API Explorer
- API
- ATM
- Account
- Account Public
- Bank
- Branch
- Card
- Consumer
- Counterparty
-
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
- Customer
- Customer Meeting
- Customer Message
- Data Warehouse
- Documentation
- FX
- KYC
- Metric
- Product
- Role
- Sandbox
- Transaction
- Transaction Metadata
- Transaction Request
- User
- View (Custom)
-
API
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ATM
-
Account
-
Create Account
-
Create View
-
Get Account by Id (Core)
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Get Account by Id (Full)
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Get Accounts at Bank
-
Get Accounts at all Banks (Private)
-
Get all Accounts at all Banks
-
Get private accounts at one bank
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Update Account Label
-
Update View
-
Create Account
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Account Public
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Bank
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Create Bank
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Create Transaction Type at bank
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Get Bank
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Get Bank ATMS
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Get Banks
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Get Transaction Types at Bank
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Create Bank
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Branch
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Card
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Consumer
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Counterparty
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Create Counterparty (Explicit)
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Get Counterparties (Explicit)
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Get Counterparty by Counterparty Id (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
-
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
-
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
-
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 Customer
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Create User Customer Link
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Get CRM Events
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Get Customer Social Media Handles
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Get Customers for current User at Bank
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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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Documentation
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FX
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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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Metric
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Product
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Role
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Add Entitlement for a User
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Delete Entitlement
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Get Entitlements for User
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Get Entitlements for User at Bank
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Get Roles
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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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Transaction
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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 (COUNTERPARTY)
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Create Transaction Request (FREE_FORM)
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Create Transaction Request (SANDBOX_TAN)
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Create Transaction Request (SEPA)
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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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Answer Transaction Request Challenge
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User
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View (Custom)
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Delete View
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Get Account access for User
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Get Views for Account
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Get access
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Grant User access to View
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Grant User access to a list of views
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Revoke access to all Views on Account
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Revoke access to one View
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Delete View
v2.2.0 (143 APIs)
Create Account
Create Account at bank specified by BANK_ID with Id specified by ACCOUNT_ID.
The User can create an Account for themself or an Account for another User if they have CanCreateAccount role.
If USER_ID is not specified the account will be owned by the logged in User.
The type field should be a product_code from Product.
Note: The Amount must be zero.
Authentication is Mandatory
URL Parameters:
-
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
-
BANK_ID: gh.29.uk
JSON response body fields:
{
"user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
"label":"Label",
"type":"CURRENT",
"balance":{
"currency":"EUR",
"amount":"0"
},
"branch_id":"1234",
"account_routing":{
"scheme":"OBP",
"address":"UK123456"
}
}
-
CanCreateAccount
- Please login to request this Role
- OBP-10001: Incorrect json format.
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-20001: User not logged in. Authentication is required!
- OBP-30107: Invalid User Id.
- OBP-30110: Invalid Account Id. The ACCOUNT_ID should only contain 0-9/a-z/A-Z/'-'/'.'/'_', the length should be smaller than 255.
- OBP-30111: Invalid Bank Id. The BANK_ID should only contain 0-9/a-z/A-Z/'-'/'.'/'_', the length should be smaller than 255.
- OBP-20005: User not found. Please specify a valid value for USER_ID.
- OBP-20006: User is missing one or more roles:
- OBP-30106: Invalid Balance Amount.
- OBP-30112: Invalid Number. Initial balance must be a number, e.g 1000.00
- OBP-30109: Initial Balance of Account must be Zero (0).
- OBP-30105: Invalid Balance Currency.
- OBP-30208: Account_ID already exists at the Bank.
- OBP-50000: Unknown Error.
Create View
Create a view on bank account
Authentication is Mandatory and the user needs to have access to the owner view.
The 'alias' field in the JSON can take one of three values:
- public: to use the public alias if there is one specified for the other account.
- private: to use the public alias if there is one specified for the other account.
-
''(empty string): to use no alias; the view shows the real name of the other account.
The 'hide_metadata_if_alias_used' field in the JSON can take boolean values. If it is set to true
and there is an alias on the other account then the other accounts' metadata (like more_info, url, image_url, open_corporates_url, etc.) will be hidden. Otherwise the metadata will be shown.
The 'allowed_actions' field is a list containing the name of the actions allowed on this view, all the actions contained will be set to true
on the view creation, the rest will be set to false
.
You should use a leading _ (underscore) for the view name because other view names may become reserved by OBP internally
URL Parameters:
-
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
-
BANK_ID: gh.29.uk
JSON request body fields:
JSON response body fields:
- can_see_images: true
{
"id":"1234",
"short_name":"short_name",
"description":"description",
"is_public":true,
"alias":"No",
"hide_metadata_if_alias_used":true,
"can_add_comment":true,
"can_add_corporate_location":true,
"can_add_image":true,
"can_add_image_url":true,
"can_add_more_info":true,
"can_add_open_corporates_url":true,
"can_add_physical_location":true,
"can_add_private_alias":true,
"can_add_public_alias":true,
"can_add_tag":true,
"can_add_url":true,
"can_add_where_tag":true,
"can_delete_comment":true,
"can_add_counterparty":true,
"can_delete_corporate_location":true,
"can_delete_image":true,
"can_delete_physical_location":true,
"can_delete_tag":true,
"can_delete_where_tag":true,
"can_edit_owner_comment":true,
"can_see_bank_account_balance":true,
"can_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
}
- OBP-20001: User not logged in. Authentication is required!
- OBP-10001: Incorrect json format.
- OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
- OBP-50000: Unknown Error.
Get Account by Id (Core)
Information returned about the account specified by ACCOUNT_ID:
- Number
- Owners
- Type
- Balance
- IBAN
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":"8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0",
"label":"NoneLabel",
"number":"123",
"owners":[{
"id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"provider":"http://127.0.0.1:8080",
"display_name":"OBP"
}],
"type":"OBP",
"balance":{
"currency":"EUR",
"amount":"0"
},
"IBAN":"GR1301720530005053000582373",
"swift_bic":"UKTF3049auf",
"bank_id":"gh.29.uk",
"account_routing":{
"scheme":"AccountNumber",
"address":"4930396"
}
}
- OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
- OBP-50000: Unknown Error.
- OBP-20001: User not logged in. Authentication is required!
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 Mandatory if the 'is_public' field in view (VIEW_ID) is not set to true
.
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"
}],
"type":"OBP",
"balance":{
"currency":"EUR",
"amount":"0"
},
"IBAN":"DE89 3704 0044 0532 0130 00",
"swift_bic":"OKOYFIHH",
"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_routing":{
"scheme":"AccountNumber",
"address":"4930396"
}
}
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30003: Account not found. Please specify a valid value for ACCOUNT_ID.
- OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
- OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
- OBP-50000: Unknown Error.
- OBP-20001: User not logged in. Authentication is required!
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.
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-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-50000: Unknown Error.
- OBP-20001: User not logged in. Authentication is required!
Get Accounts at all Banks (Private)
Get private accounts at all banks (Authenticated access)
Returns the list of accounts containing private views for the user at all banks.
For each account the API returns the ID and the available views.
Authentication is Mandatory
JSON response body fields:
{
"accounts":[{
"id":"8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0",
"label":"NoneLabel",
"bank_id":"gh.29.uk",
"_links":{
"jsonString":"{}"
}
}]
}
- OBP-50000: Unknown Error.
- OBP-20001: User not logged in. Authentication is required!
Get all Accounts at all Banks
{
"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-50000: Unknown Error.
Get private accounts at one bank
Returns the list of private accounts at BANK_ID that the user has access to.
For each account the API returns the ID and the available views.
If you want to see more information on the Views, use the Account Detail call.
If you want less information about the account, use the /my accounts call
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.
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:
JSON response body fields:
{
"success":"Success"
}
- OBP-10001: Incorrect json format.
- OBP-20001: User not logged in. Authentication is required!
- OBP-50000: Unknown Error.
- OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
- user does not have access to owner view on account
Update View
Update an existing view on a bank account
Authentication is Mandatory and the user needs to have access to the owner view.
The json sent is the same as during view creation (above), with one difference: the 'name' field
of a view is not editable (it is only set when a view is created)
URL Parameters:
-
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
-
BANK_ID: gh.29.uk
-
VIEW_ID: owner
JSON response body fields:
- can_see_images: true
{
"id":"1234",
"short_name":"short_name",
"description":"description",
"is_public":true,
"alias":"No",
"hide_metadata_if_alias_used":true,
"can_add_comment":true,
"can_add_corporate_location":true,
"can_add_image":true,
"can_add_image_url":true,
"can_add_more_info":true,
"can_add_open_corporates_url":true,
"can_add_physical_location":true,
"can_add_private_alias":true,
"can_add_public_alias":true,
"can_add_tag":true,
"can_add_url":true,
"can_add_where_tag":true,
"can_delete_comment":true,
"can_add_counterparty":true,
"can_delete_corporate_location":true,
"can_delete_image":true,
"can_delete_physical_location":true,
"can_delete_tag":true,
"can_delete_where_tag":true,
"can_edit_owner_comment":true,
"can_see_bank_account_balance":true,
"can_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
}
- OBP-10001: Incorrect json format.
- OBP-20001: User not logged in. Authentication is required!
- OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
- OBP-50000: Unknown Error.