "where" Geo tag on a transaction TRANSACTION_ID in a view.

Authentication is Mandatory

The geo tag is linked with the user.

URL Parameters:

JSON response body fields:

Typical Successful Response:

								
									
{ "success":"Success" }
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-10001: Incorrect json format.
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-30022: The current view does not have the permission:
  • Coordinates not possible
  • OBP-50000: Unknown Error.
Implemented in OBPv1.2.1 by updateWhereTagForViewOnTransaction, operation_id: OBPv1.2.1-updateWhereTagForViewOnTransaction